Configuration: Equipment Models

These codes identify valid make/model combinations and can include corresponding descriptions for use in a pop-up pick list. Equipment make codes added to the system appear on the Select Make screen and can be used as a valid make code throughout the Equipment module. If a value is entered in the Model field, then the equipment is considered a model. If the Model field is left blank then the equipment is considered a make.

The Select Make screen can be accessed by clicking on the Search icon next to any searchable Make/Model field.

To open the Equipment Model navigating to  Configuration > Equipment > Profile > Equipment Models.

How to Add an Equipment Model

  1. Click the Need to create a new equipment model? Click here to add link.

  2. Fill in the fields referring to the table below.

  3. Click one of these buttons:

    • Save to save the model code and close the modal.

    • Save & New to save the model code and enter another.

    • Close to close the modal.

How to Modify an Equipment Model

  1. On the Equipment Model screen, search for a code by filling out the appropriate fields and clicking the Go >> link.

    The Equipment Model screen refreshes listing the generated search results.

  2. Click a Make or Model.
    The Equipment Model modal opens.

  3. Edit any of the available fields.

  4. Click one of these buttons:

    • Save to save any changes made to the code.
    • Copy to copy this code. You can then make edits to it. You cannot save the copy until the Code has been altered to be unique.
    • Save & Next to save any changes made to the code and continue to the next code on the list without closing the modal.
    • Delete to delete the current code. The Confirmation screen appears. Click Yes if you are sure you want to delete the code.
    • Close to close the modal without saving.

Screen Description

The sorting options on the Equipment Models screen are:

Sort by
Field Description
Make Sort the search results by make code.
Model Sort the search results by model code.

The search fields on the Equipment Models screen are:

Field Description
Select Make Search for equipment models by entering a make code.
Select Model Search for equipment models by entering a model code.
Select Description Search for equipment models by entering a model description.
Include Inactive If selected, includes inactive models within the search results.

The fields on the Equipment Models screen are:

Field Description
Make The manufacturer of the unit.
Model The model number on the unit.
Description A brief description .

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10