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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 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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Choose Cards > Equipment > Equipment Hierarchy to open the Equipment Hierarchy Maintenance window, where you can set up and manage hierarchy groups. If you have a lot of equipment records, this window may load slowly unless you change the number of records that load at once. See Customizing viewing options.
On the left pane of the Hierarchy Maintenance window is a list of all equipment records and containers in the company. Choosing an object on the left pane allows you to view the following:
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Equipment | Site ID | ||
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MIL0016 | Home Site ID of MIL0016 |
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MIL0017 | Component Site ID associated with Home Site ID of MIL0016 | ||
MIL0020 | Component Site ID associated with Home Site ID of MIL0016 | transfer | |
MIL0021 | Component Site ID associated with Home Site ID of MIL0016 | transfer |
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Equipment | Site ID of the equipment is | ||
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MIL0016 | Home Site ID of MIL0016 |
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MIL0017 | Component Site ID associated with Home Site ID of MIL0016 | ||
MIL0020 | Home Site ID of MIL0020 | transfer | |
MIL0021 | Component Site ID associated with Home Site ID of MIL0020 | transfer |
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