Create an Instance in the Business Functional Hierarchy
You can create new instances or child-instances for each level in the business functional hierarchy.
About This Task
You can begin your creation of instances from a selection in the Context Browser. While in the process of creating an instance, it is possible to change to a different parent node and create a child-instance for that node.
Important: After you have created an instance, you cannot modify the placement of the instance in the business functional hierarchy. For information on deleting an instance from a Business Functional Object, refer to the Delete an Asset Instance section of the documentation, and begin again.
You can create instances in the business functional hierarchy as follows:
Beginning from here | You can create this type of instance |
---|---|
Enterprise | You can create a child-Enterprise, or a Site. |
Site | You can create a child-Site, a Segment, or an Asset. |
Segment | You can create a child-Segment, or an Asset. |
Asset | You can create a child-Asset. |
When you create a new instance, you must define the following:
Field | Description |
---|---|
Instance name | The name of the new instance. |
(Optional) Description | A description of the new instance. |
Source ID | A unique identifier for a new instance. Note: You can assign the same source ID to different types of business functional hierarchy such as Enterprise, Site, Segment, and Asset in different cases. For example: TurbineSiteType (SiteType), turbinesitetype (AssetType), Turbinesitetype (SegmentType) |
Lifecycle Stage | You can select a new lifecycle stage for the instance. |
Status | You can select a new status for the instance. |
(Optional) Position in Hierarchy check box | Creates the new instance at the top level in the hierarchy. This disables the Parent Node context selection. |
Parent Node | Allows you to define the level in the hierarchy in which the instance is created as a child-node. Selecting in the Parent Node box accesses the Context Browser, allowing you to select from the choices available in the hierarchy. |
Classification Type drop-down | Specifies the type of instance (Enterprise, Site, Segment, or Asset). If a type is not allowed for this instance, the selection is greyed out. |
Parent Classification drop-down | The specific classification associated with the instance. The Parent Classification is based on the Classification Type selected. If the Asset Type is selected as a classification type, you can search for a classification. |