Creating a Model

You use this procedure to: create a model and add business entities to it such as instructions, documents, announcements, parts information, hotspots to the images uploaded as documents for a model.

Prerequisites

  • Your user ID has the roles MODEL_DELETE or MODEL_EDIT assigned.

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

  • To create a model, you must have a subclass or a model template to inherit from.

  • You have identified a manufacturer profile to assign to a model.

Procedure

  1. Launch the Models app.
  2. Choose New.
  3. In the New Model dialog box, enter the following details:
    1. In the Type field, select if the model is relevant for equipment or system.
    2. In the Model ID field, enter the ID for the model.
    3. In the Short Description field, enter a short description for the model.
    4. In the Long Description field, enter a long description for the model.
    5. In the Tracking drop-down, select the type of tracking you want to assign to an item of equipment that is based on the model.
      The following list helps you to select an appropriate value:
      • Serial number tracking at model level: As a manufacturer, you want to track an item of equipment within a model using unique serial number. An operator uses the unique serial number while creating an item of equipment.
      • Serial number tracking at manufacturer levelAs a manufacturer, you want to track all items of equipment using unique serial number. An operator uses the unique serial number while creating an item of equipment.
      • Batch number tracking at batch levelAs a manufacturer, you want to track all items of equipment within a batch using a batch number. An operator uses the batch number while creating an item of equipment.
    6. In the Parent Subclass/Model Template field, select a subclass or model templates.

      If you select more than one template, then the Primary Template field is displayed where you need to select one of the templates as the primary template.

      You can assign one or more parent subclasses or model templates to a model. If you enter more than one parent subclass/model template, you must additionally select a primary template in the dropdown of field <Primary Template>. This primary template will be used for class/subclass/template display in the breadcrumb as well as in the model list. The assignment of the primary template can later be changed in the Data Sheet section of the model.

    7. In the Manufacturer field, select the manufacturer name.
    8. Choose OK.
  4. To add values to the attributes of the underlying templates choose Start of the navigation pathINFORMATION Next navigation step Data SheetEnd of the navigation path and perform the following steps:
    1. Choose Edit and enter values for the attributes as defined by the underlying templates.
    2. You can reorder the attribute groups using Reorder Groups.
    3. 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 Start of the navigation pathUser Account(icon on the left corner of the launchpad) Next navigation step Settings Next navigation step Unit of MeasureEnd of the navigation path.

    4. You can add additional Templates or Subclasses using Add Template.
      If there are multiple templates assigned, you will get filtering options on the data sheet:

      • All = displays all attribute groups and attributes

      • <Industry Standard> = displays all attribute groups and attributes that have the respective industry standard maintained

      • <Custom> = displays all attribute groups and attributes that are coming from customer-created model templates

    5. If there are multiple Subclasses and Templates assigned, you can change the Primary Template using Update Primary Template.
    6. If there are multiple Subclasses and Templates assigned, you can remove assigned objects using Remove Template.
    7. Choose Save.
  5. To add model-specific information, choose Start of the navigation pathINFORMATION Next navigation step Model InformationEnd of the navigation path and perform the following steps:
    1. Choose EditAs a manufacturer, you want and enter the following fields:

      Field

      Description

      Tracking

      Update the tracking mechanism, if necessary.

      Safety Risk

      Select a recommended safety risk for the model during its operating condition.

      Generation

      Specify a number that indicates the version of the model.

      Model Release Date

      Enter a date by which the model will be released.

      Description

      Enter a model description.

      Firmware Support

      Specify if the model supports firmware.
    2. To assign a tag, choose Add/Remove Tags.
    3. In the Add/Remove Tags dialog box, assign a tag.
    4. Choose OK.

      You can assign such tags that logically categorize model information, maintenance, and other model-relevant data.

    5. Choose Save.
  6. In the Model Usage section, you can view the extent of model's usage.

    If consumer or operator is sharing equipment based on the model relation, the usage is linked to the related equipment and operators.

  7. To update a model as the successor to the current model, choose Start of the navigation pathINFORMATION Next navigation step Life Cycle InformationEnd of the navigation path and perform the following steps:
    1. Choose Assign in the Successor Model section.
    2. In the Assign Successors popup, select the model you want to assign as successor.
    3. Choose Assign.
  8. To add the model to a group, go to INFORMATION → Groups→ Add.

    You can view the list of groups to which the model is added.

  9. To add model components, perform the following:
    1. Choose Start of the navigation pathSTRUCTURE AND PARTS Next navigation step StructureEnd of the navigation path→ Edit.
    1. Choose Assign. From the Select Component dialog box, select the model component.
    2. Choose Add.
    3. You can define if an assigned structure component is mandatory or optional for a model.
    4. You can adjust the quantity and the item description for the structure components. You can change the Quantity to a quantity range using the Define Quantity Range.
    5. You can select an enum attribute to define default list of description to be assigned to the components using Select Description Attribute.
    6. Choose Save.
  10. To assign spare parts to a model, perform the following:
    1. Choose Start of the navigation pathSTRUCTURE AND PARTS Next navigation step Spare PartsEnd of the navigation path Assign.
    1. From the Assign Spare Parts dialog box, select the spare part, and choose Provide Quantity.
    2. In the Provide Quantity dialog box, enter values for Default Delivered Quantity, Advised Stock Quantity, and BoM Quantity. You can also enter a comment if necessary.
    3. Choose Assign.
  11. To assign a visual part to a model, perform the following steps:
    1. Go to Start of the navigation pathDocumentation Next navigation step DocumentsEnd of the navigation pathsection.
    2. Choose Add. You can assign an existing or a new document.
    3. To assign a visual part, you must add a document of type .vds.
    4. Choose Assign. You can now view the visual parts under Start of the navigation pathStructure & Parts Next navigation step Visual PartsEnd of the navigation path.

      The viewer search is extended to search for part name, description, manufacturer part number, and EAM number. You can select search result and display it in the viewer window.

  12. To add an instruction to the model, choose the Start of the navigation pathDocumentation Next navigation step InstructionsEnd of the navigation path tab and perform the following tasks:
    1. In the Instructions section, choose Assign to perform the following steps:
    2. In the Assign Instructions to a Model dialog box, search for an appropriate instruction.
    3. From the Instructions search results list, select an instruction.
    4. Choose Assign.

    You can view the different instruction types in the following tabs: Planned Maintenance, Breakdown, Installation, Operations, and Disposal.

  13. To add, or assign, or edit an existing document to the model, choose the Start of the navigation pathDocumentation Next navigation step DocumentsEnd of the navigation path tab, and perform the following tasks:
    1. In the Documents section, from the Add menu, choose New to upload a new document, and perform the following steps.
    2. In the Add Document dialog box, browse for a file name or provide a link in the File text box.
    3. In the Phase field, select the phase in the life cycle of the model where the document is relevant for use.
    4. In the Category field, select the category relevant to a phase.
    5. In the Language dropdown box, choose your language.
    6. In the Data Sensitivity dropdown, choose if the document contains any sensitive or personal information for document security purpose such as Personal Data, Sensitive Personal Data, or No Sensitive Information.
    7. In the Description field, enter a description for a document.
    8. Choose Upload.

      When uploading a new document, you can upload the document directly without checking for duplicate documents in the system.

      You can use Check and Upload to check if there are any duplicates that exist in the system. If duplicate files exist, you will then view the files in the Similar Files Detected dialog box. You then can Continue Uploading the New File or you can select a file from the duplicate file list and Use Selected File option to upload it.

  14. In the Documents section, from the Add menu choose Assign to upload an existing document and perform the following steps:
    1. In the Select Documents dialog box, search for an appropriate file.
    2. From the Documents search results list, select a document.
    3. Choose Assign.

    You can also use Remove and Download to remove or download any of the documents assigned to the model.

  15. To add a hotspot to an image select an image in the Documents section, see Creating Hotspots.
  16. To assign a failure mode, choose Start of the navigation pathDocumentation Next navigation step Failure ModesEnd of the navigation path perform the following steps:
    1. Choose Assign.
    2. In the Select Failure Modes dialog box, select the failure modes that you want to assign to the model.
    3. Choose Assign.
      You can create a copy of the failure mode using Copy.
      You can navigate to the instance page of a failure by double-clicking on it in the failure mode list. In the failure mode instance page, you can:

      • View the failure mode information.

      • Add or remove effects from the failure mode.

      • Add or remove causes from the failure mode.

      • View the maintenance strategy for the failure mode.

      • Assign or remove instructions for the failure and manage cause for the instructions.

      If you have write access to the model even though you do not have write access to the failure mode, you can edit the failure mode instance page of the model.

  17. In the Start of the navigation pathDocumentation Next navigation step Alert TypesEnd of the navigation path section, you can, Assign or Remove alert type group.
  18. To add an announcement to the model, choose the Start of the navigation pathDocumentation Next navigation step ANNOUNCEMENTSEnd of the navigation path tab and perform the following steps:
    1. In the Announcements section, choose Assign to assign an existing announcement and perform the following steps.
    2. In the Assign Announcements to a Model dialog box, search for an appropriate announcement using the filters – Announcement Type, or Priority, or Status.
    3. From the Announcements search results list, select an announcement.
    4. Choose Assign.
  19. You can create an improvement request for the model using Start of the navigation pathDocumentation Next navigation step Improvement Requests Next navigation step New Improvement RequestsEnd of the navigation path.

    You can enter the details in the New Improvement Request dialog box. Choose OK.

    You are navigated to the new improvement request object page where you can further edit the request and save it.

  20. In the Indicators section, you can view the list of indicators associated with the model. You can select an indicator from the list and use Configure to define the Threshold values for the indicator.

    For Numeric and Numeric Flexible datatypes, you can also define the <Reset>, <Min>, <Max>, and <Normal> values. You can also define threshold range for these datatypes.Reset button is functional only for these two datatypes and will delete all the existing values and insert the reset value wherever applicable.

  21. To publish model, choose Publish.
    System publishes the model and creates a first revision of the model in SAP Asset Strategy and Performance Management. Users of your organization can view the published model. If you navigate away from the Models application without saving the model, the model remains in the unpublished state and is not visible to any users in the organization until you publish the model.
  22. Once the model is published, you can create an FMEA assessment or a checklist for the model under Assessment.

    • FMEA

      You can create an FMEA assessment from Start of the navigation pathAssessment Next navigation step FMEA Next navigation step AssessEnd of the navigation path. If the model has subcomponents, then the system prompts to confirm if the subcomponents also have to be assigned to the assessment. You can choose Yes or No. In the Create Assessment dialog box, enter the details and choose Save. The FMEA assessment object page is displayed where you can further it edit, validate, and publish the assessment.

    • Checklist

      You can create checklists for the model 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 model 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 model. 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.

  23. You can view the changes made on the model data in the Timeline section.

    You can click the model date range to open the Filter By dialog box. You can select to show the event for a particular object and define the time range during which you want to see the changes.

    For each change entry, you can view changes made in other languages on the timelines using the Show Details button.

  24. To create revisions of a model and to switch between the published and revision states, see Creating Revisions and Switching Between Revisions and Published State.