How to add characteristics to equipment and tools?

The more complete the equipment or tool record is, the easier it is for the manager and the maintenance technician to carry out maintenance. Characteristics can be added on the record itself, obtained from the equipment's family or propagated from the family record.

Add characteristics

To add characteristics to equipment or a tool, follow these steps:

1. Go to Assets | Equipment or Assets | Tools;

2. Create equipment or a tool, or edit an existing one;

3. In the Characteristics section, assign one or more characteristics, which can be of the following types:

   • Number;

   • Text;

   • Date/Time;

   • Boolean (True or False);

   • Enumerated;

4. Click on:

   • Save and New, to save the asset and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the asset.

When saving the record, the following validations are performed:

• No repeated characteristics can exist.

• Number: checks if the text entered in the Value field is a number, if the number of decimal places matches the unit of that characteristic, and if the separator matches the user's language;

• Date/Time: checks if the text entered in the Value field is a date and/or a time;

• Boolean: checks if the text entered in the Value field is 0 (False) or 1 (True);

• Enumerated: checks if the Enum Value matches the values of the selected characteristic.

Get family characteristics

To get the characteristics of the family of equipment or a tool, follow these steps:

1. Go to Assets | Equipment or Assets | Tools;

2. Edit the equipment or the tool;

3. In the Operations button, select Obtain Characteristics.

Propagate family characteristics

To propagate the characteristics of a family to the equipment and tools of that family, follow these steps:

1. Go to Settings | General | Families;

2. Select a family;

3. Click on Propagate Characteristics;

4. Select the equipment and tools to which you want to propagate the family characteristics;

5. Click on Propagate.

If no characteristic is selected, all characteristics are propagated.

Propagation is performed in the background, and the status can be viewed in the Batch Processing Status list.