FMX enables organizations to create and customize Equipment Types, allowing them to categorize their assets for reporting purposes.
You can configure Equipment Types for a wide range of asset categories, including (but not limited to):
- Facility systems and building infrastructure (for example, electrical, plumbing, and general building components)
- HVAC equipment, including rooftop units, air handlers, and condensers
- Boiler and chiller systems
- Fleet and transportation assets (such as trucks, vans, and buses)
- Material-handling equipment (for example, forklifts and pallet jacks)
- IT hardware, including laptops, desktops, tablets, and related devices
- Audio-visual equipment, such as projectors, displays, and sound systems
- Kitchen and food-service equipment (for example, ovens, refrigerators, and dishwashers)
In general, if it’s an asset you care about maintaining, reviewing work history for, or planning replacements and lifecycle costs, you can store it as equipment in FMX and assign it an appropriate Equipment Type.
Adding Equipment Types
1. Click on Admin Settings in left sidebar, then click on the Equipment Types tab along the top of your screen.
2. Click on the Add Equipment type button in the upper right-hand corner.
3. Enter the name and indicate if this type should be a sub-type for a primary equipment type. If that type has a primary type you will select the primary type first when you add equipment to your site, and then choose the sub-type.
4. Select from the dropdown menu all modules that the equipment type can be used for.
5. Indicate if you'd want to track meters, downtime, or asset lifespan for this equipment.
6. Select the user types permitted to interact with this equipment type.
7. Click Save to add the new equipment type.
Deleting Equipment Types
1. Click on Admin Settings in left sidebar, then click on the Equipment Types tab towards the top of your screen.
2. Locate the Equipment Type you would like to delete.
3. Click the three vertical dots to the right of the edit button for that row, and select Delete.
4. Click Delete again to confirm you want to delete the equipment type.