This article will teach you how to add a new piece of equipment to your property for Preventive Maintenance (PM).
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Preventive Maintenance section and click Equipment.
- From the Preventive Maintenance: Equipment page, click the New Equipment button.
- Once the Add New Equipment window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Name for your new equipment | Enter the name for the piece of equipment. |
| Property | Select the location of the equipment. |
| Space |
Select the space at the property where the equipment is located. Note: The space housing the equipment must be added before creating a piece of equipment. See the Adding an Equipment Area article if the desired space is not in the drop-down list. |
| System | Select the type of building system the equipment is a part of. |
| Make | Enter the make or manufacturer name of the equipment. |
| Model | Enter the model name or number of the equipment. |
| Asset/Tag # | Enter the asset or tag number that was assigned by the building or accounting department. |
| Serial Number | Enter the serial number of the equipment. |
| Warranty Expiry | If the equipment is under warranty, select the warranty expiration date from the calendar menu or enter the date in the proper format (MM/DD/YYYY). |
- Click the Save button.
- The new piece of equipment is now visible in the list of equipment.