26SI Series Alternator – Manage Equipment Groups

Introduction

Being able to create predetermined groupings of equipment is particularly useful when managing large numbers of equipment through EquipmentManager. These groups that you create will allow you to work more efficiently because you can quickly select one of your predefined groups upon which to perform any of the asset watch, maintenance watch or health watch tasks rather than entering individual serial numbers or performing advanced searches each time.

Equipment Groups

Equipment groups can be created. Existing equipment groups can be modified or deleted.

Create Equipment Group

Use the following procedure in order to create an equipment group:

  1. From either the “Equipment Groups” section of the “Administration” screen or the “View” drop-down menu, select “Create Equipment Group”. The “Equipment Search” screen will be displayed.



    Illustration 1 g01729973

    “Create Equipment Group” – “Equipment Search”

    (1) “Display Equipment” button

  1. Enter your search criteria in the “Equipment Search” fields and click the “Display Equipment” button (1) . The “Create Equipment Group” screen will be displayed. The results of the search will be displayed in the “Equipment List” section of this screen.



    Illustration 2 g01730034

    “Create Equipment Group” – “Group Information” and “Equipment List”

    (2) Check box

    (3) “Group Name” field

    (4) “Group Description” field

    (5) “Create Group” button

  1. In the “Group Information” section, enter a name for the new equipment group in the “Group Name” field (3) .
  1. In the “Group Information” section, enter a description of the new equipment group in the “Group Description” field (4) .
  1. In the “Equipment List” section, select the check box (2) next to each piece of equipment that you wish to add to the new equipment group.



    Illustration 3 g01270513

    “Create Equipment Group Confirmation” screen

  1. Click the “Create Group” button (5) at the bottom. The selected equipment is added to the new group and the “Create Equipment Group Confirmation” screen will be displayed.

Modify Equipment Group

Once you have created an equipment group, you may decide to add or remove equipment from the group or change the name and/or description of the group.

In order to modify an existing equipment group, use the following procedure:




    Illustration 4 g01730035

    “Modify Equipment Group”

    (6) “Group Name” drop-down menu

  1. From either the “Equipment Groups” drop-down menu section of the “Administration” screen or the “View” drop-down menu, select “Modify Equipment Group”. The “Modify Equipment Group” screen will be displayed.
  1. Select the name of the group from the “Group Name” drop-down menu (6) in order to modify the group. The “Group Information” and “Equipment List” sections appear on the “Modify Equipment Group” screen for the selected equipment group.



    Illustration 5 g01730037

    “Modify Equipment Group” – “Group Information” and “Equipment List”

    (7) “Administrative Search” button

  1. If you wish to add equipment to the equipment group, click on the “Administrative Search” button (7) , or else skip to Step 5. The “Equipment Search” screen will be displayed.



    Illustration 6 g01730039

    “Equipment Search”

    (1) “Display Equipment” button

  1. Enter your search criteria in the search fields and click the “Display Equipment” button (1) . The “Modify Equipment Group” screen will be displayed with the equipment in the existing group. The equipment list is also displayed in the “Equipment List” section of the screen.



    Illustration 7 g01730042

    Updating” Equipment List”

    (2) Check box

    (3) “Group Name” field

    (4) “Group Description” field

    (8) “Next” button

  1. In the “Group Information” section, edit the name in the “Group Name” field (3) .
  1. In the “Group Information” section, edit the description in the “Group Description” field (4) .
  1. In the “Equipment List”, select the check box (2) for the equipment you want to add to the group. Clear the check box for the equipment that you want to remove from the group.



    Illustration 8 g01270517

    “Modify Equipment Group Detail”

  1. Click the “Next” button (8) . The “Modify Equipment Group Detail” screen will be displayed.

Delete Equipment Group

Just as you may create and modify groupings of equipment, you may also delete equipment groups completely.

In order to delete an equipment group, use the following procedure:




    Illustration 9 g01730044

    “Delete Equipment Group” screen

    (6) “Group Name” drop-down menu

  1. Either from the “Equipment Groups” section of the “Administration” screen or from the “View” drop-down menu, select “Delete Equipment Group”. The “Delete Equipment Group” screen will be displayed.
  1. Select the name of the equipment group you wish to delete from the “Group Name” drop-down menu (6) . The “Delete Equipment Group” screen is displayed with the details of the equipment group that you selected.



    Illustration 10 g01730046

    “Delete Equipment Group” details

    (9) “Delete Group” button

  1. Click the “Delete Group” button (9) . A window will appear with a “Delete” confirmation message.
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