Add & Manage Equipment
To add a new piece of Equipment, navigate to the Equipment List page from the horizontal menu bar or tab drop-down menu.
From the options menu on the left side of the page, click Add Equipment. Please Note: To import multiple pieces of equipment at one time, view the video, How to Import Equipment.
Pre-Fill Equipment Details: This dropdown allows users to view existing pieces of Equipment. If desired, select a similar piece of Equipment from the list to automatically pre-fill information for the new piece of Equipment. The form can then be edited as needed. This will reduce input time when adding new Equipment that is similar to Equipment already in the application.
Equipment Name: Enter the name of the new piece of Equipment in the required field. If multiple pieces of the same type of Equipment are located at the property, use location or numbers to differentiate. For example; Chiller #2, Chiller #3 or Rooftop HVAC.
Building: Enter the name of the building or buildings this piece of equipment is associated with. As you begin to type, your list of buildings will appear.
System: When adding a piece of Equipment, select a System category from the dropdown (Electrical, HVAC, Plumbing, etc.) Equipment can be filtered by System from the Equipment List by selecting System Filter in the left-hand column. If none apply, select Undefined.
Type: This section allows for additional information about the equipment. For example, the Type can showcase the function of the equipment such as Sprinklers, Electrical Power, Emergency Generator, etc.
Purchase Date and Installed Date: If this information is available, enter the purchase date and/or installation date. When viewing the Equipment List page, it can be filtered by purchase and/or installation date, if desired.
Additional data fields can be used to store data as follows:
Make/Number/Serial Number: Enter the Make, Individual number (Water Pump #5, Water Pump # 6) and/or Serial Number of the Equipment.
Description: Enter a description for the piece of Equipment. This is an unlimited text field.
Location/Sub Location: Enter the location and sub location of the Equipment, i.e. Parking Garage, 4th Floor.
Warranty Expiration/Anticipated Life Span/Equipment Cost/Replacement Cost: Use these fields to record warranty and Equipment cost information.
Notes: Any additional notes/information about the Equipment can be added here.
Attachment: Upload any pertinent attachments, for example the Invoice, Warranty Documentation, Service Recommendations, etc.
Custom Field Templates
Custom Field Templates are created in the Preferences Section of the PM application. If there is additional equipment data that needs to be recorded, Custom Fields can be selected from the dropdown on the right. Custom Templates contain text fields and/or yes/no radio buttons. Please view the help document on How to Manage Preferences and set up Custom Fields, for additional information.
