Understanding the Hierarchy

The hierarchy is used to define a business organisation and the assets being managed into a hierarchical structure. This hierarchy is the backbone of the system, creating a navigable description of the commercial entity (business unit) through to the individual assets being managed.

The hierarchy contains four primary areas:

1. Component Library
2. Assembly Library
3. External Hierarchy
4. Working Area

Click on each of the actions below to see the key concepts of the hierarchy.

Folder

Allows conceptual grouping of areas of the tree.

Functional Location

Defines the commercial entity or location.

Equipment

Defines the conceptual entity that is maintained. Typically, equipment represents a physical entity such as mobile fleet items (i.e. trucks, excavators, etc.) but can equally represent fixed plant (i.e. conveyors, crushers, etc.).

Component/Assembly Library

Allows the user to develop a library of parts and equipment that can then be referenced. The benefit of this is that changes made to the library item are reflected in all referenced copies.

External Hierarchy

An area of the hierarchy that allows users to navigate and view data pulled from the SAP integration.

Reference

A reference is a copy of an item that links back to the original item.

Working Area

An area of the hierarchy that allows users to create and edit items without effecting the integrity of SAP or Plant Hierarchy.

Module

Refers to the modes banner at the top of the screen which changes the functionality of Orien.

Client Data

The top node reference in your hierarchy. This is often also referred to as your database.

 

Creating an Asset Hierarchy

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Creating an asset hierarchy in Orien involves several steps. Let's review these in some more detail.

1. To start building an asset hierarchy, firstly you need to open the Working Area. 
    

   

2. Now you can create a site in your working area. Clicking the Insert Child button allows you to add a new site. 
    

   

3. Create the new site by adding a name into the description field, and then complete all other relevant fields. Save your new site once you've finished.
    

   

4. Now you can add your first location. It might be a physical location (ABC Smelter) or a group of assets (Mobile Fleet). Clicking the Insert Child button allows you to create a new location. 
    

   

5. Create the new location by adding a name into the description field, and then complete all other relevant fields. Save your new location once you've finished. 
    

   

6. Now you can add your first asset. Clicking the Insert Child button allows you to add a new asset.
    

   

7. Create the new asset by adding a name into the description field, and then complete all other relevant fields. Save your new asset once you've finished. 
    

   

8. The asset hierarchy is now complete. 
    

   

    

The process of creating an asset hierarchy is also demonstrated in the video tutorial below:

 

Custom Tables & Fields

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Custom tables are available for equipment make and equipment model. These can be found in the database hierarchy configuration area. When applying these to equipment, Orien limits the selection of models to the appropriate make (i.e. a CAT 797 is valid but a Hitachi could not use 797). 

 

Custom fields can be added throughout the software by the user to an area they are working in. Some users may see custom additional fields set up at administrative database level.