AssetManagement Manual 20130206

7/28/2019 AssetManagement Manual 20130206

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Asset Management

ContentsAsset Visualizer ............................................................................................................................................. 2

Opening Asset Visualizer ........................................................................................................................... 3

Using Asset Visualizer ............................................................................................................................... 3

Organizations ................................................................................................................................................ 7

Opening Organizations Page ..................................................................................................................... 7

Using Organizations page ......................................................................................................................... 8

Sites ............................................................................................................................................................. 11

Opening Sites page ................................................................................................................................. 11Using Sites page ...................................................................................................................................... 13

Systems ....................................................................................................................................................... 17

Opening Systems page ............................................................................................................................ 17

Using Systems page................................................................................................................................. 18

Tools ............................................................................................................................................................ 23

Opening Tools page ................................................................................................................................ 23

Using Tools Page ..................................................................................................................................... 24

Failure Classes ............................................................................................................................................. 30

Opening Failure Classes Page .................................................................................................................. 30

Using Failure Classes Page ...................................................................................................................... 31

Template Units ............................................................................................................................................ 40

Opening Template Units Page ................................................................................................................ 40

Using Template Units Page ..................................................................................................................... 41

Asset Classes ............................................................................................................................................... 42

Opening Asset Classes Page .................................................................................................................... 42

Using Asset Classes Page......................................................................................................................... 43

Asset Sub Classes ........................................................................................................................................ 46

Opening Asset Sub Classes Page ............................................................................................................. 46

Using Asset Sub Classes Page .................................................................................................................. 47

Shut Down Levels ........................................................................................................................................ 51


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Opening Shut down Levels Page ............................................................................................................. 51

Using Shut down Levels Page .................................................................................................................. 52

Asset Categories .......................................................................................................................................... 55

Opening Asset Categories Page .............................................................................................................. 55

Using Asset Categories Page ................................................................................................................... 56

Location Statuses ........................................................................................................................................ 59

Opening Location Statuses Page ............................................................................................................. 59

Using Location Status Page ..................................................................................................................... 60

Location Types ............................................................................................................................................ 64

Opening Location Types Page ................................................................................................................. 64

Using Location Types Page ...................................................................................................................... 65

Locations ..................................................................................................................................................... 69

Opening Locations Page .......................................................................................................................... 69

Using Locations Page .............................................................................................................................. 70

Adding a Location ................................................................................................................................ 70

Searching for a location ...................................................................................................................... 73

Deleting a location .............................................................................................................................. 74

Move location page ................................................................................................................................ 75

Equipments ................................................................................................................................................. 76

Open the equipments page .................................................................................................................... 76

Adding a new equipment ........................................................................................................................ 77

Move equipment page ............................................................................................................................ 82

Equipment meter readings page ............................................................................................................ 83

Equipment Status Page ........................................................................................................................... 85

Equipment types page ............................................................................................................................ 86

Asset VisualizerAsset visualize page is responsible for viewing diagrams (2D or 3D) for a certain equipment at the site


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Opening Asset Visualizer

1. Click on the menu item Admin, then Asset management then Asset visualize as shown.

2. The result page will be as shown in the following snap shot

Using Asset Visualizer

At the left side you will see Assets hierarchy part and asset selector part

Assets Hierarchy

It is for viewing the equipment in the system location tree also for viewing any diagrams related to this

equipment.


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Fields and steps

1. System : containing the system name (as WASCO system), when clicking the blue arrowbeside this field the system tree hierarchy will appear

2. Tag Number:for writing the tag number of the equipment that you want to view itsdiagram(2D or 3D), for example write E-1502 then click search button

3. Click on the first button appears at the page which named 1013-15-06-DR-003-003 whichis the diagram name you will see the following 2D diagram


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4. When clicking on the second button which named E-1502-3D Model you will get the 3DDiagram as shown

Assets Selector

Used for searching the location tree and locating the equipment on the tree, also viewing any diagram

related to the searched equipment

Fields and steps1. Tag : contains the tag number of the equipment (for example E-1502)2. Title: if you do not remember the tag number and remember the title of the equipment so

write the title.

3. Click on the search icon, you will see a small grid appears down containing E-1502 as shown


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4. By clicking the blue arrow beside the appeared record at the grid, the location of thatequipment on the location tree(Asset hierarchy) will be selected as shown, also 2 button

will appear one for 2D diagram and the other for the 3D Diagram of this equipment.

If the equipment does not contain any diagram no buttons appear.


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OrganizationsOrganization page is responsible for managing the organization data.

Opening Organizations Page

1. Click on the menu item Admin, then Asset management then Organizations as shown.



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Using Organizations page

Adding Organizations

Fields and steps

1. Click on the Add icon at the top of the page, a blank form will appear2. Fill the fields:

Title: The title of the organization for example Organization1

Description: a short description of the organization for example Organization1 is a .

3. Click on the save icon at the top of the page, at the left grid you will see the inserted recordas shown.


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Editing Organizations

Fields and steps

1. Click on the Edit icon beside Organization1 record2. Update the fields:

Title: The title of the organization for example makes it Org1

Description: a short description of the organization for example Organization1 is a .


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3. Click on the save icon at the top of the page, at the left grid you will see the updated recordas shown.

Deleting Organizations

Fields and steps

1. Click on the Edit icon beside Org1 record2. the following fields appears:

Title: Org1

Description: Organization1 is a .

3. Click on the delete icon at the top of the page, a pop up message will appear confirming thedelete operation, if you are sure click Yes if not click No


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SitesSites page is responsible for managing the Site data.

Opening Sites page

1. Click on the menu item Admin, then Asset management then Sites as shown.


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Using Sites page

Adding Sites

Fields and steps


Organization: The organization name which containing the sites, for example choose

WASCO ORG

Title: The title of the site for exampleWASCO2

Description: A short description of the site for example Wasco organization contains wasco

site and wasco2 site

Site Manger: The name of the site manager for example Ahmed Aly

Site HSE Manger: The name of the HSE site manager for example Mohammed Aly



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Editing Sites

Fields and steps

1. Click on the Edit icon beside wasco2 record2. Update the fields:

Organization: The organization name which containing the sites, for example choose

WASCO ORGTitle: The title of the site for example make it WASCO3

Description: A short description ofthe site for example change it to be Wasco organization

contains wasco site and wasco3 site

Site Manger: The name of the site manager for example Ahmed Aly

Site HSE Manger: The name of the HSE site manager for example Mohammed Aly


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Deleting Sites

Fields and steps

1. Click on the Edit icon beside wasco3 record2. the following fields appears:

Organization: Wasco OrgTitle: Wasco3.

Description: Wasco organization contains wasco site and wasco3 site .

Site Manger: Ahmed Aly.

Site HSE Manger: Mohamed Aly.

3. Click on the delete icon at the top of the page, a pop up message will appear confirming thedelete operation, if you are sure click Yes ifnot click No


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SystemsSystems page is responsible for managing the systems data.

Opening Systems page

1. Click on the menu item Admin, then Asset management then systems as shown.


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Using Systems page

Adding system

Fields and steps


Title: The title of the system, for example choosewasco_system2

Description: A short description of the system for example wasco_system2 description.

IsPrimary: A check box telling us if there is more than one system which system is the

primary (appears the first one at the drop down). Check it if primary, uncheck it if not

primary


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Editing systems

Fields and steps

1. Click on the Edit icon beside wasco_system2 record2. Update the fields:

Title: The title of the system, for example change it intosystem2Description: A short description of the system for example wasco_system2 description.

IsPrimary: A check box telling us if there is more than one system which system is the

primary (appears the first one at the drop down). Check it if primary, uncheck it if not

primary



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Deleting systems

Fields and steps

1. Click on the Edit icon beside system2 record2. the following fields appears:

Title: System2.

Description: Wasco_ system2 description.IsPrimary: not checked.


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ToolsTools page is responsible for managing the Tools data.

Opening Tools page

1. Click on the menu item Admin, then Asset management then Tools as shown.



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Using Tools Page

Adding tools

Fields and steps


Code: The code of tool you want to add it, for example CR is code for Crane

Title: The title of the tool, for exampleCrane

Description: A short description of the tool for example mechanical crane used for ..

Vendor: A vendor who is submitting the tool (choose from the vendors list).

Rate: A number representing amount of money this tool costs me, for example 300

Rate Unit: currency unit, for example choose Egyptian pound or dollar for the currency of

the rate 300 written above.

Rate Duration Unit: duration of renting for example choosing hours it means this tool cost

me 300 Egyptian pounds per hour.IsStocked: check this box if the tool item found in the stock (belongs to me)

IsOutside: check this box if the tool item is getting from the outside and not found in the

stock.



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Editing tools

Fields and steps

1. Click on the Edit icon beside CR record2. Update the fields:

Code: The code of tool you want to edit it, for example CR is code for Crane

Title: The title of the tool, for example CraneDescription: A short description of the tool for example mechanical crane used for ..

Vendor: A vendor who is submitting the tool (choose from the vendors list).

Rate: A number representing amount of money this tool costs me, for example

300(change this to 400)

Rate Unit: currency unit, for example change it from Egyptian pound into dollar .

Rate Duration Unit: duration of renting for example choosing hours it means this tool cost

me 400 Egyptian pounds per hour.

IsStocked: check this box if the tool item found in the stock (belongs to me)

IsOutside: check this box if the tool item is getting from the outside and not found in the

stock.


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3. Click on the save icon at the top of the page, at the left grid you will see the updated record.

Deleting tools

Fields and steps

1. Click on the Edit icon beside CR record2.

the following fields appears:Code: CR.

Title: Crane.

Description: Mechanical crane for..

Vendor: Crane.

Rate: 400.

Rate Unit: United States Dollars.

Rate Duration Unit: Hours.

IsStocked: unchecked

IsOutside: checked.


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Duplicate tool

This function is used for inserting a duplication record from the selected tool if the second tool is the

same as the selected one but maybe differ in the code or description.

Fields and steps

1. Click on the Edit icon beside CR record2. The data of CR record will appear at the right form as shown


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3. Click on the red icon(Duplicate icon) at the top of the page a message appear confirming theduplication operation. Click ok

4. Another copy of the selected tool is inserted as shown


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Failure ClassesFailure classes page is responsible for managing the Failure Classes data.

Opening Failure Classes Page

1. Click on the menu item Admin, then Asset management then Failure Classes as shown.



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Using Failure Classes Page

Adding Failure Class

Fields and steps


Code: The code of failure class, for example BGAS is code for Burner Gas

Title: The title of the failure class, for exampleBURNER-GAS

Description: A short description of the failure class i.e Gas burner failure class is


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3. Click on the add icon beside Problems for class title, a record for inserting will appear asshown.

4. Fill the fields:Code: The code of failure class problem, for example BFR-1 is code for Back-Fire

Title: The title of the failure class problem, for example Back-Fire

Description: A short description of the failure class i.e Back-Fire is

5. If you want to insert another problem for Burner-Gas class click on add icon again andrepeat.


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6. Click on select button beside the first problem of the class Back Fire, an icon forinserting cause of the Back Fire problem will appear as shown.

7. Click on the add icon beside Causes for problem : Back Fire for inserting causes for thisproblem.

8. Fill the fields:Code: The code of failure class problem cause, for example LGQI-1 is code for Low

gas quantity inlet

Title: The title of the failure class problem cause, for example Low gas quantity

inlet

Description: A short description of the failure class problem cause i.e Low gas quantity

inlet.


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9. If you want to insert another causes for problem Back Fire class click on add icon again andrepeat.

10.Click on select button beside the first cause of the problem Back fire which is Low gasquantity inlet, an icon for inserting remedies for this cause will appear as shown.


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11.Click on the add icon beside Remedies for cause : Low Gas Quantity Inlet for insertingRemedies for this cause.

12.Fill the fields:Code: The code of remedies of the failure cause, for example Check

Title: The title of the remedies of the failure cause, for example Check

Description: A short description of the remedies of the failure cause i.e Check.

13. Insert another remedies for service, and the last remedies for Test


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14.Click on the save icon at the top of the page. The record will be saved and appears at theright grid

Editing Failure Class

Fields and steps

1. Click on the Edit icon beside Burner-Gas record2. Update the fields:

Code: The code of failure class, for example BGAS is code for Burner Gas

Title: The title of the failure class, for example change BURNER-GASinto The

Burner Gas

Description: A short description of the failure class i.e Gas burner failure class is

3. Click on the select buttonbeside Back Fire which is the first problem for the classBurner-Gas. A list of Causes of this problem appears.

4. Click on the select button beside Low gas quantity inlet which is the first cause of theproblem Back Fire. A list of remedies for this Cause will appear.


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5. Update anything you want to update in these causes and remedies, when you finish hit thesave icon at the top to save your changes.


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As you can see the record has been updated and its title because The Burner Gas as

shown in the left grid.

Deleting failure class

Fields and steps

1. Click on the Edit icon beside The Burner Gas record at the left grid2.

the following fields appears:Code: BGAS.

Title: The Burner Gas.

Description: Gas burner is ..


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Template UnitsTemplate Units page is responsible for managing the template units data.

Opening Template Units Page

1. Click on the menu item Admin, then Asset management then Template Units as shown.



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Using Template Units Page

Adding Template Unit

Fields and steps


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Asset ClassesAssets classes management page is responsible for managing the assets classes data.

Opening Asset Classes Page

1. Click on the menu item Admin, then Asset management then Asset Classes as shown.



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Using Asset Classes Page

Adding Asset Class

Fields and steps


Title: The title of the Asset class, for example Engine , Control Valve, Alarm, Circuit

Breaker, Compressor.

Description: A short description of the Asset class i.e Engine is

3. Click on the save icon at the top of the page, at the left grid you will see the inserted record.

Editing Asset Class

Fields and steps

1. Click on the Edit icon beside Engine record.2. Update the fields:

Title: The title of the Asset class, for example change Engine into Electrical Engine.

Description: A short description of the Asset class.


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Deleting assets classes

Fields and steps

1. Click on the Edit icon beside Engine record.2. The following fields appears:

Title: Electrical Engine.Description: Electrical Engine is .



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Asset Sub ClassesAssets sub classes management page is responsible for managing the assets sub classes data. For

example the engine asset class may contain diesel engine and gas engine.

Opening Asset Sub Classes Page

1. Click on the menu item Admin, then Asset management then Asset Sub Classes as shown.



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Using Asset Sub Classes Page

Adding Asset Sub Class

Fields and steps


Title: The title of the Asset sub class, for example AXIAL.

Asset Class: choose the asset class for your sub class, for example choose FAN class for the

AXIAL sub class.

Description: A short description of the Asset sub class i.e Axial fan

3. Click on the save icon at the top of the page.4. At the left grid choose FAN class then click on the blue arrow to list sub classes of FAN class.5. The Axial sub class you have just inserted before will be seen now.


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Editing Asset Sub Class

Fields and steps

1. Click on the Edit icon beside AXIAL recordunder the FAN Asset class.2. Update the fields:

Title: The title of the Asset sub class.

Asset Class : The name of the asset class.Description: A short description of the Asset sub class, for example change AXIAL FAN into

FAN-AXIAL


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3. Click on the save icon at the top of the page.4. Choose FAN asset class and click on the blue arrow, you will see the axial fan updated

record.

Deleting assets sub classes

Fields and steps

1. Choose FAN asset class at the right part search area, then click blue arrow.2. Click on the Edit icon beside Axial record.3. The following fields appears:

Title: Axial.

Asset class: Fan.

Description: Fan - Axial.


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Shut Down LevelsShut down Levels management page is responsible for managing the shut down levels data.

Opening Shut down Levels Page

1. Click on the menu item Admin, then Asset management then Shut down Levels as shown.



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Using Shut down Levels Page

Adding Shut down Level

Fields and steps


Code: The code of the shut down level, for example SSD

Title: The title of the shut down level, for example Site Shut Down.

Description: A short description of the shut down level, for example Site Shut Down



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Editing Shut down Level

Fields and steps

1. Click on the Edit icon beside SSD Site Shut Down record.2. Update the fields:

Code: The code of the shut down level, for example SSDTitle: The title of the shut down level, for example Site Shut Downchanges to Site Shut

down Level.

Description: A short description of the shut down level, for example Site Shut Down used

when

3. Click on the save icon at the top of the page, at the left grid you will see the updated record.Deleting Shut down Level

Fields and steps

1. Click on the Edit icon beside SSD Sit Shut Down Level record.2. The following fields appears:

Code: SSD.

Title: Site shut down level.

Description: Site shut down level is uses..


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Asset CategoriesAsset categories management page is responsible for managing the asset categories data.For example

Instruments, Electrical, Rotary can be considered as Asset Categories.

Opening Asset Categories Page

1. Click on the menu item Admin, then Asset management then Asset categories as shown.



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Using Asset Categories Page

Adding Asset Category

Fields and steps


Title: The title of the asset category as Electrical, Instruments, Dynamic, Static,

Rotary. for example put Category1.

Description: A short description of the asset category, for example Category1 description



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Editing Asset Category

Fields and steps

1. Click on the Edit icon beside Category1 record.2. Update the fields:

Title: The title of the asset category. For example change Category1 to be Category2Description: A short description of the asset category, for example change Category1

descriptionto be Category2 description



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Deleting Asset Category

Fields and steps

1. Click on the Edit icon beside Category2 record.2. The following fields appears:

Title: Category2Description: Category2 description.



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Location StatusesLocation Statuses management page is responsible for managing the Location Statuses data. For

example not ready status, Commissioning status, Operating Status.

Opening Location Statuses Page

1. Click on the menu item Admin, then Asset management then Location Statuses as shown.



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Using Location Status Page

Adding Location Status

Fields and steps


Code: The code of the location status, for example insert the code COM

Title: The title of the location status, for example insert Commissioning.

Description: A short description of the location status, for example commission status

means



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Editing Location Status

Fields and steps

1. Click on the Edit icon beside Commissioning record.2. Update the fields:

Code: The code of the location status, for example change the code COM to be COMM

Title: The title of the location status, for example insert Commissioning.

Description: A short description of the location status, for example commission status is ..


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Deleting Location Status

Fields and steps

1. Click on the Edit icon beside COMM record.2. The following fields appears:

Code: COMM

Title: Commissiong

Description: Commission status is.


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Location TypesLocation Types management page is responsible for managing the Location Types data. For example

Labor, store room, repair, operating are all location types.

Opening Location Types Page

1. Click on the menu item Admin, then Asset management then Location Type as shown.



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Using Location Types Page

Adding Location Type

Fields and steps


Title: The title of the location type, for example insert Location Type1.

Description: A short description of the location type, for example Location Type1

Description..



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Editing Location Type

Fields and steps

1. Click on the Edit icon beside Location Type1 record.2. Update the fields:

Title: The title of the location type, change Location Type1to be Location Type2.

Description: A description of the location type, change it to be location type2 is for ..


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Deleting Location Type

Fields and steps

1. Click on the Edit icon beside Location Type2 record.2. The following fields appears:

Title: Location Type2Description: Location Type2 is for ..


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LocationsLocation management page is responsible for managing the Locations tree data.

Opening Locations Page

1. Click on the menu item Admin, then Asset management then Locations as shown.



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Using Locations Page

Adding a Location

Fields and steps

1. Select the parent location you wish to add a child location in from the asset hierarchy treeExample to add a location named "Location1" under the WASCO location, first open the nodes

of the WASCO_SYSTEM by clicking on the blue icon beside the system drop down, select the

WASCO location first then add the new location as in step 2

Note: If the selected system has no locations the new location will be the root location of the

selected system.

2. Click on the add new location icon at the top left corner of the page3. A blank form appears4. Add the Details as follows

a. DETAILS TAB

Tag Number: The title of the location type, for example insert Location1.Note: Tag numbers should be unique across the system, they can duplicate but this

will interface with the quick tag search feature of the asset hierarchy tree.

Description: A short description of the location type, for example Location1". Type: The type of the locations, select "Operating"

o Salvage: A salvage yardo Repair: A repair yardo Labor: A labor areao Storeroom: A storeroomo Operating: An operating location "Ex. a unit or an equipment"o Vendor: A vendor location "Ex. Petromaint, etc..."o Courier: A courier location "DHL, etc..."

Status: the current status of the locationo Not Ready: The location is still not ready or not runningo Operating: The location is operating and readyo Decommissioned: the location is decommissioned

Criticality: An integer number representing the relative criticality of the location inthe company, the number alone is not meaningful is provides relative comparison

between asset for example "a separator with criticality 2 has higher criticality than a

water pump in a none critical loop with criticality 3"

Failure Class: If the location represents an equipment select its failure class whichrepresent a list of common failure problems the asset can face during operation, for

example "select (Heat Exchanger - Shell and Tube) for a shell and tube type heat

exchanger"

Ecode1: The ID of the location from other electronic systems "MAXIMO, SAP, etc..." Operations Authority: The responsible employee from operations responsible for

the location


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Asset Class: The class of the asset, for example "HEAT EXCHANGER" for a heatexchanger, provides high level grouping for locations

Asset Sub Class: The subclass of the asset based on the asset class selected, it

provides a finer level of grouping for locations, for example "for the HEAT

EXCHANGER class select the SHELL & TUBE sub class"

Asset Category: The general category of the asset whether it is a STATIC orROTATING asset

o DYNAMIC: location not really static nor rotaryo ELEC: electrical equipmentso INSTRUMENTS: instrumentso ROTARY: rotary locations "pumps, etc..."o STATIC: static locations "vessels, etc..."

PID: The main PID number for the location Responsible Discipline: Which discipline is mainly responsible for the location, for

example a chiller will have the Mechanical discipline as the main responsible

discipline while a pressure transmitter on it will have the Instrumentation discipline

as the responsible discipline

Warranty Date: the date of warranty expiration if available

b. Specifications TAB Template:

o The template is a predefined set of detail fields "Datasheet" that provideextra details about the location based on its type for example select "HEAT

EXCHANGER" for our new location

o Click on the small orange icon to create the fields


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o The fields change from template to another, after clicking start filling theavailable fields with available data

o All the fields are not required to be filledo When clicking the orange icon all prevoius stored field values are going to

be replaced with blanks for the newly selected template even if it is the

same template.

5. Click on the save icon in the top left corner of the page6. Opening WASCO location now shows ower newly created location


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Searching for a location

To search for a location there are two ways for searching

o Using the tag number textbox in the Location Selector section of the screen Start typing the tab number of choice and an auto complete list will popup to give

locations which starts with the text you are typing

Select one of the selections then click on the small binocular icon beside the textbox If the tag number entered is available the tree will open and traverse to the location

with the tag number entered


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o Using the search tab in the right part of the screen After selecting the search tab you can search using all the search criteria in the tab

oTag number: search for a location with the specified tag numberNote: the tag number fields supports wild characters

o % = any no. of characters ex. Loc%1 = Find all locations starting withLoc and ending in 1 and have any No. of character in between

o _ = a single character ex. Loc_1 = Find all locations starting with Locand ending in 1 and have any single character in between

oTypeoStatusoCriticalityoFailure ClassoResponsible DisciplineoOperations AuthorityoEcode1

The search uses the AND logical operator between criteria ex. if we set the tag

number = %loc1 and criticality = 2 then we are searching for locations with a tag

ending in loc1 and a criticality of 2

After entering the criteria click on the search icon in the search tab A list matching locations appear with an edit icon beside them

Click on the icon to go to the selected locationDeleting a location

To delete a location first select the location you want to delete Click on the delete icon in the top toolbar


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Confirm the deleteNotes:

1. The delete will not be successful if the location is referenced to other entities inthe system like a child location, container for an equipment or referenced in a

workorder, all reference must be removed before the delete process is

completed otherwise the delete operation cancels and a red label appear in the

toolbar

Move location page

The move location page allows to change the location parents visually using two asset hierarchy trees

and dragging from a source tree to a destination tree.

The operations are one at a time which means every time you move a location you have to save first in

order not to build up move operation and cause confusion if one step was wrong or forgotten.


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First open the page Select the system from the system drop down then click on the blue arrow to fill the trees with

the root location

Traverse both trees until you find the location you want to move in the source tree and thedestination location in the destination tree

Drag the required location from the source tree to the required location in the destination tree Click on the save icon and reload the trees by clicking on the blue arrow to confirm the changes

Equipments

Open the equipments page

1. Click on the menu item Admin, then Asset management then Equipments as shown.


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2. The page should open blank

Adding a new equipment

1. Details TAB Tag number: The tag number of the equipment

Note: The tag number should be unique, also the use of _ "underscore" is highly not

recommended

Title: The title of the equipment


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Description: Description Location: The location carrying the equipment in the hierarchy tree

Note: Any equipment must be loaded in a location to be visible in the tree, also a

single location can carry only a single equipment

o To select a location: Click on the small blue arrow beside the location textbox In the popup window enter the tag number in the tag number

textbox and an auto complete popup will be visible

Click on the small binocular icon to select the location "if the tag iscorrect"

click on the ok button to select


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o To remove a location selection Click on the small red X icon beside the location text box to clear the

selected location

Parent Equipment: The parent equipment ex. a pressure transmitter on a chiller willhave the chiller as the parent equipment, the parent equipment is not required

"root equipment"

o To select an equipment: Click on the small blue arrow beside the equipment textbox In the popup window enter the tag number in the tag number

textbox and an auto complete popup will be visible

Click on the small binocular icon to select the equipment "if the tagis correct"

click on the ok button to selecto To remove an equipment selection

Click on the small red X icon beside the parent equipment text boxto clear the selected parent equipment

Failure Class: The failure class of the equipment, failure classes are a group ofcommon failure problems and causes that can occur on a category of equipments

Serial No.: The serial No. if available Status: The current status of the equipment

o Operating: The equipment is up and runningo Not Ready: The equipment is down and not readyo Decommissioned: The equipment is decommissioned and no longer in

service


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Purchase price: The purchase price of the equipment Purchase price unit: The currency unit Criticality: A relative number indicating the relative criticality of the equipment to

other equipments ex. a criticality 2 equipment is more critical than a level 3

equipment.

Vendor: The vendor Asset Class: The asset class of the equipment, the asset class provides a high level of

grouping to the equipments

Asset Sub Class: The asset sub class based on the asset class selected above, theasset sub class provides a finer level of grouping to the equipments

Asset Category: The category of the asseto DYNAMICo ELECo INSTRUMENTo ROTARYo STATIC

PID: The primary PID for the equipment ECode1: The Id of the equipment from other electronic systems "MAXIMO, SAP,

etc..."

Warranty Date: The end date for the warranty if available Discipline: The primary responsible discipline for the equipment Type: The type of the equipment Manufacturer: The equipment Manufacturer Manufacturing Date: The date of manufacturing Installation Date: The Installation date Operations Authority: The responsible employee from operation for the equipment


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2. Spare parts TAB Spare part GUID: Select the spare part item to add the list of available spares "No

reservations"

Quantity: The number of items for the equipment3. Specifications TAB

Template:o The template is a predefined set of detail fields "Datasheet" that provide extra

details about the equipment based on its type for example select "HEAT

EXCHANGER" for our new locationo Click on the small orange icon to create the fieldso The fields change from template to another, after clicking start filling the

available fields with available data

o All the fields are not required to be filledo When clicking the orange icon all prevoius stored field values are going to be

replaced with blanks for the newly selected template even if it is the same

template.

4. Meters TAB Title: The title for the meter Description: A Brief description Unit: The unit of the meter ex. hours, KGs, etc... Meter Rollover Value: If the meter rolls over enter the rollover value ex 1,000,000 Avg. Unit Per Day: Average amount per day "Optional" Meter Type:

o Continuous: The meter is cumulative and the value never gets lowero Trigger: The meter readings increase and decrease with time


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5. Click on the save icon in the toolbar when done.Move equipment page

The move equipment page allows to change the equipments location visually using two asset hierarchy

trees and dragging from a source tree to a destination tree.

The operations are one at a time which means every time you move an equipment you have to save first

in order not to build up move operation and cause confusion if one step was wrong or forgotten.


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First open the page Select the system from the system drop down then click on the blue arrow to fill the trees with

the root location

Traverse both trees until you find the equipment you want to move in the source tree and thedestination location in the destination tree

Drag the required equipment from the source tree to the required location in the destinationtree

Click on the save icon and reload the trees by clicking on the blue arrow to confirm the changesEquipment meter readings page

This page allow the user to enter meter readings for selected equipment meters.


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The page is divided into 3 parts:

Asset Selector in the top left: This where you select the equipment Meters list in the bottom left: This is where all the meters for the select equipment is viewed, to

add readings to one click on the icon beside it to view its readings in the right part of the screen

The right part of the screen is where the readings appear, there is a details form in the top partand a list of all the readings in the lower part

Note: You can only edit the last reading.

To add a reading

Select the required meter. Click on the add new reading icon in the top left toolbar in the screen. Enter the details in the details form

Fields are:

o Reading date: The date of the readingNote: It cannot be lower than the last reading inserted

o Value: The value of the reading.Note: If the meter type is "Continuous" then the reading cannot be lower than the

previous one, if it is "Trigger" then the reading can be lower.o Meter Rollover Value: If the reading is after a meter rollover click on the Is Rollover

checkbox and enter the meter rollover value

Click on the save icon when finished


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Equipment Status Page

The equipment statuses page manages equipment statuses.


The left part is a list of all the equipment statuses, they can be selected by clicking on the selecticon beside each one of them.

The right part is where the details of a selected status or a new one is displayedThe fields are:


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o Code: A brief code for the statuso Title: A longer title for the statuso Description: A Description of the status in detail

To add a new status:

Click on the add new status icon in the top left toolbar Enter the details in the details form Click on the save icon to save the new status It should appear in the left list

To edit an existing state:

Click on the select icon beside the status you want to edit Edit the details in the details form Click on the save icon to save the new status

To delete an existing state:

Click on the select icon beside the status you want to delete Click on the delete icon to delete the status Confirm the delete action

Note: The status cannot be deleted if it is referenced to existing equipments.

It is not recommended to alter existing states as the system expects some of them to be present

for certain operations

Equipment types page


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The equipment types page manages equipment types.


The left part is a list of all the equipment types, they can be selected by clicking on the selecticon beside each one of them.

The right part is where the details of a selected type or a new one is displayedThe fields are:

o Title: A longer title for the typeo Description: A Description of the type in detail

To add a new type:

Click on the add new type icon in the top left toolbar Enter the details in the details form Click on the save icon to save the new type It should appear in the left list

To edit an existing type:

Click on the select icon beside the status you want to edit

Edit the details in the details form Click on the save icon to save the new type

To delete an existing state:

Click on the select icon beside the type you want to delete Click on the delete icon to delete the type


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Confirm the delete actionNote: The types cannot be deleted if it is referenced to existing equipments

It is not recommended to alter existing types as the system expects some of them to be present

for certain operations

AssetManagement Manual 20130206

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