Object Status

Each object has a design status level that corresponds to its progress rate within a workflow. The design status also enables the object to be tracked throughout its life cycle. When an object is first created in IFS/Asset Design it is automatically assigned a design status to show its progress within the design workflow. Changing the design status often creates a parallel object in IFS/Equipment and transfers the design object's information to the new object. Within IFS/Equipment, an object receives an operational status to show its status within the operational workflow.

Both the design status and operational status are visible from within IFS/Asset Design. An object's operational status is parallel in IFS/Asset Design and IFS/Equipment, as long as the object exists in IFS/Asset Design as well. 

Note: Within this document, an object in IFS/Asset Design is referred to as a design object. An object within IFS/Equipment is referred to as an equipment object. A design object, once transferred, exists in IFS/Asset Design and, in parallel, as an IFS/Equipment equipment object.

Overview of Design Status and Operational Status

A new object is automatically given the design status of Under Design. During the object's under design period the object is registered, complemented with technical data describing its function within the design, and connected to other objects through relations. A design part, a physical piece of equipment, is added to the object and documents are connected as required. 

Once the object's design is complete, the object's design status is changed. This change affects the equipment object in IFS/Equipment in two ways. It creates the equipment object and it changes the equipment object's operational status. Operational status tracks the equipment object's progress in much the same manner as the design status tracks the design object's progress in IFS/Asset Design. Operational status can be tracked from both IFS/Asset Design and IFS/Equipment. 

Design and Operational Status Prerequisites

Certain conditions must be met to enable status changes.

Installation of IFS/Asset Design and IFS/Equipment

These two products should be installed together to enable both design status and operational status changes and the transfer of complete data. If IFS/Equipment isn't installed, an object may still receive a design status and an operational status change, but no transfer of data occurs between the design object and the equipment object.

Site

An object in IFS/Asset Design must have a defined site before the design status may be changed. The site is defined automatically, as the user's default site, when the object is first registered. Once the design status has been changed (for example, from Under Design to Completed), alterations to the site may not be made. Site information originates from IFS/Enterprise. 

Equipment Object Type

For an object within IFS/Asset Design to be promoted to IFS/Equipment, that object must have a defined Equipment Object Type. This definition occurs on the class level within IFS/Asset Design using values already defined within IFS/Equipment. If a design object does not have a defined object type, the design status change may occur, both for the design and operational statuses, but no data transfer will occur.

Matching Object Type and Level

For the creation of an existing equipment object in IFS/Asset Design, or for the transfer of information following a status change on an object which exists in both IFS/Asset Design and IFS/Equipment, the system variables for Design to Equipment - Match Object Level and Type and Equipment to Design - Match Object Level and Type have to be set such as to Ignore Object Type and Level when transferring data (default setting) or Consider Object Type and Level when transferring data. In the case of the latter, information will only be transferred if the object type and object level at both ends match.

Object Exists First in IFS/Equipment

Usually, an object is created in IFS/Asset Design and, via a design status change, an equipment object in IFS/Equipment is created. However, the equipment object may exist first within IFS/Equipment due to the installation of IFS/Equipment proceeding that of IFS/Asset Design. 

When the design object is created after the creation of the equipment object, the design object is defined with the same object ID as its equipment counterpart, and the following settings and rules apply to the design object:

Note: If a design object is to be created with the same object ID as an existing engineering object but with differing object level and object type, by default, information will be transferred from the engineering object to the design object regardless of object type and object level. The technical template defined on the engineering object will also be valid for the design object if no prior template has been defined on the design object.

It is also possible to control such a transfer of information by setting the system variables such as to Match Object Level and Type from Equipment to Design and vice versa. In this case the object in Equipment will not be created in Asset Design unless the object type and object level at both ends match.

Design Status Levels

The design status levels and the available commands for changing status are described in the sections below. 

Under Design
When a design object is created in IFS/Asset Design, its design status is set to Under Design and operational status is set to Not Applicable. This assumes the equipment object does not exist in IFS/Equipment. However, if the equipment object exists in IFS/Equipment prior to the creation of the design object, design status is set to Completed and operational status is set to the equipment object's current status (e.g., In Operation).

The following commands are available for design objects with a design status of Under Design:

Completed
This is the goal status for design objects and usually entails the end of the design object's design phase.

Note: If the equipment object exists in IFS/Equipment when the design object is first created in IFS/Asset Design, the design object is created and its design status is set to Completed and the operational status is set to the equipment object's current status (In Operation or Out of Operation).

Redesign
A design object can undergo rework after it is released as Completed. The object is set to Redesign from IFS/Asset Design.

Planned for Scrapped
Objects are scrapped when they are no longer in use and will not be used in the future. An object with a design status of Planned for Scrapped may be changed to:

Operational Status

The operational status concerns the equipment object within IFS/Equipment. The operational status of an equipment object in IFS/Asset Design is always equal to that in IFS/Equipment. Refer to the IFS/Equipment documentation for more information on operational status. The different operational status levels are:

Not Applicable
When a design object is first created in IFS/Asset Design it gets the design level status of Under Design and the operational status of Not Applicable. The operational status for equipment objects that do not yet exist in IFS/Equipment is set to Not Applicable.

Planned for Operation
During the design period, the design object may be created as an equipment object. This equipment object is given the operational status of Planned for Operation, which means that the design object is still under design but the equipment object now exists in IFS/Equipment.

In Operation and Out of Operation
These are the two main tracks for an equipment object, and often they may be switched back and forth. An In Operation equipment object is often the result of a design object that has been completed. An Out of Operation equipment object is often the result of a design object that has been set to Redesign or Completed.

Scrapped
A scrapped equipment object is one that is not used or is not planned for use. This object usually has been set to In Operation within IFS/Equipment and/or set to Planned for Scrap from IFS/Asset Design. Note that when the operational status for an equipment object is set to Scrapped, the design status may not be changed.

Technical Attribute Class

When a design object is created in IFS/Asset Design, a template (created in Application Services/Characteristics) with technical attributes based on an IFS/Asset Design configuration is automatically applied (assuming the object's class has a technical attribute class). 

A design object's class is required to have an assigned technical attribute class to enable the approval of the design object's Demand Status. A design object's demand status values are shared with the corresponding equipment object.

When the object's design status is changed and a parallel equipment object is created in IFS/Equipment, a template with attributes according to an IFS/Equipment configuration is applied to that equipment object. The object templates within IFS/Asset Design and IFS/Equipment are unique to those modules but share similar object-type attributes.

Object Creation in IFS/Equipment

If an object's design status is changed in IFS/Asset Design, a parallel equipment object (either a functional or serial object) is created in IFS/Equipment. For this to occur, three conditions must be met:

  1. The equipment object type must be set up in IFS/Equipment's basic data.
  2. The design object's class must have a defined equipment object type. If this is not defined, the design status may be changed, but an equipment object is not created.
  3. The design object status must be changed. The following status changes cause this equipment object to be created within IFS/Equipment:

The equipment object created in IFS/Equipment is in one of the following two forms depending upon several factors:

Creating Serial Objects from IFS/Asset Design

A serial object can be created and connected to an equipment object from within IFS/Asset Design. The first step is to define serial part information, and save it on a design object in IFS/Asset Design. When the object's design status is changed from Under Design to Planned for Operation or Completed, the following events occur:

Object Transfer and Redesign

An object with the Redesign design status also exists as an equipment object in IFS/Equipment. Data from the equipment object is sent to the design object in IFS/Asset Design. Changing the design status from Redesign to Completed sends the design object's data changes to the equipment object in IFS/Equipment, if the matching of the Object Type and Object Level of the equipment object and design object is set to be ignored. If the matching of object type and object level of the equipment object and design object is to be considered then the object type and object level of the equipment object and design object should match at both ends for data transfer to occur.

Changing Design Status within a Structure

The design status is usually changed one object at a time. However, you can change design status for a structure including the object and its child relations via the corresponding right mouse button option on the object.

Note: Always review the object's relations and/or the object's class relations before changing an entire object structure.

The change in design status occurs downwards and affects only the object's child relations. Parent relations are not affected. The design status cannot be changed for a non-existing structure; in other words, if the structure doesn't apply, the command to change it is ignored.  

Status and Icon Overlays

When an object's design status is changed from Under Design, an overlay icon is applied to that object's icon on the Business Object Explorer. This allows you to easily recognize the objects and their design statuses. Each status (except Under Design) has a default icon overlay that is applied automatically. The following icons apply:

Design Status + Operational Status Overlay
Under Design + Not Applicable No overlay
Under Design + Planned for Operation
Completed + In/Out of Operation
Planned for Scrap + In/Out of Operation (small)
Redesign + In/Out of Operation No overlay
Completed + Scrapped (large)