In general, embedding a hierarchy number scheme in a Description (or even in a record ID) becomes a management nightmare over time. Rather, taking advantage of built-in functionality, that Maximo has in the area of Locations and their relationship to Assets is a better approach. The Asset (or Location) number can be anything unique, and the Description uniformity can be driven by Classifications.
In Maximo, Systems, Processes, Plants can be defined at the Location level. This also defines the hierarchy that Assets (the equipment) can be placed at the hierarchy. Locations (at whatever level needed) play roles in System(s) and Assets are at the various levels in the Location hierarchy.
Leveraging Classifications and their related Attributes to further describe the Location (and/or Asset) records bring uniformity to the Description fields, and the Attributes can be used to further describe the record. Asset and Location records can be searched for, reported upon, etc. by those Attributes far easier than filtering/searching on Description fields.
Taking this approach, you have a clean Location hierarchy, well placed Assets, defined Systems/Plants that they play a role in, and uniformly described records. Any work performed (on Assets or Locations) is captured very clearly in Work Orders.
One last thought about historical records... leave them alone and archive them. If the new Location/Asset scheme changes, then there will be a cross-reference that explains that ABC is now 123 as of some date. Over time, the new scheme will take hold and the past is just the past for future reference if needed. Do not waste time by destroying historical data to make it match the new scheme.
Here are articles I wrote about the subject awhile back... hope all this helps.
Location and Asset Hierarchies 2.0 |
| Total Resource Management |
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| Location and Asset Hierarchies 2.0 | |
| Asset locations and hierarchies may be one of the most important aspects of asset management and knowing why you need them, what they're used for, and how to set them up is just as important. |
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Getting Your Location and Asset Hierarchies Just Right | Total Resource Management, Inc.
| Total Resource Management |
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| Getting Your Location and Asset Hierarchies Just Right | Total Resource Management, Inc. |
| Knowing what assets are out there and what maintenance crews are spending time on impacts the ability to improve and react to budgetary pressures. |
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Using P&ID Diagrams to Establish Location and Asset Hierarchies | Total Resource Management
| Total Resource Management |
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| Using P&ID Diagrams to Establish Location and Asset Hierarchies | Total Resource Management |
| P&IDs are an excellent source for defining how to setup the Location and Asset hierarchies in your EAM/CMMS system. |
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John Todd
Sr. Business Consultant/Product Researcher
Total Resource Management
john.todd@trmnet.com------------------------------
Original Message:
Sent: 01-23-2025 08:56 AM
From: Mark Pospisil
Subject: CMMS System Asset Structure Set up
Quick question out there for Maximo CMMS system users. In an effort to drive improvements in our overall maintenance processes, i've started with the foundational elements. Our asset hierarchy was set up under an older system and imported into Maximo about 15 years ago. At the time there was no standard for structure numbering or naming conventions, so every plant took what they had the bridged it into the new system. They tried to keep some of the old numbering system and adopt some of a new numbering system so as you work through the hierarchy tree, you find a switch between systems and therefore it is not easily recognizable when looking at an asset, which system, process or plant it belongs to. This makes it extremely difficult to perform bad actor analysis on systems. Any suggestions from the wider group on how you might have handled this in the past. Note, starting over is not really an option as we are a highly regulated industry and must maintain historical documentation. What are thought about imbedding a consistent hierarchy number in the first part of the asset description then pulling that in reports and sorting on the description field? Open to suggestions, thanks in advance for your help
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Mark Pospisil
Program Manager Maintenance Excellence AN Division
Abbott Laboratories
SUNBURY OH
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