All items of equipment with any level of regular servicing requirement or safety inspection check can be captured on the system and ascribed a specific classification, ensuring that their function and purpose is clearly understood, as well as underpinning searching and reporting capabilities. For each equipment type created, it is possible to restrict the number of similar or identical units that can be deployed within the same local setting.
The procedure to create a new equipment type is as follows:
- Navigate to Quick Menu > Equipment > Configuration > Configure Equipment. The Configure Equipment window is displayed.
- Click on New Equipment Type
1. All fields are activated ready for data entry.
- Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this equipment type, or choose the All option, as required
1.
- Using the Asset types drop-down field, multi-select all parameter values applicable to this new equipment type, or choose the All option, as required e.g. Block, Flat, 3 Bed Semi-Detached House, etc.
- Using the Equipment group drown-down field, select a parameter value that reflects the principle function of the item e.g. Boilers, Smoke Detectors, Water Supply, Electrical Circuitry, etc. 2.
- Enter a Description for the equipment type into the field provided e.g. Gas Boiler, Wireless Smoke Detector, Consumer Unit, etc. 3.
- Choose an Effective from date for this new equipment type i.e. the date on which the classification came into effect 4.
- Choose an Effective to date if the equipment type is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the classification will be continually valid.
- Where the item can operate as a component of more than one installation system, activate the Allow equipment to be in multiple systems tick box provided.
- Where the number of similar or identical units must be restricted within the same local setting, choose the qualifying factors using the inter-related Make and Model Validation, Location Validation, and Maximum Equipment per Entity fields; where specific requirements exist around the placement of the item, activate the Position tick box provided.
- Click on Save. The new equipment item appears in the alphabetical list, underneath the assigned group heading.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
Note
1 Upon first access, all fields are automatically activated ready for data entry; hence the New Equipment Type button is inactive.
2 These custom values can be populated by the end user via the system parameter entitled Equipment Groups.
3 System validation rules ensure that the description entered for each new equipment type is unique for the effective period.
4 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To assign a make to an equipment type
To assign a model to an equipment type
To define a general lookup parameter value
