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Create an Asset Hierarchy for a Truck

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Learn how to map out and then create an Asset Hierarchy for a Truck by watching the video and we have the written instructions in the learn more below.

Watch the Video

Audio: Sound Length: 4:15 mins

Learn more

Contents

Step 1. Map out the Truck Asset Hierarchy

In this example, we have mapped out the following Asset Hierarchy.

Asset Hierarchy Concept - Mapping for a Truck.png

This Asset Hierarchy contains the levels:

  • Level 5 - This contains the Class | Category | Sub category, found in your Asset Settings.
  • Level 6 - This contains the asset called Heavy Truck.
  • Level 7 - This contains the assets, Engine, Transmission, and Suspension.
  • Level 8 - This contains the assets, Fuel Injection System, Cooling System, Oil Pump, Clutch Assembly, Shock Absorber, Leaf Spring, Ball Joint, and Bushing.
  • Level 9 - This contains your parts, found in your Inventory Module.

Step 2. Filter the Asset Grid for the Entity/Site

It is important to filter the grid for the Entity/Site, so that you assign assets that belong to the same Entity/Site.

  1. Click the Entity heading column's Filter clipboard_ee92f3deb25a3cc9fd861d9ae5693949d.png icon.
  2. Select the Entity you want to create the Asset Hierarchy for.
  3. Click the OK button and the grid is fitlered for the Entity/Site.

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Step 3. Assign the Asset(s) to their Node Level

Before you can assign a parent, the asset must have a node level of 6, 7, or 8. 

In this example, assets are assigned to level 7 and you can use these instructions for the other levels.

  1. From the grid, select the assets that will be assigned to level 7. 

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  1. Click the Actions button, and then select the Assign node level. The Assign node levels dialog displays.

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  1. From the Node level drop-down, select the Assign node level.
  2. Click the Assign button.

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Step 4. Assign the Node Level 7 to the Parent Asset (Level 6)

Now, you are ready to assign the parent level. In this example, Node Level 7 is assigned to the parent asset, Heavy Truck 102.

  1. From the grid, select the asset(s).

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  1. Click Actions button and then select the Assign parent. The Assets lookup form displays.

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  1. Either search or browse for the asset.
  2. Select the asset and the parent is assigned.

If you need to change the parent asset, then you can repeat the steps and choose a different parent asset. You will be prompted with the message "One or more of the assets selected already have a parent assigned. Do you want to continue?"

Step 5. Assign the Node Level 8 to the Parent Asset (Level 7)

This will build out the node levels in the Asset Hierarchy.

  1. From the grid, select the asset(s).

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  1. Click Actions button and then select the Assign parent. The Assets lookup form displays.

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  1. Either search or browse for the asset.
  2. Select the asset and the parent is assigned.

Step 6. View the Asset Hierarchy

As you build your Asset Hierarchy, we recommend you review the hierarchy.

  1. From the menu, navigate to Asset > Asset Hierarchy.
  2. Either search for the asset or you can click the Expand All to show the hierarchy.

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