Equipment Types & Custom Properties

When you first create your Bluerithm account, we give you a handful of pre-defined equipment and subitem types to help get you started. It’s likely that you will need additional types, or to modify the initial types to suit your needs.

  • When you create a new project, the default types come from the default types for the company that own the project. 
  • When you create a new equipment or subitem, the list of types you can select from come from the defaults for that project. 
  • Subitems do not have custom properties, and are not included in COBie imports and exports. 

Overview and how to use Equipment Types

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. 

Unlike the type of data that might exist in complex test procedure forms, equipment properties / attributes are usually very structured and consist of what is 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. 

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

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.

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 and subitem types for a project, go to the 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. 

Default Company Equipment Types

Each company has a list of default equipment and subitem types. These are used to define equipment types for each new project you create. 

Each type has custom properties that can be used when the Custom Equipment Properties option is enabled for a project.

To view the default equipment and subitem types for a company in your organization, from the company view, click on the link for ‘Equipment Types on the 'My Company' as shown below.

You can add new equipment or subitem types from these views, as well as edit existing types. Remember that defaults for your companies are used when new projects are created, and defaults from projects are used when new equipment and subitems are created on that project.

Add new types

Edit existing types

Add Custom Properties to Equipment Types

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

Click on the menu button next to the equipment type, enter the quantity of new data fields, and click ‘Add Fields’. You will then be able to edit the names of the new data fields for that system type. Click save.

Edit Equipment Properties on Equipment

Remember that subitems, equipment, and custom properties can be added and editing in bulk using configuration forms and COBie file imports.

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

NOTE: You can also embed equipment properties on work items where they can be viewed and edited.

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