Assets / Asset Portal / Equipment

Equipment Process Overview

With the Equipment process, you can develop your telecom, office and facility equipment data, and can make key equipment data viewable over the Web, from both Web Central and the Smart Client. This data can include equipment standards, equipment details, such as the division, department, and employee using the equipment, and warranty and insurance information.

You can also optionally choose to represent your equipment in CAD floor plan drawings. This enables you to graphically see the locations of your equipment items and enables those servicing these items to know exactly where they are located on the floor. For a discussion of when to develop an alphanumeric-only inventory and when to develop a CAD-based inventory, see Getting Started with the Assets Domain.

Those users with appropriate access can also edit key equipment information.

Workflow for Creating an Office, Telecom, and Facility Equipment Inventory

1. Develop basic information about the types of equipment (including telecom equipment) in your facility by completing the tasks of the Background Data process.
2. Optionally, develop your insurance and warranty information. With this information developed, you can use the Web Central environment to associate equipment with warranties and insurance policies. See Managing your Insurance and Warranty Information. Run these tasks.
• View and Edit Warranties
• View and Edit Insurers
• View and Edit Insurance Policies 
3. Optionally, develop service contracts, and associate these contracts with your equipment. See Defining Service Contracts. After defining these contracts, you can view equipment by its assigned contract using the View and Edit Service Contracts task, or the View Equipment Warranties and Service Contracts task.
4. If your site leases equipment, you can develop lease information and assign equipment to leases. See Tracking Leased Equipment.
5. Develop your equipment and jack inventory. There are several methods:

• Define equipment and jack data using Smart Client grid views. Grid views are an efficient way of working when bulk-editing data.
  • Define Equipment by Room (Smart Client)
  • Define Equipment by Department (Smart Client)
  • Define Jacks by Room (Smart Client)
• Define equipment using a Web-based form. If you wish to associate equipment with warranties and policies, do so with this task. See Define Equipment task
• Define equipment and jack alphanumeric records by using a room plan drawing. See Using the Equipment Assets Console.
• A CAD specialist can create equipment plans and jack plans by graphically depicting your equipment and jack items with asset symbols in floor plan drawings.
• Draw Equipment 
• Draw Jacks

6. Optionally, develop other items of your telecom equipment inventory (faceplates, punch blocks, and panels) by entering them in terms of the room in which they are located. See Using the Equipment Assets Console.

Note: Drawing tasks are not provided for depicting faceplates, punch blocks, and panels in CAD drawings; these items are recorded alphanumerically only.

7. In either Archibus Smart Client or Web Central, review and analyze your equipment data once you have developed an equipment inventory. See Equipment Reports.
8. Optionally, develop an inventory of the software used on your data equipment. See Software Process: Overview.
9. Once you develop an equipment inventory, you can add cost information and calculate depreciation for it using the Depreciation process. See Depreciation Process Overview.
10. Maintain your inventory over time as conditions change in the field. Users with the Asset & Equipment Survey mobile app can periodically survey their facility and update the inventory accordingly. For information, see Asset & Equipment Survey Mobile App and Managing an Equipment Survey.