Creating a System

You use this procedure to create a system based on an existing system model, and add additional information such as system installation information, and related equipment and subsystems to the system. You can also assign documents and instructions relevant to the system.

Prerequisites

Your user ID either belongs to the group ORG_ADMIN or ORG_DATA_EXPERT, or has the roles SYSTEM_DELETE or SYSTEM_EDIT assigned.

For more information, see Roles for SAP Cloud Platform - Neo Environment.

Context

You use the Systems application to:

Create a system for your own operations purposes.
Create a system for another customer.

For simplicity purpose, we describe the procedure to create a system for your own operations.

Procedure

Open the Systems application.
Choose New.
In the New System dialog box, enter the following details:
1. In the <Model ID> dropdown, select an existing system model from which you want to inherit the properties for the system.
  
  You can now create a system without assigning a model to it. You can also remove a model assigned to a system by using Manage Remove Model.
2. In the <System ID> field, enter a unique name for a system.
3. In the <Short Description> field, enter a short description for the system.
4. In the <System Templates> dropdown, choose the system template you have created.
  
  For more information about creating an equipment template, see Creating a System Template.
5. In the <Long Description> field, enter a long description for the system.
6. In the <Operator> field, select an operator for the equipment. Your company is selected as default value.
7. In the <Phase> field, select:
  - An Operation status if a physical system exists.
  - Planned if a physical system does not exist, or you have chosen to update the physical system details later.
8. Choose Save to create a single system.
To update additional attributes related to a system, select INFORMATION Data Sheet tab and perform these substeps.
1. Choose Edit.
2. You can add a template using Add Template.
3. You can select a template and choose Remove Template to remove the template.
4. You can display the alternate unit of measure using Show Alternate UoM.
  
  You can set the default unit of measurement system in the Unit of Measure Variant under User Account(icon on the left corner of the launchpad) Settings Unit of Measure.
5. Choose Save.

To add installation information, select the Start of the navigation path

INFORMATION Next navigation step

Installation Information End of the navigation path

tab and perform the following tasks:

Choose Edit and enter the fields as described in the table:

Field	Description
Source Business Partner Role	Update the source business partner role, if required.
Build Date	Specify the date of manufacture issued by the manufacturer.
Dealer	Select the name of the dealer for the system.
Service Provider	Select the name of the service provider for the system.
Regulators/Authority	Select the official who certifies if the system is installed or assembled correctly.
Insurers	Select the name of the insurer for the system.
Long Description	Enter a description for the system.

To assign a tag, choose Add/Remove Tags and enter your tags. You can use tags to help you logically categorize activities, information, or reminders about your system.

To add system components, navigate to STRUCTURE Structure tab and perform the following tasks:
1. To add systems:
  1. Go to Systems tab.
  2. Choose Assign Systems.
  3. Select the systems in the Select Systems dialog box.
  4. Choose Assign.
2. To add equipment:
  1. Go to Equipment tab.
  2. Choose Assign Equipment.
  3. Select the equipment in the Select Equipment dialog box.
  4. Choose Assign.
  You can reorder the system components by using the ordering buttons on the structure in the edit mode.
  1. In the Structure section, choose Edit.
  2. Select a system or equipment from the list.
  3. Choose Move to Top, Move Up, Move Down, or Move to Bottom to reorder.
To add instructions to the system, go to DOCUMENTATION Instructions and perform the following tasks:
1. Choose Assign.
2. From the Select Instructions dialog box, select the appropriate instruction.
3. Choose Assign.
To assign documents relevant to the system, select DOCUMENTATION Documents:
1. To add a document, choose Add New and perform the following tasks:
  1. In the Add Document dialog box, browse for a file.
    
    Select a Phase.
    
    Select a Category.
    
    Select your Language.
    
    Enter a Short Description.
    
    Set the confidentiality for the document, if required.
    
    Choose Upload.
    
    Note When uploading a new document, you can run a duplicate check and if no duplicates, only then upload a document using the Check and Upload button.
  2. Enter a document link in the Add Document dialog box.
2. To add an existing document, choose Add Assign and perform the following tasks:
  1. In the Select Documents, search for a document using the filters - Phase, Category, or Source.
  2. Select a document from the search results.
  3. Choose Assign.
You can assign, copy, or remove failure modes relevant to the system in the DOCUMENTATION Failure Modes section.
1. To assign failure modes:
  1. Choose Assign.
  2. Select the failure modes from the Select Failure Modes dialog box.
  3. Choose Assign.
2. To copy a failure mode, select the failure mode from the list and choose Copy.
  
  A confirmation message is displayed. Choose Copy.
3. To remove failure modes that are assigned to the system, select the failure modes and choose Remove.
  
  A confirmation message is displayed. Choose OK.
If you have write access to the system even though you do not have write access to the failure mode, you can edit the failure mode instance page of the system.
When you copy a failure mode and Save & Publish it:
- A new failure mode is created with the same causes and instructions from the source failure mode
- The newly created failure mode is directly assigned to the object
- The new failure mode is in published state
- You navigate to the new failure mode instance page that includes all the copied failure mode instances: effects, causes, instructions, and detection method
- The new failure mode appears in the failure mode section list
You can view the failure mode instance which is inherited and directly assigned (at the same time), you can now view different object icons in the <From> field of the failure mode section if the failure mode is inherited or assigned directly to the system.
View the following types of assessments assigned to the system:
- Risk and Criticality
  View the risk and criticality assessment assigned to the system.
- Questionnaire
  View the questionnaire assessment assigned to the system.
- FMEA
  You can view the FMEA assessments assigned to the system.
- Checklist
  You can create checklists for the system by selecting a checklist and choosing Fill Checklist.
  
  You can download the checklist template by choosing Download.
  
  You can view the number of checklist records (of the selected type) created by choosing View Records.
  
  You can also view all the checklist records created for the checklist using View All Records. It displays the View Records screen. You can also compare a maximum of three checklist assessments by selecting the assessments and choosing Compare Assessments button on this screen.
- RCM
  You can view the Reliability Centered Maintenance (RCM) assessments assigned to the system. An overview of the following are displayed as a card view:
  - Functions
  - Cost of Corrective Tasks
  - Cost of Preventive Tasks
  - Distribution by Activity
  - Recommendation Count
  - Placeholder Instructions
  Choose any card to view the details in the Recommendations dialog box.
  
  Choose View Assessments to view a list of RCM assessments.
  
  Choose an assessment from the list to view the details of the assessment.
You can also view the matrix of environment getting affected under Matrix.

For Risk and Criticality and Questionnaire assessments, you can now compare a minimum of two and maximum of three assessments using Compare Assessments.
In the Analytics section, you can:
- View risk distribution across all systems.
- View risk distribution across systems in the same subclass.
- Visualize to compare current risk.
To publish a system, choose Publish.

The system is published and a first revision of the system is created.
To create revisions of a system and to switch between the published and revision states, see the steps provided in the procedure Creating Revisions and Switching Between Revisions and Published State.