The General tab contains information about the Equipment Group such as name, code, vendor, location, etc.
The Sub Items tab contains the relevant Equipment (tier 3 assets) associated to the given Equipment Group. Equipment can also be added under this tab. The Equipment Tree found inside this tab lists out the associated Equipment on the right-hand side while providing an interactable Tree that allows movement of nodes for labelling purposes.
The Work Orders tab displays all associated work orders to the selected Equipment Group. This tab groups them into their relevant categories.
The Tasks tab displays all associated tasks to the selected Equipment Group. This tab groups them into their relevant categories.
The Personnel tab displays all associated personnel to the selected Equipment Group.
Click on + Equipment Group in the top right corner of the Maintenance Equipment page to open up the Add New Equipment Group” popup form.
Add New Equipment Group Popup.
Fill in all required fields denoted with * before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field. Upon successfully creating the Equipment Group, users will be prompted with a popup confirming the new Equipment Group has been added.
Denoted with *
| Field | Description | Input Type |
|---|---|---|
| Equipment Group Name | The name of the new equipment group to be added. | string |
| Equipment Group Code | The code of the new equipment group to be added | string |
| Location | The residing location of the new equipment group to be added | dropdown |
| Production Line | The Production Line the new equipment group belongs to | dropdown |
| Sequence Order | The ordered position that the equipment group falls into within the production line | numeric |
| Image | The image of the new equipment group | upload |
Denoted with no markings
| Field | Description | Input Type |
|---|---|---|
| Description | The description of the new equipment group to be added. | text |
Click on Pencil Icon in the top right corner of the Equipment Group container ****to open up the Edit(Tier2) popup form.
Edit Equipment Group Popup.
Adjust desired fields and ensure that all required fields denoted with * are filled in before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field.
Upon successfully editing the Equipment Group, users will be prompted with a popup confirming the Equipment Group has been edited.
Denoted with *
| Field | Description | Input Type |
|---|---|---|
| Equipment Group Name | The name of the equipment group to be added. | string |
| Equipment Group Code | The code of the equipment group to be added | string |
| Location | The residing location of the equipment group to be added | dropdown |
| Production Line | The Production Line the equipment group belongs to | dropdown |
| Sequence Order | The ordered position that the equipment group falls into within the production line | numeric |
| Image | The image of the equipment group | upload |
Denoted with no markings
| Field | Description | Input Type |
|---|---|---|
| Description | The description of the equipment group to be added. | text |
Each Equipment Group and Equipment has an associated tree that allows users to easily identify the positions and names of the corresponding Equipment and Components that belong to the parent respectively. The tree contains a “drag and drop” component that allows users to customize their trees to best suit how the company’s hierarchy is managed within an Equipment Group or Equipment.
<aside> 💡 Asset Trees can be found under the Sub Items tab of either an Equipment Group or Equipment.
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To add nodes to a tree, click on the Pencil Icon below the tree/image inside the selected container. The tree should now be highlighted with a blue border to indicate it is in adding/editing mode. Simply click the Grey Circle Icon with a ‘+’ on the inside and a new node will be populated with the next integer**.** The node should now be in the tree and the user can hit the Save Icon below the tree to save all changes.
Adding Nodes to an Asset Tree
To add nodes to a tree, click on the Pencil Icon below the tree/image inside the selected container. The tree should now be highlighted with a blue border to indicate it is in adding/editing mode. Click two times on the node that is to be moved and hold the mouse down on the second of the two clicks. The cursor should indicate a grabbing motion now**.** Drag the node to its desired location within the tree and repeat this process for any other nodes that need to be moved. Once the user is finished and all nodes are in the desired places, the user can hit the Save Icon below the tree to save all changes.
Moving Nodes in an Asset Tree
To remove any unwanted nodes within a tree, click on the Trash Icon below the tree/image inside the selected container. The tree should now be highlighted with a red border to indicate it is in deletion mode. Simply double-click the desired node to prompt a deletion confirmation popup and hit Delete. The node should now be removed from the tree and the user can hit the Save Icon below the tree to save all changes.
Deleting Nodes from an Asset Tree
