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Adding and Editing 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 Web Central Edit 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 View and Edit Equipment Standards task uses a drill-down selection list and smart search console to help you locate standards you want to edit or review.

To work with equipment standards using a grid view, use the Define Equipment Standards task.

Adding and Editing Equipment Standards

To add or edit equipment standards:

1. Do one of the following:
   • In the Process Navigator, select Background Data / View and Edit Equipment Standards
   • From the Quick-Start Home page, select Define Equipment Standards from the Building Operations Background Data section.

   The view for editing and adding equipment standards appears.

2. Do one of the following:
   • To add a new record, from the Equipment Standards list, click Add New.
   • To edit a record, select the record in the Equipment Standards list.

   The Equipment Standard pane displays the fields for the record.

3. When adding a new record, identify the equipment standard by completing 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 information as needed. Although these fields are not required, the more information you enter, the more useful the standard becomes. You can overwrite information for individual assets that differ from the standard. The following descriptions can help you decide what fields you want to store for the standard.

   Field	Description
   Equipment Description	Enter 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 Code	Enter 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/Voltage	Use 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.
   Phase	Select 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. Click Save,

Deleting Equipment Standard Records

To delete equipment standard records:

1. From the Equipment Standard list, select the standard to be deleted.

   The Equipment Standard pane displays the fields for the selected record.

2. Click Delete at the top of the Equipment Standards pane.

   A message asks you to confirm the deletion.

3. Click OK.

   The records is removed from the database.