Handling Status on Design Object — Exercises

Basic Data Setup

Define Equipment Object Type Level

Purpose: The purpose of this exercise is to show you how define the equipment object level.

Windows:
Class

  1. Define the equipment object level with object level Object ID and serials allowed for the pump centrifugal class.

General exercise for Defining Equipment Object Type and Level

Creating a Design Part

Purpose: The purpose of this exercise is to create a design part.

Windows:

        Design Part
Design Parts

  1. Create a design parts for the following classes to use in the exercises to come:
    Class Design Part ID Description
    PUMP CENTRIFUGAL 10600020 Pump Centrifugal Dp 1
    IMPELLER 10600021 Pump wheel open d= 410
    BEARING 10600013 Bearing set for APP3 Pump

General exercise for Creating a Design Part.

Creating a Consists of Design Part Structure

Purpose: The purpose of this exercise is to create a consists of design part structure.

Windows:

        Design Part
Design Parts

  1. Create consists of parts for the design part with ID 10600020:
    Sort Order Consists of Design Part ID Quantity Purchase Quantity
    1 10520001 2 2
    2 10520002 1 1

General exercise for Creating a Consists of and Belongs To Design Part Structure.

Main Exercise

Purpose: In this exercise you will create a design object and change its design status using the available status actions. This design status change creates an equipment object within IFS/Equipment and changes the equipment object's operational status.

You will also create an equipment object in IFS/Equipment. A design object will then be created in IFS/Asset Design with the same object ID as the equipment object. This design object automatically receives a design status of Completed (instead of the usual value of Under Design) because the object ID already exists. Changes are made to the equipment object in IFS/Equipment, and by changing design status to Redesign from within IFS/Asset Design, those equipment object data changes are transferred back to the design object.

Windows:

        Design Object
        Design Objects
        Functional Object

Creating a Design Object and Changing Status

  1. Open the Design Object window and click New to create a row.
  2. Define a new pump as follows:
    Class Object ID Description
    Pump Centrifugal PM-246-PA-001 Centrifugal pump PA001
  3. Click Save. The pump is created with a design status of Under Design and an operational status of Not Applicable. Not Applicable indicates that the equipment object does not yet exist in IFS/Equipment.
  4. Right-click, and select Set Completed to change the value to Completed.
  5. On the Business Object Explorer, locate the pump object created in the first exercise and expand the design object node to view the connected equipment object in the structure.
  6. Right click on the equipment object and click Functional Object Information to open the Functional Object window. An equipment object is created in IFS/Equipment with the same Object ID as the design part (PM-246-PA-001). The Operational Status, which changes to In Operation, is visible from both IFS/Asset Design and IFS/Equipment.

Note: When two or more objects have a common design status (e.g. Completed, Under Design, etc.), the design status may be changed simultaneously for multiple objects from the Design Objects window. Open the Design Object window or the Business Object Explorer if you want to change the status for one object and open the Design Objects or Linear Assets windows you want to change the status for many objects.

Creating an Equipment Object to Update a Design Object

  1. Open the Functional Object window, click New and enter the following information for an equipment object (use the List of Values where available):
Object ID Object Description Level Type Designation
PM-357-PA-001 (including the dashes) Pump for Design Status Test Object ID There are several values from which you can select. Make sure the value you select has an Object Type = 100 
  1. Click Save to create the equipment object.
  2. Close any IFS/Equipment window.
  3. Open the Design Object window and click New to create a row.
  4. Define a new pump within the Pump Centrifugal class. Use the same Object ID (PM-357-PA-001) and Description (Pump for Design Status Test) as used for the equipment object.
  5. Click the Relations tab and define the Design Part as 10600020. This design part has a Consists of Design Parts structure, as defined in the basic data exercise.  
  6. Click Save to create the pump object.
  7. On the Business Object Explorer, locate the pump object created above and expand the design object node to view the connected equipment object in the structure.
  8. Right click on the equipment object and click Functional Object Information to open the Functional Object window and view the equipment object.
  9. Since the pump object ID already exists in IFS/Equipment, the pump is created in IFS/Asset Design with a design status of Completed. The operational status is In Operation, which is the same as the equipment object in IFS/Equipment.

Modifying an Equipment Object and Changing the Design Status

  1. On the Business Object Explorer, locate the pump object created in the first exercise and expand the design object node to view the connected equipment object in the structure.
  2. Right click on the equipment object and click Functional Object Information to open the Functional Object window.
  3. Change the Description to PA001.
  4. Add these values to the following fields:
    Group ID Criticality Supplier
    50 3 (medium) 5000
  5. Click Save to save the changes.
  6. Click the Spare Parts tab to view the spare parts for the equipment object that are the same as the Design Part Consists of Parts for the design part connected to the design object.
  7. For the row with Part Description value of Pump wheel open d= 410, double click in the following fields to edit the information as follows: 
Quantity Drawing No Drawing Position Note
4 2500 12C equipment to design
  1. Click Save.
  2. Close the Functional Object window.
  3. On the Business Object Explorer, locate and select the pump object to display it in the Design Object window.
  4. Right-click and click Set Redesign. This command transfers the equipment object changes to the design object. Note that the Description value has been updated and so have the values for Group, Criticality, Installation Date, Supplier, and Supplier Name on the General tab.
  5. Click the Additional Parts tab to view the updated additional part information on Pump wheel open d= 410.

Note: Changing the Design Status to Redesign updates the design object with changes made to the equipment object.

Scrapping an Object

  1. On the Business Object Explorer, locate the pump object created above and expand the design object node to view the connected equipment object in the structure.
  2. Right click on the equipment object and click Functional Object Information to open the Functional Object window.
  3. Right click, click Operational Status, and then click Out of Operation.
  4. Once the Operational Status value changes to Out of Operation, close the Functional Object window.
  5. Right-click on the equipment object and click Design Object Information to view the design object on the Design Object window.
  6. Right click, click Status, and then click Set Planned for Scrapped. The design status changes to Planned for Scrap, and the operational status is Out of Operation.
  7. Right click, click Status, and then click Set Scrapped. The design status changes to Completed, and the operational status value to Scrapped.