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4. Enter the Equipment Details:


Column

Description

Required

Customer Import ID or Name

Name of the Site Customer or Customer where the Equipment is physically located.

Yes

Equipment Number

Unique number for the Equipment at this Site.

E.g. AC1, EML01

Yes

Equipment Name

Descriptive Name of the Equipment

No

Location

Details of where the Equipment is on site.

E.g. Near main stairs

No

Model Number

Model Number of the Equipment

No

Serial Number

Serial Number of the Equipment

No

Supplier

Related Supplier

No

Equipment Type

Represents the Type of Equipment.

For example, Emergency Lighting.

Yes

Installation Date

Date on which the Equipment was installed

No

Commission Date

Commissioning date of the Equipment if applicable.

No

Warranty Expiry

Date of Warranty Expiry

No

Service Period Start

Date of the first service to be done in Ascora

Yes

Service Period End

End of the Service Period.

Note: If specified Ascora will not create services automatically after this date.

No

Notes

Free text describing the Equipment

No


Notes:

  • The Customer and Equipment Number shall be used to determine if the Equipment already exists in Ascora. If an existing Equipment was found it will be updated rather than creating a duplicate.
  • Equipment Type determines the frequency at which the Equipment is serviced.

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For example we can create an Equipment Type of Aircon that has service intervals of Quarterly, Bi-Annual and Annual. When the service is being calculated and Ascora if the dates overlap, Ascora will choose the least often one.

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