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UnitsCreate Units

Create Units

Learn how to create and configure a new unit in SHIELD Mechanical Integrity.

Create a New Unit

Step 1. Click the Admin icon.

Click the Admin icon
Click the Admin icon

Step 2. Click Units.

Click Units
Click Units

Step 3. Click + New Unit.

Click New Unit
Click New Unit

Step 4. Enter the Unit Name.

Enter unit name
Enter unit name

Step 5. Select the Unit Start-up Date.

Select unit start-up date
Select unit start-up date

Step 6. Select the Site (and any additional hierarchy settings) this unit belongs to.

Select site and hierarchy settings
Select site and hierarchy settings

Step 7. Enter the Unit Manager Name.

Enter unit manager name
Enter unit manager name

Step 8. Set the minimum interval allowed between CML thickness readings.
This defaults to the company global value, but you can adjust it at the unit level.

Set minimum interval for CML thickness readings
Set minimum interval for CML thickness readings

Step 9. Set the minimum corrosion rate for CML thickness readings.
This also defaults to the company global value and can be adjusted for the unit.

Set minimum corrosion rate
Set minimum corrosion rate

Step 10. Add Unit Comments (for example: major expansions, turnarounds, or engineering notes).

Provide unit comments
Provide unit comments

Step 11. Enter the Unit Folder Name linked to SharePoint.
SHIELD uses this location to save uploads and find unit attachments.

Enter unit folder name
Enter unit folder name

Step 12. Select whether the unit is Active.
Inactive units are archived and hidden from dashboard metrics until reactivated.

Select unit active status
Select unit active status

Step 13. Enter the Database Revision Number to track major rule or calculation changes.

Enter database revision number
Enter database revision number

Step 14. Click Save.

Click Save
Click Save

After saving, confirm the unit appears in your expected site/company hierarchy and that active status is correct before assigning assets.

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Last updated 2 weeks ago

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