Path: Organization > Equipment > Records / Identity Tab
The more information you can record about your equipment, the easier it is to track and maintain.
Account # – type the cost code used by the work order system to charge work to an account. If blank, the system uses the client/department account number.
Active – a mark in this check box indicates the equipment is in use. This is the same as other WebTMA active/inactive indicators where the record is retained in the database but placed on inactive status when no longer in use.
Alternate Tag # – use this field to denote capital asset tag numbers from accounting or to store old ID numbers when renumbering equipment items.
Assigned Tech – the technician that is automatically assigned to work when the item is selected on a work order. The technician is assigned regardless of how the work order is created, such as WebTMA, WebTMA GO, or mobileTMA. The assignment also applies to PMs and Auto Attendant work orders. Note that an entry in the Assigned Tech field overwrites a technician you name on a Make/Model / PM Tab.
Attached to Vehicle – click the down arrow to select the related vehicle if this equipment item is used as a part of a vehicle, such as a portable pump. Note: If an item is attached to a vehicle, the item record is considered a Parent record. WebTMA alerts about the incompatibility you if you attempt to complete both this field and the Parent Tag# field.
Base PM Date – when you use the PM feature associated with Equipment Make/Model, this date coordinates with the information on the Organization > Lookups > Equipment Make/Model window to synchronize the PM date.
BMP check box – healthcare organizations can mark the BMP (Building Maintenance Program) check box on items considered essential to life safety by The Joint Commission. When requested, the organization can generate a quick list of all equipment items marked for this Joint Commission requirement.
Building Asset – mark the check box if this equipment item is considered to be an integral part of a building and a permanent asset of the building.
Department - type the department responsible for or related to the unit. If identified on the area record (using Organization > Area > Records), the field will populate automatically when the Location ID is entered.
Device # – a field that is specific to the medTester purchase option for biomed equipment.
Latitude – the latitude of the location where the equipment is placed.
Leased – if the equipment is leased, click this check box.
Longitude – the longitude of the location where the equipment is placed.
Manufacturer – click the down arrow and select the name of the equipment manufacturer or type the name that's on record. Manufacturer information is established using Material > Vendors.
Model # – type the manufacturer's model number.
Out of Service – the system adds a check mark to this check box when you Post Down Time. When the item is returned to service, i.e., you add a date and time to the Up time field on the Post Down Time window, the system clears the check box.
Owner's Department – the department that owns the equipment item.
Parent Tag # – this field is used with sub-assembly modules of major equipment. An entry in this field indicates that this piece of equipment is part of (and the record is associated with) a larger piece of equipment. The Sub-assemblies window of the major (parent) equipment shows the associated child items. Work order costs and quantities that are associated with a child record are rolled up to the parent record. See the note in Attached to Vehicle definition above for an explanation of conflicts.
Part Vendor – the name of the entity that sells parts for the equipment.
Regulatory Category – select the Regulatory Category if one applies to this item. Categories are set up in Lookups > Regulatory Category.
Risk Level – indicates the degree of importance to repair or maintain this equipment. Enter the number manually or accept the calculation if one exists for the Type Desc. See Risk Level Calculations for more information. The Risk Level numbers are defined as:
0 = None
1 = Highest priority
2 = Lower priority
3 = Lowest priority
Serial # – type the manufacturer's serial number.
Service Contract – this information is used when work orders are entered. If equipment is under service contract, click to mark this check box.
SOP – Select the Standard Operating Procedure described in Standard Operation Procedure (SOP).
Status – displays any actions taken regarding the equipment.
Sub-Location – include details about the location of the item within a site when the location is not easily apparent. In a large warehouse, for example, a sub-location could read, "NE corner, in closet under stairs."
Subsystem – when an item belongs to a System (defined below), you can further define the category with a subsystem. Systems and subsystems are established in Organization > Lookups > Systems.
Subtype Desc – use this field to further refine a type class.
System – if the item is related to a group of items based on common functional dependencies, select the system in this field. Systems are established in Organization > Lookups > Systems.
Vendor Name – click the down arrow and select the name of the seller of this equipment or type the name that's on record. Vendor information is established using Materials > Vendors.