Overview - Equipment Unit Setup


Several data tables must be defined before an equipment record may be created. Some tables are required and others are not. Asset Categories, Motor Pool Class, and Accounts are not required. If tables are not set up correctly, there could be an negative impact on system functionality, including future data analysis.

The Setup menu provides access to the following screens and menus:

Options

Setup options and operator assignments

Equipment Class

Access to screens that display and define information about equipment classes and their PM checklist items, class/task information, and class types

Equipment Types

Access to screens that display and define information about equipment types and enable you to renumber them

Asset Categories

Asset categories, which are broader than equipment classes

Equipment Manufacturers

Equipment manufacturers and models

Equipment Subsystems

Define subsystems of equipment units or equipment types for which you want to define information

System Groupings

Organize large systems comprised of multiple subsystems

Warranty Components

Information about warranty components, such as engines, differentials, body chassis, and turbos

Value Depreciation

Equipment maintenance classes assigned to depreciation IDs; depreciation IDs and schedules

Operators

Access to screens that define primary and training information for equipment unit operators

Benchmarking Classes

Create benchmarking classes to assign to equipment units

Insurance Rates

Insurance rate identifiers, their descriptions, and the current amount charged to an equipment unit per year for the insurance

Life Cycle Status Codes

Life-cycle status codes that you can assign to equipment units

Meter Types

Define meter types, which are required on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen

Positions

Standard list of valid positions on equipment units

Meter Source

Define sources of meter readings

Condition Ratings

Condition ratings, with ranking, for equipment units and service requests

Work Assignment Profiles

Create work assignment profiles that are specific to an employee or a crew

Weight Types

Define weight types