Creating a hierarchy of classifications to classify defects

As an administrator, you can create a hierarchy of classifications that inspectors can use to classify defects based on categories such as components or materials, defect types, and defect causes.

About this task

In Maximo® Civil Infrastructure, a classification hierarchy for defects can contain up to four levels of classifications.
  • A single top-level classification, which you can link to assets to make the other classification levels available to inspectors when they are creating defects.
  • A second level of classifications for categories, such as components or materials.
  • A third level of classifications for different types of defects.
  • A fourth level of classifications for different causes of defects.

You can create classifications by using the Classifications application or by using the Maximo Data Loader to load an Excel workbook. If you want to use the Maximo Data Loader to create the classifications hierarchy, you can customize the sample data in worksheet 4A in the sample template file, /maxloader/data/files/Templates/Bridge.

You can use the template file to understand how to structure your classifications. In the following table, the first three columns show an extract from worksheet 4A of the template for a hierarchy classification and the fourth column explains each row:
Table 1. Sample worksheet to create classifications for classifying defects
  CLASSIFICATIONID HIERARCHYPATH Information about the workbook
5 DEFECT DEFECT The top-level DEFECT classification has three levels of child classifications.
92 CONCRETE STRUCTURE DEFECT \ CONCRETE STRUCTURE The CONCRETE STRUCTURE classification is a second level classification for a category, such as a component or a material. It is a child of the DEFECT classification and has multiple child classifications for different defect types.
93 CORROSION DEFECT \ CONCRETE STRUCTURE \ CORROSION The CORROSION classification is a third level classification for a defect type. It has multiple child classifications for different defect causes.
94 CHEMICAL ATTACK DEFECT \ CONCRETE STRUCTURE \ CORROSION \ CHEMICAL ATTACK The CHEMICAL ATTACK classification is a fourth level classification for a defect cause.

Procedure

  1. From the application toolbar of the Classifications application, click New Classification.
  2. In the Classification field, specify a top-level classification name.
    For example, in table 1, the top-level classification is called DEFECT.
  3. In the Use With table, click New Row and select Incident.
  4. In the Children table, click New Row and enter the name of a child classification.
    For example, in table 1, the child classification for the top-level DEFECT classification is called CONCRETE STRUCTURE.
  5. Click Save Classification.

What to do next

Repeat this procedure for each classification that you want to create in the hierarchy.