Create hierarchical sorting levels for an equipment model template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create and assign hierarchical levels for your equipment model template. When you assign an equipment template to an equipment model, these levels sort and structure the data you see in it.

    Before you begin

    Role required: admin

    About this task

    You can assign levels to an equipment model template for sorting purposes. For example, you can assign Site, Area, Work Center and other levels to the equipment, and designate the sorting sequence for each.

    Procedure

    1. Navigate to All > Industrial Workspace Admin > Industrial Process Manager > Equipment Model Template.
    2. Select an equipment model template.
    3. In the Template Levels related list, click New.
    4. On the form, fill in the fields.
      Table 1. Template Level form
      Field Description
      Level name Name of the level to which you are assigning the equipment model. Examples include:
      Site
      An industrial site.
      Area
      An area in an industrial site.
      Work Center
      A work center in an industrial site.
      Parent Identifier for the equipment model template level above this level. If left empty, this level is the top level in the model. For example, you can do the following actions:
      • If you are creating a Site level, leave this field empty if it is the top level of the equipment model hierarchy that does not have a parent.
      • If you are creating an Area level, and it is a child to the Site level, select Site as its parent.
      • If you are creating a Work Center level, and it is a child to the Area level, select Area as its parent.
      Application Selected application scope. Global appears if this scope is the global application scope.
      Template Name of the selected equipment model template.
      Order Number that indicates the position of the level in the equipment model hierarchy for sorting purposes. The smallest number entered represents the highest hierarchical level. For example, enter 1 for Site if the site represents the highest level in the hierarchy for the equipment model template.
    5. Click Submit.

    What to do next

    Create granular types within an equipment model template hierarchical level.