Documentation Index

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Creating RCM FLOCs

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Note

This article illustrates how to add FLOCs manually.

Do not create FLOCs manually for Sites with an active SAP interface. In such cases, FLOCs are created through the SAP interface.

Use this procedure to create a new RCM Functional Location (FLOC) in IMS.

FLOCs organize assets within the RCM hierarchy and act as parent objects for equipment.

Before You Begin

Before creating a FLOC, ensure the following:

  • The required Site, Plant, and Unit already exist.

  • You have permission to create RCM hierarchy objects.

  • You know which parent hierarchy level the FLOC belongs to.

  • You know the correct Location Type for the FLOC.

Create a FLOC

You can create new FLOCs:

  • manually

  • by importing multiple FLOCs. To create FLOCs in bulk, see the data import feature.

Creating FLOCs Manually

To manually create a FLOC, do the following:

  1. Click FLOC to go to the FLOC Main Screen (Grid List).

  1. Click + to create a new FLOC.

  2. In the New FLOC window, enter the required information:

  • Select the Parent ID.

  • Enter the FLOC ID.

  • Select the appropriate Location Type.

  • Enter additional details, if required. For more information, see Field Descriptions.

  1. Click Save when done.

The new FLOC is created and the FLOC details page opens.

Note

  • When adding a new FLOC with invalid data, an invalid Unit location, or an invalid Plant location, a warning will be displayed, and the FLOC will not be saved.

  • You can create a FLOC for an inactive Plant or inactive Unit. In this case, the new FLOC is also inactive.

Field Descriptions

Use the following table to understand the fields available when creating a FLOC.

Field

Required

Description

Parent ID

Yes

ID of the parent Unit for the new FLOC.

Hierarchy

Read only

Hierarchy path for the new FLOC: Site, Plant, Unit.

FLOC ID

Yes

Name of the FLOC, often based on a standard naming convention.

Location Type

Yes

Hierarchy Type of the new FLOC, such as PIPE-FLOC, AIRCOOLER-FLOC, or EXCHANGER-FLOC.

CMMS Type

No

The selected CMMS Type, if applicable.

System

No

Name of the System the FLOC is a part of.

FLOC Description

No

Short description of the new FLOC.

Perform RCM

No

Select to include the assets under this FLOC in RCM analysis.

Startup date

No

Installation date of the FLOC.

Active

No

Indicates whether the FLOC is active.

ABC Indicator

No

Criticality level of the FLOC.