Creating new AREA Equipment

Updated on 18 Nov 2024
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Warning

This article explains how to add Equipment manually. When there is an active SAP interface for the Site, Equipment are normally not created manually. In this case the creation of new Equipment is normally facilitated through the interface (Equipment are mastered in SAP).

AREA Equipment can be created in Bulk through the data import feature.

Alternatively, there are several places in the application from where you can add an AREA Equipment, for example:

Section	Screenshot
Equipment Main Screen (Header bar)
FLOC Main Screen (Side info bar)
AREA-FLOC Details Page (Hierarchy section)

Section

Screenshot

Equipment Main Screen

(Header bar)

Graphical user interface, text, application Description automatically generated

FLOC Main Screen

(Side info bar)

Graphical user interface, text, email Description automatically generated

AREA-FLOC Details Page

(Hierarchy section)

Graphical user interface, text, application, email Description automatically generated

To create an AREA Equipment:

Click the Plus button to create a new Equipment.
Enter the required data in the pop-up window. See the table below. Note: You must select an AREA-FLOC as Parent and the Equipment Group should be "AREA".The Parent should be an AREA-FLOC and the Equipment Group should be "AREA".
Click Save when done.

Warning

The Parent must be an AREA-FLOC. Otherwise it will not work.

The new Equipment will be created, and you will be redirected to the detail page of the Equipment that was just created.

After the new Equipment has been added, IMS will automatically create:

A Default Schedules (status ADMIN FINAL APPROVED), which acts as a “safety net” for which the minimal time interval is set to 12 months. This will automatically be deleted as soon as an Inspection Schedule has been Approved for the Equipment; and
A GENERAL Component. You will see this in the Hierarchy section, however you don not need to do anything with this.

Note: An Equipment ID is valid until the Equipment is replaced. When replaced, a new Equipment ID will be assigned.

Equipment pop-up fields:

Field	Description
Parent ID	ID of the AREA-FLOC for the new AREA Equipment. This is auto populated based on the object from which the + button was clicked. Take note that you will get an error if you try to create an AREA Equipment with a normal FLOC as parent.
Equipment ID	Name of the AREA Equipment, often based on a standard naming convention.
Description	Short description for the new Equipment.
SAP Equipment Nr.	Fill in if applicable.
Equipment Group	This should be "AREA".
CMMS Type	This should also be "AREA" if applicable.
Start date	Effective start date, i.e. date of installation.
Active	Should be checked for an active FLOC.
Equipment Status	Equipment status definitions. "Retired Equipment": Equipment that has been isolated and decommissioned from the process with no plans for future use. "Idle Equipment": Equipment that has been removed from service for a short period of time (typically less than 6 months) and planned to be recommissioned. "In Service": Installed and in operation. "In Construction": The equipment is being built and has not been placed in service yet. "Temporary Out of Service": Equipment that will be out of service for long period of time. This tagging system is mostly used for AST that will be out of service for a while, not intended to be used for Equipment taken out of service due to a planned TA event. Note: The Equipment status will influence on the Schedule options.
Spare equipment	Search for specific spare Equipment if applicable.
ABC Indicator	Select one of the options, e.g. "HSSE Critical"
Manufacturer	Name of the Manufacturer.
Model number	Model Number of the Equipment.
Manufacturer Part Number	Model Part Number of the Equipment.
Serial Number	Serial Number of the Equipment.
Supplier	Supplier of the Equipment.
Purchase Date	Date of purchase.
Legal / local inspection jurisdiction	Check if applicable.
System / Taggroup	Not applicable.

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What's Next

AREA Equipment - Details Page