Setting up Location / Equipment Hierarchy

Zone, Location & Equipment Management

- Zone is defined as an area where group of Location is defined

- Location is defined as a particular place or area where Equipment are operated or located.

- The setup of Zone, Location & Equipment structure enables user to:

- Search and track data (e.g. tag, incident, etc) with refer to zone / location / EQ hierarchy
- Organise and store location / Eq information and attachment files
- Manage user data access by Zone

Zone: Create / Edit

To setup and manage Zone in ODM5, open the Left Side Menu, open “Location/Equipment” menu and select “Zone”

To create a new Zone:

1. Click on the “Create New” button
2. Input the Zone information
3. Click on the Save button

To edit a Zone, just click on the “Edit” button on the selected Zone.

To remove a single Zone, just click on the “Delete” button on the selected Zone.

To remove multiple Locations, just select the Locations and click on “Action” button and choose “Delete Selected Location(s)”.

Location: Create / Edit

To setup and manage Location in ODM5, open the Left Side Menu and select “Location”.

To create a new Location:

1. Click on the “Create New” button
2. Input the Location information
3. Click on the Save button

To edit a Location, just click on the “Edit” button on the selected Location.

To remove a single Location, just click on the “Delete” button on the selected Location.

To remove multiple Locations, just select the Locations and click on “Action” button and choose “Delete Selected Location(s)”.

Equipment: Create / Edit

To setup and manage Equipment in ODM, open the Left Side Menu and select “Equipment” menu.

To create a new Equipment:

1. Click on the “Create New” button
2. Input the Equipment information
3. Click on the Save button

To edit a Equipment, just click on the “Edit” button on the selected Equipment.

To remove a single Equipment, just click on the “Delete” button on the selected Equipment.

To remove multiple Equipment, just select the Equipment and click on “Action” button and choose “Delete Selected Equipment”.

Create / Edit Equipment - Information

Create / Edit Equipment - Other Information

Create Equipment Type

Equipment Type is a type or category of an Equipment that exhibits similar characteristics.

For examples: Electric Motor, Butterfly Valve, Centrifugal Pump, etc

While Equipment Attributes is the specific asset type’s parameters or information about the asset.

Examples: for a motor – Rated Power, Rated Voltage, Rated Speed, Starter Type, etc

To manage the Equipment Type and its attributes, just click on “Manage Equipment Type” button under the Equipment Management page.

To create a new Equipment Type:

1. Click on the “Create New” button
2. Input Equipment Type name and description
3. Click on the Save button

To remove a single asset type, just click on the “Delete” button on the selected asset type.

To remove multiple asset types, just select the asset type and click on “Action” button and choose “Delete Selected Equipment Type(s)”.

Create Equipment Type's Attributes

To manage the Equipment Type’s Attributes, go to the Equipment Type Management page and:

1. Click on the “Edit” button on the selected Equipment Type.
2. Go to the “Attribute” tab menu

To create a new Attributes of the Equipment Type:

1. Click on the “Create New” button, under the “Action” button.
2. Input the Attributes information, such as name, description, data type and sequence number.
3. Click on the Save button.

To remove a single attribute, just click on the “Delete” button on the selected attribute.

To remove multiple attributes, just select the asset type and click on “Action” button and choose “Delete Selected Equipment Attribute(s)”.

Arrange Location / Equipment Hierarchy

The easiest way to manage the Location or Equipment Hierarchy is by using the Hierarchy Tree display.

To open the Location/Equipment Hierarchy tree, just click on the “Tree” icon located at the top right corner of the web application. The hierarchy of the Location and Equipment will be displayed.

From this Hierarchy Tree, you are able to perform the following actions:

1. View the location / asset hierarchy setup
2. View / Edit the selected location or asset
3. Delete the selected location or asset
4. Add new location or asset
5. Re-Arrange the hierarchy

To perform any action of the above, just right click the selected location or asset on the tree and the menu will be displayed.

To make changes to the hierarchy, just select “Re-Arrange Hierarchy” and the Re-Arrange Hierarchy page will be displayed.

Setting Up / Re-arrange Location or Equipment Hierarchy

To re-arrange or move the location or asset to new position, just:

1. Click and select the location or asset
2. Hold and drag the location or asset to new position
3. Repeat the above STEP #1 and #2, until all changes is made
4. Click on the “Save” button and save all the changes made

Document Attachment

ODM enables user to attach files or documents to a location, asset, tag group or tag, which then be downloaded to ODM-Mobile devices. This features is useful to have asset documentation organised systematically for easy references, and be accessible easily at the site via mobile devices. The documents that usually be attached are such as:

1. User Operating Manual / User Guide
2. Datasheets
3. Certifications
4. Schematic drawing, etc

Supported file types are:

1. JPEG, BMP
2. PDF
3. Word (doc, docx)
4. Excel (xls, xlsx)
5. Autocad drawing (dwg)

To attach new document to a asset:

1. Go to “Equipment” page
2. Search for the Equipment and click on the “Edit” icon
3. Click on the “Attachments” tab menu. The list of attached documents will be displayed
4. To attach a new document, click on the “New Attachment” button
5. Input the general document information. E.g. Name, Category and description
6. Click on “Select File” and browse for the file
7. Click on “Save” button to attach the file to the asset

To remove a single attached document, just click on the “Delete” button of the document.

To remove multiple attached documents, just select the documents and click on “Action” button and choose “Delete Selected File(s)”.

Note: In order to have the attached documents download to ODM-Mobile, please ensure the following settings (under Settings → Data Transfer) in ODM-Mobile is de-selected accordingly:

1. “Do Not Download Latest Attachment Files During Synchronization”
2. “Do Not Notify When New Attachment Files Are Found”

Location/ Equipment: Import / Export in Excel

ODM-Manager provides Location or Equipment Import/Export function, which enables user to export the existing ODM configuration into Excel format and make configuration in Microsoft Excel. This is very useful when huge number of Location and Equipment is required to be configured.

Before starting the import process, user is required to ensure that the Excel file does follow the ODM format. The format can be easily found from the exported Excel file from the “Export” function. Alternatively, you can click on the “Download Template” button, to download an empty Excel template file. The import process will be failed if any of this format is not fulfilled or the value input is not validated.

To begin the import process:

1. Select the Excel file location by using the “Browse” button.
2. If the “Overwrite Existing Location” or “Overwrite Existing Equipment” button is selected, the settings in Excel file will replace the existing settings (that has the same ID) in ODM database automatically without any confirmation or notice. This is NOT recommended unless you are 100% confirm the specific tag / tag group will be updated. Unchecked this option, if you are creating new Location or Equipment and this will ensure no existing system tag configuration (that has the same ID) will be replaced.
3. Click on the “Validate Tag” button, to ensure your file format is correct. Any incorrect configuration or error found will be displayed.
4. Click on “Import” button to start importing process

Key Attentions

Zone ID, Location ID, Equipment ID & Equipment Type ID must be UNIQUE

Alerts: You may replace the existing configuration accidentally if you happen to configure the ID which is already defined in in the system.

Ensure all specified value is following its data format

Remainders

By default, all newly created Zone is accessible by the creator and all Administrator user only

Please remember to assign the User Visibility Profile to these new Zone accordingly, before the users will have accessed from ODM-Web or ODM-Mobile

Tips: You may assign the user access rights / profile to a group of users from User Group properties page

Location / Equipment Import

- Enables user to import the existing ODM Location configuration by Excel format

- Enables user to import the existing ODM Location / Equipment configuration by Excel format

ODM-Manager provides Location/Equipment Import/Export function, which enables user to export the existing ODM tags configuration into Excel format and make configuration in Microsoft Excel. This is very useful when huge number of location / equipment is required to be configured.

Before starting the import process, user is required to ensure that the Excel file does follow the ODM format. The format can be easily found from the exported Excel file from the “Export” function. Alternatively, you can click on the “Download Template” button, to download an empty Excel template file. The import process will fail if any of this format is not fulfilled or the value input is not validated.