Equipment capture has been expanded to track both the entire system and it’s separate components.
What are Equipment and Component Types?
An Equipment Type is used to group multiple, connected components together, i.e. HVAC system, Complete Gas System, etc. A Component Type is a specific piece of equipment or one of the parts of a larger system, i.e. compressors, indoor coil, etc. Components and their data will be used to record items that clients will want to review at a later time, such as installation date, serial numbers, or warranty-related information.
How are Equipment Types and Component Types entered into Sera?
Both Equipment Types and Component Types will be created and updated from the Company → Equipment Setup workflow.
Create the Component Types by clicking the header for Component Types and then Add Component Type. Enter the name of the component part that you wish to track and select Save. There is an optional description field if you wish to enter additional details.
Once you have created the Component Types, click the header for Equipment Types and then Add Equipment Type. Enter the name of the system that you wish to track, and which components should be included within this system, and select Save. There is an optional description field if you wish to enter additional details.
Why do I see the Generic options and what should I do with those?
Equipment data that was entered into the system prior to this release has been labeled with an Equipment Type of ‘Generic Equipment’ and a Component Type of ‘Generic Component’. This was a necessary step to ensure that the past equipment information remained usable and accessible and was able to be mapped into these newly created fields. You will want to avoid re-naming the Generic component and equipment types as we will release an assistance process for cleaning up of past data that will need those to remain.