Equipment records are a type of Asset record used to represent any physical asset, such as machines, vehicles, or infrastructure. Equipment records are managed from their record page where their Status and overall condition are recorded.

Like other Asset records, Work Orders can be created for Equipment when they require maintenance. 

 

 

Creating New Equipment

To create an Equipment record use the following steps:

1. Select Assets.
2. Select Equipment.
3. Select New.
4. Enter an Equipment ID.
5. Select Save. 

 

 

How to Fill Out an Equipment Record

 

General

Equipment ID: This field determines the name of the Equipment record.

Asset No.: This number is used to uniquely identify each Asset in the system.

Description: This field is used to provide additional details about the Asset.

Status: This field shows whether the Asset is Up or Down.

In Service: This field shows whether the Asset is In or Out of Service.

Priority: This field provides a numerical value to determine the Asset priority. 

Type: This field is used to link an Asset Type.

Availability: This field is used to link the Asset's availability. 

MFR ID: This field is used to link a Manufacturer to the Asset.

Owner: This field is used to link a User and mark them as the one responsible for this Asset.

Vendor ID: This field is used to link a Vendor record to this Asset.

Serial No.: This field is used to display the Asset's Serial Number.

Department: This field is used to link a Department record to the Asset.

Model No: This field is used to display the Model Number of the Asset.

Cost Center: This field is used to link a Cost Center record to the Asset.

Model Year: This field is used to display the Asset's Model Year.

Latitude: This field is used to display the Asset's Latitude in terms of its physical location.

Longitude: This field is used to display the Asset's Longitude in terms of its physical location.

Default Instruction: This field is used to link a Default Instruction set to the Asset record. These instructions will then appear on all WOs created for this Asset.

Notes: This section is used to link Note Templates to the Asset record.

 

 

Location

Location: This section is used to link Assets in the Asset Tree.

Work Order Notes: This section is used to link Note Templates that will then appear on the Asset's WOs.

 

 

Financial

Purchase Date: This field notes the Purchase Date of the Asset.

Purchase Price: This field notes the Purchase Price of the Asset.

PO ID: This field is used to link the PO that the Asset was purchased on (if applicable). 

Life (mos.): This field is used to note the "Financial Life" of an Asset. This is the period during which it is considered economically viable for accounting purposes. 

Startup Date: This field is used to note the date that an Asset begins its "Financial Life."

Replacement Cost: This field is used to note the cost it would require to replace this Asset.

Salvage Value: This field is used to note the estimated value of an Asset at the end of its useful life.

 

Service Contract

• Contract ID: This field is used to link a Service Contract record to the Asset.
• Expiration Date: This field shows the Service Contract expiration date.
• PO ID: This field is used to link the PO that the Service contract was purchased on (if applicable).

Rental Agreement

• Rental ID: This is used to display the Rental ID of the Asset's rental agreement.
• End Date: This is used to display the end date of the rental agreement.
• PO ID: This field is used to link the PO that the rental Agreement was purchased on (if applicable).

Warranty

• Warranty ID: This is used to display the Warranty ID of the warranty agreement.
• End Date: This is used to display the end date of the warranty agreement
• PO ID: This is used to link the PO that the warranty agreement was purchased on (if applicable).

Budget: This section is used to display the Asset's budget by quarter. 

 

 

Spare Parts

Spare Parts List: This section is used to link Spare Parts Lists to the Asset record.

Part List: This section is used to link Parts Lists to the Asset record. 

 

 

Meters

Meter ID: This is the unique Meter ID of the Asset Meter.

Description: This displays the Meter's description.

Unit: This is the unit of measurement of the Meter.

Replace/Add: This determines whether new Meter readings will be Added to the current reading or replace them.

Rollover Point: This determines the Rollover Point of the Asset Meter.

Rollover Count: This shows how many times this Asset's Meter has rollover over.

Current Reading: This displays the current reading of the Asset meter.

OPC Host: When an OPC Connector is attached to the Meter this will display its OPC Host.

PLC Tag: This displays the name of the PLC tag or OPC Connector.

Attach to WO: This checkbox will determine whether or not this Meter is added to the Asset's WOs.

 

 

Attachments