Components and Composites

The Components module allows the recording and management of components against physical locations.

Adding or Editing a Component

To add or edit a component, do one of the following:

Navigate to Functions > Component > New Component.
Search for and open an existing Component, and then click the Click to edit details button in the Summary tab.
Click the Component option in the Tasks panel of a component record.

The Component Editor (or Component System Editor if an existing asset system is opened) is displayed.

Enter or edit the details as required.

The fields on the Component Editor tab are described in the following table:

This field…	Holds this information...
Classification	Whether the item is an asset or component.
Is Composite	Whether the record is a header for the component system. This allows you to record components against an asset system. Selecting this check box enables the Composite Details section at the top of the screen, and renames the screen Composite Editor.
Component Number	A unique reference number for the component.
Name	The name of the component.
Element	The element which the component is to be set against. This field is mandatory. These can be defined in Component Reference Data (accessed by navigating to Functions > Component > Component).
Quantity	Number of Units to be defined.
Physical Status	The physical Status of the component. These can be defined in Physical Status Reference Data (accessed by navigating to Functions > Core > Reference Data > Core).
Installation Date	Date of installation.
Life Expectancy	The life expectancy of components.
Life Remaining	The remaining lifespan of the asset. This is calculated automatically based on the Installation Date and Life Expectancy fields..
Original Component	Selecting this check box confirms that this will be the original component.
Address	The address of Component.
Owner	The owning business unit. This field is mandatory.
Location	The location where the link to the component is required. This field is mandatory. Use the level selector to select the relevant room, floor, zone, building, site or business.
Assigned To	The agency or contact that the Component is assigned to.
Location Description	Specific details of the component's location
Start Date	The start date of the guarantee.
End Date	The end date of the guarantee.
Insurer	The name of the insurer. Refer to Adding or Editing an Agency record to set up an Insurer
Policy Ref Number	The policy reference number.
Expiry Date	The expiry date of the insurance.
Remarks	Any comments regarding the component.

Click Apply.

Adding an Attribute to a Component and Composite

An Attribute can be added to a Component or an Element linked to a Component.

To add an attribute to a Component, do the following:

Select Tasks then Manage Attribute Definitions
Refer to Attribute Manager for further details on how to create attributes.

To link an attribute to a component with a selected element, do the following:

Select Tools then Attribute Manager
The Attribute Manager field appears.
Select Element from the Select Section drop down then the element it is to be linked to.

To add a Component refer to Components for further details.

The Element Details tab is displayed in Component Editor if the element selected against the component has an attribute.

Adding or Editing a Composite

To add or edit a composite, do one of the following:

Navigate to Functions > Component > New Component.

The Component Editor page is displayed.

Click the Component option in the Tasks panel of a component record.

The Component Editor (or Composite Editor if an existing composite is opened) is displayed.

Select the Is Composite tick box.

The Composite Editor page is displayed.

Enter or edit the details as required.

The fields on the Composite Editor tab are described in the following table:

This field…	Holds this information...
Name	The name of the composite. This field is mandatory.
Linked to	Displays a count of linked components.
Edit Composite Details	Allows composite details to be edited when clicked on. Clicking the Edit Composite Details the Manage Composite window is displayed and allows more Components to be added to the Composite.
Classification	Whether the item is an asset or component. If Is Composite has been ticked then classification is set to a component by default.
Is Composite	Whether the record is a header for the component system. This allows you to record components against a composite.
Composite Number	A unique reference number for the composite.
Owner	The owning business unit. This field is mandatory.
Name	The name of the composite.
Element	The element which the composite is to be set against. This field is mandatory. These can be defined in Component Reference Data (accessed by navigating to Functions > Component > Component).
Location	The location where the link to the composite is required. This field is mandatory. Use the level selector to select the relevant room, floor, zone, building, site or business.
Quantity	The number of defined units.
Assigned To	The agency or contact that the composite is assigned to.
Installation Date	Date of installation.
Life Expectancy	The life expectancy of composite.
Location Description	Specific details of the composite's location
Life Remaining	The remaining lifespan of the composite. This is calculated automatically based on the Installation Date and Life Expectancy fields..
Original Composite	Selecting this check box confirms that this will be the original composite.
End Date	The end date of the guarantee.
Insurer	The name of the insurer. Refer to Adding or Editing an Agency record to set up an Insurer
Policy Ref Number	The policy reference number.
Expiry Date	The expiry date of the insurance.
Remarks	Any comments regarding the composite

Click on Save.

Adding Child Items to a Composite

Search for and open an existing Composite, and then click the Edit Composite details link in the Composite tab.

The Manage Composite window is displayed.

Click on Add Items.

The Select Items window is displayed.

The fields on the Select Items window are described in the following table:

This field…	Holds this information...
Location	The location where the link to the component is required. This field is mandatory. Use the level selector to select the relevant room, floor, zone, building, site or business.
Ownership	The owning business unit.
What Type of Items	Displays the following items. Asset Component Tree Select a component from the drop-down.
Element	The element which the composite is to be set against. This field is mandatory. These can be defined in Component Reference Data (accessed by navigating to Functions > Component > Component).
Select All	When ticked all Individual Items Required are selected.

Select the Individual Items Required.

Click on Apply.

The selected composite appears in the Manage Composite.

Audit Details

To view the Audit Details, do the following

Click on the Associated Items then Audit Trail

The audit trail displays the element details.

Update the details in the element.

The audit trail displays the updated details.