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Asset Management / Asset Portal / Background Data

Define Equipment Standards

Before you create an equipment inventory you can establish the types of equipment at your company -- the equipment standards. Typically, a company will purchase multiple quantities of like equipment items. For example, it is likely that your company has purchased the same type of telecommunications equipment for multiple offices. ARCHIBUS defines this type of telecommunications equipment as an equipment standard.

Use the Define Equipment Standards task to add new equipment standard records, and to review, edit, or delete existing records. You can then associate these standards with the equipment records you create. The Define Equipment Standards task uses a grid view that is the most efficient method for bulk updating data. You access this task from the Smart Client application. You can also add equipment standards from Web Central using the Background Data / Review and Edit Equipment Standards task. See Edit Equipment Standards for information on working with equipment standards from Web Central.

The Equipment Standards table contains some data that is not shown by default in the Define Equipment Standards view. To see a description of all fields for this table, see Equipment Standards Table: Field Reference.

Note: This procedure describes accessing the task from the Asset Management application, but you can also access it from other applications, such as Environmental & Risk Management / Green Building. / Facilities - Background Data.

To define equipment standards:

  1. From the Smart Client Process Navigator, select Background Data /Define Equipment Standards.
  2. Click in the first row of the grid to add a new record.
  3. Enter the following required field:

    Equipment Standard: This is a unique value that identifies the standard, such as PC1, for a certain type of personal computer.

  4. Enter the following fields as needed. Although these fields are not required, the more information you enter, the more useful the standard becomes. If needed, you can overwrite information for individual assets that differ from the standard. The following descriptions can help you decide the fields you want to store for the standard.
    FieldDescription
    Equipment DescriptionEnter a description that helps identify the equipment used by this standard, such as "PC used by administrative staff."
    Equipment Category

    Enter an equipment category, such as PRINTER, HVAC, or SAFETY. The Category enables you to manage and review equipment by the Category it is assigned to.

    Classification CodeEnter the CSI classification code for this standard. By associating a classification code with a standard, you assign it to all equipment assigned to the standard. Assigning an equipment item to a classification code is important when using the CSI Classification system with the Assessment applications. If you use the default CSI classifications, you can connect your condition and environment sustainability assessment items to industry-standard guidelines for replacement, maintenance, and repair costs.
    Standard HeightStandard Width and Standard Depth:

    Enter the standard dimensions of this equipment. (The program does not use these values when generating asset symbols.)

    Manufacturer / Model Number

    Enter the company that produces this equipment, and the equipment's model number. This is useful for tracking warranty information, or for locating equipment if the manufacturer announces a recall or safety warning.

    Standard Price

    Enter the price you typically pay for this type of equipment.

    Standard Cost to Move:Enter the standard cost to move a single item of this equipment standard.
    Standard Area ft2

    Enter the area that this equipment requires. You can enter the area the equipment occupies (its footprint), or you might also include its circulation or operating area. This is helpful for equipment that needs space around it for safe or effective operation, or for servicing. Including the area equipment requires is helpful when designing the layout of any space that has equipment in it.

    Amperage/Equipment BTU/Power/VoltageUse these fields as needed to record operational information for this equipment standard.
    Size/Capacity

    Use this field to document the equipment's size or capacity.

    PhaseSelect whether this equipment asset uses single-phase (1), two-phase (2), or three-phase (3) electrical power.
    Years Life Expectancy

    Include the Years Life Expectancy based on industry standards for each specific equipment standard. Year Life Expectancy is the mean service life in years assigned to the asset. The application determines the life remaining (Remaining Life field) for an asset based on Years Life Expectancy minus the actual Equipment Age (yrs).

    Equip. Std. Graphic Use this document field to hold a picture of the equipment standard. The View Equipment Plan and the Equipment Standards Book report uses this field to show a picture of the equipment item.
    Drawing Block

    Enter the name of the block, such as COMP-IBM, that represents the equipment standard and is used for asset inserting or populating equipment in drawings. The block you reference can be either a unit block or a full-scale block.

  5. To save your entries, click outside the grid.