Creating a Location

You use this procedure to create a location where an item of equipment is installed, and add location-specific attributes to the location.

Prerequisites

Your user ID either belongs to the group ORG_ADMIN or ORG_DATA_EXPERT.
For more information, see Roles for SAP Cloud Platform - Neo Environment.
You have already created a location template from the Templates application.
For more information, see Creating a Location Template

Procedure

Launch the Locations application.
From the Locations landing page, choose New.

In the Create New Location dialog box, enter the location ID, address, description, template, and parent details.

Field	Description
Name	Enter a unique name for the functional unit.
Short and Long Description	Provide a description denoting the functional nature of the unit.
Template	Select a location template if you want the functional unit to inherit the location template attributes. Note You can inherit subclass information from location template.
Subclass	Select a subclass. You can classify a location based on class or subclass. It enables you to perform location object classification through location template inheritance or manual assignment. Note You can change the subclass by using Manage Change Subclass.
Parent	Choose the organization name.
Street/Number	Provide the location details.
Postal Code/City	Enter the postal code or city.
Country	Enter country name.
State/Region	Specify state/region.

To update additional attributes related to a location, select INFORMATION Data Sheet tab and perform these substeps.
1. Choose Edit.
2. You can assign templates using Add Template.
3. You can select the assigned templates 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.
In the Locations object page, navigate to INFORMATION Location Information and choose Edit.
1. In the Location Information field autopopulates by inheriting the address from the section, enter details as necessary.
  
  In the <Designed Operating State> dropdown, specify the operational state of the location.
  
  You can also specify the <Criticality> and <Safety Risk> for the location.
2. Choose Save.
To update the installation information about the location, choose INFORMATION INSTALLATION LOCATIONand choose Edit.
1. In the Installation Location section, enter details as necessary.
  
  You can enter the relevant <Object Address>, <Contact Person>, and <Geospatial Data>.
  
  In the Geospatial Data section, specify the latitude and longitude coordinates of the location.
2. Choose Save.
To add the location to a group, go to INFORMATION GROUPS Add.

You can view the list of groups to which the location is added.
To assign a piece of equipment to the functional location, choose STRUCTURE Equipment Assign.
1. From the Select Equipment dialog box, select the equipment. You can also inherit the address of the location to the equipment. Choose Assign.
To assign a location to the functional location, choose STRUCTURE Locations Assign.
1. From the Select Locations dialog box, select the location. Choose Assign.
To add a new document, choose Documentation Documents Add New and perform the following tasks:
1. In the Add Document dialog box, browse for a file or provide a link.
2. Select a Category.
3. Select a Phase.
4. Select the type of data in Data Sensitivity.
5. Select your Language.
6. Enter a Description.
7. Choose the Confidentiality of the document
8. Choose Upload to upload a document without a duplicate check.
  
  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.
To assign existing documents to the location, choose DOCUMENTATION Documents Add Assign and perform the following tasks:
1. In the Select Documents dialog box, select the relevant document.
2. Choose Assign.
To add instructions to the location, choose DOCUMENTATION Instructions Assign and perform the following tasks:
1. From the Select Instructions dialog box, select the appropriate instruction.
2. Choose Assign.
To add Failure Modes to the location, choose DOCUMENTATION Failure Modes Assign and perform the following tasks:
1. From the Select Failure Modes dialog box, select the appropriate failure modes.
2. Choose Assign.
If you have write access to the location even though you do not have write access to the failure mode, you can edit the failure mode instance page of the location.
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 now flag inherited failure modes to not relevant using the Not Relevant button. This excludes the failure modes from any assessments relevant to the location.
To publish the location, choose Publish.

Results

You have created a location and published it.

You can view the list of child locations under Structure Locations
You can view all the assessments associated with the location under the Assessments section. A location can be assigned to the following types of assessment:
- Risk and Criticality
- Questionnaire
- FMEA
- Checklist
  
  You can create checklists for the location 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 location 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 (Reliability Centered Maintenance)
  You can view the Reliability Centered Maintenance (RCM) assessments assigned to the location. 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.
Note
For Risk and Criticality and Questionnaire assessments, you can now compare a minimum of 2 and maximum of 3 assessments using Compare Assessments.

You can also view the matrix of environment getting affected under Matrix.
In the Analytics section, you can:
- View risk distribution across all locations.
- View risk distribution across locations in the same subclass.
- Visualize to compare current risk.
You can view notifications and work orders, which are associated with the location under Maintenance and Service. Notifications and work orders can be uploaded from an external system using available public APIs.