Equipment Identity Tab - WebTMA 7

Path: Organization > Equipment > Records / Identity Tab

Use the Equipment / Identity Tab window to record primary information about the Equipment including purchase, location, parts, or connections.

Equipment items may require special reminders when generating Work Orders or Requests for the item. Use the optional Popup Message section to add a short (255 character) message that displays when the Equipment item is selected on Work Order or Request windows.

NOTE: You can create a Work Order related to the Equipment item by clicking the Create WO link on the Equipment window Action Menu.

How to Add Equipment Records

  1. Click Add on the WebTMA toolbar.
  2. Enter the Tag #. When determining the style of your Tag #, try to include abbreviations that are easily recognized, such as AC-01 for an air conditioner. Tag numbers are limited to thirty alphanumeric characters. See Note below.
  3. Enter a Description of the Equipment item.
  4. Select the Facility name. You can also add the Location ID, or the Building, Floor, and Area #.
  5. Select the Equipment Type. These are set up by the System Administrator during setup.
  6. Include as many elective fields as possible.
  7. Click the Repair Centers Tab to add the Repair Centers responsible for maintenance of the Equipment.
  8. Click Save on the WebTMA toolbar to save the record.

NOTE: The System Administrator has the option to use auto-counter for new Equipment records. If so, the system will automatically include a Tag #.

Make/Model Type Equipment Records

Equipment_Identity_MakeModel.png

Most of the instructions for adding new Equipment records with a Make/Model Type follow How to Add Equipment Records; however, when you choose a Make/Model Type (clicking the Make/Model Type Selection Btn_EquipMakeModelTypeSelection.png icon), the Base PM Date field becomes a required field. The Base PM Date is required because the next PM Date is calculated by adding the Offset from the Equipment Make/Model / PMs Tab to the Equipment item's Base PM Date.

Once you enter a Base PM Date, you are alerted with the following popup message:

Equipment_Make_Model_NotificationWhenBaseDateAdded.png

When you select OK on the popup, a Select Repair Center flyout opens. If the Make/Model has PM schedules, a selection is required.

Equipment_Make_Model_RC_Popup.png

The Repair Center selected is added to the Repair Centers Tab on the Equipment record. If the Make/Model PM does not have a Repair Center designated, this Repair Center default as the PM's Repair Center.

NOTE: If you edit existing records and change to a Make/Model Type, the existing Repair Center is used and the Select Repair Center flyout does not display.

 

 

Want to Learn More?

Visit the WebTMA Help Page

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