Assignment Info

The Assignment Info tab displays information about the history and current assignments of equipment units. Data is sorted by equipment ID in ascending order followed by start date and time in descending order, so the current row for each equipment unit displays first.

Tip: The More Info tab on the Data -> Equipment Units -> Setup -> Options screen includes options to synchronize assigned location, department, or location and department changes from the parent to all attached components.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID; begin/end date and time; department ID, operator ID/name, assigned repair location ID, station location ID, and SLA equipment category, and the new value for each; among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.

Detail View Header

The row you select in the grid area defines the data that displays in the fields in the tab area. All fields are display only; they provide an audit trail for business practices and policies.

Equipment ID

Identifier of the equipment unit. This field has a list box. The equipment year, manufacturer, and model display to the right of the ID. This field also has a zoom button to the Data -> Equipment Units -> Fleet Equipment screen.

Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.

User who made this change

Identifier of the user who changed the record. The employee name displays to the right of the ID.

Begin date and time

Date and time (24-hour clock from 00:00 to 23:59) that the assignment began.

End date and time

Date and time that the assignment ended. This field is blank for the current assignment.

Insert date and time

Date and time that data was entered. This field is blank for the current assignment.

Detail View

The fields in the bottom section of this tab display the past and current assignments of equipment units. All fields are display only.

New value

If there is a check in any of the following fields, the value in the applicable field to the right was changed at the begin date and time. If the corresponding field on this tab is blank on the Assignment History tab of the Data -> Equipment Units -> Setup -> Options screen, however, updates are not tracked.

Tip: You can use the New value field in the filter to limit the display to equipment IDs whose assignments have changed.

Department ID

Identifier of the department to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The department name displays to the right of the ID.

Department to notify for PM

Identifier of the department that was notified regarding preventive maintenance due during the period between the Begin and End date and time fields. This field has a list box. The department name displays to the right of the ID.

Temp loan to department ID

Identifier of the department to which the equipment unit was assigned on temporary loan during the period between the Begin and End date and time fields. This field has a list box. The department name displays to the right of the ID.

Account ID

Identifier of the general accounting system account associated with this equipment unit during the period between the Begin and End date and time fields. This field has a list box. The account name displays to the right of the ID.

If there is a check in the Require match between operator department ID and equipment department ID or the Update equipment account ID from operator account ID when unit is assigned to an operator field on the Operator Assignment tab of the Data -> Equipment Units -> Setup -> Options screen and if an operator is assigned to the equipment unit, the account ID for the operator assigned to the unit displays.
If there is no operator assigned to the unit, the account ID of the department assigned to the unit displays.

Operator ID

Identifier of the person assigned to operate the equipment unit during the period between the Begin and End date and time fields. This field has a list box. The operator name displays to the right of the ID.

Operator name

Name of the operator associated with the ID in the Operator ID field during the period between the Begin and End date and time fields.

Life cycle status code ID

Life-cycle status code ID assigned to the unit. This field has a list box. The life-cycle status description displays to the right of the ID.

Company ID

Identifier of the company associated with the equipment unit during the period between the Begin and End date and time fields. This field has a list box. The company name displays to the right of the ID.

Condition ID

Identifier of the change to the equipment unit's condition. This field has a list box. The condition description displays to the right of the ID.

Note: This field updates when the equipment unit's condition rating is updated on the Data -> Equipment Activity -> Service Requests/Defects screen or the Data -> Equipment Activity -> Testing -> Test Results screen.

Value range code

Value range code associated with the equipment unit.

Fuel card ID

Identifier of the fuel card. The maximum field length is 20 characters.

License number

License number of the equipment unit.

License issue date

Date (in MM/DD/YYYY format) that the license was issued.

License number 2

Equipment unit's secondary license number (for special uses), as defined on the Registration tab of the Data -> Equipment Units -> Fleet Equipment screen.

Purchase year

Year (in YYYY format) that the equipment was purchased.

Note: An equipment assignment history record is not generated if you change an equipment unit's purchase year from zero to blank.

Meter 1 and Meter 2 life totals at assignment

For each appropriate meter, the reading on the meter, to the nearest whole unit, at the Begin date and time field on this screen.