Tool Administration: Hierarchy

Tools and components are displayed hierarchically with their positions on the Tool Management > Tool Administration > Hierarchy tab. Using the hierarchy, tools and components can be assembled and disassembled.

The root level is called tool.
Any sub level is called component.
Using components is optional.

Components can be attached to or removed from the positions of their parent component or tool. A tool cannot be attached to any position since a tool is always the root level.

When the health or release status of an attached component is invalid, the block is inherited by the tool. The health status is indicated by the color at the edge of the tool.

Release and health state of the tools and components

To use the hierarchy, the following must be done:

At least a tool type and a component type must be created.

Creating a type
At least a position with allowed component types must be defined in the tool type.

Create position for the type
At least a tool and a component must be created from each type.

Creating a tool or component or Importing tools or components
The component must be attached to the tool in the hierarchy.

Attaching and releasing tools and components in the hierarchy

Example:

The tool is a GSR003 Screwdriver with the Battery Holder and Clamp positions. The Battery Holder and Clamp positions are required to operate the GSR003 Screwdriver. Therefore, components must be attached to the positions. When all positions of the GSR003 Screwdriver are filled by attaching components and the health status is OK (green) or Warning (yellow), the GSR003 Screwdriver can be used.

There are two areas in the Tool Management > Tool Administration > Hierarchy tab: The display of the hierarchy and the detail view of the position in which components are attached and removed.

The detailed view of the position opens when you select a position in the hierarchy.

Hierarchy

Element / Icon	Description
*Type*	Filter tool / component by type. Type name or part of name.
*Tool / Component*	Find and select a tool or component. Enter the full tool name or part of it.
*Search*	Search by tool, component, tool type or component type in the hierarchy. Enter the text to be searched for in full or in part. Search texts found are highlighted in the hierarchy.
View of the tool and component hierarchy	Selected view of the hierarchy. The view can be moved and positions can be expanded and collapsed: Hold down the left mouse button to move the view. and are used to expand and collapse the positions. is used to center the view and reset the zoom level. or the mouse wheel can be used to zoom the view in and out.
Thumbnail of hierarchy	Shows the entire hierarchy in reduced form.
Hierarchy validation	Displays the health status of the tool and all attached components. The hierarchy is valid if the health status of the tool and all attached components is OK (green) or Warning (yellow) and all required components are attached. Tools or positions are displayed with the icon if they do not meet the specified criteria.

Element / Icon

Description

Type

Filter tool / component by type.

Type name or part of name.

Tool / Component

Find and select a tool or component.

Enter the full tool name or part of it.

Search

Search by tool, component, tool type or component type in the hierarchy.

Enter the text to be searched for in full or in part. Search texts found are highlighted in the hierarchy.

View of the tool and component hierarchy

Selected view of the hierarchy. The view can be moved and positions can be expanded and collapsed:

Hold down the left mouse button to move the view.

add-frame and subtract-frame are used to expand and collapse the positions.

refresh is used to center the view and reset the zoom level.

zoom-in-and-out or the mouse wheel can be used to zoom the view in and out.

Thumbnail of hierarchy

Shows the entire hierarchy in reduced form.

Hierarchy validation

Displays the health status of the tool and all attached components.

The hierarchy is valid alert_success_filled if the health status of the tool and all attached components is OK (green) or Warning (yellow) and all required components are attached.

Tools or positions are displayed with the alert-error-filled icon if they do not meet the specified criteria.

Element	Description
*Tool / Position*	Name of the tool or position.
*Component*	Name of the attached component. The *Component* element is not displayed for a tool. If no component is attached to the position, the *Component* element is displayed with (empty). The position is also greyed out and displayed with the icon.
*Health State*	The health status of the tool or the attached component. The health status is represented as text and by the color on the left edge. Release and health state of the tools and components
	Opens the positioning image of the tool or component. Attaching and releasing tools and components in the positioning image If the icon is not visible, no positioning image is stored. Tool Administration: Types – Positions

Element

Description

Tool / Position

Name of the tool or position.

Component

Name of the attached component.

The Component element is not displayed for a tool.

If no component is attached to the position, the Component element is displayed with (empty). The position is also greyed out and displayed with the alert-error-filled icon.

Health State

The health status of the tool or the attached component.

The health status is represented as text and by the color on the left edge.

Release and health state of the tools and components

imagery

Opens the positioning image of the tool or component.

Attaching and releasing tools and components in the positioning image

If the imagery icon is not visible, no positioning image is stored.

Tool Administration: Types – Positions

Detailed view of a tool

Element	Description
*Tool*	Name of the tool. Tool Administration: Tools & Components
*Created*	Date on which the tool was created.
*Last Modified*	Date on which the tool was modified.
*Last Small Maintenance*	Date of last small maintenance.
*Last Large Maintenance*	Date of last large maintenance.
*Mounted In*	Name of the device in which the tool is mounted.
*Mounted At*	Date on which the tool was mounted or unmounted.
*View in Mounting Overview*	Tool Information: Mounting Overview

Element

Description

Tool

Name of the tool.

Tool Administration: Tools & Components

Created

Date on which the tool was created.

Last Modified

Date on which the tool was modified.

Last Small Maintenance

Date of last small maintenance.

Last Large Maintenance

Date of last large maintenance.

Mounted In

Name of the device in which the tool is mounted.

Mounted At

Date on which the tool was mounted or unmounted.

View in Mounting Overview

Tool Information: Mounting Overview

Detailed view of a position

Element	Description
*Position*	Name of the position.
*Linked Component*	Name of the attached component.
*Mandatory*	Shows whether the position is required.
*Remove Component*	Button to remove the attached component. If no component is attached, the button is disabled.
*Available Components*	Drop-down list of all available components that can be attached to the position. The colored circles next to the components indicate the health state of the component. The available components list can be filtered using the switch for showing healthy components only.

Element

Description

Position

Name of the position.

Linked Component

Name of the attached component.

Mandatory

Shows whether the position is required.

Remove Component

Button to remove the attached component.

If no component is attached, the button is disabled.

Available Components

Drop-down list of all available components that can be attached to the position. The colored circles next to the components indicate the health state of the component. The available components list can be filtered using the switch for showing healthy components only.

Attaching and removing components in the hierarchy

In the hierarchy, components can be attached to and removed from the tool’s or component’s positions. Positions and positioning image can be stored in the type.

Tool Administration: Types

Prerequisite

Tool Management User or Tool Management Expert or Tool Management Admin role
At least a tool type and a component type must be created.

Creating a type
At least a position with allowed component types must be defined in the tool type.

Create position for the type
At least a tool and a component must be created from each type.

Creating a tool or component or Importing tools or components

Procedure

Open the Tool Management > Tool Administration > Hierarchy tab.
Select Type.
Select Tool / Component.
Select a Position from the hierarchy.

The Remove Component button is disabled if no component is attached. Components cannot be selected from the Available Components drop-down list if a component is attached to the position.
To remove a component from the position, select Remove Component.
To attach a component to the position, select a component from the Available Components drop-down list using . The available components list can be filtered using the switch for showing healthy components only.

The component is attached to or removed from the position.

Attaching and removing components in the positioning image

In the hierarchy, components can be attached to or removed from the positions of the tool or component in a positioning image. Positions and positioning image can be stored in the type.

Tool Administration: Types

Prerequisite

Tool Management User or Tool Management Expert or Tool Management Admin role
At least two types must be created.
Creating a type
Types must be connected via positions.
Create position for the type
A positioning image must be created for the type.
Tool Administration: Types - Positions
Tools and components must be created with the types.
Creating a tool or component or Importing tools or components

Procedure

Open the Tool Management > Tool Administration > Hierarchy tab.
Select Type.
Select Tool / Component.
Select a Position from the hierarchy.

If the icon is not present at any position, no positioning image is stored.
At the position, open the positioning image with .
Select the position on the positioning image.

The health state of the position is color coded. The selected position is indicated by a blue border.
The Remove Component button is disabled if no component is attached.
To remove a component from the position, select the Remove Component button.
To attach a component to the position, select a component from the Available Components drop-down list using . The available components list can be filtered using the switch for showing healthy components only.

The component is attached to or removed from the position.