Creating a Group

You use this procedure to create a group and assign business objects such as equipment, models, instructions, locations, spare parts, templates, documents, and announcements to the groups.

Prerequisites

Your user ID has the roles GROUP_DELETE or GROUP_EDIT assigned.

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

Procedure

Open the Groups app.
From the type of group from the card view, choose New.

In the Create Group dialog box, perform the following tasks:

Enter the following details as described in the table:

Field	Description
Short description(*)	Enter a short description for the group.
Long description	Enter a long description for the group.
Allowed Member Types(*)	Lists the type of business objects that can be assigned to the group type.

Choose Ok to create the group.
To assign a model, follow these steps:
1. In the Members Models section, choose Assign.
2. From the Select Models dialog box, select the relevant model.
3. Choose Assign.
To assign a piece of equipment, follow these steps:
1. In the Members Equipment section, choose Assign.
2. From the Select Equipment dialog box, select the relevant equipment.
3. Choose Assign.
To assign a location, follow these steps:
1. In the Members Locations section, choose Assign.
2. From the Select Locations dialog box, select the relevant location.
3. Choose Assign.
To assign a spare part, follow these steps:
1. In the Members Spare Parts section, choose Assign.
2. From the Select Spare Parts dialog box, select the relevant spare part.
3. Choose Assign.
To assign a template, follow these steps:
1. In the Members Templates section, choose Assign.
2. From the Select Templates dialog box, select the relevant templates.
3. Choose Assign.
To assign an instruction, follow these steps:
1. In the Members Instructions section, choose Assign.
2. From the Select Instructions dialog box, select the relevant instructions.
3. Choose Assign.
To assign documents, follow these steps:
1. In the Members Documents section, choose Assign.
2. From the Select Documents dialog box, select the relevant documents.
3. Choose Assign.
To assign announcements, follow these steps:
1. In the Members Announcements section, choose Assign.
2. From the Select Announcements dialog box, select the relevant announcements.
3. Choose Assign.
To assign failure modes to a group, follow these steps:
1. In the Failure Modes section, choose Assign.
2. From the Select Failure Modes dialog box, select the relevant failure modes.
3. Choose Assign.
You can view the RPN, preventive and corrective activities, and maintenance strategy. in the failure mode instance page.

If you have write access to the group even though you do not have write access to the failure mode, you can edit the failure mode instance page of the group.
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 equipment.
To publish the group, choose Publish.

To create a revision of a group or to work with the last published group, or last revision of group, see Creating Revisions and Switching Between Revisions and Published State.