Creating equipment evaluations

Create records to represent potential new equipment that will be evaluated as possible replacements for existing equipment.

To create equipment evaluations:

Select Equipment > Additional Features > Equipment Evaluations.
Click New Record.
Specify the Organization, Description, Evaluation Status, Potential Manufacturer, Potential Model Number, Estimated Cost of Materials, Major Group, Group, Individual, Priority, and Additional Information.
Specify this information:

Commodity-1

Select a commodity. The system automatically populates Commodity-1 UOM.
Note: If Commodity-1 is blank, the system protects Design Consumption Rate-1 and Design Usage UOM-1.
Once Commodity-1 is populated, the system enables Design Consumption Rate-1 and Design Usage UOM-1 .

Design Consumption Rate-1

Specify a design consumption rate. The system automatically populates Design Consumption Rate UOM.

Design Usage UOM-1

Select a unit of measure.
Specify the Manufacturer, Model Number, Class, Category, Equipment Type, and Equipment Status.
Select the Gas Tracked check box if the equipment is GAS tracked.
Select the Include Out of Service Equipment check box if the equipment evaluation will include out of service equipment.
Click Save Record.

Note: To populate the equipment list with equipment matching the search criteria, click Create/Refresh Equipment List. The system deletes records from the Equipment Equivalency page with Status of Not Evaluated, and then refreshes the equipment list.