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.

If the "Populate Resources from Crew" Work Option is enabled, the system adds any Equipment associated with the Task's Task Crew (through the Work Crew Setup record).
If the "Delete Unused Employees and Equipment on Closed Work Orders"Work Option is enabled, the system will delete any Equipment resources on a closed Work Order that do not have Units, Comments, Descriptions, or Meter readings associated with them. Such deletions occur as part of Lucity's nightly processes.

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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. The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats If this field is left empty and the "Populate empty WO Resource Acct# w/Task"Work Option is enabled, the system copies the Account # on the Task record here.
Proj No - Acct	Indicates the reference number for a specific project account that should be billed for the equipment's use on a task. An agency can configure EAM to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled.

* Required.

More Equipment record fields