Equipment Systems Console: Overview

You can access the Equipment Systems Console from the following locations on the Process Navigator or home page:

• Asset Management / Asset Management / Asset Manager
• Asset Management / Asset Management / IT Asset Manager
• Asset Management / Enterprise Asset Management / Finance Asset Manager
• Asset Management / Enterprise Asset Management / Department Asset Manager
• Asset Management / Enterprise Asset Management / Facilities Asset Manager
• Asset Management / Enterprise Asset Management / IT Asset Manager
• Asset Management / Telecom Asset Management / Telecom Management

Note: Also see Control the layout of the Asset Relationship Assignment tab.

You can configure the number of panels to display in the Equipment Systems Console and their position within the Console.

For the Asset Relationship Analysis tab, the leftmost section of the Equipment Systems Console shows the Inventory Tree. You can hide this panel if necessary. You control the information to display in Panels A, B, and C by using the Display Options menu. The Console always displays Panels A and B; you can optionally include Panel C.

For the Asset Relationship Assignment tab, the Console displays:

• the Inventory Tree panel
• the System Assignments panel
• Panel A
• Panel B

To set display options:

1. Click the Display button, located in the Inventory Tree panel.

   

2. The console presents the Display Options form. (For the Analysis tab, note that Panel C is optional. For the Assignment tab, you work only with Panels A and B.)

   

3. For each panel you can make one selection.
   

Option	Shows ...
Show Inventory	The Inventory panel displays the same values as the Inventory Tree. Use this panel to compare multiple parts of the equipment listed in the tree. For example, if two items are far enough apart inn the tree that vertical scrolling is difficult, you can use the Inventory Tree panel and the Inventory panel to compare them. Also, the same asset can be represented in multiple parts of the inventory tree; therefore, it is helpful to display two views of the inventory when creating or editing or copying another part of the tree.
Show Profile	Equipment Details, including an image if one is associated with the equipment standard.
Show Dependents	The assets that depend on this asset for their functioning. You can use the dependents and dependency trees for an uncluttered reference when you have complex systems. You can collapse, expand, and scroll the inventory tree without selecting an asset and compare the inventory tree with the selected dependency and dependents in the display panels.
Show Dependencies	The assets that the selected asset is dependent upon
Show Drawing	The floor plan drawing for the floor on which the selected item is located.
Show 3D Navigator	3D Navigator
Show 360 Viewer	360 Viewer

4. Click Save.
5. From the Inventory Tree panel, select an asset.
6. The Equipment Systems Console redisplays with the panels that you have selected.

Use the Filter at the top of the view to locate equipment and equipment systems in the Inventory Tree according to location, department assignment, status, custodian, and so on.

1. Set your options in the filter. Use the More button to display additional filter criteria.
2. Click the Filter button, and the Inventory Tree displays the items meeting your filter criteria.
3. Select items from the Inventory Tree to display their details in the console.

Once you set a filter, it is passed to the Console's other tabs and all panels (System Assignments, Unassigned List and Inventory Tree) are refreshed with these values.

Once you make a selection from the filter, you may want to work with just these items. If so, you can hide the filter, which creates more room in the console. Use the triangle-shaped button in the upper right corner of the filter header to hide and display the filter.

Different stakeholders view assets differently; the installer and maintenance crews have a functional perspective on the equipment, while the enterprise resource planning and project teams want to know how the asset supports business processes. To accommodate these different perspectives, you can develop different system hierarchies for different stakeholder groups. When you create an equipment assignment, you give it a stakeholder type. The Filter in the Equipment System Console, includes the Stakeholder Type field. You can use this field to restrict the console to show only hierarchies defined for that stakeholder group.

The Equipment Systems Console's Inventory Tree and Systems Assignment list (on the Asset Relationship Assignment tab) display the equipment systems and their hierarchies. Click on an equipment system to see its components and assemblies. The color of the text indicates the item's role within the equipment system:

• Blue = System
• Green = Assembly
• Red = Component

You can also review relationships by activating the Dependents and Dependencies panels, using the Display Options form, described below.

When reviewing the list of equipment systems and components, you can check the icons to see if an equipment item has a floor plan, 360 movie, or 3D enterprise graphics. You may need to expand the Inventory Tree to see these icons.

Depending on the active tool in the Viewer, when you click on an item, its movie, floor plan, or 3D enterprise graphic (if available) displays in the Viewer. The Console informs you if it cannot find a floor plan, 3D image, or movie for the equipment item you selected. You can also check the icons listed next to each equipment item in the Inventory Tree to see if has a floor plan, movie, or 3D enterprise graphics.

Equipment with this icon ...	... can be viewed in:
	floor plan
	3D Navigator
	360 Viewer

Use the Viewer drop-down menu, located beneath the filter, to choose the tool that the Console's viewer pane shows.

Note that if you do not have licenses for the 3D Navigator or 360 viewer, the Console informs you when you select these options.

Option	Description
Drawing	Shows the floor drawing in the panel. For information on working with floor plans, see Working with Drawings.
3D Navigator	If you have a license for the 3D Navigator and have published Revit equipment plans to 3D enterprise graphics, use this option to view your equipment in 3D. See Working with the 3D Navigator.
360 Viewer	If you have a 360 movie for the selected equipment, shows the movie using the 360 Movie viewer in the panel. See Working with the 360 Viewer.

Tip: In the sample HQ project, the HVAC system in building NB (the NB-HVAC-SYSTEM 1 equipment system) has 3D enterprise graphics and a 360 movie and is handy for exploring these features.

When viewing the equipment details of an item, you may want to see its location on the floor using either the floor plan or the 3D Navigator.

1. Drill down to the desired equipment item so that its details display in the Equipment Details pane.
2. From the Equipment Details pane, click the gear icon to access the menu.
3. Choose the Locate Asset command from the menu.
4. In the floor plan drawing or 3D Navigator (depending which is active in your Equipment Systems Console), the command highlights the item.

Both tabs of the Equipment Systems Console include the Equipment Details panel that summarizes information for the equipment, and includes a picture if one is associated with its equipment standard.

To review a summary of equipment data, click the "i" (Information) icon in the Equipment Details pane. The Console presents the non-editable Equipment Profile.

To access complete details for the equipment, click the pencil button. The Console presents a tabbed form for editing equipment details. For information on completing the fields, see Adding Equipment.

You can highlight the rooms that contain equipment served by the selected item. You can access the Highlight Rooms Served command from the following:

From this pane ...	... access the Highlight Rooms Served command using
Equipment Details	Gear icon
Floor plan	Gear icon Right click on the asset
3D Navigator	Gear icon Right click on the asset

For example, the below shows the rooms on the current floor that contain equipment serviced by the selected equipment item. If using the 3D Navigator, the command highlights rooms on all floors in this building that contain related equipment.

There are two ways to add the rooms that are served by an asset.

From the Equipment Details pane:

1. Move to the Equipment Details pane.
2. In the bottom portion of the pane, select the Spaces tab.
3. Click the Plus sign to access the form to add a room to the list of those served by the equipment. The list is shown in the bottom of the Equipment Details panel. This list shows the spaces directly served by the selected equipment asset.

Note: If you need to see the spaces served by the asset's dependencies, you can generate the "All Spaces Served by Selected Asset and its Dependents" report.

From the drawing:

1. In the floor plan drawing, right click on the room you want to assign, and select Assign Rooms to Current Equipment. A message appears to say the room was successfully assigned.

   

2. In the Spaces Served by Equipment pane, click the refresh button.

   The pane refreshes to list the room you just added.

You can assign members to the equipment support team by selecting from vendors, contacts, or employees.

To assign team members:

1. In the bottom section of the Equipment Details panel, move to the Teams tab.
2. Click the plus sign to access the Equipment Team Support form.
3. Enter information for the team member. See Adding Team Member for information on completing the fields.
4. Click Save.

   The team member and their contact information appears in the list.

   

To update team member information:.

You can click on a team member in the list to access its edit form.

• If a team member is no longer supporting this equipment, change the Contact Status to Inactive, and fill in the Date Membership ends.
• To add a new team member, create a new record as described in the above procedure to assign team members.
• You can change the Team Code and Date Membership Ends for a team member.
• However, contact information is changed in the contact, employee of vendor record for the team member. If needed, use the Notes section to document any changes.

You can assign custodians to equipment items using the Custodian tab.

1. In the bottom section of the Equipment Details panel, move to the Custodians tab.
2. Click the plus sign and choose to add an Owner Custodian or Other Custodian.
3. Enter information for the custodian. See Assigning Custodians for information on completing the form's fields.
4. Click Save.

To edit custodian information, click on the custodian to access an edit form.

Your planning or disposal project, or your analysis of equipment dependencies, might involve the need to:

• survey assets
• create a service request for maintenance or other work that needs to be done
• dispose of waste at a location

For example, if your analysis determines that you should do preventive maintenance for an item that is affected by another asset that needs to be taken off line, you can create the action for that work from the console. To handle situations such as these, you can create the following types of actions for an asset. If you need to have a license for the application, that is noted below.

• a project action for Proposed or Requested projects for which you are a team member. These projects do not include Assessment or Commissioning projects.
• an action for a Proposed or Requested project of the Commissioning or Assessment Project Type for which you are a team member. For this type of action, you would need to have a license for the Project Management application.
• a service request. For this type of action, you need a license for the Service Desk application.
• a disposition of waste. For this type of action, you need a license for the Waste Management application.

To create an action for an asset:

1. Access the Asset Lifecycle Console, the Asset Disposal Console, or the Equipment Systems Console.
   • From the Asset Lifecycle Console, select the Asset Lifecycle tab, and set a filter to restrict the assets that show in the Asset Registry.
   • From the Asset Disposition Console, select the Evaluate Assets for Disposal tab, set a restriction to limit the assets that appear, and click Filter.
   • From the Equipment Systems Console, select either tab, and select an asset from the Inventory Tree or the System Assignments tree.
2. Accessing the form to add an action depends on the console from which you are working.
   
   From the Equipment Systems Console, click the wrench icon in the Equipment Details panel.
   
   
   From the Asset Lifecycle or Asset Disposal Consoles, click the wrench icon in the row for the asset for which you want to assign an action.
   
   
   
3. The Create Action for Asset form appears.
   
   
4. Select the option button for the action type you want to create, and click OK.

   Note: The Create Waste Disposal Activity appears only if the asset is equipment.

5. You are directed to the form for the action you are assigning. The form is pre-populated with information for the selected asset.
6. Complete and save the form with the information you need.
   • See Adding Actions for Work Packages for a description of the data you can enter. You can associate actions with projects that are Proposed or Requested and for which you are a team member.
   • To add an assessment action, see Recording the Condition or Sustainability of Equipment and Rooms.
   • To create a service request, see Generating and Reviewing Service Requests for Actions.
   • To create details for generated waste, see Track Waste Generation.