Assets & Equipment Page - Facility Module

The Assets & Equipment page of the Asset Management sub-module allows you to track additional information about your equipment.

To navigate to the Assets & Equipment page:

Navigate to Facility > Asset Management.

Use the links in the Navigation Pane on the leftmost side of the page.
Select the Assets & Equipment page from the field to the left of the Actions menu on the right side of the page.

The Assets & Equipment page opens.
Follow a procedure below.

Add Equipment

Not all of these fields may be relevant or necessary.

To add equipment:

Click Add Item.

This displays in the Actions menu on the right side of the page.

The fields on the page clear of any data.
Select the appropriate values from each of the following fields:
- Maintenance Category: select the maintenance category of the asset.
  
  Maintenance categories are used in work orders. To learn more about maintenance categories, see the Maintenance Categories page.
- Asset Group: select the asset group this asset belongs to.
  
  Create a new group or category.
  
  Groups are the first level of organization. These are the parents of types, and grandparents of categories. Use groups, types, and categories to simplify reporting.
- Asset Type — select the type of asset.
  
  If you want to create a new type, follow the Add a Type procedures. Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.
Enter the asset's name in the Name field.
Select the operational status of the asset from the Operational Status field.

Create a new group or category.
Complete these fields:
- Asset Serial #: Enter the asset's serial number.
- Client Number: Enter the asset's number.
- Barcode Number Enter the asset's bar code number.
Select the asset department from the Asset Department field.

Create a new group or category.
Enter details about the asset's location in the Location Details field.
Enter the floor where the asset is located in the Floor field.
Select the equipment contract this asset should be associated with from the Equipment Contract field.
Select or enter the appropriate values for each of the following fields in the Maintain row:
- Asset Responsible Party: Select the party responsible for preventative maintenance from this field.
  
  Create a new group or category.
- Person: Select the person responsible for preventative maintenance from this field.
  
  To add a new person, follow the Add a Person in the Add Person window procedures.
- Remedy Allowed: Select the preventative maintenance allowed from this field.
  
  Create a new group or category.
- Response Time (Days): Enter the expected interval for preventative maintenance in this field.
Select or enter the appropriate values for each of the following fields in the Repair row:
- Asset Responsible Party: Select the party responsible for repairs from this field.
  
  Create a new group or category.
- Person: Select the person responsible for repairs from this field.
  
  To add a new person, follow the Add a Person in the Add Person window procedures.
- Remedy Allowed: Select the repairs allowed from this field.
  
  Create a new group or category.
- Response Time (Days): Enter the expected response time for repair requests in this field.
Select or enter the appropriate values for each of the following fields in the Replace row:
- Asset Responsible Party: Select the party responsible for replacing this asset from this field.
  
  Create a new group or category.
- Person: Select the person responsible for replacements from this field.
  
  To add a new person, follow the Add a Person in the Add Person window procedures.
- Remedy Allowed: Select the replacements allowed from this field.
  
  Create a new group or category.
- Response Time (Days): Enter the expected response time for replacement requests in this field.
Select the appropriate values from each of the following Vendor fields:

To add an employer, vendor, or legal party, follow the Add a Vendor procedures.

You can view an vendor’s information by selecting a vendor from the field and then clicking the View .
- Primary Vendor
- Secondary Vendor
- Alternate Vendor
Complete the following fields in the Asset Details section:
- Product Type: Select the product type from this field.
  
  Create a new group or category.
- Make: Enter the brand of the asset in this field.
- Manufacturer: Select the manufacturer from this field.
  
  To add an employer, vendor, or legal party, follow the Add a Vendor procedures.
  
  You can view an vendor’s information by selecting a vendor from the field and then clicking the View .
- Model #
- Height
- Measurement: Select the height measurement unit from this field.
- Color
- Weight
- Measurement: Select the weight measurement unit from this field.
Complete the following fields in the Preventative Maintenance section:
- PM Period: Enter the preventative maintenance period in this field.
- PM Frequency: Select the frequency of preventative maintenance from this field.
- LOA (# Months): Enter the number of months specified in the letter of agreement in this field.
- Expected Life: Enter the expected life of the asset in this field.
Complete the following fields in the Purchase / Warranty section:
- Supplier: Select the supplier of the asset from this field.
  
  To add an employer, vendor, or legal party, follow the Add a Vendor procedures.
  
  You can view an vendor’s information by selecting a vendor from the field and then clicking the View .
- Purchase Order #
- PO Reference: Enter a purchase order reference number in this field.
- Purchase Date
- Purchase Price
- Replacement Cost
- P.O. Description
- Installer: Select the installer from this field.
  
  To add an employer, vendor, or legal party, follow the Add a Vendor procedures.
  
  You can view an vendor’s information by selecting a vendor from the field and then clicking the View .
- Installation Date
- In-Service Date
- Warranty Vendor: Select the warranty provider from this field.
  
  To add an employer, vendor, or legal party, follow the Add a Vendor procedures.
  
  You can view an vendor’s information by selecting a vendor from the field and then clicking the View .
- Warranty Begin Date
- Warranty End Date
- Warranty Comments
- Warranty Number
Enter any additional comments in the General Comments field.
Click Save Changes.
This displays in the Actions menu on the right side of the page.
The page refreshes. Your changes are saved.
The first entry in the Asset History table appears. The first entry notes that you created the equipment record on this entity.

Edit Equipment

Delete Equipment

Import Data

Move Asset

To move a piece of equipment to another entity:

Select the equipment record you want to move from the Assets & Equipment List at the top of the page.

The equipment data populates on the page.
Click Move Asset.
This displays in the Actions menu on the right side of the page.
A window opens.
Enter the date of the move in the Date of Move field.

Today's date automatically populates in this field.

Select Calendar to open the date picker.
Select the destination entity from the Destination Entity field.

For example, you may decide to move the equipment to a new facility or site.
Select the contract the asset should be associated with from the Contract Responsibility field.
Enter notes in the Notes field.
Click Move Asset.

The window closes. The asset is moved to the entity you selected from the Destination Entity in step 5. A new event is added to the Asset History table.