Creating equipment evaluations

Create records to represent potential new equipment that will be evaluated as possible replacements for existing equipment.

To create equipment evaluations:

  1. Select Equipment > Procurement Evaluation > Equipment Evaluations.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization. The system automatically populates the currencies for Estimated Cost of Labor, Estimated Salvage, Cost of CO2e, Annual PM Cost, Annual Non-PM Cost, and Annual CO2e Emissions.
    Description
    Specify a description for the equipment evaluation. The system automatically populates Equipment Evaluation.
    Evaluation Status
    Select an evaluation status for the equipment.
    Potential Manufacturer
    Specify a manufacturer for the potential equipment.
    Potential Model Number
    Specify a model number for the potential equipment.
    Estimated Cost of Materials
    Specify the estimated cost of materials for the potential equipment.
    Estimated Cost of Labor
    Specify the estimated cost of labor for the potential equipment.
    Estimated Salvage
    Specify the estimated salvage of the potential equipment.
    Cost of CO2e
    Specify the estimated cost of the carbon dioxide emissions equivalency.
    Annual PM Cost
    Specify the annual preventive maintenance cost for the potential equipment.
    Annual Non-PM Cost
    Specify the annual non-preventive maintenance cost for the potential equipment.
    Annual CO2e Emissions
    Specify a value for annual CO2e emissions.
    Major Group
    Specify the major group for the capital planning request.
    Group
    Specify the group for which the capital request must be appropriated.
    Individual
    Specify the individual element for the capital request.
    Priority
    Select the priority level of the capital planning request for the equipment evaluation.
    Additional Information
    Specify any additional information for the capital planning request.
    Commodity-1
    Select a commodity. The system automatically populates Commodity-1 UOM.
    Note: If Commodity-1 is blank, the system protects Design Consumption Rate-1 and Design Usage UOM-1.

    Once Commodity-1 is populated, the system enables Design Consumption Rate-1 and Design Usage UOM-1 .

    Design Consumption Rate-1
    Specify a design consumption rate. The system automatically populates Design Consumption Rate UOM.
    Design Usage UOM-1
    Select a unit of measure.
    Manufacturer
    Select a manufacturer.
    Model Number
    Specify a model number for the equipment.
    Class
    Select a class.
    Category
    Select a category.
    Equipment Type
    Select an equipment type.
    Equipment Status
    Select an equipment status.
    GAS Tracked
    Select if the equipment is GAS tracked.
    Include Out of Service Equipment
    Select if the equipment evaluation will include out of service equipment.
  4. Click Save Record.
    Note: To populate the equipment list with equipment matching the search criteria, click Create/Refresh Equipment List. The system deletes records from the Equipment Equivalency page with Status of Not Evaluated, and then refreshes the equipment list.