Create equipment configurations to use as equipment templates. After creating an equipment configuration, use it to quickly define assets, positions, and systems that require the same information as is contained on the equipment configuration template.
To create equipment configurations:
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Select Equipment > Equipment Configuration > Equipment Configurations.
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Click New Record.
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Specify this information:
Equipment Configuration - Specify a unique code identifying the equipment configuration, and then specify a description in the adjacent field.
Status - Select the equipment configuration status.
Organization - Specify the organization to which the equipment configuration belongs if you use multi-organization security.
Department - Specify the equipment's department.
Class - Specify the class of the equipment.
Category - Specify the category for the equipment.
Cost Code - Specify the equipment’s cost code.
Equipment Value - Specify the value of the equipment (generally, purchase price).
Assigned To - Specify the person responsible for the equipment.
Meter Unit - Specify the meter unit of the equipment to define with this equipment configuration.
Criticality - Specify a criticality code to indicate the relative importance of the equipment to the overall production of goods or services for your organization.
Dormant Start - Specify the date on which the dormant period for any PM work orders for the equipment begins.
Dormant End - Specify the date on which the dormant period for any PM work orders for the equipment ends.
Reuse Dormant Period - Select to use the same specified dormant period for any PM work orders for the equipment on an annual basis.
Production - Select if the equipment is used in production.
Safety - Select to observe safety precautions when working with this equipment.
cGMP - Select to indicate that the equipment is subject to cGMP standards.
Prevent non-PM WO Completion - Select to prevent non-PM WO completion.
System Level - Specify the EMRS codes identifying the system level for the equipment.
Assembly Level - Specify the EMRS codes identifying the assembly level for the equipment.
Component Level - Specify the EMRS codes identifying the component level for the equipment.
Vehicle - Select if the equipment is a vehicle.
Component Location - Specify the component location for the equipment.
Alias - Specify an alias for the equipment.
Out of Service - Select to prevent the equipment configuration from being displayed in the lookups.
Manufacturer - Specify the equipment's manufacturer.
Model - Specify the equipment's model number.
Model Revision - Specify the equipment’s model revision number.
Part - Specify the part to associate with this equipment configuration. The system automatically populates Part Org. You cannot specify a part if Equipment Type is position or system.
Equipment Type - Specify the equipment object type for the equipment.
Equipment Prefix - Specify a unique prefix code for the equipment.
Equipment Suffix - Specify a unique suffix code for the equipment.
Sequence Length - Specify the sequence length that will be used when Auto Number is unselected.
Equipment Status - Specify the default status you want generated with the equipment.
Create as Specific - Select to indicate that the organization of the equipment during the generation process will be set to a specific organization.
Auto Number - Select to have the system automatically assign the next available equipment number as the new equipment number. Sample Code is automatically cleared.
Commissioning WO - Specify the commissioning WO.
Key 1 through Key 6 - Specify additional information that can be used to identify the configuration if you use the data collection interfaces.
Equipment Length - Specify length of the equipment.
Equipment Length UOM - Select the unit of measure (UOM) for the length of the equipment.
Linear Reference UOM - Select the unit of measure (UOM) for the linear reference.
Reference Precision - Select the reference precision for the linear reference.
Geographical Reference - Specify the geographical reference for the linear reference
Rental Equipment - Select to indicate that the equipment is rental equipment.
Rental Template - Specify the template to associate with the rental equipment.
Contract Equipment - Select to indicate that the equipment is contract equipment.
Contract Template - Specify the template to associate with the contract equipment.
Customer - Specify the customer code.
Calendar Group - Specify the calendar group for the equipment.
Penalty Factor - Specify the penalty factor for the equipment.
Minimum Penalty - Specify the minimum penalty amount that must be met before a penalty can be deducted from the maintenance fee.
Service Delivery Matrix - Select to restrict work orders for the equipment to a pre-defined service delivery matrix.
Replacement Value - Specify the current replacement value for the equipment.
Utility Bill Level - Select to mark the equipment as having capabilities to record utility bills.
GAS Tracked - Select to set the equipment as GAS (Global Asset Sustainability) Tracked.
Floor Area - Specify the floor area, and then specify the unit of measure for the floor area.
Estimated Revenue - Specify the estimated revenue the piece of equipment can generate.
Region - Specify the region for the equipment.
Primary Use - Specify the primary use for the equipment.
Year Built - Specify the year built for the equipment.
Service Life (years) - Specify the service life of the equipment.
Lock Reliability Ranking Values - Select to lock the reliability ranking values for the equipment on the Reliability Survey tab of the Equipment screen.
Reliability Ranking - Specify the reliability ranking code for the equipment.
Target Power Factor - Specify the target power factor that has been determined for the equipment.
Target Peak Demand (W) - Specify the target peak demand in watts for the equipment.
Start Billing Period - Specify the date that the billing period begins. The Peak Demand measurements are relevant after this date.
Bill Every - Specify the length of the interval of time to pass before the system expects the next bill, and then select the unit of measure in the adjacent field
Eff. Loss 1% Phase Imb. - Specify the efficiency loss per 1 percent imbalance.
Eff. Loss 2% Phase Imb. - Specify the efficiency loss per 2 percent imbalance.
Eff. Loss 3% Phase Imb. - Specify the efficiency loss per 3 percent imbalance.
Eff. Loss 4% Phase Imb. - Specify the efficiency loss per 4 percent imbalance.
Eff. Loss 5% Phase Imb. - Specify the efficiency loss per 5 percent imbalance.
Performance Manager - Specify the energy performance manager who is responsible for the equipment.
Electric Sub-meter Interval - Specify the length of the interval of time in minutes indicating how frequently the electric sub-meter is read.
Electric Usage Threshold - Specify the current in amps above which the equipment is considered running or on.
Revision Reason - Specify the reason for revision.
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Click Save Record.