What are Asset Types - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
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Help
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5.3.6

Smart Completions allows you to add a lot of information. Asset information provides a cornerstone to the system; a complete digital layout of your facility’s equipment, with the capability of linking to documents, test forms, work orders, inspections, etc. To enter correct information for all assets, they first must be configured correctly.

The asset type manager identifies what information to keep for any asset assigned to that type. For example, if you create a new asset type and need to capture "grounding reports" then you would select that option. This exposes specific tabs or sections of the Asset record.

In order to apply a standard to asset tags in the database, each tag is assigned an "Asset Type". The Asset Type is assigned a Discipline and configured to require additional information above and beyond the standard disciplinary data.

When editing an asset type, the following fields must be completed:

Configuration Item

Comment

Asset Type

This is an abbreviation, for instance, "PP" to classify an asset type of Pump.

What makes a unique asset type is the combination of the asset type + description. Smart Completions is designed this way, as there can be several types of pumps, but all are engineered with "PP" in the tag names. Therefore there would be the following asset types:

  • PP – Centrifugal Pump

  • PP – Vertical Pump

  • PP – Slurry Pump

  • PP – Metering Pump

Description

Description should be short and to the point. It would be "Centrifugal Pump" for the example above.

Discipline

Select from available disciplines.

The following fields are customizable (used to expose tags of that type to other modules):

Configuration Item

Comment

Criticality

Can define the criticality of an asset type. For example, safety equipment would be a higher criticality than say a hand valve. Criticality are entered in the criticality configuration module.

Asset Type Model

The model exposes additional data points, and Smart Completions comes with some pre-defined models. If additional models are required please contact your system administrator.

Calibration Report

This Boolean is used to flag assets of this type would have the option to add history of calibrations performed on an asset. This is not to be confused with the Calibration Equipment Manager, which manages Calibration Equipment.

Grounding Report

This Boolean is used to flag assets of this type would have the option to enter in grounding reports.

Confined Space

This Boolean is used to flag assets of this type a question on the asset edit form "Is this a confined Space?" when YES is selected, the asset is also shown in the confined space entry module.

Preservation

This Boolean is used to flag assets of this type a question on the asset edit form "Requires Preservation?" when YES is selected, the asset is also shown in the Asset Preservation module.

Cable

This Boolean is used to flag assets of this type to be considered under cable discipline and placed in the cable and cable drum modules.

DCS/PLC

This Boolean is used to flag assets of this type to be considered under the DCS discipline and will be displayed in the DCS/Controls module.

Line Association

This Boolean is used to flag tags of this type would have the option in the asset edit form, the ability to assign both Upstream and Downstream Lines to the tag.

Child Association

This Boolean is used to flag tags of this type would have the option in the asset edit form to assign other asset tags to the tag as a "Child" object/tag. This is what enables parent child relationships.

Hazardous Areas

This Boolean is used to flag assets of this type a question on the asset edit form additional fields to collect hazardous energy information. It also places assets of that type in the HA module.

Blind and Flange

This Boolean is used to flag assets of this type that they can be allocated to the blind and flange module.

Control Narrative

This Boolean is used to flag tags of this type would be placed into the SOP module.

The process for configuring Asset Types is outlined below:

Navigation: Configuration tab > Asset Types

Finalize Configuration

  • Select the NEW button for a new asset type, populate the mandatory fields that are highlighted in RED i.e. Asset Type, Asset Type Description and Discipline.

The Asset Type can be configured to expose Assets to other modules for capturing additional specifications and information.

Asset Manager – Tabs (this triggers additional tab information for that Asset with this Asset Type)

  • Ground Report

  • Electrical

  • Calibration

Asset Manager – Checkboxes

  • Confined Space

  • Preservation

  • Hazardous Areas

  • Blind & Flange

  • Control Narrative

Asset Manager – Checklists

  • Lines Association

Select SAVE to save record.

An "Instance" will share the same asset types, so if several projects are in an instance, any changes to an asset type will change for all projects

In the Asset Tag Editor, you will be able to access these additional tabs when the Asset Tag is assigned against that Asset Type.

Example: If the Asset Tag is in a Hazardous Area and requires Preservation, check them within the Asset Tag editor to activate these tabs.