)
to the Data -> Equipment Units ->
Setup -> Equipment Types
screen. This field is required.Basic Info |
Note: Non-linear assets do not display on this screen. Use the Data -> Equipment Units -> Fleet Equipment screen.
The Basic Info tab enables you to define identifying information about linear assets.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, model information, class information, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the linear asset's equipment ID.
Equipment ID
Identifier of the equipment unit currently selected in the grid. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
There is no limit to the number of equipment IDs that you may define, but you may only use valid bar code characters.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Asset type
The type of asset.
The fields in the bottom section of this tab define the basic information about the linear asset. Unless otherwise indicated, these fields are optional.
Manufacture year
Four-digit model year of the linear asset. The earliest acceptable date is 1753, and it may not be later than the current year plus the value in the Maximum number of future years for valid equipment year field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen.
Manufacturer ID
Valid manufacturer of the linear asset. This field has a list box. The manufacturer name displays to the right of the ID. Equipment manufacturers are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.
Model ID
Valid model name of the linear asset. 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. Equipment models associated with manufacturers are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.
Equipment type
Type of equipment. This field has a list
box. The equipment type description displays to the right of the ID.
This field also has a Zoom button
()
to the Data -> Equipment Units ->
Setup -> Equipment Types
screen. This field is required.
The equipment type is used to associate parts used with linear assets and help identify parts that are no longer required in inventory because the organization has disposed of linear assets.
Description
Description of the linear asset. Free-format area.
Serial number
Serial or identification number. Maximum field length is 50 characters. Required if the Life-cycle status code ID field on the Status tab specifies an ID associated with a status category of ACTIVE. If there is a value in this field, the combination of serial number, manufacturer ID, and model must be different than the combination of these values for all other equipment units.
Life-cycle status codes are associated with status categories on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen.
Asset number
Equipment unit’s asset number. Free-format area. The maximum field length is 20 characters.
PM program type
Type of PM (preventive maintenance) program to which the linear asset is assigned for purposes of specifying the types of meters it has. The PM program type determines whether information in the Individual PM tab will be used to generate Equipment Due for PM reports. This field has a list box with the following options:
INDIVIDUAL: When
you close a work order in which charges are posted to a task ID with
a task type of PM SERVICE on linear assets with a PM program type
of INDIVIDUAL, you must specify either YES or NO in the Update
PM schedule field on the Tasks
tab of the Data -> Shop Activity
-> Work
Order Center screen to update the linear asset's PM schedule.
If the linear asset is assigned a PM program type of INDIVIDUAL, that
class PM data displays on the Individual PM
tab.
NONE: Units assigned to the same PM program class (go to the Classes tab) can have different program types.
Associated file path and file name
Navigation path and name of a file associated with
the linear asset. You can associate a procedures document, diagram, schematic,
and so forth with the asset. The field allows both uppercase and lowercase
letters to support operating systems that are case-sensitive. The maximum
field length is 255 characters. This field has a file launch button 
.
Description
Description of the file associated with the linear asset.