Creating equipment profiles

Create equipment profiles to use as equipment templates. After creating a profile, use it to quickly create equipment records that require the same information as is contained on the profile.

  1. Select Equipment > Setup > Profiles.
  2. Click New Record.
  3. Specify this information:
    Profile
    Specify a unique code identifying the profile, and then provide a description of the equipment profile in the adjacent field.
    Organization
    Specify the organization to default to equipment records created from this profile.
    Department
    Specify the department to default to equipment records created from this profile.
    Status
    Specify the status to default to equipment records created from this profile.
  4. Select the Out of Service check box if the equipment is not in service.
  5. Select the GIS Profile check box to flag the equipment profile as a GIS profile.
    Note: Once you create a GIS profile, associate it with a GIS layer. GIS and Infor EAM use the GIS profile and layer information to create equipment records in the respective systems.

    For more information on GIS profiles and layers, see the Infor EAM System Administrator Guide.

  6. Specify any additional information to be included on the equipment to define with this profile.
  7. Click Save Record.
Parent topic: Setting up initial equipment information