How to Add Equipment Make/Model Information

Path: Organization > Lookups > Equipment Make/Model

You have the option of classifying equipment by Manufacturer/Model or by Type/Subtype. The functionality is the same, but the Manufacturer and Model # fields are hidden when you select Type/Subtype.

1. Click Add on the WebTMA toolbar.
2. Select either the Manufacturer/Model or Type/Subtype radio button.
3. Complete the required fields. Note: The Make Name and Model # or Equipment Type and Sub-Type fields in combination must be unique to the data base in order to save the record. See Note below about Base PM Date.
4. Include information in as many elective fields as applicable. See definitions below for Production and Service date fields.
5. Complete Risk Factor and PM Tab if needed.
6. Click Save on the WebTMA toolbar.

The Production and Service dates indicate:

• In Production – the date the manufacturer started producing the item
• Out Production – the date the manufacturer stopped providing service or parts for the item
• In Service – the date the item was put in service at your facility
• Out Service – the date the item was taken out of service at your facility

The Base PM field coordinates with the Base PM Date field on the Equipment window. When PM Schedules are copied from the Equipment Make/Model record to an item record, WebTMA calculates the difference in days between the Base PM on the Equipment Make/Model window and the dates on the Equipment Make/Model / PMs Tab. If the Base PM Date field on the Equipment record is populated, the difference is used to determine the next PM date on the Equipment / PMs Tab. See PM Next Date Calculations for Equipment for an example of the calculation.