EAM Adding Work Equipment

Overview

This KBA describes how to add Work Equipment to EAM (Lucity).

Definitions

EAM stands for Enterprise Asset Management.

Work Equipment is used to track costs, on work orders, for equipment like vehicles, trailers, mixers, etc.

Instructions

Work Equipment is added to EAM using the Equipment Setup module. There are two ways to access Equipment Setup. The first is accessing it from a dashboard and the second is using the Open Module button (+). The first method is most used and provides easier access. User must have rights to add work equipment.

1. Option 1 - From a dashboard, locate the Equipment option and click to open the Equipment view.
   • If you do not have an Equipment option on your dashboard, please skip to Option 2 or contact the EAM (Lucity) Administrator.

2. Option 2 - To access Equipment Setup via the Open Module button (+), use this navigation: Work > Administration > Work Flow Setup > Equipment Setup.

3. Select the Add icon to add a new equipment record.

4. Enter an Equipment Code which must be unique.  
5. Add a name for the equipment using the Equipment Text field.
6. Identify whether the equipment is Active.
7. Select an Equipment Status.
8. Enter a description of the item in the Desc field.
9. Select the Department and Division that will be used as the default for this item.
10. Select the Equipment Type.
11. Enter a Unit of Measure  and Unit Cost. This will used to calculate the cost of using the equipment when added to a work order.
12. Complete other fields as necessary.
13. Save and Close the record.