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Containers
Containers are used to help organize equipment records in a hierarchy. Similar to the way folders are used to sort files that are saved on your computer, containers are used for organizational purposes but do not have the same functionality as equipment records. You cannot schedule maintenance on a container, and unlike equipment, containers cannot be sold, rented, or transported.
You may, for example, want to create a container for a specific plant, inside of which is a container for each building. You may even have a container for each floor within a building. To locate the equipment record for a pump that is malfunctioning, you can drill down on the appropriate plant, building, and floor; this narrows the list of equipment records that you need to scroll through to find and create a service call for the correct equipment.
Containers can also be used for reporting purposes; by organizing equipment records per the example above, you can keep track of how much work and money is going into a specific building or plant. You can also analyze the amount of preventative maintenance vs. emergency repair service that is performed at each level of the hierarchy; for example, if one pump has undergone more emergency repairs than the others, it may need more frequent scheduled maintenance or to be part of a replacement schedule.
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Hierarchy Groups
When creating hierarchical relationships, you can use as many levels as you want; there is no limit on the number of containers you create or the number of components you connect.
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The following icons help identify the objects in a hierarchy:
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| Indicates a container that can be used to organize equipment records. Containers can hold hierarchy groups, individual records, and/or other containers. Equipment within a container is still considered top-level if it is not a component of any other record. | ||||||
| Indicates a standalone equipment record that is not part of a hierarchy group. This equipment is at the top level (directly underneath the company node or within a container) and has no components. | ||||||
| Indicates a parent equipment record that has components but is not itself a component of any other record. This equipment is at the top level and can be expanded to view the components that are underneath it in the hierarchy group. | ||||||
| Indicates that the record is a component in a hierarchy group; this equipment has a parent record but has no components underneath it in the hierarchy. | ||||||
| Indicates that the equipment is both a parent and a component in a hierarchy group. View this record by expanding its parent, then expand this record to view the components underneath it in the hierarchy. | ||||||
| Indicates that the record is inactive; equipment cannot be attached to or detached from a hierarchy group while inactive. Any type of equipment (standalone, parent, component, component with component) may be shown as inactive. |
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Hierarchical Relationships
If you are using Site IDs, when you create a hierarchical relationship between two equipment inventory items, an inventory transfer is automatically created. Similar to the way transfers are used to keep track of attachments as they are moved between inventory and equipment, transfers are also used to keep track of equipment as it is rearranged in the hierarchy.
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For more information on how components are affected when you create transactions with group equipment, see Transactions.
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Containers
You can use containers however you want; you could set up a complex structure of containers, several individual containers, or no containers at all. Containers can be added in two places: underneath the main (company) node and within another container. You cannot place a container underneath an equipment record.
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