Path: Organization > Equipment > Records
Choose links on the Action Menu to open new windows or review information about the current record.
Create Renewal Program
If you use the optional Capital Planning module, Renewal Program items can originate from Equipment, Biomed, and Asset records using the Create Renewal Program link on the Action Menu. Choose the link to copy the information from a record to create a new cyclic renewal item.
Create WO
The Create WO link on the Action Menu opens the Work Order window with information about the current item inserted in the appropriate fields ready for you to create a new Work Order for the item.
Dispose
Select the Dispose link on the Action Menu to open the Disposal window (Transactions > Disposal > Records) in a separate browser tab to record and save details about removal and disposition of an item.
The Dispose link is found in the following windows: Asset, Biomed, Entity, Equipment, IT Equipment, Tools, and Vehicles.
Groups
Select the Groups link on the Action Menu to see if the item is associated with a Group. The link opens the Associated Group flyout window with a list showing the Group Tag #, Description, Added Date, and Deleted Date.
Keys
If your organization uses the optional Keys module, the Keys link on the Action Menu opens a flyout to display the Key Number and Key Description of any keys that are associated with the maintenance-worthy item.
Kit
The Kit link opens a window used to record a list of non-tagged items used in association with Equipment such as power cords, attachments, and manuals.
How to Add Equipment Kits
To add a Kit line item in View mode:
- Choose Kit on the Action Menu to open the Kit List Window flyout.
- Select the Add New Record link at the top of the grid.
- Enter the information available. The Description field is required, all others are elective. See Kit Field Definitions below for more information.
- Choose Save on the Kit Entry flyout.
- Select Save on the Kit List Window flyout.
Use the pencil icon or the trash can icon to edit or delete a line.
Kit Field Definitions
Actual The available quantity in the Kit.
Contract Covered Mark this check box if the Kit item is under contract for repair or replacement.
Cost The initial value of the item.
Model # Model number of the Kit item.
Replacement Cost The cost to replace the Kit item.
Required Quantity The number of units required for the Kit.
Serial # Serial number of the Kit item.
Unit The unit of measure for the Kit item quantity.
MapIt!
This link displays if you use the optional GIS module. Select to view the item on a map.
Post Down Time
When an item is taken out of service or restored to service, the Post Down Time link on the Action Menu opens a flyout where you can add the Down Time date and the Up Time date. Once the Up Time date is added, WebTMA calculates the Total Down Time. On the Down Time flyout, line items can be deleted using the Trash Can icon if a line was entered incorrectly.
When the item is back in service and the window refreshes, the system clears the Out of Service check box on the Equipment / Identity Tab.
Replace Item
Select an item in the Replacement field to apply it to Groups, General Inspections, and PM Schedules records.
The Technician field represents the person who initiated the replacement and respects the Global Technician record.
Enter the effective date of the replacement in the Date field.
Contents of the Comment field display in a Comments field on the Equipment Transfer window.
Service Location
The Service Location link is used to list all the locations affected by a piece of Equipment. For example, if a Building has multiple air handling units, choose the Service Location link to list all Areas that would be impacted if a unit is out of service.
Show Audit History
The Show Audit History link opens the Audit History flyout. When values in a field have been changed, the initial view on the flyout shows the modification Date, User, and Transaction Type. Expand a line to open a second tier for more details.
The second tier fields show:
- Field Name
- Old Value
- New Value
- Record Type
NOTE: The Work Order Show Audit History includes cost entries that are made from Quick Post windows and from Time Manager > Time & Attendance.
Tracking
The Tracking link opens the Status Tracking flyout. Use Status Tracking to add or review changes in the status of the related Work Order, Project, Purchase Order, Equipment, and similar windows.
Windows with a Status field have the Tracking link. Any time a status is changed on the record it is also visible on the Status Tracking flyout.
You also have the option to select the Add Status Entry link on the Status Tracking flyout to open the Add Status flyout and insert your own status line.
Transfer Equipment
Choose this link to open the Equipment Transfer window and update the records when Equipment is moved from one location to another. See Equipment Transfer for information on using the Equipment Transfer window.
Transfer History
The Transfer History link on the Action Menu opens the Transfer History flyout with line item details about transfers made using the standard Transfer window for maintenance-worthy items.
View Events
If you use the optional Events module, select the View Events link to review a list of all Events that fall within a specified date range. When you choose the link, WebTMA opens a flyout that accepts entry of start and end dates.
Once you enter the dates and select the View Events button on the flyout, WebTMA returns a list of all events where the start date or the end date is within the range. Select a line item to open the Events record in another window.