Page Comparison

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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 select Assign Equipment.
2. To filter the equipment displayed in the Available Equipment list, complete one or more of the following fields:
   • Customer
     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 before zooming.
   • Location
     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 or use the lookup to select an equipment type.
   • Show Components
     Mark this checkbox to include equipment flagged as components.

   • Show Assigned
     Mark this checkbox 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. Select 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, select the equipment from Available Equipment and then select 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, select the equipment and then select Remove. The Equipment Record is updated automatically.
7. Select OK to close the window.

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