Equipment Resources

A Work Order Task can include a list of equipment used to complete the task. These records, which are referred to as Equipment Resources, are used to track time and cost data related to the task.

 

Equipment Grid

A Work Order Task's Equipment grid lets users associate equipment with that work activity. If the corresponding Task Setup record lists default Equipment for the activity, the system automatically adds those items to the Task's Equipment grid whenever the Task is included on a Work Order.

 

Using Grids >> Grid Tools >> Editable Grids >> Using Forms >>

How to add Equipment to a Task

How to record use of an Equipment item

How to add multiple Equipment items to selected Task(s)

Equipment Record Fields

Resource*

Serves as the user-defined, unique ID for the assigned equipment.

  • The list of Equipment comes from the Work > Administration > Work Flow Setup > Equipment Setup module.
  • By default, this picklist displays Equipment associated with the Work Order's Category. You may, however, opt to Show All records.

    • If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Equipment item with the Work OrderCategory.

Alt Description

Provides a secondary description of the equipment.

Department

Identifies the section of the organization to which the equipment is assigned.

Division

Identifies a subsection of the organization to which the equipment is assigned.

Class

Distinguishes the equipment using agency-defined criteria.

Group Number

Assigns the equipment to a particular group of Task Resource records.

For example, the Group Number field can be used to group an Employee with a specific piece of Equipment or with Materials that they are authorized to use.

Account #

Indicates the reference number for the general account billed for the work that's being done.

Proj No - Acct

Indicates the reference number for a specific project account that should be billed for the equipment's use on a task.

* Required.

 

More Equipment record fields