Standard, Plant and Related Basic Data—Exercises

Main Exercise

Purpose: The purpose of this lesson is to define a standard, plant, system variable and class. As a system administrator, you will define the users for whom a plant will be visible and those for whom the plant is the default plant. Further, as a user working in the plant, you can set a default plant for yourself.

Windows:
Standard
Standard/Plants
Plant
User Settings
System Variables
Standard/Classes

Defining a Standard

  1. Open the Standard window.
  2. Click New.
  3. In the Standard field, enter CompanyName_standard (where CompanyName is the name of your company or similar).
  4. In the Description field, enter a short description of your standard.
  5. Enter values in the remaining fields, as required, to document your standard for others.
  6. Click Save.

Defining a Plant

  1. Open the Standard window.
  2. Search for the CompanyName_standard you created above.
  3. Click the Plants tab.
  4. Click New(+) on the table.
  5. In the Plant field, enter CompanyName_plant (where CompanyName is the name of your company or similar).
  6. In the Description field, enter the Main Plant for CompanyName (where CompanyName is the name of your company or similar).
  7. Click Save.

Note: You can perform this exercise on the Plant or Plants window as well.

Defining the Plant Visibility and Default Plant for Users

  1. On the Plant window, for the plant you created above, click Refresh (F5). A list of users working with the system will be displayed. By default, check boxes are selected against every user for a new plant.
  2. Select all the users, right-click and then click Hide Plant for the Selected Users.
  3. Select the users for whom you want to the plant to be visible and click Show Plant for Selected Users.
  4. Select some users for whom you want the plant to be the default plant, and click Make Default Plant. Observe that even if the Visible check box was not selected for these uses, after setting the plant as their default plant, the Visible check box will be selected.
  5. Click Save.

Note: You can perform the plant visibility exercise on the Standard/Plants tab.

Defining the User Default Plant

  1. Open the User Settings dialog box.
  2. In the Default Plant field, click List to select the CompanyName_plant to be your default plant.
  3. Click OK.

Note: You can perform this exercise on the Explore Standards/Plants/CompanyName_plant node as well

Defining a System Variable

  1. Open the System Variables window.
  2. Click New.
  3. In the Standard field, use the List of Values to select the CompanyName_standard standard for which the system variable will apply or enter % to ensure that the system variable applies to all standards.
  4. In the Plant field, use the List of Values to select the CompanyName_plant plant for which the system variable will apply or enter % to ensure that the system variable applies to all plants.
  5. In the Name field, select the Documents from Design to Equipment variable. This variable refers to when document records attached to objects, it is possible to select if the existing document list should be transferred between IFS/Asset Design and IFS/Equipment or if only new documents should be added.
  6. In the Value field, enter the value 2.
  7. In the Description field, enter the Add new documents only.
  8. Click Save. 

Creating Classes

  1. Open the Standard window.
  2. Search for the CompanyName_standard you created above.
  3. Click the Classes tab.
  4. Click New(+) on the table.
  5. In the Class field, enter PUMP CENTRIFUGAL.
  6. In the Description field, enter Centrifugal Pump. 
  7. In the Class Identifier field, enter an internal class name, PUMP CENTRIFUGAL, that will serve as a comparative name across sites that may use differing languages. This name may be the same as the class, or perhaps the class in another language.
  8. Select the Design Object Class and Design Part Class check boxes. This will create a design object and design part class for Pump Centrifugal. 
  9. Assign one or more engineering disciplines to the class by selecting the Mechanical and Process check boxes.
  10. Repeat steps 5-10 to create classes with the following details:
Class Description Class Identifier Design Object Class Design Part Class
SYSTEM System SYSTEM Selected Cleared
DETAIL AREA Detail Area DETAIL AREA Selected Cleared
PUMP Pump PUMP Selected Cleared
GASKET Gasket GASKET Cleared Selected
BEARING Bearing BEARING Cleared Selected
IMPELLER Impeller IMPELLER Cleared Selected
MOTOR DC DC Motor MOTOR DC Selected Cleared
PIPE Pipe System PIPE Selected Cleared
PROCESS STREAM Chemical Process Stream PROCESS STREAM Selected Cleared

Note: It is not necessary to select the engineering discipline when defining classes.

  1. Click Save

Note: You can perform this exercise on the Class or Classes window as well.