Equipment Configurations screen - HxGN EAM - 12.00.00 - Feature Briefs - Hexagon

HxGN EAM Equipment Configuration

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Feature Briefs
HxGN EAM Version

Equipment configurations can be defined for assets, positions, or systems. The Equipment Configurations screen has the following important attributes:

  1. Configuration Code—Enter a unique code to identify the equipment configuration. The code and the Organization together must form a unique combination. The same code can be used across different organizations.

  2. Status—System Codes entity "ETST."

    1. Equipment configurations are under revision control and can only be edited when the Status is "Unfinished." This also applies to the data on the different tabs of this screen.

    2. No fields can be updated when the Status is "Request Approval" or "Approved."

    3. When you approve a new revision:

      1. The current approved revision will automatically be superseded.

      2. The system will verify that the equipment structure you are approving is valid both from the organization security and the equipment types perspective. For example, the system will verify that a system will not become the child of an asset.

  3. Object Code—This field is protected and hidden by default. The system will automatically generate an object code for you, and this code is only used to uniquely identify the data to the system. As an end user, you will not need to worry about this field. However, if you are more technical and write Flex Business Rules or use Grid Designer, this code may be of interest to you.

  4. Object Type—This field is protected and hidden by default. The system will automatically assign the value that identifies this record as a Profile.

    In various sections on this screen, you will find many fields that are from the Assets, Positions, and Systems screens, however, these fields will not be discussed in this document. Instead, the new fields that are specific to the Equipment Configurations screen will be discussed.

  5. Equipment Type—System Codes entity "OBTP." Determines whether the equipment generated from the configuration will be an asset, position, or system. Unlike the equipment screens, you can change this value here, but when you approve the new revision of the equipment configuration the system will verify that the Equipment Type is consistent with all the parent and child configurations. By verifying, this will prevent equipment structures from being generated that violate the standard HxGN EAM structure rules.

  6. Equipment Status—System Codes entity "OBST." Only codes attached to the system code "Installed" will appear. This is a default status that will be assigned to the equipment but can still be overruled on the Equipment Generation screen.

  7. Create As Specific—If selected, the system will create the equipment with the specific organization that is selected on the Equipment Generation screen. You can create a common configuration that is available to all users, but when the configuration is used users can only create equipment in their own authorized specific organizations.

    This check box is not used if the equipment configuration itself is attached to a specific organization. Any equipment generated from a specific configuration will automatically inherit that specific organization.

  8. Equipment Numbering—When you create equipment, you need to assign a unique code. You can either assign that code manually or you can use the automatic numbering feature of HxGN EAM. To support the generation of multiple equipment simultaneously, the same two capabilities are offered on the Equipment Configurations screen. Here they are not in the form of an actual code, but in the form of a coding strategy. The manual coding strategy consists of a prefix, a sequence number, and a suffix. Optionally this also includes the parent code if a child equipment is created. After you enter values, the system will display a sample code, which is a preview of the real code the system will assign when you generate equipment.

  9. Equipment Prefix—Optional prefix for the code that will be placed directly in front of the sequence number. This needs to adhere to the normal constraints with respect to codes in HxGN EAM. Certain special characters are prohibited, and an error message will be generated.

  10. Equipment Suffix—Similar to the prefix but will be placed directly behind the sequence number.

  11. Sequence Length—Determines the number of digits between the prefix and the suffix. The system will always start the first piece of equipment with 1, but it will add zeroes to the left so the total number of digits will add up to the sequence length.

  12. Include Parent Code—If selected the equipment code will include the parent code, but only if the equipment is indeed created as a child.

  13. Parent Code Separator—A character that separates the parent code from the child code. May be blank.

  14. Sample Code—This field shows the results of the prefix, suffix, and sequence length. See the chart below for examples:




    Sample Code

    Sample Code with parent code included and a – (dash) as separator

















    Choose the sequence length wisely. If you think you will create no more than 99 buses, a length of 2 is sufficient. Your first bus would be BUS-01-LX and your last bus would be BUS-99-LX. If that number turns out to be too low, (you created 99 buses and need to create more) your only alternative is to change your coding strategy and go to three numbers or more. With that strategy and no other changes, the next bus will be BUS-001-LX. In this scenario, the sorting would not be ideal, but it is still acceptable since a unique code is used.

  15. Auto Number—If selected, the system will use the automatic numbering capability of HxGN EAM. The prefix, suffix, and sequence length fields will not be used for the equipment generation, and HxGN EAM will assign a standard HxGN EAM sequence number.

  16. Commissioning WO—You can create a work order for the commissioning of the equipment you are generating. This is an optional step in the equipment generation process. This work order will be based on the Standard WO (template) you select here as the Commissioning WO.

  17. Buttons:

    • Create New Revision—When you create a new revision, the Status of the new revision will default to "Unfinished." The system will not change the revision Status of the source configuration. Note that you can pick any previous revision as the source, even those that are superseded, thus letting you revert to an older revision if needed.

  18. Standard Tabs—All standard tabs listed here are currently NOT under revision control, which means you can still update data on these tabs regardless of the status of the equipment configuration.


    2. Documents

    3. Translations

Department security is not implemented on the Equipment Configurations screen, but department security will be validated during the equipment generation process. This will allow you to select any Department for the equipment configuration if it adheres to the standard organization security rules.