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.

To create equipment profiles:

  1. Open the Profiles form.
  2. Click New Record.
  3. Organization—Enter the organization to which the profile belongs if you use multi-organization security.
  4. Profile—Enter a unique code identifying the profile, and then enter a description of the profile in the adjacent field.
  5. Department—Enter the department of the equipment to define with this profile.
  6. Type—Select the type of equipment to define with this profile.
  7. Status—Select the status of the equipment to define with this profile.
  8. Class—Enter the class of the equipment to define with this profile.
    Note: If you enter a Class, the system displays any custom fields associated with that class.
  9. Category—Enter the category of the equipment to define with this profile. The system automatically populates Manufacturer and custom fields based on the information you entered on the Categories form.
  10. GIS Profile—Select to flag the profile as a GIS profile.
    Note:  Once you create a GIS profile, associate it with a GIS layer. See "Defining preferences for the creation of Infor EAM equipment (ESRI)" in Chapter 6 GIS Integration of the System Administrator’s Guide. GIS and Infor EAM use the GIS profile and layer information to create equipment records in the respective systems.
  11. Equipment Value—Enter the value of the equipment to define with this profile.
  12. Meter Unit—Enter the meter unit of the equipment to define with this profile.
  13. Manufacturer—Enter the manufacturer of the equipment to define with this profile.
  14. Revision—Enter the revision of the equipment to define with this profile.
  15. Model—Enter the model of the equipment to define with this profile.
  16. Part—Enter the part code of the equipment to define with this profile. The system automatically populates Part Org.
  17. Store—Enter the store of the equipment to define with this profile.
  18. Variable 1, Variable 2, Variable 3, Variable 4, Variable 5, and Variable 6—Enter any additional information to be included on the equipment to define with this profile.
  19. Click Save Record.