NextGen FSM
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Define facility type hierarchies

Audience: Administrators, dispatchers

Organize how facility types relate to each other. For example, you can put the subtypes of “A company van” and “A central HVAC unit on the roof” under a facility type of  “An electrical transformer station on 5th Avenue”.

Prerequisites

Before you start:

Follow the UI path

The instructions start from this system path:

Configuration > Core > Asset Management > Facility Type

Create facility type hierarchies

Important: Users can only use authorized child types within the hierarchy.

To create associations between facility types:

  1. In the Filters panel, enter desired parameters.

  2. Click Search.

  3. In the Facility types list, next to the desired type, click the Three dots menu.

  4. Select Facility type hierarchy.

  5. To add facility types to the hierarchy, in the Facility type hierarchy page, drag types from the Not associated facility types list to the Associated facility types list

  6. Click Save.