Quick-Start / Building Operations
ARCHIBUS Web Central
Asset Management / Asset Portal / Equipment
Capital Project Management / Commissioning / Post-Construction

Add and Edit Equipment Information

Using Web Central's View and Edit Equipment Information task, you can review equipment information, add new equipment records, delete or edit existing records.

Note: Equipment information can also be developed using grid views from ARCHIBUS Smart Client using the Asset Management / Asset Portal/ Equipment /Define Equipment by Rooms and Define Equipment by Departments tasks. Grid views are the most efficient method to bulk edit data. You can also represent equipment in CAD drawings. See Draw Equipment

Before adding equipment records, you can develop the following information so that you can associate it with the records you create:

Commissioning Information

This task enables you to track commissioning documentation and assets life cycle information for specific equipment assets. You can associate the following documents with equipment assets. These documents can be used during the commissioning process and then for managing the asset throughout its life cycle.

Operations Managers can use the report to review and analyze mechanical life cycle tracking for existing buildings, as well as newly commissioned building systems.

The following fields are calculated based on life cycle analysis:

For each equipment record, the commissioning application will dynamically calculate the following life cycle metrics:

The Years Life Expectancy is based on industry standards. It is the mean service life in years assigned to the asset at the equipment standard level.

Procedure: Adding Equipment Information

To add equipment information:

  1. Load the view by making one of the following selections:
  2. From the Equipment List pane, click Add New.

    The General tab appears for entering equipment information.

  3. Enter the following on the General tab:

    Equipment Code -- Use this field to uniquely identify the equipment item. This is a required field as it is used to uniquely identify the equipment.

    Serial Number: If the equipment has a serial number, record it in this field.

    Equip. Status -- This list field provides several values for documenting how an equipment item is currently being used, such as whether it is in storage, being repaired, salvaged, or in use.

    Equipment Standard -- Enter the type of equipment item by choosing from the predefined standards.

    Date of Last Status Change: When you change the status for the equipment, enter the date you make that status change.

    Classification Code: Use this field to indicate a classification for this piece of equipment.These classifications are designed to serve as a reference for analysis, evaluation, and monitoring during the feasibility, planning, and design stages of buildings. However, they are not limited to construction and can be used throughout a building’s life.

    Salvaged?: If you decide to get rid of old equipment but still want to track it in the database, use this field to document that the equipment is salvaged and no longer being used. Note that even if this value is set to Yes, the program's calculation routines act on this equipment item.

    Subcomponent of Equipment -- If the equipment item is a component of a larger equipment item, enter the top-level equipment item's Equipment Code in this field. Top level equipment assemblies should reference their own equipment code in this field. Leave this field blank if the equipment does not have subcomponents.

    Additional Comments: Enter any other information you want to store for this equipment.

  4. Click the Location and Affiliation tab and enter the following information as needed:

    Site/Building/Floor/Room Code -- Use these fields to manually document the location of the equipment item.

    Bay Located In: If this equipment is in a bay provide its number or name here.

    Column Located Near: If this equipment i s near a column, describe that here.

    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.

    Maint. Manual Storage Location: Enter a description of where the maintenance manual can be found.

  5. Click the Usage Information tab to enter the following information as needed:

    Equipment Use: Describe how the equipment is used, such as SERVER or PERSONAL COMPUTER.

    Equipment Condition: Select a value to describe the condition of the equipment: new, good, fair, or poor.

    # of Normal Operating Hours/day: If you do not want to use the Equipment Schedules table to document the use of equipment, record equipment use in this field. This field is handy for recording the use of non-production equipment and production equipment that runs the same hours every day.

    Last Meter Reading: If you are have implemented meter-based preventive maintenance, manually complete these fields with the same values you enter for the corresponding fields of the Work Requests table

    Meter Units: Use this field to document the units that the equipment's meter measures use: miles or hours.

    Years Life Expectancy: Enter the life expectancy in years. The Equipment Replacement Analysis report uses this data.

    Alarm Operating Limit - Low/High: Use these fields to record the operating condition limits which should not be exceeded under any conditions.

    Control Operating Limit - Low/High: If your equipment includes monitoring sensors, use these fields to record the boundary conditions for normal operation of the parameter being monitored.

  6. Select the Dates tab, and enter the following information as needed:

    Date of Manufacture

    Install Date:

    In-Service Date: Date the equipment was placed in-service, as opposed to the date when the equipment was installed. Entering the In-Service Date for an equipment asset is important as the application uses this date to dynamically calculate the Equipment Age (yrs).

    Date went in for repair: If the equipment goes in for repair, enter the date here.

    Date went in storage: If the equipment is placed in storage, enter the date here.

    Date of last meter reading: Enter the most recent meter reading.

    Date salvaged. If you enter Yes for Salvaged? (on the General tab), complete this field with the date you considered the equipment item salvaged.

    Date sold: Enter the date you sold the equipment.

  7. Click the Cost, Purchase and Warranty tab, and enter the following information as needed:

    P.O. Number: The number of the purchase order for this equipment.

    Purchase Price/Purchase Date: The date the equipment was purchased and the price paid for it.

    Warranty Code: Select the warranty covering this equipment item. You enter warranties using the Define Warranties task.

    Vendor Code: Select the vendor from whom you purchased this equipment item. You define vendors using the Define Vendors task.

    Lease Number: The number of the lease is you are leasing the equipment.

    Cost to Replace: Use this field to document the cost of replacing this item. The Building Operations domain uses this in its Equipment Replacement Analysis report.

    Depreciation Years/Depreciation Value: The number of years over which the equipment is depreciated, and the value of the equipment after depreciation is calculated. You can manually enter these value, or the application can enter them if you are using the Asset Management's Depreciation application to calculate depreciation.

    Property Type: Select the classification that determine how depreciation values are calculated. Property Types are defined as background data for the Asset Management/Asset Portal/Depreciation process.Complete this field if you intend to track depreciation.

    Service Contract Code: If you have defined service contracts using the Service Desk application, select the service contract for this equipment item here.

  8. Click Save.
  9. When working from the Commissioning application, after saving the record, the following Document fields becomes available:

    Use the Check In New Document button to add these documents. See Using the Document Management System.

Editing Equipment Information

  1. On the Process Navigator, select Asset Management/Equipment/View and Edit Equipment Information.

    The View and Edit Equipment Inventory window appears.

  2. Do one of the following:

    Note: To restrict the list using the Smart Search console, enter data in the text boxes under the column headers, and press Enter on your keyboard to set the restriction. See Smart Search Consoles.

  3. Click the item in the Equipment list.

    The Equipment section of the screen shows details for the equipment.

  4. Edit the data as necessary. See the field descriptions in the Procedure:Adding Equipment Information section of this topic to guide your entries.
  5. Click Save.

Deleting Equipment Records

To delete equipment records:

  1. Select an equipment record from the Equipment list.

    The Equipment pane shows the selected record.

  2. Click Delete.

    A message appears asking you to confirm the deletion.

  3. Click OK.

    The equipment record is removed from the database.