Concepts

Settings

Site Types and Site Ownership of New Objects

You can create objects using a variety of methods from a variety of views. The site that owns the new object depends on the site type settings. If the current site can own it, it will. However, if a site cannot own an object, but a site located higher in the hierarchy can own the object, that site will own the new object.

The examples discussed next use this hierarchy structure:

If you create a new object from the context of an existing object, the site that owns the existing object will be set as the owner of the new object. For example, districts do not own work orders, but District 1 can view the work orders at its plant sites. If you open a Plant 1 work order task from the District 1 site, you can edit it by selecting a planner on the Planning tab. If the planner is not yet recorded in APM, you can add a new employee record by right-clicking the Planner box and selecting New. When you create the employee record in this way, the new employee is created at the Plant 1 site.

However, if a site is not allowed to own a type of object, APM searches up the site’s hierarchy for the first site that can own the object. The object is then created and owned by that site. If APM cannot find a site that can own the object, you will not be able to create the object. The system displays a message that says “A new [object name] cannot be created because its owning site is not known.”

For example, if you open the District 1 site’s Reliability Program view, you can view the task templates owned by the Plant 1 and Plant 2 sites. However, if district sites are not allowed to own task templates and you try to create a template from the District 1 site, the new template’s site is set to the next highest-level site that can own task templates (for example, the Corporate site). To create a new task template for the Plant 2 site, you will need to open Plant 2 and navigate to the Reliability Program view in that site.