Manage Systems

You create hierarchy or network systems to organize your locations in the Locations (SP) application.

Primary Systems

You designate one location hierarchy system in a site as the primary system. If assets in different locations are part of an asset hierarchy, the locations must be in the primary system.  

Address Systems

You also designate one hierarchy system in a site as the address system. Address systems are used with locations associated with service addresses. When a ticket or work order is created for a location, the system searches for the service address for the location. It copies the service address to the ticket or work order. If the location does not have a service address, the system adds the service address of the nearest ancestor in the address system. If the location is not part of the address system, or if there is no service address for any location in the address system, no service address is copied to the ticket or work order.

A system can be both a primary and an address system.

Note: The first location that you add to a system becomes the top-level location in the system. For every other location you add to the system, you specify a parent location. Plan carefully before you add the first location to a system.

Use the Manage Systems dialog box to do the following tasks:

• Add a new system to a site

• Designate the primary system for a site

• Designate the address system for a site

• Change a hierarchical system to a network system

To open the Manage Systems dialog box:

• From the Select Action menu, select Manage Systems.

To add a new system to a site:

1. In the Manage Systems dialog box, click New Row.

2. In the System field, enter a name for the new system.

3. In the Description field, enter a description.

4. Optionally, select one of the following choices:

5. If the system is a network system, select the Network check box. A network system cannot be the primary system.

6. If the system is the primary system, select the Primary check box. The primary system cannot be a network system.

5. Click OK to save the new system. If this system is the first system that you add to a site, it is the primary system. If you add another system to the site, you can designate it as the primary system.

To designate the primary system for a site:

1. Open the Manage Systems dialog box.

2. In the row containing the primary system, select the Primary System check box.

3. Click OK to save the primary system.

Note: The primary system must be a hierarchy.

To designate the address system for a site:

1. Open the Manage Systems dialog box.

2. In the row containing the address system, select the Address System check box.

3. Click OK to save the address system.

Note: The address system must be a hierarchy.

To change a hierarchical system to a network system:

1. Open the Manage Systems dialog box.

2. In the row containing the system that you want to change, click View Details.

3. Select the Network check box.

4. Click OK to save the system.

Note: You can change a hierarchical system to a network system, but you cannot change a network system to a hierarchical system.

See Also

Associate Systems with a Location