Overview of Asset Hierarchy

Overview of Assets

The Assets page in APM contains the Asset Hierarchy and Asset Groups that provide a dynamic way to interact with and view your assets.

Simply, the Asset Hierarchy displays records in the database and how they relate to one another. It provides a dynamic view of asset records, which are typically functional locations and equipment, and their associated analyses by navigating through the system based on the assets themselves.

About the Asset Hierarchy

APM is built on the premise that within your company, assets are organized in a hierarchical fashion, with each asset (for example, equipment, RBI component, etc.) having a parent functional location (for example, unit), which in turn is part of a higher-level functional location (for example, site). These parent-child relationships create the Asset Hierarchy.

Navigating the Asset Hierarchy

The Asset Hierarchy allows you to browse your assets from the top-level functional location through the hierarchical structure, for example:

  • Company
  • Site
  • Area
  • Unit
  • Functional Location
  • Equipment
Your selection in the Asset Hierarchy is used as the default asset when you open an application from the main navigation menu or from a hyperlink in the <Asset Name> workspace. Your selection is retained when you log out of APM, and it is used as the default asset the next time you log in, until you select a different asset in the Asset Hierarchy.

Tip:
  • To navigate to a parent-level equipment or functional location of an asset that is selected in the hierarchy, select the corresponding breadcrumb link in the breadcrumb path.
  • To expand or collapse the Asset Hierarchy panel, select or , respectively.
  • To resize the Asset Hierarchy panel, drag the border of the panel to the required width.
Note:
  • As a standard practice, we assume that your equipment is installed in locations that exist on the lowest level of your location hierarchy.
  • By default, the Asset Hierarchy displays:
    • A maximum of 500 top-level records in the hierarchy.
    • A maximum of 500 child equipment or functional locations for a parent functional location.

About the Hierarchy Filter

The Asset Hierarchy filter has three levels. As standard practice, these filter levels correspond with the asset taxonomy:
  • Taxonomy Category: A list of asset categories (for example, Electrical is a category of asset).
  • Taxonomy Class: A list of asset classifications (for example, Capacitor is a class of electrical assets).
  • Taxonomy Type: A list of types of asset (for example, Series Capacitor is a type of capacitor).
You can select one or more levels in the filter panel, and the Asset Hierarchy is filtered to show only assets that match your selection.

About the <Asset Name> Workspace

As you navigate through the Asset Hierarchy, in the <Asset Name> workspace, you can access information about the Health, Reliability, Strategy, and Integrity for each level of equipment or functional location. The <Asset Name> workspace provides an overview of all the data available in APM related to the asset selected in the Asset Hierarchy. For each Health, Reliability, Strategy and Integrity item, a hyperlink is available, displaying the number and type of analysis performed against that asset. When selected, the hyperlinks open the analyses or inspections in a new tab while maintaining the selection in the Asset Hierarchy.

Tip: To refresh the <Asset Name> workspace, select .

Access the Assets Page

Procedure

In the top navigation bar, select .

The page displaying the Asset Hierarchy appears.



Filter Assets

Procedure

  1. Access the Assets page.
  2. In the left pane, in the Hierarchy section, select .
    The Filter menu appears.
  3. Optionally, in the CATEGORY drop-down list box, select a taxonomy category.
  4. Optionally, in the CLASS drop-down list box, select a taxonomy class.
  5. Optionally, in the TYPE drop-down list box, select a taxonomy type.
  6. Select Apply.
    The hierarchy is filtered according to your selection.

Search for an Asset

Before You Begin

If you want to search for an asset in the filtered assets list, apply the filter before you search for an asset.

Procedure

  1. Access the Assets page.
  2. In the left pane, select Hierarchy, select , and then, in the text box, enter at least two characters. For more information, refer to the Search section of the documentation.
    The search results appear in a list in the left pane.