Defining equipment hierarchies

Define parent/child relationships among equipment. Define parent records before child records. If you add a third level, the child becomes a parent, and the added piece of equipment is its child.

Note: Equipment hierarchies must be consistent with the hierarchy rules described in Understanding Equipment earlier in this chapter. For example, a system cannot be the parent of a location because locations are at the top of the hierarchy of equipment information. Assets, however, are the exception to this rule. Although assets are at the bottom of the hierarchy of equipment information, an asset can be the parent of a position.

To define equipment hierarchies:

Select one of these options:.
- Equipment > Assets
- Equipment > Positions
- Equipment > Systems
- Equipment > Setup > Locations
Select the equipment for which to define a hierarchy, and then click the Structure tab.
Query for the equipment for which to define a hierarchy by specifying the Dataspy and Filter.

Choose one of the following options:

Option	Description
Define a parent for a piece of equipment	Drag and drop the equipment record from the grid to the Add Parent drop point in the Structure Details.
Define a child for a piece of equipment	Drag and drop the equipment record from the grid to the selected parent equipment record in the Structure Details. The system indicates the piece of equipment is a child with the blue flag icon.

Note: Drag and drop an equipment record from the grid to the blue flag icon next to an existing record. The system adds the record from the grid as a sibling immediately below the record next to the blue flag icon.

Click Save Record.