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. Open the Equipment Configurations form.
  2. Click New Record.
  3. Equipment Configuration—Enter a unique code identifying the equipment configuration, and then enter a description in the adjacent field.
  4. Status—Select the equipment configuration status.
  5. Organization—Enter the organization to which the equipment configuration belongs if you use multi-organization security.
  6. Department—Enter the equipment's department.
  7. Class—Enter the class of the equipment. The system automatically populates Class Org.
  8. Category—Enter the category for the equipment.
  9. Cost Code—Enter the equipment’s cost code.
  10. Equipment Value—Enter the value of the equipment (generally, purchase price).
  11. Assigned To—Enter the person responsible for the equipment.
  12. Meter Unit—Enter the meter unit of the equipment to define with this equipment configuration.
  13. Criticality—Enter a criticality code to indicate the relative importance of the equipment to the overall production of goods or services for your organization.
  14. Dormant Start—Enter the date on which the dormant period for any PM work orders for the equipment begins.
  15. Dormant End—Enter the date on which the dormant period for any PM work orders for the equipment ends.
  16. Reuse Dormant Period—Select to use the same specified dormant period for any PM work orders for the equipment on an annual basis.
  17. Production—Select if the equipment is used in production.
  18. Safety—Select to observe safety precautions when working with this equipment.
  19. cGMP—Select to indicate that the equipment is subject to cGMP standards. The system automatically populates Created By, Date Created, Updated By, and Date Updated.
  20. Prevent non-PM WO Completion—Select to prevent non-PM WO completion.
  21. System Level,Assembly Level, and Component Level—Enter the VMRS codes identifying the system, assembly, and component levels for the equipment. The system automatically populates EMRS Description.
  22. Vehicle—Select if the equipment is a vehicle.
  23. Component Location—Enter the component location for the equipment.
  24. Alias—Enter an alias for the equipment.
  25. Out of Service—Select to prevent the equipment configuration from being displayed in the lookups.
  26. Manufacturer—Enter the equipment's manufacturer.
  27. Model—Enter the equipment's model number.
  28. Model Revision—Enter the equipment’s model revision number.
  29. Part—Enter the part to associate with this equipment configuration. The system automatically populates Part Org. You cannot enter a part if Equipment Type is position or system.
  30. Equipment Type—Enter the equipment object type for the equipment.
  31. Equipment Prefix—Enter a unique prefix code for the equipment. The system automatically populates Sample Code.
  32. Equipment Suffix—Enter a unique suffix code for the equipment.
  33. Sequence Length—Enter the sequence length that will be used when Auto Number is unselected.
  34. Equipment Status—Enter the default status you want generated with the equipment.
  35. Create as Specific—Select to indicate that the organization of the equipment during the generation process will be set to a specific organization.
  36. Auto Number—Select to have the system automatically assign the next available equipment number as the new equipment number. The system automatically clears Sample Code.
  37. Commissioning WO—Enter the commissioning WO.
  38. Key 1 through Key 6—Enter additional information that can be used to identify the configuration if you use the data collection interfaces.
  39. Equipment Length, Equipment Length UOM, Linear Reference UOM, Reference Precision, and Geographical Reference—Enter the linear equipment information.
  40. Rental Equipment—Select to indicate that the equipment is rental equipment.
  41. Rental Template—Enter the template to associate with the rental equipment. The system automatically populates Rental Template Org.
  42. Contract Equipment—Select to indicate that the equipment is contract equipment.
  43. Contract Template—Enter the template to associate with the contract equipment. The system automatically populates Contract Template Org.
  44. Customer—Enter the customer code. The system automatically populates Customer Org.
  45. Calendar Group—Enter the calendar group for the equipment. The system automatically populates Calendar Group Org.
  46. Penalty Factor—Enter the penalty factor for the equipment.
  47. Minimum Penalty—Enter the minimum penalty amount that must be met before a penalty can be deducted from the maintenance fee.
  48. Service Delivery Matrix—Select to restrict work orders for the equipment to a pre-defined service delivery matrix.
  49. Replacement Value—Enter the current replacement value for the equipment.
  50. Utility Bill Level—Select to mark the equipment as having capabilities to record utility bills.
  51. GAS Tracked—Select to set the equipment as GAS (Global Asset Sustainability) Tracked.
  52. Floor Area—Enter the floor area, and then enter the unit of measure for the floor area.
  53. Estimated Revenue—Enter the estimated revenue the piece of equipment can generate.
  54. Region—Enter the region for the equipment. The system automatically populates Region Org.
  55. Primary Use—Enter the primary use for the equipment.
  56. Year Built—Enter the year built for the equipment.
  57. Service Life (years)—Enter the service life of the equipment.
  58. Lock Reliability Ranking Values—Select to lock the reliability ranking values for the equipment on the Reliability Survey tab of the Equipment screen.
  59. Reliability Ranking—Enter the reliability ranking code for the equipment.
  60. Target Power Factor—Enter the target power factor that has been determined for the equipment.
  61. Target Peak Demand (W)—Enter the target peak demand in watts for the equipment.
  62. Start Billing Period—Enter the date that the billing period begins. The Peak Demand measurements are relevant after this date.
  63. Bill Every—Enter 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.
  64. Eff. Loss 1% Phase Imb.—Enter the efficiency loss per 1 percent imbalance.
  65. Eff. Loss 2% Phase Imb.—Enter the efficiency loss per 2 percent imbalance.
  66. Eff. Loss 3% Phase Imb.—Enter the efficiency loss per 3 percent imbalance.
  67. Eff. Loss 4% Phase Imb.—Enter the efficiency loss per 4 percent imbalance.
  68. Eff. Loss 5% Phase Imb.—Enter the efficiency loss per 5 percent imbalance.
  69. Performance Manager—Enter the energy performance manager who is responsible for the equipment.
  70. Electric Sub-meter Interval—Enter the length of the interval of time in minutes indicating how frequently the electric sub-meter is read.
  71. Electric Usage Threshold—Enter the current in amps above which the equipment is considered running (on).
  72. Revision Reason—Enter the reason for revision. The system automatically populates the revision number, Requested By, Date Requested, Approved By, and Date Approved.
  73. Click Save Record.