To catalogue an item of equipment against an asset

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The procedure to catalogue an item of equipment against an asset is as follows:

  1. Using the global search facility, type in the first few characters of the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Asset Details. The Asset Details window is displayed for the current asset.
  4. Click on Equipment 1. The Equipment tab is activated.
  5. Click on New Equipment. The New Equipment window is displayed.
  6. Using the Equipment type drop-down field, select a parameter value to characterise the equipment item.
  7. Using the inter-related Make, Model and Sub-model drop-down fields, select the corresponding parameter values to define precisely the equipment item. A concatenated summary of the selected values is displayed in the adjacent Make model field.
  8. Enter the Serial number of the equipment item into the field provided i.e. the unique identification number used for warranty and inventory purposes.
  9. Enter the additional Reference code, if any, into the field provided.
  10. Where the item of equipment was purchased by the occupier, activate the Tenant owned tick box provided.
  11. Enter the Installed date using the calendar icon () or type in the value directly i.e. the date on which the equipment item was first installed; a time may also be specified using the clock icon () 2.
  12. Using the Location drop-down field, select a parameter value to capture the positioning of the equipment item.
  13. Enter the Warranty expires date using the calendar icon () or type in the value directly i.e. to define the period covered by the manufacturer's guarantee.
  14. Where the item of equipment has been Decommissioned from service, enter the relevant date using the calendar icon () or type in the value directly.
  15. Use the Notes field to add contextual information in respect of the equipment item.
  16. Click on Save. The new entry is displayed in the Equipment summary table 3.


Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

3 To amend the details of an existing item, double-click on the desired row in the Equipment summary table and apply the required changes.


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Equipment cataloguing management overview

To delete an item of equipment linked to an asset