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Functional location types

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This article describes how to create functional location types in Asset Management. Functional location types are used to manage requirements for functional locations, including how assets are installed on a functional location. You can set up asset types, maintenance plans, functional location attributes, and asset attribute requirements to be used on a functional location that uses the specific functional location type. When you create a functional location, the functional location type is mandatory.

Note

In order to work with functional locations, you must create a default functional location to be used only for the purpose of creating new assets. For that default functional location, you should create a default functional location type that is really simple and allows multiple assets to be installed on the default functional location. See Create functional locations for more information on how to set up functional locations.

Create a default functional location type

This procedure shows how to create a default functional location type to be used for a default functional location.

  1. Select Asset management > Setup > Functional locations > Functional location types.
  2. Select New to create a functional location type.
  3. Insert a functional location type ID in the Functional location type field, for example, "Default", and a name in the Name field.
  4. Select a lifecycle model in the Functional location lifecycle model field.
  5. Select "Yes" on the Multiple assets toggle button to allow more assets to be installed on a functional location (the default functional location) using this type.

Now, the default functional location type to be used only on a default functional location is created. You should not add any more requirements or restrictions to this default functional location type.

Create Functional Location Types

  1. Select Asset Management > Setup > Functional locations > Functional location types.
  2. Select New to create a functional location type.
  3. Insert a functional location type ID in the Functional location type field and a name in the Name field.
  4. Select a lifecycle model in the Functional location lifecycle model field. Refer to Functional location lifecycle states for more information on functional location lifecycle states and lifecycle models.
  5. Select "Yes" on the Multiple assets toggle button if it should be possible to install several assets on a functional location using this functional location type. If you select "No", you can only install one asset on a functional location using this functional location type.
  6. Select "Yes" on the Update asset dimension toggle button if you want assets installed on a functional location of this type to automatically use the financial dimensions related to the functional location. This means that if you change financial dimensions in the Create functional locations form, and the functional location uses a functional location type with this toggle button set to "Yes", financial dimensions are automatically updated on all assets installed on that functional location.
  7. The Asset type field is used if you want to automatically create one asset for the functional location with the same ID and name as the functional location you are creating. For example, this may be relevant if you create a static functional location, such as a building or a pipeline. In that case, select the asset type you want to use for the automatically created asset. Remember that if you make a selection in this field, the Multiple assets toggle button must be set to "No".
  8. On the Asset types FastTab, select the asset types to be related to the functional location type. Select Add line and select the asset types. If you add asset types here, only assets using those asset types can be installed on a functional location using this functional location type. If no asset types are selected on the Asset types FastTab, all asset types may be installed.
  9. On the Maintenance plans FastTab, select the maintenance plans that should automatically be set up on new functional locations using this functional location type. Select Add line and select the maintenance plans. If you add maintenance plans here, only those plans can be used on a functional location using this functional location type.
  10. On the Asset attribute requirements FastTab, set up the asset attributes that should automatically be set up on new functional locations using this functional location type. Select Add line and select the attribute. These attribute requirements function as guidelines. They are not validated against attributes set up on an asset (Asset management > Assets > All assets > select asset in the list page > General tab > Attributes button). The attribute requirements are shown when you install assets on functional locations.
  11. On the Permitted types FastTab, select the functional location types that should be valid for sub functional location types related to a parent functional location type, which uses the selected functional location type.
  12. On the Attributes FastTab, select the functional location attributes that should automatically be set up on functional locations using this functional location type. Select Add line and select the attribute.

Note

On the General FastTab, you can get an overview of the number of asset types, maintenance plans, asset attribute requirements, permitted types, attributes, and functional locations set up on the functional location type. The Functional locations field shows the number of functional locations that use the functional location type. You can use the Copy button to copy settings from a functional location type to the selected functional location type.