Viewing and Updating a Functional Location

You can update information such as data sheet, functional location information, installation location, structure, documents and notifications that relate to an existing functional location.

Prerequisites

  • To view a functional location, your user ID has the roles FLOC_READ assigned.

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

Procedure

  1. Open the Functional Locations app.
  2. You can perform the following tasks by selecting one or more functional locations from the list:
    • Publish
  3. Search for a functional location that you want to update using the search filters.
  4. Select the functional location from the search results.
  5. You can perform the following actions using the Manage button in the functional location:

    • New Revision (Displayed in case the functional location is published.)

    • Delete

    • Edit Header (Displayed for functional location in In Revision or Unpublished state.)

    • Add Model (Displayed if you have not assigned any model when creating the functional location.)

    • Update Model (In case you want to update the model thats already assigned to the functional location. Option displayed only if the functional location is in In Revision or Unpublished state.)

    • Remove Model (In case you want to remove the model thats already assigned to the functional location. Option displayed only if the functional location is in In Revision or Unpublished state.)

  6. If you choose a functional location that is in a published state, choose Start of the navigation pathManage Next navigation step New RevisionEnd of the navigation path from the Functional Location screen to edit or update the data.
  7. If you have assigned a model to the functional location, then you can view and navigate to the model assigned to the functional location by choosing the link <Model ID> under Start of the navigation pathINFORMATION Next navigation step Model InformationEnd of the navigation path

    • You can view the Model Information section for a functional location only if it is assigned to a model. In case you have not assigned a model when creating the functional location, choose Start of the navigation pathManage Next navigation step Add ModelEnd of the navigation path to view this section.

  8. To update additional attributes related to the functional location, 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 Order and Visibility.
    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. Choose Save.
  9. To update information about the functional location like tag number, UID, and so on, select tab Start of the navigation pathINFORMATION Next navigation step Functional Location InformationEnd of the navigation path and perform the following tasks:
    1. Choose Edit in the Functional Location Information section.

      Edit the relevant fields.

    2. Choose Save.
  10. To update business partner information, select tab Start of the navigation pathINFORMATION Next navigation step Business PartnersEnd of the navigation path.
    1. Choose Edit in the Business Partners section.

      Edit the relevant fields.

    2. Choose Save.
  11. To update sales organization information, select tab Start of the navigation pathINFORMATION Next navigation step Sales Organization DataEnd of the navigation path.
    1. Choose Edit in the Sales Organization Data section.

      Edit the relevant fields.

    2. Choose Save.
  12. To update installation information, select tab Start of the navigation pathINFORMATION Next navigation step Installation InformationEnd of the navigation path and perform the following tasks:
    1. Choose Edit in the Installation section.

      Edit the relevant fields.

    2. Choose Save.
  13. To edit the component assignemnets, choose the Structure & Parts tab.

    1. To edit the functional location components, choose Start of the navigation pathStructure Next navigation step EditEnd of the navigation path.

      You can assign equipment or other functional locations as components. For more information, refer to Adding Structure & Parts.

      Choose Save.

  14. To assign documents, choose the DOCUMENTS tab.
    For more information on adding documents, refer to Adding Information in the Documentation Section.
  15. You can update the indicator values in the Indicators tab:
    1. View the indicators related to the functional location 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.

  16. You can perform the following activities in the MAINTENANCE & SERVICE tab:
    1. View notifications related to the functional location in the Notifications section.

      Use Add Evidence to assign/add improvement requests. You can also create notifications using the New button.

    2. View work orders related to the functional location in the Work Orders section.
  17. Choose Publish to publish the updated functional location.