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Assets / Asset Portal / Equipment

Define Equipment by Room

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 Room tasks to create equipment records according to the room the equipment resides in. 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 create equipment records in terms of rooms

  1. Select the Assets / Asset Portal / Equipment / Define Equipment by Room task.
  2. Select the plus sign next to the building and floor that contains the room to which you want to add the equipment.

    A new panel shows the rooms for your selection.

  3. Click the plus sign next to the room you want to add the equipment to.

    A new panel shows the equipment for the selected room.

  4. To add a new equipment record, click in the first row of the grid showing the equipment, and double-click in a cell to edit it.
  5. Enter the following required field:

    Equipment Code: Use this field to uniquely identify the equipment item.

    When you type in the Equipment Code, the program fills in the Building and Room Codes for the selected room.

  6. 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.

  7. Division/Department Codes: Use these fields to document the organization that uses the equipment item. This is often the organization responsible for the room in which the equipment item is located.

  8. To save your entries, click outside the row.