Viewing and Updating a Piece of Equipment

You can update information such as installation information, installation location, and documents that relate to an existing item of equipment.

Prerequisites

  • To view an item of equipment, your user ID has the roles EQUIPMENT_READ assigned.

  • To update an item of equipment, your user ID has the roles EQUIPMENT_DELETE or EQUIPMENT_EDIT assigned.

Procedure

  1. Open the Equipment app.
  2. You can perform the following tasks by selecting one or more items of equipment from the list:
    • Request Model
    • Publish
    • Group
    • Assess
    • Delete
  3. Search for an item of equipment that you want to update using the search filters.
  4. Select the item of equipment from the search results.
  5. You can perform the following actions using the Manage button in the published equipment:

    • New Revision

    • View Lifecycle Changes

    • Delete

    • Share

    • Request Model

    • Sync with SAP Internet of Things:

  6. If you choose an item of equipment that is in a published state, choose Start of the navigation pathManage Next navigation step New RevisionEnd of the navigation path from the Equipment screen.
  7. View and navigate to the open model request for the equipment from the icon in the <Model ID> under Start of the navigation pathINFORMATION Next navigation step Model InformationEnd of the navigation path

    • You can view only the icon in <Model ID> for a piece of equipment if it not assigned to any model.

    • If the equipment is assigned to a model or if you have entered a free text, you can view the icon together with the model ID or free text.

  8. To update additional attributes related to an item of equipment, select tab Start of the navigation pathINFORMATION Next navigation step Data SheetEnd of the navigation path and perform these substeps.
    1. Choose Edit.
    2. You can reorder the attribute groups using Reorder Groups.
    3. You can assign equipment templates using Add Template after the equipment is created.
    4. You can select templates from the list and choose Remove Template to remove the template.
    5. 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.

    6. Choose Save.
  9. To update attributes such as installation information, select tab Start of the navigation pathINFORMATION Next navigation step Equipment InformationEnd of the navigation path and perform the following tasks:
    1. Choose Edit in the Equipment Information section.

      For more information about the fields, see Creating a Piece of Equipment

    2. Choose Save.
  10. To view the parent systems associated with the equipment, select tab Start of the navigation pathINFORMATION Next navigation step SystemsEnd of the navigation path.
  11. To assign Documents, Instructions, and Announcements, choose the DOCUMENTATION tab.
    1. To add documents related to the item of the equipment, choose the tab Start of the navigation pathDOCUMENTATION Next navigation step DOCUMENTSEnd of the navigation path and perform the following tasks:

      1. Choose Start of the navigation pathAdd Next navigation step NewEnd of the navigation path to add a document to the equipment.

      2. Choose Start of the navigation pathAdd Next navigation step AssignEnd of the navigation path to assign an existing document to the equipment.

      3. Choose Edit to edit the properties of the document.

      4. To remove a document, select the document or documents from the list and choose Remove.

    2. To assign existing planned maintenance instructions, or troubleshooting and breakdown instructions to the equipment; or to unassign the instructions related to the equipment, choose the Start of the navigation pathDOCUMENTATION Next navigation step INSTRUCTIONSEnd of the navigation path tab and perform the following tasks:

      1. Choose Edit in the Instructions section.

      2. To assign an instruction, choose Assign.

      3. To remove an instruction, choose Remove.

    3. To view announcements assigned to the equipment, choose Start of the navigation pathDOCUMENTATION Next navigation step AnnouncementsEnd of the navigation path
    4. View the list of failure modes assigned to the equipment. You can also assign failure modes by choosing Start of the navigation pathFailure Modes Next navigation step AssignEnd of the navigation path.

      You can view the causes and effects of the failure modes assigned to the equipment in this section.

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

      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.

      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 equipment.

    5. View the improvement requests assigned to the equipment.

      To create an improvement request for the equipment, perform the following tasks:

      1. Choose New Improvement Request.

      2. Enter the relevant details in the New Improvement Request dialog box.

      3. Choose OK.

    6. You can view the alert types associated with the equipment under Start of the navigation pathDOCUMENTATION Next navigation step Alert TypesEnd of the navigation path
    7. You can view the list of functions assigned to the equipment under Start of the navigation pathDOCUMENTATION Next navigation step FunctionsEnd of the navigation path.

      You can assign functions using the Functions app. For more information, refer to Functions.

  12. You can perform the following activities in the MONITORING tab:
    1. View the indicators related to the equipment in the Indicators section.
      To define, model, and edit additional properties of the indicators and their thresholds, select an indicator and choose Configure.

      You can also view the aggregated indicator value and trend for the indicators in this section.

    2. View indicators related to the equipment components in the Component Indicators section.
  13. You can perform the following activities in the MAINTENANCE & SERVICE tab:
    1. View notifications related to the equipment in the Notifications section.
    2. View work orders related to the equipment in the Work Orders section.
  14. View the modifications made on the equipment data in the Timeline tab.
    You can view the update statistics based on:

    • Updates By Type

    • Time Range

    • Updates by Partner

    • Updates on model or equipment data

    You can click the equipment time range to perform the following the Filter By dialog box:

    • Show Timeline Events for: Select if you want to view the changes only on the equipment or the model associated with the equipment or all the changes made on the equipment data.

    • Time Range: Select a time range to view only the changes during that timeframe.

  15. Choose Publish to publish the updated equipment.