General Tab

The General tab allows users to enter basic information about a piece of equipment.  These fields include the equipment's manufacturer, the operator of the equipment, the department that uses the equipment, and the year the equipment was manufactured. Users can also indicate whether an item is a low- or high-priority piece of equipment. Finally there are several fields to link it to other assets.

The following fields have special functions:

Field

Function

WO Equip Code

Note: If an agency does not own the Work program, this field is unavailable.

Links a record in the Equipment Inventory to a record in the Work Flow Setup > Equipment module. This function allows the piece of equipment to be used as a resource on a work order instead of as an asset. (A work order asset is the asset that is being worked on. A work order resource is an object being used to complete the work order.)

Enter the Equipment ID for the Work Flow Setup > Equipment record to associate it with this record. Or, enter a new number in this field to automatically create a matching record in the Work Flow Setup > Equipment module.

Hot Keys

  • Press F5 within the field to automatically complete the field with the Equipment ID.
  • Press F9 within the field to select from a list of records from the Work Flow Setup > Equipment module.

Fleet ID

Links a record in the Equipment Inventory to a record in the Fleet Inventory. Click on the field name or press F9 within a field for a list of vehicles.

Note: This association can also be made in the Fleet Inventory using the Attached Equipment grid on the Tracking tab.

Site ID

Links a record in the Equipment Inventory to a record in the Facility > Site Inventory. Click on the field name or press F9 within the field for a list of sites.

Note: This association can also be made in the Site Inventory using the Equipment grid on the Equip/Fleet tab.

Building ID

Links a record in the Equipment Inventory to a record in the Facility > Building Inventory. Click on the field name or press F9 within the field for a list of buildings.

Note: This association can also be made in the Site Inventory using the Equipment grid on the Equip/Fleet tab.

See Also

Equipment Inventory

Equipment Inventory Header Data

WO/PM Tab

Tracking Tab

Readings Tab

Items Tab

Components Tab

Inspections Tab

Plates Tab

Specs Tab

Purchase Tab

Cost Tab

Evaluation (Eval) Tab

Warn/Start Tab

Reset Tab

Custom and Comments

Toolkit