Basic Info |
The Basic Info tab enables you to display and define identifying information about equipment types. You can also use this tab to deactivate equipment types. Equipment types are used to construct lists of parts used by similar equipment units. Each equipment unit must be assigned to an equipment type.
The field in the top section of this tab defines the data that displays.
Equipment type
Equipment type currently selected in the grid or that you are defining. Maximum field length is 30 characters. This field has a list box. If the type already exists, the equipment type description displays to the right of the ID.
Each equipment type should represent equipment units that use the same collection of parts. Therefore, it is generally appropriate to insert an equipment type for particular manufacturer-model-year combinations. To establish different parts lists for similar equipment that is assigned to different equipment classes, different departments, or different locations, specify the appropriate entries in these fields and assign equipment units to equipment types based on the class, department, and location assignments, as well as their manufacturer, model, and year.
Tip: The best code for equipment type is year, manufacturer, model, and power train package, because that naming convention will build the most relevant parts list.
The fields in the bottom section of this tab define basic information about the equipment type. Unless otherwise indicated, these fields are required.
Description
Description of the equipment type. Free-format area. This field has a maximum length of 60 characters.
Year
Model year of the equipment type. The earliest acceptable date is 1753, and it may not be later than the Maximum number of future years for valid equipment year field on the More Info tab of the Data -> Equipment Units -> Setup -> Options screen. This field is optional.
Manufacturer ID
Identifier of the equipment unit manufacturer. This field has a list box. The manufacturer name displays to the right of the ID. This field is optional.
Tip: If desired, you may add a custom zoom button from this field to the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen. You can use the Equipment Manufacturers screen to add a new model to the manufacturer. The zoom button must be added through the Enterprise Portal in Web Modules. (This functionality is not available in the GUI.)
Equipment manufacturers are defined and activated on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.
Model ID
Model of equipment unit. This field has a list box. The model name displays to the right of the ID. This field has a maximum character limit of 30. This field is optional.
Tip: If desired, you may add a custom zoom button from this field to the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen. You can use the Equipment Manufacturers screen to add a new model to the manufacturer. The zoom button must be added through the Enterprise Portal in Web Modules as this functionality is not available in the GUI.
Equipment models are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.
Department ID
Identifier of the department to which this equipment type is assigned. This field has a list box. The department name displays to the right of the ID. This field is optional.
Tip: If desired, you may add a custom zoom button from this field to the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen. You can use the Equipment Manufacturers screen to add a new model to the manufacturer. The zoom button must be added through the Enterprise Portal in Web Modules as this functionality is not available in the GUI.
Location ID
Identifier of the location to which this equipment type is assigned. This field has a list box. The location name displays to the right of the ID. This field is optional.
Equipment class ID
Identifier of the class to which all equipment units of this type are assigned. This field has a list box. The equipment class name displays to the right of the ID. This field is optional.
Comments
Free-format area. This field is optional.
Document ID
Identifier of the document associated with the equipment type. Supports linking the Shop Activity Technician Portal (in Web Modules) to document imaging systems such as Digabit Document. Maximum field length is 100 characters. This field is optional.
Map Symbology ID
The identifier of the symbol for this equipment type. This field is optional. Use the choice-list to choose a symbol to use for viewing your assets on a map.
Work order map symbology ID
The identifier of the symbol to use for work orders for this equipment type. This field is optional. Use the choice-list to choose a symbol to use for viewing your work orders on a map.
Service request map symbology ID
The identifier of the symbol to use for service requests for this equipment type. This field is optional. Use the choice-list to choose a symbol to use for viewing your service requests on a map.
Active
If this field has a check, the equipment type is active.
Note: You may not deactivate an equipment type that is in use on an active equipment ID.