Equipment Types & Custom Properties

Equipment types are an important concept in Bluerithm related to managing equipment/asset data, which is crucial in delivering and maintaining a high-quality dataset for your clients.

Overview

Equipment types help manage the equipment / asset data on your projects, as well as facilitate workflows for moving equipment data from design tools (like Revit) into Bluerithm, collecting data in the field by various technicians, contractors, engineers, etc., then exporting the data in a structured way that is compatible with other software systems (like digital twins and maintenance management systems). 

Unlike the type of data that might exist in complex test forms, equipment properties are more structured and consist of what are referred to as "name-value pairs". 

In other words, there's a name of the property (i.e. Location), and a value (i.e. Rm 334). Bluerithm also allows you to define units for custom properties. 

On projects, equipment properties can be viewed and edited on equipment, a Bluerithm configuration form, COBie imports and exports, and can also be embedded in work items to be included in various workflows.

Note: In a COBie import or export, Component Attributes represent Equipment Properties in Bluerithm. 

Common properties

Equipment in Bluerithm has a set of default properties for common attributes like manufacturer, model number, serial number, etc. These properties are the same on every equipment type and cannot be edited.

Custom properties

In addition to the common properties, you can define custom properties (sometimes referred to as attributes) for each equipment type. When you create a new equipment type, it will get a copy of the custom properties defined on its type. 

Project equipment types

To view the default equipment types for a project, go to the project Settings page, then the sub-page called ‘Equipment Types’ as shown below.

When Custom Equipment Properties is enabled for a project, you can add and customize the properties for equipment types.

Locking Properties

Equipment properties can be embedded in work items (checklists, forms, etc.). Read more about that in this article. You may want to control the editing permissions in this scenario, which you can do by setting properties to 'Locked'. Locks are applied globally in projects and only when equipment properties are embedded in work items. 

To lock general/common properties, you set these here. The locks for common properties will be applied to all equipment types in the project. 

To lock custom properties, you do that on the page for each equipment type, like this. 

Add new types

Add new equipment types on the Settings > Equipment Types page.

Edit existing types

This option is available when Custom Equipment Properties is enabled for a project.

Edit properties on equipment

If you just need to update properties in a single equipment, you can do that on the equipment page.

Click ‘Edit’. Make your edits on the next view, then click save. 

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