Review and update the equipment model details

task australia Updated Sep 10, 2026 10 min read equipment-model-workspace.md
Raw file servicenow.com

Review and update details for imported equipment models to verify accuracy. You can also manually create an equipment model entity and add details to it.

Before you begin

Import equipment model data to the ServiceNow AI Platform. For more information, see Importing equipment model data.

Role required: cmdb_ot_isa_viewer, cmdb_ot_isa_editor, cmdb_ot_isa_admin.

About this task

If you have an assigned cmdb_ot_isa_viewer role, you can only view equipment model entities. With the admin role, you have edit access to all sites automatically. With editor role, you have edit access to sites you have been granted edit access to. Only these two roles can edit sites and their EMEs.

Procedure

  1. Navigate to All > Industrial Workspace Admin > Industrial Process Manager > Equipment Model Manager.

  2. In the Equipment model view for field, select the site that you want to view the equipment model information for.

    You can search for a site by typing in the site name or its short code.

  3. Review an existing equipment model entity, or create one.

Task

Description

Review and update an existing equipment model

In the selector pane, do the following actions:1. Expand the equipment model hierarchy. 2. Select the entity that you want to view.

Create an equipment model entity and populate the details
  1. Select Create new entity.
  2. In the Create new entity form, fill in the details. For more information, see Create an entity for an equipment model.
  3. Select Save.
  4. Use the Equipment model view details form to enter the remaining details for the new equipment model entity.
4. On the form, review and update the fields.

Field

Description

Entity name

Name of the equipment model entity.Note: You can update the Entity name field after the equipment model entity is created. Updating this field also updates the tree component and site filter.

For more information, see Update the entity name or parent of an equipment model entity.

Parent

Name of the entity, if any, that is the parent to this equipment model entity. This field is empty for the top-level parent entity, which has no parent. The top-level parent entity is referred to as a site.Note: You can update the Parent field after the equipment model entity is created.

Updating this field also updates the tree component and site filter. For more information, see Update the entity name or parent of an equipment model entity.

Template

Equipment model template that is assigned to an equipment model entity you manually create.Note: You can't assign an equipment model template to an equipment model that you imported into the ServiceNow AI Platform® using the Integration Hub ETL or a third-party integration.

Level

Hierarchical level that is assigned from the selected equipment model template for data sorting and structuring purposes. Examples are as follows:- Site

Industrial site.

  • Area

Area in an industrial site.

  • Work Center

Work center in an industrial site.

Search for and select an equipment level to assign to the equipment model entity. To learn more, see Create sorting levels for equipment model templates.

Type

Name of the level type that is assigned to the equipment model template level. For example, Material Assembly or Production Cell for a Work Center level. To learn more, see Create equipment model level types.

Short description

Short description of this equipment model entity and its purpose.

Short Code

Short code that is assigned to this equipment model entity.

Path

Concatenation of the short codes of this equipment model entity and all its parent entities. For example, ATL-B42-MQSTOR-Z1 is the concatenation of the following short codes: - ATL short code for the Atlanta site.

  • B42 short code for Building B42.
  • MQSTORE short code for Model M and Q.
  • Z1 short code for the Zone 1 transfer storage zone for Model M and Q.

Location

Location of the equipment model entity. For example, Atlanta Building 64 would be the location for each associated equipment model that is located there. Search for and select the location to assign to the equipment model entity.

Timezone

select the timezone that corresponds to the factory's physical location.

Company

Name of the company that is associated with the equipment model entity. Search for and select a company to assign to the entity.

Assigned to

Assigned user who operates and handles this equipment model entity. Search for and select the user to assign to the entity.

Managed by

Name of the assigned person who owns and is responsible for managing this entity record. Search for and select the user to assign to the equipment model entity.

Process criticality

Measure of how critical, or important, the equipment model entity is to the industrial process. Select the process criticality for the entity. For example:- 1 - most critical.

  • 2 - somewhat critical.

Support Group

Name of the group that supports this equipment model entity. Search for and select the user group to assign to the equipment model entity.

Managed by Group

Name of the assigned group that owns and is responsible for managing this entity record. Search for and select the user group to assign to the entity.

Company

Name of the company that the equipment model entity belongs to. The core_company value is stored in the CMDB in the ServiceNow AI Platform as a reference.

Operational status

Current operational status of the equipment model entity:- Operational

Entity that is fully operational in the production process.

  • Non-Operational

Entity that is non-operational in the production process.

  • Not in use

Entity that is operational but intentionally offline. You can use this value to designate which sites are included for licensing purposes.

The sites marked as Not in use won't be visible in the Equipment Model Manager of the Industrial Workspace.
5. Review the associated equipment model data in the related list tabs as follows:

Task

Description

View the equipment model hierarchy

For more information, see View the equipment model hierarchy.

Map the upstream production processes for the equipment model entity.
  1. Select Upstream Process.
  2. For more information, see Map the upstream production processes for an equipment model entity.

Map the downstream production processes for the equipment model entity.
  1. Select Downstream Process.
  2. For more information, see Map the downstream production processes for an equipment model entity.

View the child entities for the equipment model entity.
  1. Select Child Entities.
  2. For more information, see Review the child entities for the equipment model entity.

View the OT devices that are associated with the current equipment model entity and its child entities.
  1. Select Mapped OT Devices.
  2. For more information, see Add OT devices associated with an equipment model entity. Note: By default, you can't see OT control modules in this list.
6. When you finish reviewing and updating the equipment model details, do one of the following actions. 
|Action|Description|
|------|-----------|
|**Save the updated equipment model entity**|Select **Save**.|
|**Delete the equipment model entity**|Select **Delete**.|

What to do next

To view the roll up for OT data associated with the equipment model entity and its child entities, you can use the following related lists in the equipment model entity record. The roll up view represents the OT devices, OT incidents, OT changes, and so on that automate the entire hierarchy of an equipment model entity.

Parent Topic:Managing equipment models

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