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Define Equipment by Department

Many users develop equipment plans in CAD drawings so that they can graphically see the location of an equipment item within a room. After you develop an equipment plan, you can use this task to review your equipment information. You can also edit equipment information from this task. However, if you have an equipment plan and wish to edit location information, you should do so from the drawing.

If you are not developing an equipment plan in CAD, use the Define Equipment by Departments tasks to create equipment records according to the department that uses it. If you first define your equipment records and later decide that you want to represent them in a CAD plan, you can populate the drawing with your existing information. See Draw Equipment for information.

If available to you, you can also create Equipment records using the Define Equipment task or Manage Equipment and Standards task

To define equipment records in terms of department:

  1. In Smart Client, select the Assets / Asset Portal / Equipment / Define Equipment by Department task.

    The grid displays the Departments table.

  2. Select the plus sign next to the division that has the department you want to add equipment to.
  3. A new panel shows the departments for that division.
  4. Select the plus sign for the department you want to add equipment for.
  5. A new panel shows the equipment for the room.
  6. Click in the first row of the equipment section of the grid, and type the Equipment Code. This is the unique identifier for the equipment record.
  7. When you enter the Equipment Code, the program fills in the Department and Division Codes for the selected department.
  8. Enter the following fields to further define the equipment:

    Equipment Standard: Enter the type of equipment item. The standard is a validated field that must exist in the Equipment Standards table.

    Equipment Use: Describe how the equipment is used, such as SERVER or PERSONAL COMPUTER.

    Employee Name: Enter the employee using the equipment item.

    Equipment Condition: Enter a description for the condition of this equipment from the list.