The Equipment & Material Schedule form holds all the information related to the installed products.

This is a summarised view of the information designed to fit an A4 portrait size page when output/printed using the OUTPUT button at the top of the page.

 

Products can be also be defined as assets and includes both maintainable and non-maintainable assets.

 

​Edocuments collects this information using schedules, designed specifically to suit the Project/Customers Level of Information Requirements.

 

To assist with data entry and reduce errors there are certain rules and formatting applied to the cells.

• Auto-completion and data lookup cells
• Pre-population of cells when another cell is chosen
• Example data in cells which can be overwritten
• Pre-formatted cells to only enable certain string types and formats

 

The forms therefore have in-built validation rules, drop-down filtered lists and look-up tables to reduce data entry time, errors and increase accuracy. 

 

The level of information required for each Schedule will vary based on the product type and project requirements.

 

This data will also be used elsewhere to automatically feed other documents and systems with the same data e.g. asset register, 3D models, COBie exports.

 

TIP: This data can also be used to create summary table views saving time and increasing accuracy.

 

Click the View/Edit Details button in the Equipment & Materials Schedule form view. 

 

​Fig 01 - Edocuments Equipment and Materials Schedule

 

 

This will launch an editing modal (Fig 02a) which displays product/asset related information including file management.

 

There is also the ability to add Maintenance Links and resources to operating and maintenance files, as detailed here.

 

The screens below show the features of the Schedule Editor which  generally display rows of type and component data. Note that that there some columns that are referred to as multi data columns.

Multi data columns means one to many relationship. For example a single product type can have

• many attributes
• many health & safety information
• many spares
• multiple product literature (file attachments).

 

The Standard View in Fig 02a below displays these Multi data columns within each row. There is an option for an Advance View shown in Fig 03 designed for Users who understand the principles of managing SINGLE Type and ALL Type data.

 

Fig 02a - Equipment and Materials Schedule Editor  - Standard

 

The Multidata columns are accessed by clicking on the arrow in each cell which will display the modals to which data can be added.

 

The Advanced View below (Fig 02b) there is the ability to Switch between Advanced and Standard views All Types Button. This provides the ability to toggle between SINGLE TYPE & ALL TYPE view to improve data entry time.

 

All Types ON (Fig 02b) - Displays the multi data columns will be displayed as TABS. All product data rows i.e. cannot filter to single type rows. 

 

Fig 02b - Equipment and Materials Schedule Editor  - Advanced ALL TYPES ON

The Multidata columns are accessed by clicking on TAB which will display the modals to which data can be added.

 

All Types OFF (Fig 02c) - Displays the multi data columns in the row (Fig 02c). All multi field product data rows can be toggled to display SINGLE and ALL type data. 

 

Fig 02c - Equipment and Materials Schedule Editor  - Advanced ALL TYPES OFF

The Multidata columns are accessed by clicking on the arrow in each cell which will display the modals to which data can be added.

 

For ease of use there are features (Fig 03) and shortcuts to enable multiple systems and assets to be edited from a single screen rather than using the tree menu on the previous main editing screen as shown in Fig 03. 

 

 

Fig 03 - Changing Systems within the Equipment and Materials Schedule

 

 

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