1. Orien Help Centre
  2. User Guide
  3. Advanced User Functions

Module Configuration

To configure the settings, you will need to select the Client Data/Database or the top-level Structure that encompasses the entirety of the project. This will allow the module banner bar at the top of the screen to dynamically change to show the configuration selections for the different modules.

 

Hierarchy Configuration

Hierarchy Configurations allows you to adjust the following areas:

  • Make
  • Model
  • Location Category

Once values are added into these categories, their respective fields will appear on the location edit screen and will be allowed to be selected and assigned against that location.

 

Tactics Configuration

The Tactics Configuration menu allows a user with appropriate access to adjust settings and values relating to the Tactics Mode in Orien. To configure a setting, select the appropriate value you want to adjust.

When in the configuration screen of that type, Create New will allow you to add a new value to be used throughout Orien. All Tactics configuration screens use similar controls of creating, editing, deleting and the ability to export.

 

Materials Configuration

Materials configuration allows you to create a list of materials that will be used globally across your database. To add a Material:

  1. Select Create New.
  2. Insert your data and select any relevant fields.
  3. Select Save.

 

If you have unused Materials in your database, you can select the Cleanse button on the Action bar. This will go through your databases and delete all Materials that are not allocated in a Tactic, Operation, Project/Operation Costs or Spares Analysis modules.

Important

You cannot undo the Cleanse action.

 

Tactics Wizard Configuration

The Tactics Wizard Configuration menu allows you to build the step-by-step questionnaire that is part of the Function-Failure & Failure Modes function within the components area. To create your Tactics Wizard:

  1. Select Tactics Wizard from the Tactics Configuration Menu.
  2. Select Create first wizard question.

  1. Create your question (optional – you can assign a description or code).
  2. Once you click Save, you can add answers your users will be able to respond with. You can also go back and edit the questions.

  1. Once the initial question is setup, you will be able to assign answers and how the answer will progress the questionnaire.

  1. When you click Add Answer you will be presented with two options to how the questionnaire will proceed from this question:
    1. Add Answer with Follow-on Question: You can create an answer that will allow you to add a question that follows on from the current question.
    2. Add Answer with Strategy Type Result: This will allow you to set an answer that will have a result. This will close off the questionnaire and record the failure with the result that you have added a part of the answer.

Criticality Configuration

The Criticality Configuration menu outlines the criteria used in the Criticality mode. You can adjust multiple settings that are used to display and create criticality ratings and reports.

To configure a setting, select the appropriate value you want to adjust. When in the configuration screen of that type, Create New will allow you to add a new value to be used throughout Orien. Most Criticality configuration screens use similar controls of creating, editing, deleting and the ability to export. The exceptions will be outlined below.

 

Criticality comparison configuration screen shows the importance of a specific Criterion against another Criterion. This screen is setup slightly different to previous screens.

You are presented with a grid outlining the importance of Criteria against other Criteria. When you adjust a setting through the drop-down box you will see a reflective change on the other half of the grid. The possibility to override the default scores are also available.

 

Criticality Scoring allows you to adjust the ratings when two Criterion are selected together in Criticality. Outlined is a grid which can be edited to set your ratings.

 

Criticality colour works like the previous Criticality Scoring. In this screen you are assigning colours to the ratings you previously entered. To assign a colour:

        1. Select the box in the corresponding location.
        2. A colour picking window will open, select the colour you want to assign.
        3. Once you are happy with the colours, make sure to Save before exiting. 

 

 

Approvals Configuration

Approvals configuration screen allows you to configure the steps required for an item to be allowed to be entered into the system. Each approval option follows a similar configuration workflow. To create an approval workflow:

        1. Select Create New
        2. Add a Description and a Location structure. Define no location to apply approvals to all locations.
        3. Set the Activated flag as On
        4. Save and Close the approvals when completed
        5. Select the Approval Steps link on the recently created approvals configuration
        6. Apply your wanted approvals process for Component Library, Tactics, and/or packaging
        7. Select Save

In the below example you will notice the first step of the approval process will be directed towards “Wade”. After Wade has given the approval, it will move onto the next assigned person (which in this example is Brian), and then onto Catherine.

You can assign a role or group that will be able to be a part of the approval process. Using the below example, you could replace Catherine with “Approval Team” and all users who have that permission set will be able to give the approval confirmation at that step.

 

Packaging Configuration

Packaging Configurations allows you to adjust extra fields that will become present in the packaging module. You can adjust the Maintenance Strategies that are able to be selected. You can also add in any Signatories that can be added within the packaging module. To create a new entry:

        1. Select the menu option present on the configuration screen.

        2. Select Create New.

        3. Insert the required information and then select Save.

        4. You will now notice this fields will be selectable from the packaging section.

Budget Configuration

There are a variety of budget configurations options with Orien. Each are described in more detail below.

 

Budget Periods

The budget periods configuration screen allows you to setup multiple budget period intervals that can be used in modules that allow you to select time periods. To create a new budget period interval:

        1. Select Create New.
        2. You can now assign a name to your budget period, select interval frequency, a prefix naming convention and the start and end date of your budget period.


           
        3. Once you click Save this will generate the dates and all the information you need for your budget period.

           

Escalations

Please refer to the article on Escalations for more information on this functionality.

Expense Elements

Expense Elements configuration allows you to create a list of Expense Elements that will be used globally across your database. To create a new Expense Element:

        1. Select Create New.
        2. Insert the relevant details and select Save.

           

Operational Costs

Operational Costs configuration allows you to create a list of Operational Costs that will be used globally across your database. To create a new Operational Costs:

        1. Select Create New.
        2. Insert the relevant details and select Save.


           

Production

Please refer to the article on Production for more information on this functionality.

Currency

Orien can utilise multiple currencies and convert them to a defined Primary currency. Non-Primary currencies will then be converted into the primary currency when generating OPEXs. The Primary currency will always have a Rate of 1 with the Non-Primary currencies having a rate based on the Primary Currency. An example of AUD to GBP is below:

 

Custom Fields

The Custom Field Configuration allows free-text and dropdown fields to be available on the following data types:

        1. Activities
        2. Components
        3. Custom Costs
        4. Failure Modes
        5. Labours
        6. Locations
        7. Maintenance Items
        8. Materials
        9. Meter Readings
        10. Operations
        11. OPEX Budgeted Items
        12. Plans/Plan Templates
        13. Task Lists
        14. Components

Below is an example of a Failure Mode Custom Field:

 

These fields are available through most of the exports in Orien. They can be a Required Value if they are mandatory. They can also be tagged as 'Additional Data' for easier viewability throughout the system.

Validation Config

Create and apply Validations to the current project of various types of Validation types. These validations are managed at the Config level since any change made at this level will affect all Locations they're used.



For more details view our Validation Module article for examples and guides

Data Sync

The Data Sync Module shows the types and states of sync that is in-progress and a history of previous actions. These actions include SAP Initialisations, Location and FLOC Merges, and Component and Equipment Alignment.  

Below is an example of Actions that can be shown in the Data Sync Module:

 

When View Messages are selected, more details of the actions are listed. The following messages are for a SAP Functional Location Initialisation:

Emission Config

The Emission Config contains all Compound, Emission, and Formula definition and pricing for the entire project. 



For more details and guides, view our Emissions article or contact Orien IT at support@orien.zendesk.com. 

Integration Config

The Integration Config contains 4 sections related to Integrations or Data extractions. Many of these require Endpoints to be defined by Orien IT. If these are required, contact Orien IT at support@orien.zendesk.com. 

 

More details and guides for each Config option can be found in our Self Service API Documentation article

API Key Management

Create an API Key to extract or push Orien Data. This is used in other Integrations Steps and is generally a prerequisite for Orien Integrations.

 

Integration Steps

Define a Location/Hierarchy which a type of Integration Step is applied to of various Integration Types

          1. Asset Library Creation - Pushes a finalised asset to the defined Asset Library for viewing and/or transfer
          2. Document ID Creation - Notify an external system and populate Operations with an External ID 
          3. Work Instruction Creation - Creates a JSON payload of Operations available for 3rd party extraction
          4. Email - Notify a user when changes are made

Webhooks

Trigger a webhook to be sent to a custom URL based on a single or multiple Orien action e.g. Packaging Finalisation, any Data Sync action.

 

SAP Config

SAP Config module enables SAP data to be loaded into Orien's External Hierarchy. The following data type initialisations can be configured through the SAP Config:

        • SAP Functional Locations
        • SAP Equipment
        • SAP Materials
        • SAP Work Centers
        • SAP Measuring Points
        • SAP Measurement Documents

For SAP Integration details, please view our article on SAP Integration.

 

 

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