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Equipment Type

Before setting up the Equipment Library, the user must create Equipment Types. These types are used to describe and sort the various equipment used in each of the Locations. Each piece of equipment must be associated to an Equipment Type.

The equipment types should include all types of equipment that are in the specified locations.

Some of the equipment types include:

  • pumps,
  • valves,
  • heaters,
  • compressors,
  • cokers,
  • etc.

Add/Edit Equipment Type​

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

  1. In the left pane under General, select Equipment Type.
  2. Click on Add Selection.
  3. A new entry will be added to the list called "New Selection"
  4. Click on New Selection. A grid will be displayed.
  5. Click Edit to Change the Display Value.
  6. The user can also add a description of the equipment type.
  7. Click update button. The Selection will be updated with the new value.
  8. The Active check box above the grid indicates that the new Selection to Active when checked. To set the Selection as inactive, uncheck the box. When a new Selection is added, it is added to the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.

Note

The user must have the Admin Security or Facility Admin to add locations.