Defining equipment using profiles

Before defining equipment records using profiles, create profiles.

See Creating equipment profiles.

  1. Select one of these options:
    • Equipment > Assets
    • Equipment > Positions
    • Equipment > Systems
  2. Click New Record.
  3. Specify the information necessary to define the piece of equipment.
  4. Specify this information:
    Profile
    Specify the profile.

    The description, Department, Class, Category, Equipment Value, Meter Unit, Manufacturer, Model, Revision, Part, Variable 1 through Variable 6, and any custom fields are automatically populated on the Record View page.

    Part and its description, Part Org., Quantity and its unit of measure, and Comments are automatically populated on the Parts Associated page of the record.
  5. Click Save Record.