Asset Primary Information |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Asset Primary screen enables you to display and define IDs for equipment units and the information that relates to them. Typically, equipment units are complete unto themselves (not components of other units) and have their own identification measures such as a serial number or meter. See also Is it an equipment unit, an asset, or a subsystem?
Detail View Header
There must be an equipment ID for each equipment unit. The following information is tracked for each equipment unit:
Basic information
Meter information
Classes and locations, and motor pool information
Assignments, status, authorization, comments, and codes
Preventive maintenance (PM) programs, inspections, and warranty information
Ownership and credit card information
Acquisition, depreciation, and recurring costs
Replacement and disposition
To insert an equipment unit, information is required in certain fields. View the list of required fields.
See also requirements for an equipment unit to be assigned to a motor pool and how to remove equipment units from a motor pool.
Note: This screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
To learn more about the Asset Primary screen and each tab's functions and fields, click the applicable hyperlink below.
Detail View
Identifying information about equipment units, including their ID, description, and PM (preventive maintenance) program type.
Meter information related to equipment units. If the optional Mobile Software module is installed, you can use hand-held devices to transfer meter reading information between the system and the hand-held device to work with the data from remote locations. Refer to the related documentation for this product.
Assign equipment units to classes for various purposes and to SLA (service level agreement) equipment categories.
Assign equipment units to storage, preventive maintenance, repair, station, and fuel locations.
Department, account, tax code, operator, company, and associated equipment ID assignments.
Allocation information related to equipment units.
Account and billing apportionment information for equipment units.
Status information, including current location, shop status, equipment status, life-cycle status, and user status.
Capital planning for equipment.
Motor pool information, such as reservations and dates in and out (if the Motor Pool Module is installed).
Authorizations required for work orders, usage tickets, fuel tickets, off road use, and dielectric testing, as well as exclusions from reports and lists Also specifies the work order approval level for equipment units.
Comments about equipment units.
Class PM program information, including next service numbers, due dates, and PM overrides; use this tab if the unit has a CLASS PM program (refer to the Basic Info tab).
Individual PM program information, including dates, meter readings, overrides, and time units; use this tab if the unit has an INDIVIDUAL PM program type (refer to the Basic Info tab).
Periodic, statutory, and additional inspection data, including dates and work order IDs.
Codes for equipment unit's fuel, oil, and tires, as well as billing and priority IDs.
Recurring fixed monthly, insurance, replacement, licensing, and other costs.
Credit card information, including company names, card numbers, and issue and expiration dates.
Acquisition date, cost, value, and vendor information.
License numbers and dates, issuing agencies, registration dates, road worthiness, and area restrictions.
Equipment unit registration information (license number, registration expiration date, and permanent registration number) for any number of issuing governments.
Ownership, depreciation, and leasing information.
Warranty vendor, warranty expiration information, and deductible amount.
Displays and records estimated replacement dates and cost, and actual replacement and disposal information.
Notes about the equipment unit.
Files (text or graphics) associated with the equipment unit.
Last known geographical position of the equipment unit, as reported by a Global Positioning System (GPS) (the system’s integration with GPS is under development).
This tab enables you to define single-point linear-related assets, such as controls and signals.
Information about the equipment unit’s subsystems and parts.
Displays the component relationships to which the equipment unit belongs.
Addresses associated with the asset.
Electric Vehicle information related to the equipment units.
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See Also
department-level access control
Frequently asked questions about equipment units, components, and subsystems