Creating equipment configurations

Create equipment configurations to use as equipment templates. After creating an equipment configuration, use it to quickly define assets, positions, and systems that require the same information as is contained on the equipment configuration template.

To create equipment configurations:

  1. Select Equipment > Equipment Configuration > Equipment Configurations.
  2. Click New Record.
  3. Specify this information:
    Equipment Configuration
    Specify a unique code identifying the equipment configuration, and then specify a description in the adjacent field.
    Status
    Select the equipment configuration status.
    Organization
    Specify the organization to which the equipment configuration belongs if you use multi-organization security.
    Department
    Specify the equipment's department.
    Class
    Specify the class of the equipment.
    Category
    Specify the category for the equipment.
    Cost Code
    Specify the equipment’s cost code.
    Equipment Value
    Specify the value of the equipment (generally, purchase price).
    Assigned To
    Specify the person responsible for the equipment.
    Meter Unit
    Specify the meter unit of the equipment to define with this equipment configuration.
    Criticality
    Specify a criticality code to indicate the relative importance of the equipment to the overall production of goods or services for your organization.
    Dormant Start
    Specify the date on which the dormant period for any PM work orders for the equipment begins.
    Dormant End
    Specify the date on which the dormant period for any PM work orders for the equipment ends.
    Reuse Dormant Period
    Select to use the same specified dormant period for any PM work orders for the equipment on an annual basis.
    Production
    Select if the equipment is used in production.
    Safety
    Select to observe safety precautions when working with this equipment.
    cGMP
    Select to indicate that the equipment is subject to cGMP standards.
    Prevent non-PM WO Completion
    Select to prevent non-PM WO completion.
    System Level
    Specify the EMRS codes identifying the system level for the equipment.
    Assembly Level
    Specify the EMRS codes identifying the assembly level for the equipment.
    Component Level
    Specify the EMRS codes identifying the component level for the equipment.
    Vehicle
    Select if the equipment is a vehicle.
    Component Location
    Specify the component location for the equipment.
    Alias
    Specify an alias for the equipment.
    Out of Service
    Select to prevent the equipment configuration from being displayed in the lookups.
    Manufacturer
    Specify the equipment's manufacturer.
    Model
    Specify the equipment's model number.
    Model Revision
    Specify the equipment’s model revision number.
    Part
    Specify the part to associate with this equipment configuration. The system automatically populates Part Org. You cannot specify a part if Equipment Type is position or system.
    Equipment Type
    Specify the equipment object type for the equipment.
    Equipment Prefix
    Specify a unique prefix code for the equipment.
    Equipment Suffix
    Specify a unique suffix code for the equipment.
    Sequence Length
    Specify the sequence length that will be used when Auto Number is unselected.
    Equipment Status
    Specify the default status you want generated with the equipment.
    Create as Specific
    Select to indicate that the organization of the equipment during the generation process will be set to a specific organization.
    Auto Number
    Select to have the system automatically assign the next available equipment number as the new equipment number. Sample Code is automatically cleared.
    Commissioning WO
    Specify the commissioning WO.
    Key 1 through Key 6
    Specify additional information that can be used to identify the configuration if you use the data collection interfaces.
    Equipment Length
    Specify length of the equipment.
    Equipment Length UOM
    Select the unit of measure (UOM) for the length of the equipment.
    Linear Reference UOM
    Select the unit of measure (UOM) for the linear reference.
    Reference Precision
    Select the reference precision for the linear reference.
    Geographical Reference
    Specify the geographical reference for the linear reference
    Rental Equipment
    Select to indicate that the equipment is rental equipment.
    Rental Template
    Specify the template to associate with the rental equipment.
    Contract Equipment
    Select to indicate that the equipment is contract equipment.
    Contract Template
    Specify the template to associate with the contract equipment.
    Customer
    Specify the customer code.
    Calendar Group
    Specify the calendar group for the equipment.
    Penalty Factor
    Specify the penalty factor for the equipment.
    Minimum Penalty
    Specify the minimum penalty amount that must be met before a penalty can be deducted from the maintenance fee.
    Service Delivery Matrix
    Select to restrict work orders for the equipment to a pre-defined service delivery matrix.
    Replacement Value
    Specify the current replacement value for the equipment.
    Utility Bill Level
    Select to mark the equipment as having capabilities to record utility bills.
    GAS Tracked
    Select to set the equipment as GAS (Global Asset Sustainability) Tracked.
    Floor Area
    Specify the floor area, and then specify the unit of measure for the floor area.
    Estimated Revenue
    Specify the estimated revenue the piece of equipment can generate.
    Region
    Specify the region for the equipment.
    Primary Use
    Specify the primary use for the equipment.
    Year Built
    Specify the year built for the equipment.
    Service Life (years)
    Specify the service life of the equipment.
    Lock Reliability Ranking Values
    Select to lock the reliability ranking values for the equipment on the Reliability Survey tab of the Equipment screen.
    Reliability Ranking
    Specify the reliability ranking code for the equipment.
    Target Power Factor
    Specify the target power factor that has been determined for the equipment.
    Target Peak Demand (W)
    Specify the target peak demand in watts for the equipment.
    Start Billing Period
    Specify the date that the billing period begins. The Peak Demand measurements are relevant after this date.
    Bill Every
    Specify the length of the interval of time to pass before the system expects the next bill, and then select the unit of measure in the adjacent field
    Eff. Loss 1% Phase Imb.
    Specify the efficiency loss per 1 percent imbalance.
    Eff. Loss 2% Phase Imb.
    Specify the efficiency loss per 2 percent imbalance.
    Eff. Loss 3% Phase Imb.
    Specify the efficiency loss per 3 percent imbalance.
    Eff. Loss 4% Phase Imb.
    Specify the efficiency loss per 4 percent imbalance.
    Eff. Loss 5% Phase Imb
    Specify the efficiency loss per 5 percent imbalance.
    Performance Manager
    Specify the energy performance manager who is responsible for the equipment.
    Electric Sub-meter Interval
    Specify the length of the interval of time in minutes indicating how frequently the electric sub-meter is read.
    Electric Usage Threshold
    Specify the current in amps above which the equipment is considered running or on.
    Revision Reason
    Specify the reason for revision.
  4. Click Save Record.