Objects represent physical or logical assets that tasks, documents, and checklists can be linked to. Every object always belongs to a specific Object Type, which defines its structure, tabs, fields, and behaviour.

Objects are essential for connecting operational work (tasks, audits, maintenance activities) with real-world assets such as machines, tools, devices, equipment, or locations.


New objects can be created via:

Object (Web) → New

The system displays all Object Types for which the user has “New allowed” permissions based on their role.
Users can only create objects of types that have been assigned to their role.



Object Header Fields

The object header contains all high-level information about the asset.

Parent Object

Links the object to a hierarchical structure.
Examples:

  • Plant → Machine → Component

  • Server → Virtual Machine

  • Building → Room → Equipment

This allows creating complete asset structures.


Object Type

Displays the type the object belongs to (e.g., Tools, Machine, Generator).
The Object Type determines:

  • available fields

  • available tabs

  • available status values

  • permissions for creation/editing

  • naming rules

  • template layout




Object Number

A unique internal identifier for the asset.
Often used for inventory, lifecycle management, or system interfaces.


Name

The human-readable name of the object.
If “Disallow edit name” is active in the Object Type, the name cannot be changed later.


Serial Number

The manufacturer or asset-specific serial number.


Latitude / Longitude

Optional geolocation data, useful for:

  • refinery grounds

  • city-wide assets

  • field service areas

  • outdoor equipment

Tasks can later be filtered or displayed based on proximity.


Status

The current lifecycle state of the object.

Examples:

  • active

  • inactive

  • out of service

  • maintenance

Statuses are freely configurable and assigned via the Object Type.


Manufacturer / Manufacturer Type

Links the object to a predefined manufacturer and classification.


Indicator

A marker used to classify or highlight assets, depending on configuration.


Object Tabs

Tabs shown below the header depend on the Object Type configuration.

Typical tabs include:

Documents

Stores files, images, manuals, or external links.

Tasks

Shows all tasks assigned to or created for this object.

Completed checklists

For assets with recurring or audit-based workflows.

Notes

Free-form documentation.

Shift events

(only when connected to digital shiftbook)

Universal Field Tabs

Custom-defined fields and data structures for specialized use cases.



Toolbar Functions (Top Bar)

The toolbar above the object view provides all object-related actions.

Save

Stores any changes to the object.

Refresh

Reloads the object data from the server.

Delete

Soft-deletes the object (only removed in UI, not physically deleted from backend).

Navigation (Forward/Back)

Moves between previously viewed objects.

Creation Wizard

Supports guided creation for complex asset structures.

Generate QR-Code

Creates a QR-Code linking to the object’s web URL.
Useful for:

  • maintenance labels

  • tool tracking

  • equipment identification

Generate New Name

Applies automatic naming rules defined in the backend (useful for factories with strict naming conventions).

Audit Trail

Shows every change made to the object:

  • who changed it

  • when it was changed

  • which fields were updated

Settings

Directly opens the Object Type configuration for users with permissions.

Information

Displays metadata such as:

  • creator

  • creation date

  • last modified by

  • last modification date


Lifecycle of an Object

  1. Object Type is created and assigned to a role.

  2. Object is created based on the type template.

  3. User adds structural data (parent object, manufacturer, indicators, location).

  4. Documents, tasks, or checklists are linked to the object.

  5. Object is used in operations (maintenance, audits, inspections).

  6. Status changes over time (e.g., active → out of service → archived).


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