Summary

Equipment types are tags you can add to any piece of equipment. These types can be used for classification as well as the generation of maintenance jobs. You can attach as many types to a piece of equipment as you like. You can also attach equipment directly to the types.

Step by Step

1     View the existing Equipment Types.

• Open the Equipment Type Selection window (WO> Maintenance> Equipment Type).
• The Equipment Type Selection window will display all of the existing equipment types created in the application.
• Highlight an equipment type and click the Delete icon to delete the selected type.
  • Equipment types attached to an existing Maintenance Job cannot be deleted.
• Highlight an equipment type and click the Modify icon   to edit the selected type.
• Click the Create icon to create a new equipment type code. This will open the Equipment Type Maintenance window.

2     Create a new Equipment Type.

• Enter a unique Type code for the new equipment type.
  • This field can be up to 20 characters long and cannot be edited once the equipment type is saved.
• Enter an optional Description for the new equipment type.
  • This field can be up to 30 characters long.
• The Maintenance Jobs section will populate with each maintenance job that the equipment type is attached to.
  • Equipment types are attached to maintenance jobs on the Maintenance Job Maintenance window (WO> Maintenance> Maintenance Jobs> open a maintenance job> Code field).
• Click the Create icon to add an equipment code to the Equipment section. This will open the Equipment Selection window.
  • Highlight an equipment code and click the Confirm icon   to add the selected equipment code to the equipment type. The new equipment type will now appear in the Equipment Types section on the selected equipment code (WO> Maintenance> Equipment> Equipment Types section).
• Click the Save icon to complete the new Equipment Type.