Unit Family

Units or Equipments are made up of series of assembled components. These components are structured in a hierarchical model. This activity allows you to build a hierarchical structure of all the components belonging to the same family and create a family number for the structure. Based on the parent – child relation, hierarchical levels are derived. For the same family number, it is possible to alter the hierarchy by creating a new version for the family number. It is also possible to inactive the family number.

Select the “Unit Family” activity under the “Unit Induction” business component.

The “Unit Family” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the header:

Status	The status of the unit family. (Display Only.). It can be "Active" or 'In Active".
Unit Family No.	A unique number identifying the family.
Unit Family Description	The detailed description of the family number.

Select the following from the header:

Numbering Type

Use the drop-down list box to select the numbering type for the unit family. The combo is loaded with the values defined in the Numbering Class for the Transaction Type – Unit Family.

Enter the following details in the header:

Date

The date on which the unit family number was created.

Select the following from the header:

Version No.	Use the drop-down list box to select the version number of the unit family. The system displays “0” by default on launch of the page. Indicates the version number of the unit family.
Parent Unit Type	Use the drop-down list box to select the parent unit type for creating the unit family. The combo is loaded with the values defined in the Parent Category for the Unit Category code in the Maintain Codes of Unit Induction component. The system displays “Blank” by default on launch of the page.

Enter the following details in the header:

Parent PM Template

Indicates the preventive maintenance template attached to the parent unit type.

The system displays the following.

PM Description

The detailed description of the preventive maintenance template.

Select the following:

Inactivate

Select the check box to inactivate the unit family number. If the checkbox is unchecked, the unit family can be activated again.

Enter the following details in the multiline:

S. No	A unique number identifying the sequence of the child unit type.
Level	Indicates the parent child hierarchy level. (Display Only.)
Child Unit Type	Use the drop-down list box to select the child unit type for creating the family unit. The combo is loaded with the values defined in the Unit type for the Unit Category code in Maintain Codes of Unit Induction component. The system displays “Blank” by default on launch of the page.
No of Child Units Mapped.	Indicates the number of child attached to the child unit type.
Parent Unit	Use the drop-down list box to select the parent unit type attached to the child unit. The combo is loaded with the values defined in the Parent Category for the Unit Category code in the Maintain Codes of Unit Induction component. The system displays “Blank” by default on launch of the page. If the Parent unit combo is blank, it indicates that the parent unit of the child is the Parent unit type defined in the header.
Remarks	Any remarks pertaining to the child unit.
PM Template	Indicates the preventive maintenance template attached to the child unit.
PM Description	The detailed description of the preventive maintenance. (Display Only.)

Click the “Save” pushbutton.

The system creates the Unit Family number in Active status.

The system saves the details and derives the parent child hierarchy level.

If the Inactivate checkbox is selected, the system inactivates the status of Unit Family Number.

Click the “Create New Version” pushbutton.

The system creates a new version number for the unit family. New version can be created only if the unit family number is used in the subsequent transaction – "Unit Configuration".

Click the “Delete” pushbutton.

The system deletes the unit family number and updates the status as deleted. Deletion is possible only if the unit family number is not used in the subsequent transaction – "Unit Configuration".

The system displays the following details in the “Data History” group box:

Created By	The login ID of the user who created the unit family details.
Created Date	The date on which the unit family details were created.
Modified By	The login ID of the user who last modified the unit family details.
Modified Date	The date on which the unit family details were last modified.