To uniquely identify each item of equipment held on the system, each new record can store the make, model, and serial number (or other such reference value) that are applicable - information that is used to establish the regular servicing requirements in accordance with manufacturer guidelines, confirm any recall notices, and also highlight other routine inspection checks.
The procedure to assign a make to an equipment type is as follows:
- Navigate to Quick Menu > Equipment > Configuration > Configure Equipment. The Configure Equipment window is displayed.
- Expand the relevant group heading and select an equipment type from the hierarchical list, or enter its name into the Search for Equipment field. By default the list is filtered to show Current equipment types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All
1.
- Click on New Make. The Equipment Type field is automatically populated with the respective record in current focus, and all adjacent fields are activated ready for data entry 2.
- Enter a description for the Make into the field provided e.g. Worcester-Bosch, Fire Angel, Wylex, etc.
- Choose an Effective from date for this new equipment make i.e. the date on which the record came into effect 3.
- Choose an Effective to date if the equipment make is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the record will be continually valid.
- Click on Save. The new make appears underneath the relevant equipment group and type combination.
Note
1 The Search for Equipment field will match against any focus area included within the hierarchical equipment structure.
2 The pre-populated value can be adjusted, as required, in order to generate a make for a completely different equipment type.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To create a new equipment type
To assign a model to an equipment type
