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Index

Equipment

 
Equipment
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
4

RECORD TABS

4. RECORD TABS
5

HEADER

5. HEADER
 
  • Equipment ID Field - Required. An alphanumeric ID for the record.
  • Name Field - Required. A name or the record.
  • Current Location Field - Required. When adding a record use this dropdown tree to select the current location of the equipment. This can be a location, building, floor, or space. Saving the record creates a move-in record in the Moves Tab. After the record is saved this field becomes read only and shows the current location from the Moves tab.
  • Equipment Type Field - Type Field
  • Condition Date and In Service Date Fields - Date Field
  • Received Date Field - Date Field
  • Vendor and Manufacturer Fields - Company Field
  • Manufacturer # Field - Mfr. Number Field
  • Serial # and Lot # Fields - Text fields
  • Item Field - To link an equipment record to an item in the Items catalog select one from the dropdown list.
  • Price Field - A currency field
  • Warranty Expires Field - Date Field
  • Component Type Field - Type Field. If this asset is added to a Components Tab the selection here is used as the default type.
  • Geolocation and Barcode Fields - Tags Section
  • Track Use by Field - UOM Field. This is the unit of measure for most of the fields in the Predictive Maintenance Section and the Log Tab.
  • Or By Days Checkbox - Maintenance due can be calculated from usage data entered in the Log Tab or the Components Tab or by keeping a simple count of elapsed calendar days since the last maintenance. If this box is checked, elapsed days are used to calculate life remaining in the Components Tab. If unchecked, log information is used instead.
  • Service Interval Field - Enter the units between service for the equipment, either in the units of measure selected in the Track use by field or in days if the Or By Days checkbox is checked.
  • Last Service Field - Enter the usage at the time of last service here. If an Approved Work Orders record linked to this equipment record has a Current Usage greater than this number this field is updated when the Work Order is saved (resetting the maintenance cycle, in effect).
  • Service Due Field - Read only. Service Interval plus Last Service.
  • Current Usage Field - Read only. If Or By Days is unchecked, this is the latest reading from the Log Tab. If there are no readings in the log, this is 0.00. If Or By Days is checked this is TODAY minus In Service Date. If In Service Date is empty, this is 0.00.
  • Life Remaining Field - Read only. Service Due minus Current Usage.
  • % Remaining Field - Read only. The gray bar represents 100% of life. The green bar represents % Remaining.
6

ASSET EXPLORER HANDLE

6. ASSET EXPLORER HANDLE
Click this bar to collapse or expand the Asset Explorer