Page Comparison

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1. To access the Building Maintenance window, go to Signature Service > Cards > Building Maintenance.
2. Complete the following fields:
   • Building ID: (Required)
     Enter an ID for the building. (Up to 30 alphanumeric characters.) Use the Note button to enter a note for the building.
   • Description: (Required)
     Enter a description for the building. (Up to 60 alphanumeric characters.)
   • Address information: 
     Enter address information for the building as well as a contact person's name and telephone number. Choose the map icon to open a URL with a map of the address.
   • Building Type: From
     From the drop-down, choose the pre-defined building type.
     • Agricultural building
     • Commercial building
     • Educational building
     • Government building
     • Industrial building
     • Military building
     • Other
     • Parking structures and storage
     • Power stations/plant
     • Religious building
     • Residential building
     • Transport building
   • Building Subtype: After
     After choosing the Building Type, you can optionally choose a pre-defined Building Subtype.
   • Number of Floors: Enter
     Enter the number of floors the building or structure has.
   • Total Sq. Ft: Enter
     Enter the total square footage.
   • Occupied Sq. Ft: Enter
     Enter the occupied square footage.
   • Region: Enter
     Enter a region the building is located.
   • Campus: Enter
     Enter the campus the building is located.
3. Choose Save to save the building information. The building can subsequently be added to the equipment record in the Equipment Master window.
   
   - OR -
   
   Choose Assign Equipment to save the building information and open the Building Equipment Assignment window. See Assigning building equipment for more information.

Additional buttons/fields on this window

• Save: Saves
  Saves the building record and clears the window.
• Clear: Clears
  Clears the window.
• Delete: Deletes
  Deletes the building record. A building record cannot be deleted if the building is associated with any equipment records.
• Assign Equipment: Opens
  Opens the Building Assignment window. See Assigning building equipment for more information. If this is a new building, the record will also be saved.
• Sort: Choose
  Choose how to display the Building lookup window as well as the order in which the building records are displayed when using the navigation arrows. The sort options are Building ID (default), Building Description, Building Type, or Building Subtype.

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1. To access the Building Equipment Assignment window, go to Cards > Service Management > Building Maintenance. Create a new building or use the lookup to select a building. Then choose Assign Equipment.
2. To filter the equipment displayed in the Available Equipment list, complete one or more of the following fields:
   • Customer: Enter
     Enter or use the lookup to select a customer. Use the zoom to open the Customer Maintenance window defaulting to the selected customer. This window will be blank if no customer is selected prior to zooming.
   • Location: Enter
     Enter or use the lookup to select a location for the customer. After entering the location, you can use the zoom to open the Location window displaying the selected customer and location. If the Location field is empty when zooming, the Location window will be blank.
   • Equipment Type: Enter
     Enter or use the lookup to select an equipment type.
   • Show Components: Mark
     Mark this check box to include equipment flagged as components.

   • Show Assigned: Mark
     Mark this check box to display all building equipment assignments for all other buildings in the Available Equipment list. 

     Note
     The equipment that is assigned to the current building displays in the Assigned to this Building list.

     
     

3. Choose Redisplay to update the Available Equipment list to display equipment based on the filter criteria.
4. To assign or re-assign equipment to the current building, choose the equipment from Available Equipment and then choose Assign. Mark Automatically Insert Components to include the component equipment with the parent equipment.
5. The equipment will now display in the Assigned to this Building list. The building will also be displayed on the Equipment Master window for that equipment.
6. To remove equipment from the assigned building list, choose the equipment and then choose Remove. The Equipment Record is updated automatically.
7. Choose OK to close the window.

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