Working with Building Records

Use the Building Maintenance window to set up a building and its attributes. Equipment is then assigned to the building. Creating buildings and assigning equipment to buildings and/or rooms is optional.

The building information is accessed on the service call by using the Equipment lookup and/or zooming into the Equipment Record. When using the lookup, you can sort by building to quickly find the equipment. You can also drill down to the Equipment Record to see the building and room the equipment is assigned to.

A MobileTech technician can select the equipment record assigned to the service call and see the Building ID, Description, and the Room that the equipment is assigned to. Technicians cannot add, delete, or update the building information from MobileTech. The technician can view equipment records within MobileTech from either Customer > Location > Equipment or from choosing Equipment while in a service call.

Using the Move Equipment or Move Location utility will not have any impact on buildings. If you use the Duplicate Equipment or Duplicate Location utility, the building and room information will also be copied. For more information on the duplicating utilities see Duplicate Equipment and/or Duplicate Location.

Creating a Building Record

1. To access the Building Maintenance window, go to Cards > Service Management > 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. Select the map icon to open a URL with a map of the address.
   • Building Type
     From the drop-down, select 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 choosing the Building Type, you can optionally select a pre-defined Building Subtype.
   • Number of Floors
     Enter the number of floors the building or structure has.
   • Total Sq. Ft
     Enter the total square footage.
   • Occupied Sq. Ft
     Enter the occupied square footage.
   • Region
     Enter a region the building is located.
   • Campus
     Enter the campus the building is located.
3. Select Save to save the building information. The building can subsequently be added to the equipment record in the Equipment Master window.
   
   - OR -
   
   Select Assign Equipment to save the building information and open the Building Equipment Assignment window. See Assigning Building Equipment below for more information.

Additional Buttons/Fields on This Window

• Save
  Saves the building record and clears the window.
• Clear
  Clears the window.
• Delete
  Deletes the building record. A building record cannot be deleted if the building is associated with any equipment records.
• Assign Equipment
  Opens the Building Assignment window. See Assigning Building Equipment below for more information. If this is a new building, the record will also be saved.
• Sort
  Select 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.

Assigning Building Equipment

Assigning Multiple Pieces of Equipment to One Building

This window is used to assign multiple pieces of equipment to one building for one customer.  You also can reassign equipment to the building displayed in the window. This window also is used to view equipment that is assigned to the current building as well as equipment that is assigned to other buildings.

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 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. 

     

     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.

To assign a room to a building, you must do so in the Equipment Master window. You can access the Equipment Master window by double-clicking on an equipment line or following the steps below for Adding a Building and Room to One Piece of Equipment.

Additional List Information

• Sort the column by choosing the column header.
• Reorder the columns by choosing and dragging the column headers.
• Resize the column by dragging the right border.
• Select more than one equipment record by using one of the keyboard shortcuts:
  • To select all equipment records use CTRL+A.
  • To multi-select specific equipment records use CTRL+ specific equipment lines.
  • To select a block of sequential rows, use SHIFT+ to select the first equipment row and while still holding down the SHIFT key, select the last row in the block to select. You can also use CTRL+ and the arrow keys or Page Up/Page Down to select sequential lines.

Adding a Building and Room to One Piece of Equipment

A single piece of equipment can be assigned to individual equipment in the Equipment Master window. Additionally, you can define a room within the building.

1. Select Cards > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Sales > Cards > Customer > Location > Equipment.
2. In the Equipment Master window, enter or use the lookup to select the Building ID where the equipment is located.
3. signature cards manager equipment. Optionally enter the Room in the building where the equipment is located.
4. Select OK.