Location Units, Plants, and Facilities

Chateau enables you to organize the LUnits in your database by assigning them to Plants and then assigning the Plants to a Facility. In this way, you can sort your database in a variety of ways. LUnits are nested in Plants, and Plants can be nested in Facilities. Alternatively, you can have a very flat structure where all the LUnits are just kept in a single Plant and a single Facility.

Adding a Facility, Plant, or LUnit

1. Click on the Resources tab and select LUnits. Go to step 2 if you want to add a new Facility. Skip to step 3 if you want to add a Plant under an existing Facility. Skip to step 4 if you want to add a LUnit under an existing Plant.

2. To add a Facility:

   a. Select Add.

   b. In the right entry field panel, in the Type dropdown, select Facility.

   c. ID your Time Zone.

   d. Enter a name of your choice, such as “Entire Facility.”

   e. Fill in the description accordingly.

   f. Contact name (optional)

   g. Contact email address (optional)

   h. Enter the Date in Service

   i. Click Save when finished.

3. To add a new Plant:

   a. Select Add.

   b. In the right entry field panel, in the Type dropdown, select Plant.

   c. Select the Parent Facility in the Parent dropdown.

   d. Enter a name of your choice, such as “Entire Plant.”

   e. Fill in the description accordingly.

   f. Contact name (optional)

   g. Contact email address (optional)

   h. Enter the Date in Service

   i. Click Save when finished.

4. Now add all of your LUnits

   a. Select Add.

   b. In the right entry field panel, in the Type dropdown, select LUnit.

   c. Select the Parent Plant in the Parent dropdown.

   d. Enter a name of your choice, such as “LUnit2.”

   e. Fill in the description accordingly.

   f. Contact name (optional)

   g. Contact email address (optional)

   h. Enter the Date in Service

   i. Click Save when finished.
   
   

To Nest a LUnit in a Plant or Facility

Follow the procedure detailed above. You will be able to add more choices at each level and then choose from them as you proceed, essentially building as you go.

Edit a LUnit/Plant/Facility or View Its Details