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Functional Locations

Model sites, areas, systems and positions as a tree, and install assets into them.

Overview

A functional location is a place in the plant that keeps its own history even when the machine in it is replaced. Locations form an unlimited tree of types facility, area, system, line, unit and position. An asset is installed into a location; removing it ends the occupancy but keeps the history.

Functional Locations in the Fixed Assets module.

When to use functional locations

  • You want maintenance history to follow the position rather than the serial number.
  • You need a site, building and room structure.

Prerequisites

Step by step

In Assets, open Assets → Functional Locations.

Field reference

FieldDescriptionRequiredData typeBusiness meaning
CodeUnique location code.YesTextUsed in reports and search.
TypeLevel of the location.YesFacility, area, system, line, unit, positionDescribes the role in the tree.
ParentLocation it sits under.NoLocationBuilds the tree; cycles are refused.
CriticalityImportance of the position.NoLow to criticalInherited into risk views.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • assets.location.manage
  • assets.asset.read

Automation

  • Changes on this screen are written to the asset audit trail and the asset timeline.