360°Strategic Asset Management > Common > Strategic Assets > Specific Register > Functions > Exchange/Remove/Install

This button opens the object exchange form which allows you to install or exchange or remove an item/object at a structure position. The purpose of the exchange functionality is to install a valid item/object in a selected position, remove an installed item/object or first remove an installed item/object and replace it with another valid item/object. The steps can be specified to be executed sequentially.

The exchange process consists of three possible steps:

  • Install
  • Remove
  • Install and remove

The exchange process enables the user to install an item/object from the specific structure in the selected position. An item/object can only be installed in a selected position in the structure if it is empty. Only active and serviceable item/objects can be selected to be installed and the item/object cannot be installed elsewhere in the structure or in another structure. The install drop down list has 2 tabs – the first tab will display a list of specific identifiers for which the object code is associated with a related object for the specific position. The second tab displays a list of specific identifiers which are associated with a resource. Each resource is associated with valid items and each resource is associated with an object structure item.

In the case where an item/object is selected to be installed and the process completed successfully the installed indicator will be checked. The exchange date and time will be populated with the system date and time. The install indicator will stay unchecked if the install process encountered and error. An error log entry will be created in the case where an error occurred and the installation could not be completed.

The user can only remove an item/object that has been installed in the selected position. When creating a new exchange entry and an item/object has been installed in the selected position, the installed item/object will automatically be assigned to the “Remove specific identifier” field. In the case where no item/object has been installed in the selected position the field will be empty. The remove indicator will be checked as soon as the removal process is completed successfully. The exchange date and time will be populated with the system date and time. The remove indicator will stay unchecked if the install process encountered and error. An error log entry will be created in the case where an error occurred and the installation could not be completed.

The user will be able to combine the removal and installation process. First remove an installed item/object and then replace it with another valid item/object. The user will not be allowed to remove an item/object that has not been installed. The item/object will first be removed and only if it has been successfully removed will it be replaced with the selected item/object. Both the remove and install indicators will be checked if the exchange process is completed successfully. Any errors that occurred during the exchange process will be written to the error log. The exchange date and time will be populated with the system date and time.

A sequence of exchange events can be created for the positions in the structure and will be executed in order of the sequence specified. It is important sequence the steps in a top to bottom order in the structure i.e. an item/object cannot be installed in a lower position before an item/object has not been installed in a higher level position. The exchange process will validate correctness and will write an entry in the error log and the exchange process will end in error.

Exchange results:

The result of installing an item/object is the assignment of the installed specific identifier and structure code of the position where it has been installed and the install indicator will be checked. The parent specific identifier and structure code will be assigned i.e. for the installed item/object its parent will be determined. The end specific identifier and structure code will also be determined i.e. the top or highest specific identifier and structure code where the selected item/object was installed.

For a removal the installed specific identifier and structure code of the position where it has been installed value will be set to an empty value and the install indicator will be unchecked. In the same way the higher assembly and top assembly values will be reset.

History entries will be created with the installation and removal processes for both the installed/removed item/object as well as the affected specific structure.

Set-up of valid item/objects:

A pre-requisite to install item/objects in a specific position in a structure it is imperative to define the valid item/objects and associate it with the position where an item/object must be installed. These item/objects are defined via the object structure item/objects and object structure related functionality on the object structure form.

Object Structure Item:

If valid item are defined for a position, the install process will validate that the item selected to install, conforms to one of the items defined here. If not, the system will not allow installation of the item. The specific structure and install position must associate with the above mentioned item via the resource button on the specific structure form.

Object Structure Related:

This form is used to define the valid object codes which can be installed in this position in the structure. In the case where an entry does not exist, this position can indicate a phantom position and will only be used to indicate a logical grouping of lower level positions. These lower level positions will then be associated with related object structures. The user will not be allowed to install an item/object in a phantom position.

Exchange pre-requisites:

Various rules exist for the enabling and disabling of the exchange button on the specific structure form. The following rules apply:

  • The exchange functionality will only be available on the lower level positions of a structure i.e. install and remove of item/objects cannot be done on the top position of the structure.
  • If the parent has not been installed in the higher level structure do not allow the selected item/object to be installed
  • If the parent has been installed, then allow installation.
  • Also check for phantoms. A phantom will not allow for an item/object to be installed.
  • If the higher level is a phantom, then check if item/object higher up in the structure has been installed. If so, allow exchange otherwise not.

Tasks that use this form

Exchange/Install/Remove Process of valid specifics

Navigating the form

Buttons

Control name

Description

Exchange

Exchange a specific for another valid specific.

Install

Install from the list of valid specifics.

Remove

Remove a specific from the structure before another valid specific can be installed/exchanged.

Field Tabs

Tab Name

Fields

Field Description

Valid install specifics

Specific ID

This field is used to uniquely identifying the specific. (i.e. an identification number that is unique and will not changed for the specific asset.)

Description

This field defines the specific in more detail for identification.

Valid install specific ageing

Cumulative Age

This field defines the age of the object as a cumulative value base on the UOM code selected.

Current Age

This field defines the age of the object as a value base on the UOM code selected.

Installation Age

This field defines the age value of the object at installation base on the UOM code selected.

Parent age

This field defines the age value of the parent object at installation base on the UOM code selected.