Creating an equipment characteristic

Equipment Characteristics are used to highlight the equipment being used by a professional to fulfill a service order. Think of them as customizable data fields — they allow organizations to tag equipment relevant to their operations, when a Service Order needs to be scheduled. In the context of preventative maintenance, they offer a practical way to schedule jobs across equipment or assets that remain constant.

Once created, they can be chosen from a field within the Service Order Scheduling module, when scheduling a Service Order.

To create an Equipment Characteristic:

  1. Navigate to the Equipment Characteristics form.
  2. Select the Add button from the form header.
  3. Give the Characteristic a Name and Description.
  4. Select Save.
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