Equipment Management

The figure in brackets on the equipment tab indicates the number of items on the site.

Equipment Management Panes

The equipment screen is split in three as shown below. The left-hand pane provides the list of available equipment types managed from the Equipment Types administration screen.

Play the following animation to see how the three panes interact. Should more space be required then set the broswer to span two monitors and adjust the sliders accordingly.

Adding equipment to a site

Add new equipment to the site by selecting from the list of available equipment.

Add Equipment Wizard

The equipment wizard, shown below, allows 1 or more items to be added in a single step.

The Free Text name format provides the freedom to enter any approriate string.

If not appending a number, the numbering format is replaced with a quantity box to indicate how many items are required.

The sample preview will always show what will be created.

The newly added equipment will be shown in green italic. Click the Save button to retain any changes and, optionally, move on to Manage Hierarchy.

Play the following animation to see the alternative ways to add and name equipment.

Replace Equipment Wizard

The equipment wizard is also used to replace individual equipment items or groups of equipment of the same type.

Play the following animation to see the replacement of Spike 360 cameras with Sicore II cameras.

Equipment Grid Grouping

The equipment grid offers grouping by type or parent.

Play the following animation to see how to switch groups and expand/collapse groups.

Simple Equipment Hierarchy

The image below shows a simple equipment hierarchy but more complex ones are possible by adding more levels.

Play the following animation to see how Manage Hierarchy was used to assign the five SicoreII cameras to the gantry.

Alter Equipment Hierarchy

From Manage Hierarchy, right-click an item that you wish to remove and select Make Top Level. This will return it to the left-hand pane.

Alternatively an item can be selected (using the drag icon) and dragged to a new parent.

Play the following animation to see how items can be rearranged.

Setting Installation, Commission and Decommision Dates

Single Equipment Item

Either right-click on an individual item in the grid and select date from the date picker or directly enter a date in the right-hand pane.

Group of Equipment Items

From the Site Tab, enter a date to be applied to all site items that do not currently have a set date.

All Site Equipment Items

Right-click on Parent or Equipment Type in the grid and select date from the date picker. This date will be applied to all grouped items that do not currently have a set date.

Elexon (Electrical Consumption) Reports Rely on Commissioned Dates

Only commissioned items appear in Elexon reports (licensed option).

Equipment Documents

From the equipment tab on a site, select an equipment item and use the Documents tab in the right-hand pane to add and view equipment specific documents. Use Edit Details to add a description and/or Category to a document. Click here for more information on Document Storage.