Asset Management / Asset Portal / Background Data

Define Equipment Standards

Before you create an equipment inventory you can establish the types of equipment at your company -- the equipment standards. Typically, a company will purchase multiple quantities of like equipment items. For example, it is likely that your company has purchased the same type of telecommunications equipment for multiple offices. ARCHIBUS defines this type of telecommunications equipment as an equipment standard.

Use the Define Equipment Standards task to add new equipment standard records, and to review, edit, or delete existing records. You can then associate these standards with the equipment records you create. The Define Equipment Standards task uses a grid view that is the most efficient method for bulk updating data.

Note: This procedure describes accessing the task from the Asset Management application, but you can also access it from other applications, such as Environmental & Risk Management / Green Building. / Facilities - Background Data.

To define equipment standards:

  1. Select Asset Management/Asset Portal/Background Data/Define Equipment Standards.
  2. Click in the first row of the grid to add a new record.
  3. Enter the following required field:

    Equipment Standard: This is a unique value that identifies the standard, such as PC1, for a certain type of personal computer.

  4. Enter the following recommended fields:

    Equipment Description: Enter a description for this equipment standard, such as "PC used by administrative staff."

    Manufacturer: Enter the company that produces this equipment. This is useful for tracking warranty information.

    Equipment Category: Enter an equipment category, such as PRINTER, HVAC, or SAFETY. The Category is used to identify the standard in the selection list when adding standards.

    Equip. Std. Graphic: Use this document field to hold a picture of the equipment standard. The Equipment Standards Book report uses this field.

  5. Enter the following optional fields as needed to further define the standard:

    Standard Height, Standard Width and Standard Depth: Enter the standard dimensions of this equipment. (The program does not use these values when generating asset symbols.)

    Model Number: Enter the manufacturer's model number.

    Standard Price: Enter the price you typically pay for this type of equipment.

    Standard Area: Enter the area that this equipment occupies. This is convenient for planning the placement of large equipment, such as boilers or heaters.

    Amperage/Equipment BTU/Power/Voltage: Use these fields as needed to record operational information for this equipment standard.

    Size/Capacity: Use this field to document the equipment's size or capacity.

    Phase: Select the numerical value indicating the phase.

    Drawing Block: Enter the name of the block, such as COMP-IBM, that represents the equipment standard and is used for asset inserting or populating equipment in drawings. The block you reference can be either a unit block or a full-scale block.

  6. To save your entries, click outside the grid.