Defining healthcare assets

Define your organization's healthcare equipment as assets. Assets and properties work together to create a system. When assets and properties are linked to define a system then the entire system is affected by actions or movements of one individual piece. For example, if one piece of equipment breaks down, the entire system must be taken offline.

To define healthcare assets:

  1. Select Equipment > Assets Healthcare.
  2. Click New Record.
  3. Specify the Organization and a description, Asset and a description, Department, Operational Status, and Type.
  4. Specify this information:
    Loaned to Department
    Specify the department to which the asset has been loaned.
    PM WO Department
    Specify the department responsible for the PM work order if different than Department.
    Note: If the Department for the PM Schedules and Maintenance patterns work orders are blank, the PM WO Department will be used to generate works orders. Otherwise, the Department will be used.
    Status
    Specify the system status. The default status values include:
    Option Description
    Awaiting purchase Interacts with the purchasing module. If assets are recognized at purchase order creation, then an asset must be created at time of purchase order generation. The ASSETASS installation parameter determines when assets are recognized: at receipt (R) or at purchase order creation (P).
    In store Reserved for new assets received into a firm’s store. Select the Status value In store only when defining an asset in the inventory store.
    Installed Assigned when an asset is in place and operating within the business organization.
    Withdrawn Assigned when an asset is no longer available for use. This status is not available during initial asset creation. Withdrawal Date is automatically populated.
    Criticality Code
    Specify a criticality code to indicate the relative importance of the equipment to the overall production of goods or services for your system.
    Meter Unit
    Specify the asset’s primary unit of measure.
    Assigned To
    Specify the person responsible for the asset.
    Safety
    Select this check box to observe safety precautions when working with this equipment.
    Temperature Monitored
    Select this check box if it is necessary or required to monitor the equipment's temperature.
    Out of Service
    Select this check box if the asset is not used. Withdrawal Date is automatically populated.
    Current Workspace
    Optionally, specify the current workspace of the asset.
    Reservation Calendar Owner
    Specify the reservation calendar owner who can edit equipment reservations.
  5. Specify the Class, Category, Profile, and Cost Code.
  6. Specify the Manufacturer, Model, Serial Number, Hardware Version, Software Version, Purchasing Asset ID, Biomedical Asset ID, Revision, and Vendor.
  7. Specify this information:
    UMDNS Code
    Specify the code identifying the asset in the Universal Medical Device Nomenclature System™ (UMDNS) which is a standard international nomenclature and computer coding system for medical devices.
    OEM Site/System ID
    Specify the site and/or system identification for service companies and original equipment manufacturer for the asset.
    Coverage Type
    Select the maintenance coverage type for the asset. Select Calendar to indicate that the warranty is based on number of days used or Usage to indicate that the warranty is based on actual usage.
  8. Specify the X Coordinate, Y Coordinate, and Z Coordinate for which GIS features should appear.
  9. Select the Vehicle check box if the asset is a vehicle.
  10. Specify the Part, Store, Bin, and Lot
    Note: Only specify parts that are tracked by the asset.
  11. Specify this information:
    Logout/Tagout
    Select this check box if the asset equipment complies with OSHA regulations on lockout/tagout procedures. This regulation ensures machines are properly shut down and that they do not start again until service or maintenance on the machine is completed.
    Personal Protective Equipment
    Select this check box if OSHA requires the use of personal protective equipment when operating the equipment to reduce exposure to hazards or injury.
    Confined Space
    Select this check box if the equipment is located in an area defined as a confined space per OSHA regulations.
    Statement of Conditions
    Select this check box to indicate the asset's equipment relates to the Statement of Conditions as required by The Joint Commission.
    Building Maintenance Program
    Select this check box to indicate the asset equipment is inventoried in the building maintenance program.
    HIPAA Confidentiality
    Select this check box to indicate the asset equipment contains confidential patient health information and the equipment must comply with regulations.
  12. Specify the Parent Asset, and then select the Dependent check box if the asset is dependent on the parent asset and select the Cost Roll-up check box if costs should roll up to the parent asset.
  13. Specify the Cost Roll-up, and then select the Dependent check box if the asset is dependent on the property and select the Cost Roll-up check box if the costs should roll up to the parent property of the child asset.
  14. Specify the Ownership Type, Inventory Verification Date, Equipment Value, External PO No., Purchase Date, Original Receipt Date, Latest Receipt Date, Original Install Date, Latest Install Date, Purchase Cost, Commission Date, Cost of Needed Repairs, Replacement Value, Disposal Type, Disposal Date
  15. Specify this information:
    Facility Condition Index
    Specify the resultant FCI based on the maintenance details. Cost of Needed Repairs/Current Replacement Value=FCI
    Primary Use
    Specify the primary use for the asset.
    Year Built
    Specify the year the asset was built.
    Floor Area
    Specify the floor area, and then specify the unit of measure for the floor area.
    Service Life (years)
    Specify the service life of the asset.
    Risk Assessment
    Specify the risk assessment code for the equipment.
    Note: Risk Assessment Index, Risk Assessment Score, Risk Assessment Values Out of Sync, Risk Assessment Values Last Calculated, Risk Assessment Survey Last Updated, and Risk Assessment Setup Last Updated are automatically populated after answering the risk assessment survey.
    Lock Risk Assessment Values
    Select this check box to lock the reliability ranking values for the equipment on the Risk Assessment tab of the Equipment screen.
    Note: If Lock Risk Assessment Values is selected, the system will not allow the user to modify the risk assessment survey answers and calculate risk assessment values for the equipment. The selection of equipment is prevented for update on the Batch Update Equipment Ranking Values form.
  16. Click Save Record.