Quick-Start / Building Operations

Defining Equipment Information

Using Quick-Start, you can enter equipment information using the Define Equipment task. This task enables you to add more information than you can add from the Report Problem form.

However, the Define Equipment task enables you to add information that you will not need as a Quick-Start user. For example, some of this information is needed if you are using the ARCHIBUS Asset Management application to track and report on your equipment, and to calculate depreciation.

The following procedure describes the information you would most likely use as a Quick-Start user.

Before you begin

Before entering equipment information, you would define equipment standards and warranties. See Managing Equipment for an overview of the steps you take to get started managing your equipment.

Procedure

To add equipment information:

From the Quick-Start Home Page, select Define Equipment from the Building Operations Background Data section.

From the Equipment List pane, click Add New.
The General tab appears for entering equipment information.
Enter the following on the General tab:
Equipment Code -- Use this field to uniquely identify the equipment item. This is a required field.
Tip: It is a best practice to have a naming convention for your equipment, so that the equipment codes for similar equipment are shown together in lists. For example, you could have the same initial part of the equipment code for the same type of equipment, and then follow this with a unique designator for the particular type of equipment. For example, all air handler units could begin with AHU. If you have four units, they could be designated AHU1, AHU2, AHU3, and AHU4.
Equipment Standard -- Enter the type of equipment item by choosing from the predefined standards.
Additional Comments: Enter any other information you want to store for this equipment.
Enter the following on the Locations and Affiliations tab:
Site/Building/Floor/Room Code -- Use these fields to manually document the location of the equipment item.
Division/Department Code -- Use these fields to document the organization that uses the equipment item. This is often the organization responsible for the room in which the equipment item is located.
Click the Cost, Purchase and Warranty tab, and enter the following information as needed:
Warranty Code: Select the warranty covering this equipment item. You enter warranties using the Define Warranties task.If you associate equipment with its warranty, you are able to see warranty details when submitting work requests for this equipment.
Vendor Code: Select the provider of the warranty. This is the vendor to call when you need to execute the warranty. Vendors are developed as part of defining the warranty. See Add and Edit Warranties.
Click Save.