Understanding Equipment Master Information

Equipment master information is the primary data that is associated with the equipment in the system; it is made up of many equipment masters. You create an equipment master for each piece of equipment in the system. The equipment master establishes basic information about a piece of equipment, such as:

  • Identification numbers

  • Description

  • Category codes

  • Account coding

  • Dates

  • Location

  • Status

You must identify every piece of the equipment in the system before you can use the maintenance features of the software. After you create equipment masters for the equipment, you can use the information to:

  • Search online for the status, location, and activity of equipment.

  • Track historical, current, and planned physical locations for a piece of equipment.

  • Relocate equipment.

  • Keep detailed maintenance and project logs.

  • Revise parent and component relationships.

  • Revise equipment status.

  • Bill jobs or business units for the use of the equipment.

  • Account for quantities of equipment.