Defining equipment using profiles

Before defining equipment records using profiles, create profiles. See Creating Equipment Profiles for more information.

To define equipment using profiles:

  1. Open the Assets, Positions, or Systems form.
  2. Click New Record.
  3. Enter the information necessary to define the piece of equipment. See Defining Assets, Defining Positions, or Defining Systems earlier in this chapter.
  4. Profile—Enter the profile. The system automatically populates the description, Department, Class, Category, Equipment Value, Meter Unit, Manufacturer, Model, Revision, Part, Variable 1 through Variable 6, and any custom fields on the Record View page. The system automatically populates Part and its description, Part Org., Quantity and its unit of measure, and Comments on the Parts Associated page of the record.
  5. Click Save Record.