Install assets on functional locations
After you've created functional location structures, the next step is to install assets on the relevant functional locations. This article explains how to install assets on those functional locations in Asset Management. For information about how to create assets, see Introduction to assets.
If you've created an asset structure, the whole asset structure must be installed on a functional location. Therefore, only parent assets (top-level assets that have no parent asset) can be selected on a functional location. All related child assets (sub-assets) will also be installed on the functional location. When you install assets on a functional location, the financial dimensions of the functional location might be automatically transferred to them, depending on the setup on the functional location type that is selected for the functional location. For more information about how to set up functional location types, see Functional location types.
Note
You can set up asset types on the functional location type that is used for a functional location. In this case, when you install assets on the functional location, only parent assets that have the same asset type are shown in the list of assets that can be installed on the functional location.
After you've installed assets on a functional location, you can replace a parent asset or an asset structure as you require. As when you install assets, you select a parent asset to replace. All related child assets will also be replaced.
Install an asset structure on a functional location
Select Asset management > Functional locations > All Functional locations or Active functional locations.
Select the functional location to install an asset on.
Select Install asset.
The Attributes section shows a list of the asset attribute requirements that are set up on the functional location type that is selected for the functional location. The attributes are for informational purposes only. The system doesn't validate the attributes against the asset attributes that are set up on the asset that you're installing. You must do that validation after you select an asset in the Asset field.
In the Asset field, select the parent asset to install. All related child assets are automatically included in the installation.
The Asset attributes section to the right of the asset list shows the asset attributes that are related to the selected asset.
In the Effective field, select the date and time that the asset installation is valid from. After that date and time, costs for the asset and related sub-assets will be related to the functional location.
Note
The asset attributes that are set up on the asset are added to the Attributes section. For example, the Weight attribute requirement has been added as a requirement on both the asset and the functional location. If the asset has attribute requirements of the same type as the functional location, the values of the asset's attribute requirements are entered in the Value fields. Therefore, you can validate the asset values against the attribute requirements that are set up on the functional location. The attribute requirements that are set up on the functional location are marked with a check mark.
Select OK.
Note
To change the installation of an asset by installing it on a new functional location, follow steps 1 through 6 of this procedure. When you install an asset on a new functional location, the asset is automatically uninstalled from the previous functional location. Any active maintenance requests or work orders that were created on the asset before you installed it on a new functional location are not automatically transferred to the new functional location. If those maintenance requests and work orders are still required for the asset, you must manually re-create them after the asset is installed on the new location.
To view a list of all the assets, including sub-assets, that are installed on the functional location, select the functional location on the All Functional locations page, and then select Assets.
To view a list of active maintenance requests, active work orders, or fault registrations that are related to the assets that are installed on a functional location, select the functional location on the All Functional locations page, and then select Requests, Work orders, or Faults.
Note
When asset-related data is changed, it's automatically updated on the functional location that the asset is installed on. This automatic update pertains to changes to maintenance requests, work orders, asset fault registrations, maintenance downtime registrations, and asset measure registrations.
Automatically create one asset on a functional location
You can set up functional location stages and functional location types to handle the automatic creation of one asset on a functional location. The asset gets the same ID and name as the functional location. This functionality might be useful when you're handling maintenance on a large, static asset, such as a building.
Before you can automatically create an asset on a functional location, the following setup data must be available:
- Create a functional location type to handle the automatic creation of an asset. In the Asset type field, select an asset type. Learn more in Functional location types.
- Create a functional location lifecycle state to handle the automatic creation of an asset. Set the Create asset option to Yes. Learn more in Functional location lifecycle states.
After the setup data is available, you're ready to create an asset.
- On the All Functional locations page, make sure that the functional location where you want the asset to be automatically created uses the functional location type that you created for this purpose.
- Select the functional location in the list.
- Select Update functional location state, and then select the lifecycle state that you created for this purpose. One asset is now automatically installed on the functional location. This asset has the same name as the functional location.