Equipment Maintenance

Use Equipment Maintenance to maintain information for miscellaneous service management equipment other than meters, trailers or components.  You can assign defined generic models of equipment to specific customers or specific locations, if desired.  The equipment fields are informational only and can be used for reporting purposes.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Equipment Maintenance, click More.

   

  1.  Click Service Mgt from the Menu.

  2.  Click File Maintenance.

  3.  Click Equipment Maintenance.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [f] [e].

   

  Equipment Maintenance Window Example:

  

   

• Creating a New Equipment Record, click More.

   

   

  Equipment Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Model Number	Enter the Model Number defined during Equipment Model Maintenance  and the new Equipment Serial Number and then, click Retrieve , or press [ENTER].. (up to 15 characters) Tips:   The Equipment Model Description displays for your reference. To search for a Equipment Model Number, click Search or press [CTRL + f]. To indicate that you are building a new Equipment Master, New  displays near the Equipment Master ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  Serial Number	Enter the Serial Number of the piece of service management equipment. (up to 15 characters)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Equipment records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Equipment record, enter the Equipment Model Number and the Serial Number and, then click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Host/SubComp	To specify if the equipment is the larger unit or a part of a larger unit, click a choice in the drop-down list. Entry Options: If the equipment is a single standalone unit, click Host. If the equipment is a piece of a larger unit, click Sub Component.
  SubComponent Info Note:  If you selected Sub Component above, the following two fields are activated.
  Master Model #	Enter the defined Model Number of the parent assembly. (up to 15 characters)
  Master Serial #	Enter the Serial Number of the parent assembly (host) that contains the component. (up to 15 characters)
  Location ID	Enter the defined Location ID where the equipment is installed, if applicable or, press [ENTER] to skip to Customer ID. (up to 12 characters)
  Customer ID	Enter the defined Customer ID for the customer who is responsible for the equipment, if applicable or press [ENTER] to by-pass. (up to 12 characters)
  Location in Bldg	Enter the specific location where the equipment is located at the facility. (up to 20 characters)
  Manufacturer	Enter the  manufacturer's name for the equipment. (up to 12 characters)
  Class	Enter the Class for the Equipment Model, if applicable. (up to 3 characters)
  Quantity	Enter the number of pieces for this model of equipment. (7.2 numeric) Tip:  Generally, if you are using a serial number the quantity should always be one.
  Memo	Enter any miscellaneous information pertaining to the equipment as the Equipment memo, if applicable. (up to 10 characters)
  Warranty Information
  Installed	Enter the date the equipment was installed for the customer. (mm/dd/ccyy, slashes and century are optional)
  Installer	Enter the Technician Code for the technician who installed the equipment. (up to 3 characters) Tips:   The technician's name displays for your reference. To search for a Technician Code, click Search or press [CTRL + f].
  Warranty Start Date	Enter the Date the equipment warranty starts.  (mm/dd/ccyy, slashes and century are optional)
  Warranty End Date	Enter the Date the equipment warranty ends. (mm/dd/ccyy, slashes and century are optional)
  Contract	Enter the Contract or warranty number for the equipment. (up to 7 characters)
  Misc Information
  Flex Fld 1 - 6	Enter the miscellaneous information for the Flexible Field one through six. (up to 10 characters per line) Note:  Because you can define the field labels for the Flexible Fields during Equipment Model Maintenance, the labels in your software may not match the documentation.

   

• Editing an Existing Equipment Record, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the defined Equipment Model Number and the Equipment Serial Number and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Equipment Model Number and the Equipment Serial Number, you can click Search  to see a list of Equipment records.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Equipment Record, click More.

   

  1.  To display the record to be deleted, enter the defined Equipment Model Number and the Equipment Serial Number and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the defined Equipment Model Number and the Equipment Serial Number, you can click Search  to see a list of Equipment records.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.