Overview

This procedure demonstrates the steps involved to manually create your asset hierarchy. Start by creating a Location or Facility asset. This location or facility will most likely represent your organisation, so it should be at the top of your hierarchy. Create this first, and then build out the rest of your hierarchy. 

ZenduMa software works best when organisations design an asset hierarchy.  Assets lower on the asset tree are associated with the parent assets above them.  For example, the most efficient way to enter asset information into ZenduMA is to follow the following order:

1. Main Organisation
2. Main Locations/Parent facilities. E.g., business campus, university campus
3. Buildings. E.g., office building, manufacturing plant, storage warehouse
4. Departments. E.g., final assembly, casting, Research and Development
5. Rooms. E.g., parts room, paint booth, toilets

1. Add your Locations

1. To create the first asset, click  Assets , and  New  

2. Select  Locations or Facilities

3. Select  As a new location , enter the location information, and click  OK

General Tab

4. In the  General  tab of the asset, start adding the required information for the asset, such as the asset name, description, account, charge department, barcode etc. The location you define will show up in the map. You can also customize your asset code, in this example we will use the system generated code. Click  Save  when you're ready to move on to the next tab.

  Personnel Tab

The next step is to assign users to the asset. These can be considered area managers, or equipment owners. Basically anyone that wants to be notified when events happen against the asset.

5. Click  Personnel,  and  New  to assign users to the asset. You can associate as many users as you want to the asset. Click  Save  when you're ready to move on to the next tab.

File Tab

The files tab is where you can attach files such as photos, videos, pdf manuals, schematics, blueprints, and reports to the asset.

6.  To attach files, click  Files,  and drag-and-drop files from your computer into the files window.  Alternatively, you can click  N ew,  and attach files this way. In this example we have attached a photo of an office building, and assigned it as the default image for the asset.

7.  To finish, click   Save   and there you have it. You've added your first location asset to the CMMS.

Note:  The new asset is located under (No Site). (No Site) is the catch-all for all assets and facilities that are not assigned to a specific facility or site. Once all top level assets have been assigned as a site using the  multi-site  feature, then (No- Site) will be removed from the asset hierarchy.

8.  To create a location within the newly created facility. Select  Assets, Facilities  and  New

  9.  Select  In facility location , select the newly created facility, and click   OK . This action locates the new facility or location within the facility that was just created.

10.  Add the asset information such as an asset name, description, account, charge department, barcode etc. Click  Save  to complete.

11.  This leaves you with the following result when you navigate to the   Assets   page, and expand the hierarchy. The First Floor Storage 1 child asset is located within the Mississauga parent asset.  Repeat these processes until you've added all your location assets.

2. Add Equipment Assets

Setting up the equipment asset hierarchy is similar to the process covered in the previous Add Locations and Facilities procedure. 

1.  To begin, click  Assets,  and  New

2.  Click  Equipment or Machines

3.  Select  (No Site),  as the top level facility has not been assigned as a site, and it is currently located in (No Site).

General Tab

4.  The  General  tab is the same as when you are setting up facilities. This is where you add the asset information such as an asset name, description, account, charge department, barcode etc.  

To place the equipment at a location or facility asset select,  This Equipment is located at,  pick the location or facility that the asset is located at, and click  Save.  This action locates the new equipment asset within the facility.

Parts/BOM Tab

5.  Under the  Parts/BOM  tab, consumables, or parts associated with a piece of equipment can be added to the asset. Select the small  New  button to add individual parts, or select the large  New  button to add a Bill of Materials (BOM) group.

Metering/Events

6.  Click  Meter/Events  and the Most Recent Meter Reading  New  button to log meter readings against the asset

7.  Enter the   Meter Reading  value, select the   Meter Reading Units   from the dropdown menu, and click   OK   to save

Note:-  Scheduled maintenance can be triggered by a meter reading, so make sure the meter reading you enter is correct for the asset.  

Personnel Tab

8.  Click  Personnel,  and  New  to assign users to the asset. Users are added to the personnel tab of an asset, so that they get any relevant notifications associated with that asset.

Warranties Tab

9.  Warranty information can be added to the equipment asset by clicking  Warranties,  and  New

10.  From here you will be met with the following pop up box where you can fill in the relevant warranty information. Click  OK  to complete.

Businesses Tab

Vendors and Customers can be associated with the asset under the  Businesses  tab.

11.  Navigate to the  Businesses  tab, and click  New . 

12.  Fill in the relevant information for the associated business, and click   OK .

13.  Choose an option to confirm the update

Purchasing Tab

14.  The receipt for the asset can be added under the  Purchasing  tab. To add the receipt, click 'Add Purchasing Information', and fill in the relevant information.

15.  Add the receipt information, and click   OK   to complete

16.  When complete, the purchasing record will be shown in the   Purchasing   tab as follows

Files Tab

17.  Files can be added by dragging-and-dropping the file into the window, or manually by clicking  New

Custom Tab

18.  Custom fields can be added under the  Custom  tab.  To add a custom field, click  Add Custom Field .

19.  Enter the relevant information, and click  OK .

Financials Tab

20.  The  Financials  tab is used to view all costs associated with work orders, including a top level facility, or piece of equipment, and any lower level child assets.  This module will populate once costs have been made against the asset, or its child assets.

Log Tab

21.  The Log tab contains any information relating to the asset. It contains the move history, Scheduled Maintenance, Open Work Orders, Work Order History, Parts Supplies Consumed, Work Order Log, and the Offline/Online history of the asset.

22.  To add a sub component of the new equipment asset, create a new equipment asset, select   This Equipment is part of: , select the parent equipment asset from the dropdown menu, and click   Save

23.  Repeat the above processes to create an asset hierarchy.  The resultant hierarchy looks as follows: