In the CMMS, locations and assets are arranged by their category into a hierarchy that shows where they're located and how they're related:
When you input your assets into the CMMS, you'll categorize them and then put them in their locations. The resulting cascading list, where assets live under locations, is called the asset hierarchy.
The goal of the asset hierarchy is to match the way your assets are laid out in real life with how they're organized in the CMMS, making it easier to find what you need.
If you'd like to customize the categories that organize the hierarchy, see About asset categories.
Asset hierarchy category table
When you input assets into the CMMS, you'll be asked to categorize them as equipment, tools, or parts. These assets are placed into locations, which are categorized as regions, sites, and facilities.
This table shows how these categories can be arranged into a hierarchy in the CMMS:
| Category | Description | Above/Below | Example |
|---|---|---|---|
| Regions |
Regions are the topmost category, organizing the general locations where work is needed.
|
Above regions:
Under regions:
|
|
| Sites |
How sites work depends on your CMMS setup:
|
Above sites:
Under sites:
|
Single site:
Multi-site:
|
| Facilities |
Facilities are the buildings or rooms that your assets live in. |
Above facilities:
Under facilities:
|
|
| Equipment |
Equipment are machines and other large assets that receive maintenance. Equipment can be under other equipment. |
Above equipment:
Under equipment:
|
|
| Tools |
Tools are non-consumable items needed to work on assets. Place general-use tools under facilities or sites, and machine-specific tools under equipment. |
Above tools:
Under tools:
|
|
| Parts and supplies |
Parts and supplies, also called stock, are the consumable items needed to work on assets. Parts and supplies can be stocked in multiple locations using stock records. |
Above parts:
Under parts:
|
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