Generating equipment using equipment configurations

Generate equipment quickly in a central location using equipment configurations.

To generate equipment using equipment configurations:

  1. Select Equipment > Equipment Configuration > Equipment Generation.
  2. Click New Record.
  3. Specify this information:
    Session
    The system automatically populates this field. In the adjacent field, specify a description of the session to identify the equipment generation.
    Organization
    Specify the organization to which the equipment generation belongs.
    Configuration
    Specify the equipment configuration for which to generate equipment. The system automatically populates the description, Configuration Org., Revision, and Configuration Status.
    Equipment Department
    Specify the equipment’s department.
    Commission Date
    Specify the commission date.
    Equipment Status
    Specify the status of the equipment.
    Store
    Specify the store for the equipment.
    Generate Count
    Specify the number of equipment you want to generate from the selected configuration.
    All Specific
    Select this check box to indicate that the equipment will be generated in the specific organization of the session. If All Specific is not selected, the equipment will be generated in the organization of the selected configurations and its children.
    Equipment Location
    Specify the location of the equipment.
    Equipment Cost Code
    Specify the cost code of the equipment.
    Equipment Assigned To
    Specify the person responsible for the equipment.
    Bin
    Specify the bin storing the equipment.
    Lot
    Specify the lot number or batch of the equipment.
    Create Commissioning WO
    Select this check box to create a commissioning work order.
    Commissioning WO Status
    Specify the status of the commissioning work order.
    Commissioning WO Department
    Specify the commissioning work order’s department.
    Commissioning WO Location
    Specify the location of the commissioning work order.
    Commissioning WO Cost Code
    Specify the cost code of the commissioning work order.
    Commissioning WO Assigned To
    Specify the person responsible for the commissioning work order.
    Commissioning WO Assigned By
    Specify the supervisor who assigned the commissioning work order.
    Top Level Only
    Select this check box to generate equipment records for the top-level of the equipment configuration structure only.
    All Dependent
    Select this check box to generate an equipment structure where all of the children are dependent on their parent.
    All Cost Roll-up
    Select this check box to generate an equipment structure where all of the children roll up their costs to their parent.
    Due Date Reference
    Specify a due date to offset the due date for the equipment.

    For example, if the PM frequency is 1 month, the first due date will be one month after the Due Date Reference.

    Comments
    Select this check box to copy the comments added to the equipment configuration.
    Documents
    Select this check box to copy the documents attached to the equipment configuration.
    Custom Fields
    Select this check box to copy the custom fields added to the equipment configuration.
    PM Schedules
    Select this check box to copy the PM schedules added to the equipment configuration.
    Maintenance Patterns
    Select this check box to copy the maintenance patterns added to the equipment configuration.
    Safety
    Select this check box to copy the safety data added to the equipment configuration.
    Permits
    Select this check box to copy the permits added to the equipment configuration.
    Meters
    Select this check box to copy the meters added to the equipment configuration.
    Parts Associated
    Select this check box to copy the parts associated with the equipment configuration.
    Warranties
    Select this check box to copy the warranties added to the equipment configuration.
    Depreciation
    Select this check box to copy the depreciation data added to the equipment configuration.
    Calibration
    Select this check box to copy the calibration data added to the equipment configuration.
    Test Points
    Select this check box to copy the test points added to the equipment configuration.
  4. Click Save Record. The system automatically populates Created By, Date Created, and Updated By.