Equipment description

The description of the equipment is automatically formed with the concatenation of the first eight fields.

Description = Product + Capacity + Brand + Model + Identifier + Code


Capacity: 7.5 HP
Model: MSV-30
Code: CA-001

Resulting description:


A team description made up of several fields concatenated offers multiple advantages. On one hand, it allows to maintain consistency in the description of the equipment catalog and, on the other hand, it allows ordering, classifying and grouping the catalog by any of the fields that make up the description.

In configuration options, on the "Equipment" tab, the PM allows the user to change the order of the concatenates to form the description of the equipment.

In configuration options, the MP also allows you to customize the name of the capture fields. For example, the "Product" field can be renamed "Machine", "Equipment", "Asset", and so on. You can also define the fields that will be required, as well as enable or disable the fields that you want or not to capture, to adapt the capture screen to your needs.

The factory settings come with two disabled fields: “Other 1” and “Other 2”. In configuration options the user can enable these fields and change the label, in this way they will have more capture fields.

Team classification

The "Classification 1 and 2" fields allow the equipment to be classified by two different criteria established by the user according to their particular classification needs.

Example of an Auxiliary Catalog of Classifications:


When editing an equipment, the equipment classification is selected from a list contained in an auxiliary classification catalog. If the desired classification is not yet registered, you can add it to the auxiliary classification catalog at that moment by clicking on the icon. Add to catalog located to the right of the field, without having to leave the equipment capture screen. 

A practical example of the application of the "Classification 1 and 2" fields could be seen in the equipment catalog grouping.

To edit or delete a classification from the auxiliary catalog of classifications, it is necessary to go to the Auxiliary Catalogs module.

Equipment priority

It allows to classify each equipment according to its priority.

The equipment priority is very useful to establish filters. For example, when generating work orders, we can establish a filter to generate the work orders of the highest priority equipments.

When we add or edit an equipment, we set its priority, which can be "High", "Medium" or "Low". The above options are fixed, that is, they are not editable.

Equipment provider

The MP includes a catalog of equipment suppliers.

The equipment that we register in the MP will be able to relate to their respective provider. Thus, when selecting a device, the user will be able to consult the information of the corresponding provider online, such as contacts, telephones, website, email, etc.

When editing an equipment, the supplier can be selected from a combo or drop-down list that contains the suppliers previously registered in the supplier catalog. If the supplier is not yet registered, it can be added to the supplier catalog at that moment without leaving the equipment edition screen, by clicking on the icon Add to catalog located to the right of the combo. 

To make modifications to the supplier catalog, it will be necessary to enter the module Providers and services at Main Menu. From that module, you can also add providers.

Location or parent equipment of the equipment

The location field allows you to record the location of the equipment.

To record the location of the equipment, it is necessary to first create a Catalog of locations where a tree-like structured map of all the areas that make up the company is defined. When assigning the location of the equipment, the MP presents said catalog for the user to select the corresponding location. If the location is not yet registered, it can be added to the corresponding catalog at that time without leaving the equipment edition screen, by clicking on the icon  Add to catalog located to the right of the combo. For more information we recommend consulting  Introduction to the catalog of locations / properties.

Assigning a location allows knowing and making inquiries about the physical location of each equipment, as well as making inquiries about the list of equipment located in a specific location.

Now, it is possible for an equipment to be part of a larger equipment. In this case, the senior equipment can be registered as the parent equipment of the minor equipment. The minor equipment will automatically acquire the location of its parent. For example: a milling machine is the parent equipment of the engine in charge of transmitting power to it. By assigning the milling machine as the parent equipment of the motor, the motor automatically acquires the same location of the milling machine.

Geographic location

When editing the Location information for a computer, you can specify its Geographic Location in three different ways.

By inheritance: The equipment has the same geographic location as its parent equipment or the location / property.

By Coordinates: By specifying the latitude and longitude where the equipment is located, if we do not know the coordinates we have a map where we can navigate or search for a street, avenue, postal code, city, etc. to set the location.

By a GPS device:The MP allows to create a link with GPS devices to acquire important data from the computer to which it is connected. One of these data is the geographical location that can be consulted at any time from the information panel.

Equipment cost center

This field allows you to assign a cost center to which all equipment maintenance costs will be charged.

When editing a piece of equipment, the cost center is selected from a list contained in an auxiliary cost center catalog. If it is not yet registered, you can add it to the auxiliary catalog of cost centers at that moment, without having to leave the equipment capture screen, by clicking on the icon Add to catalog located to the right of the combo.

To edit or delete cost centers from the auxiliary catalog, it is necessary to go to the module Auxiliary catalogs from the Main menu.

This will allow to generate queries and graphs on maintenance costs grouped by cost center.

Technical specifications, equipment type and custom equipment fields

The MP allows you to create custom capture fields to document the technical specifications of the equipment.

Technical specifications vary depending on the type of equipment. For example, the technical specifications of an electric motor will be different from those of an air compressor or a car.

For example:

Kind of team Custom Fields
Electric motors Power (HP)
Voltage (V)
Amperage (A)
Type of motor
Air compressors Minimum RPM (RPM)
Pipe diameter (mm)
Compressor type
Working pressure (MPa)
Automobiles Colour
Type of address
Type of transmission
Cylinder (L)
Fuel type

There is an auxiliary catalog of equipment types in the PM where the user defines the custom fields that he wishes to capture for each type of equipment.

To enable the custom fields of Technical specifications, it is necessary to select a type of equipment in the editing window, if the type of equipment has not been registered yet or requires making any adjustments to the fields, you can add it to the corresponding catalog without leaving the editing window by clicking on the icon Add or Edit according to the case. 

Pictures, attachments, and equipment notes

The MP allows you to supplement the information of the equipment with images, attachments and notes, making this information available for quick consultation.

The images allow documenting the equipment information with photographs, exploded-view drawings, lubrication points, specification tables, location plans, etc.

The MP also allows associating Word, Excel, PDF, AutoCAD files, etc., with complementary information such as complete operation and maintenance manuals, technical sheets, equipment drawings, etc. When viewing the attached files, the MP will open the file with the application that is configured on the computer to open the file type by default.

To associate an image to a computer it is necessary to import the image to the auxiliary catalog of MP images. Once the image is imported into the catalog, it is associated with the equipment. Thats because the images are saved in the MP database and in this way it wont matter if the source of the images is moved or deleted.

To manage images and attachments, go to the module Auxiliary catalogs from the Main menu.

Whether it is images and attachments associated with equipment, a location, a maintenance activity, a warranty, an image associated with an WO, spare part, etc. the association and administration process is the same throughout the program.

Auxiliary image catalog

The auxiliary image catalog is formed by importing images to the MP to associate them with their equipment, locations, activities, warranties, WO, spare parts, etc. Just add them once to the database and they will be available even when you delete, move or lose the source file for those images.

The auxiliary image catalog allows you to group images according to their nature, for example images of equipment (boilers, cars, etc.).

It also allows a massive allocation of images, for example, you can load the image from a table of assembly tolerances that will be occupied by various teams in the MP.

Multiple image assignment

To assign one or more images to multiple equipments, locations, or plans, use the bulk assignment tool from the auxiliary image catalog. This tool is also available for attachments.

Auxiliary catalog of attachments

All attachments in the PM are included in the auxiliary catalog of attachments, once uploaded to the system, it is possible to assign them to different equipments, locations, maintenance activities, work orders, etc. The Attachments can be classified according to their nature, such as maintenance manuals, warranties, plans or documents in general.

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