It is possible to build structural relationships between objects. This is a single level association with a parent object. Use this form/process to create and maintain the structure of the object. In this instance the structure to be constructed can be organisation type, location type, equipment type or personnel type. Base on the selecting of the object type, the setup tasks available will be different, but the following tasks are available from setup.

Once the object is defined, the wizard will progress to the object structure. Complete the object structure fields. The calendar setup is very important for preventative maintenance schedule process to work properly. Ensure that the calendar is correctly setup before selecting a calendar. The specific indicators are checked when an object must be installed in the structure position before the asset is ready for use and when an exchange may be done on a structure position.

Project indicators and the setup indicators are only applicable to the defining of an organisation. But the indicators are important to the responsible organisation, for execution orders to work properly, the auto feedback on the execution order and the indicators to be selected for the issue of stock.

The related object structure for the object will be automatically created, but you can add more objects that are related to the one that you busy with. The object characteristics and ageing can be defined through the wizard. For preventative maintenance you have to setup the ageing meters for the correspondent object.

Process of creating an Organisation object structure

Once the object is defined, the wizard will progress to the object structure. Complete the object structure fields.

1.      Click Setup > Object > Organisation Definition

2.      The following is an example for Organisation Object Definition wizard.

 

3.      Click in the Object type field and choose from the available list of options. For this example an organisation structure is build. When an organisation is created as an object, then the code and description can be the actual name, because there will always only be one of this specific organisation.

4.      Click in the Object Code field, add an object code to identify the object, for example the Organization's name.

Click Object Description field, add a detailed description for the object.

5.      Click in the Object class field and select from the list of available options for the selected object type, the class that will give a more detailed classification of the object type. If there is no object class defined, right click in the field, go to view details, and in the classification table, define the class.

Click in the Object sub-Class field, select from the list of sub-class definitions of the class for the selected object type.

6.      Tick the End Use indicator that identifies this object of type end use. (This means it is the complete object in its final form of use.) This field is not mandatory, but it is important to indicate that an object is of type end use, because this indicator is used to filter objects as specifics.

7.      Click Next to add detail about the object structure.

8.      The following is an example for Object Structure part of wizard.

 

9.      Enter a value in maximum items field that may be installed in this position at the same time. This field is only available for structure positions other than the top and if either the serial control or the item control indicator is selected. This field is NOT available for objects of type Organisation, Location or Human.

10.  Select the Calendar that will be used by the object for the scheduling and the use of the object as a specific.

11.  Tick the ”Proj Integr Exe" and "Proj Integr Contracts" that will indicate that the organisation is using Projects.

Note

When Projects is used by the Organisation/Company for managing their assets and the utilisation of those assets, then the Project Indicators for Execution Orders and Contracts should be ticked. This is only applicable if the Object type is of type = Organisation. (Default Project detail has to be setup in Accounting Setup for Organisation).

12.  The Setup and Specific Indicators are ticked for every object, to define the utilisation of the object as a specific. The indicators are used as follow:

13.  On Organisation level - An organisation can have multiple or none of these indicators switched on. If a certain indicator is not switched on, that organisation will not be able to perform events within that category.

Tick Plan Indicator to indicate that this organisation can do planning work.

Tick Execution Indicator to indicate that this organisation can do maintenance, repair and overhaul work.

Tick Operations Indicator to indicate that this organisation can create operational events.

Tick Accounting Indicator to indicate that this organisation/department is used to create invoicing and billing.

Tick Contract Indicator to indicate this indicator is used to identify organisations that can act as equipment, facility or personnel contract creator.

Tick Auto Feedback to indicate that auto feedback indicator should be set on for the scenario when stock items that are issued from inventory, are automatically consumed into the execution order where it is required. Otherwise it should be off. The effects of setting the auto feedback indicator are as follows:

Auto Feedback Off - When feedback is done on the Feedback form, the cumulative value for the resource on the work order is updated immediately, irrespective if the journals are posted or not. Journals are only created for the quantity feedback value greater than the quantity reserved.

Auto Feedback On - This is used for integration with the Product Information Management part of the system, when feedback is received automatically from the inventory side of the system into 360° Strategic Asset Management. Any update of the cumulative value on the Feedback form only happens when the inventory journals (issue or receipt) are posted. No extra journals will be created until the quantity reserved is issued from inventory. Then journal lines will be created, but the cumulative value will only be updated once those journals are posted. Any Issue or Receipt transaction against a project Id that exists as an Execution Order will affect the cumulative value of that item in the 360° Strategic Asset Management Execution Order.

Tick Auto Issue to indicate that stock items can automatically be issued from the supply warehouse.

Tick Partial Issue to indicate that stock items can partially be issued from the supply warehouse.

14.  On Specific level - This level of indicators is applicable on the specific and can be changed, except for the Schedule Indicator.

Tick Available on Contract to indicate that the object is available on contract and can out to customers. The indicator will filter through when a specific is created from this object.

Schedule Indicator to indicate that this object can be used for forecasting. This indicator will automatically be ticked if the End Use indicator was selected.

Tick Must be Installed Indicator to indicate that if this indicator is set (checked) then a serial item must be installed in this structure position. If an item is not installed within this structure position then the asset (object) may not be changed into ready status.

Tick Can be Removed Indicator to indicate that this equipment that is fitted in this position can be removed. (This will be off where a logical structure code is used to group items together, but cannot be removed as such).

Tick Specific ID auto create Indicator to indicate that Specific ID has to be automatically created when a specific is created from this object.

15.  Click Next to add detail about the related object structure, or Finish if detail is not available currently.

16.  The following is an example of setting up Object Structure Related objects.

 

17.  This form is used to define the valid Object Types which can be installed in this position in the structure. The following fields are available:

18.  Select the Object relation type field that will define the relationship between the objects. Object fit will be used in the event where another object of the same type can be used to fit in this position.

19.  Select the Related Object field and use the lookup to select the object type that may be fitted or installed in this structure position.

Note

In the case of following the bottom-up approach for building object structures, the structure of the object type that is being associated to this position, will be added to the current position, on the present object type. The opposite will happen if a record is deleted here. On deletion, the structure of the object type is deleted from the parent structure where it was fitted.

20.  The Related Structure code field is the structure position and will be added automatically from the object structure.

21.  Click in the Sequence to define the priority sequence for the object that will be picked on installation.

22.  Click Next to add detail about the object characteristics, or Finish if detail is not available currently.

23.  The purpose of this Characteristics form is to define specific characteristics values for the selected object. The user may add/remove characteristics as previously defined for the object type as base characteristics.

Click here for the detail reference to the field definitions : Object Characteristics

24.  Object structure ageing - Multiple units of measure may be defined. Although the system allows multiple ageing meters it is good practice to define the minimum ageing parameters needed. This is usually determined by the preventative events defined for the object or determined by the supplier.

This is where you add the UOM for the Object. If you select the Age Type - Absolute – it means when you do the Meter Feedback you should always read the Meter Reading and not the Increase.

Click here for the detail reference to the field definitions : Object Ageing

25.  Click Finish to finalise the creating of the object and the object structure.

Edit to add more detail to an object structure

The following is an example of the form view of an Object Structure.

 

Note

The following is an example of how to add sub-structure to an object.

1.      Click Object Structure button on the object definition form.

Click on Children button to add objects to the related object structure.

Click on Object Structure New button to add a new object to the selected object.

 

  1. Click in the Object code field and select the parent object code.
  2. Click in the Structure code field and enter the object name for the child structure code.
  3. Click in the Structure description field and enter the object description for the child structure code.

5.      Click the Fast tab: Setup to expand/collapse.

HL Object field is indicating the parent (higher level) of the object.

HL structure code field is the code identifying the next upper level structure. (This will only be visible if object type is part of a higher level structure)

Click in the Max items field and enter the value of the maximum items that may be installed in this position at the same time. This field is only available for structure positions other than the top and if either the serial control or the item control indicator is selected. This field is NOT available for objects of type Organisation, Location or Human.

Select the Calendar that will be used by the object for the scheduling and the use of the object as a specific.

Select a Structure Type field value from the drop down list to classify the type of structure. For example: functional location, part or rotable, but for a Facility it will be functional location.

Select a Structure classification field value from the drop down list to classify the structure position.

Select a Position Critical field value from the drop down list to define the criticality of the object within the structure and the organisation. (Value 1 = high criticality)

Select a Value Model field to define the identification of value model. Select the value model from the available drop down list that was created in the Fixed Asset, Value Models Setup form. Right click in field, go to View details to create and manage value models for fixed assets. (A value model contains the basic information about one life cycle that is attached to a fixed asset. A fixed asset can have several different value models.)

Select a Fixed asset group field that indicates the fixed asset group and must be selected from the available groups.

If the Auto capitalise stock field is ticked, it will auto create journals for stock to fixed asset.

If the Fixed asset integration field is ticked it indicates integration with the fixed asset module is on.

Select a Stock journal field that defaulted the journal name used for type when nothing else is specified.

Tick the Extended billing field if this contract can be billed after the contract has been expired.

6.      Click the Fast tab: Indicators to expand/collapse. The Setup and Specific Indicators are ticked for every object, to define the utilisation of the object as a specific. All the fields available under Indicators are listed, but you will only see the ones applicable to the object type. The indicators are used as follow:

Organisation Level: - An organisation can have multiple or none of these indicators switched on. If a certain indicator is not switched on, that organisation will not be able to perform events within that category for this specific object.

Tick the Plan Indicator field to indicate that this organisation can do planning work.

Tick the Execution Indicator field to indicate that this organisation can do maintenance, repair and overhaul work.

Tick the Operations Indicator field to indicate that this organisation can create operational events.

Tick the Accounting Indicator field to indicate that this organisation/department is used to create invoicing and billing.

Tick the Contract Indicator field to indicate that an internal organisation can be a contract creator for this object.

Tick the Check warranty Indicator field to indicate that warranty checks should occur for this object type.

Tick the Create warranty Indicator field to indicate if warranties should be created automatically if the indicator is selected, else the user must specify if the warranty must be created for this object/organisation.

Tick the Auto Feedback field to indicate if warranties should be created automatically if the indicator is selected, else the user must specify if the warranty must be created for this object/organisation. The effects of setting the auto feedback indicator are as follows:

Auto Feedback Off - When feedback is done on the Feedback form, the cumulative value for the resource on the work order is updated immediately, irrespective if the journals are posted or not. Journals are only created for the quantity feedback value greater than the quantity reserved.

Auto Feedback On - This is used for integration with the Product Information Management part of the system, when feedback is received automatically from the inventory side of the system into 360° Strategic Asset Management. Any update of the cumulative value on the Feedback form only happens when the inventory journals (issue or receipt) are posted. No extra journals will be created until the quantity reserved is issued from inventory. Then journal lines will be created, but the cumulative value will only be updated once those journals are posted. Any Issue or Receipt transaction against a project Id that exists as an Execution Order will affect the cumulative value of that item in the 360° Strategic Asset Management Execution Order.

Tick the Auto Issue field to indicate that stock items can automatically be issued from the supply warehouse.

Tick the Partial Issue field to indicate that stock items can partially be issued from the supply warehouse.

Specific Level: - This level of indicators is applicable on the specific and can be changed, except for the “Schedule Indicator”.

Tick the Schedule Indicator field to indicate the specific linked to this object has to be scheduled for forecasting. When the object is created the indicator will be ticked. Once it is ticked it cannot be changed.

Tick the Must be installed field to indicate is set (ticked), then a serial item must be installed in this structure position. If an item is not installed within this structure position then the asset (object) may not be changed into ready status.

Tick the Can be removed field to indicate that the equipment fitted in this position can be removed. (This will be off where a logical structure code is used to group items together, but cannot be removed as such).

Tick the Specific auto create field to indicate that Specific ID has to be automatically created/generated when a specific is created from this object.

Tick the Available on contract field to indicate that the object is available on contract and can be rent out to customers. The indicator will filter through when a specific is created from this object.

7.      Click the Fast tab: Project properties to expand/collapse. (This part is only applicable if the object is of type "Organisation" and project integration is ON.)

Tick the Project integration/execution field to integrate with projects for execution. (This field only visible if type = organisation)

Tick the Project integration/contracts field to integrate with projects for contracts. (This field only visible if type = organisation)

Select the Charge field that is the default charge status that the transaction is attached to. This the attribute that defines cost and sales percentages and options for revenue accumulation and capitalisation cost.

Select the Overtime field that is the default overtime status that the transaction is attached to. This the attribute that defines cost and sales percentages and options for revenue accumulation and capitalisation cost.

Select the Non chargeable field that is the default non chargeable status that the transaction is attached to. This the attribute that defines cost and sales percentages and options for revenue accumulation and capitalisation cost.

Select the Hour category field that is used as a default.

Select the Item category field that is used as a default.

Select the Fee category field that is used as a default.

Setup of additional information (Applicable to object type = Organisation)

Open the menu option SETUP with the following items: (The grayed out options is not applicable to object type = "Organisation")

1.      Click Setup (Open the SETUP Menu options)

The following is an example for the SETUP menu for Object Structure.

 

2.      Characteristics - Use this form/process to create and maintain the characteristic structures for an object type.

3.      Ageing - Not applicable for Organisation.

4.      Area Size - Not applicable for Organisation.

5.      Item - Not applicable for Organisation.

6.      Item - Not applicable for Organisation.

7.      Default accounts - This form is used to define default accounts and to link the object and general ledger account. The account defined in this instance will be used as default for time and material events.

8.      Structure Status impact - This form is used to define what structure position will be impacted when this status change.

  1. Generated Numbers - Use this form/process to create the number sequences that are used as unique identifiers within 360° Strategic Asset Management. Each key element (sub-module of 360° Strategic Asset Management) has its own number sequence. Number sequences can be defined per organisation unit and 360° Strategic Asset Management will utilise the latter as defined.

10.  Related objects - Use this form/process to create and maintain the relationship between object structures for an object type and this object type will create or update structures for related object types defined for specific positions in the structure. Related Object is used to create/link the engine/object that fits into this position. More than one object can be selected as fitted objects.

11.  Permit - Use this form/process to create and maintain the permits for an object type.

12.  Warehouse - This form is used to define which warehouse (defined as a warehouse which can perform maintenance) is doing execution for which organisation. This setup provides the default value which will be used.

13.  Related image - This function is used to load images of objects.

14.  Object structure KPI - This form is used to define the set ups of KPI's for the object structure.

15.  Codification - Not applicable for Organisation.

Object Structure Function Menu

Open the menu option SETUP with the following items: (The grayed out options is not applicable to object type = "Organisation")

1.      Click Function (Open the FUNCTION Menu options)

The following is an example for the FUNCTION menu for Object Structure.

 

2.      Specific - This function will open a form displaying the selected object and its lower level structure in a tree view format. This function is also used to update the specific structure in accordance with the generic structure.

3.      Event Object - This function is used to define an Event Template in terms of information such as identification, duration, indicators (forecasting parameters), status and planned number of occurrences. Events Object Tasks should be defined for all tasks that are performed repetitively.

4.      Warranty object - This function is used to register a new warranty claim or update a warranty for the selected object.

See also

Setup of Object Definition

Object Organisation Definition