Hierarchy

Implementing a well-thought out and well-constructed asset hierarchy is one of the most important steps in building an effective reliability program. Such a hierarchy provides both context and organization to the asset registry. In the registry, every asset is recorded according to a unique identifier, which is associated with hierarchy attributes. A registry organized in hierarchical order is the vehicle by which AllAssets most effectively enables the assessment of the assets as individual locations, assets, components, or parts.

The classic rule when organizing data recognizes that data can always be aggregated or “rolled-up” to higher levels from lower, but can never be disaggregated lower than the lowest level collected. A rolled-up data structure is organized much like a family tree. At the lowest level is a child, followed by the parent, grandparent, great-grandparent, etc. with each level encompassing more and more asset records, until reaching the top or most overarching entity or system, such as a site.

While it is not absolutely necessary to organize asset records in a hierarchical structure, doing so greatly facilitates the roll-up/drill-down concept as described above, and greatly simplifies granting users access to specific information within AllAssets.

The Hierarchy application allows users to build a hierarchy as an arrangement of locations, assets, components, and parts. The hierarchy provides a convenient way to run mass criticality or simply a way to group similar assets across the organization. Additional information is easily captured by associating a predefined Hierarchy Templates.

The asset hub is an asset specific dashboard that contains details about:

  • The latest driving risk including inspection priority numbers
  • A default image that can be selected from the media attachments
  • The latest mitigation plan and tasks for the asset
  • The latest thickness report information and evaluation results

Each portion of the asset hub will allow users to hyperlink to the appropriate application to view further details.

info.png More information about integration with SAP and Maximo can be found by clicking the respective link.


Creating the Hierarchy

  1. In the Hierarchy application, click the Add New Hierarchy Item button (+) near the top of the page.
  2. Enter a Name for the item; alternatively, use an abbreviated Name for the item.
  3. Enter the Description of the item.
  4. Select the Status from the drop-down.
  5. Select the Asset Family from the drop-down.
  6. Select the Type of item from the drop-down.
  7. Select the Parent from the drop-down.
  8. Optional: Select the Template from the drop-down to add additional item attributes.
  9. Click the Save action.security-2018-03-19-1.png

Associating Media Attachments


Multi-media documentation can be attached and viewed as hierarchy records. Media attachments allow users to attach many types of information to a hierarchy record, including, images, drawings, and video. You can place documents in your document management system, on a network file server, or on a Web server.

  1. Click on the Hierarchy tile so that it highlights.
  2. Click the Hierarchy Media Attachments button near the top of the page.hierarchy-2018-03-27.png
  3. Click the Add Media Attachment button (+) near the top of the page.hierarchy-2019-02-05-2.png
  4. Select Data Storage to upload the file to the AllAssets media server, or select Link File to enter a hosted location or web address.
  5. Select the file using the (+) Attach button.hierarchy-2019-02-05-4.png
  6. Attachment upload will be verified by an application message.
  7. Enter a Name for the attachment; alternatively, use an abbreviated Name for the attachment.
  8. Enter the Location of the attachment.
  9. Enter any tags to help find the item in future searches.
  10. Enter comments that are relevant to the attachment.
  11. Click the Add Media Attachment button near the top of the page.
  12. Click the Save action.security-2018-03-19-1.png