The procedure to add an inventory item to a functional unit adds the item to the functional unit and the Playground Management Structure in the same action.

Inventory items added to a functional unit are automatically included in any inspections created for the functional unit.

Inventory Item Being Inspected as Part of Inspection for Its Functional Unit

Add a New Inventory Item to a Functional Unit

To add an inventory item to a functional unit, its version must already exist in the Playground Management Structure hierarchy.

You can add a new inventory item on the functional unit's details page or by using the Add Inventory workflow on the Playground Management legacy start page.

To Add a New Inventory Item to a Functional Unit

1.Navigate to the details page for the functional unit to which you want to add a new inventory item.

2.Expand the Inventory section and click the Add () icon.

3.Click the > icon in the Type menu.

4.Select a version in the Playground Management Structure and click Apply. Alternatively, you can double-click the version.

If the version to which you want to add the new item does not already exist, you must create it.

5.Enter a number for the item in the Number field. VertiGIS FM may assign it a number programmatically after you save the new item if a number range entry is configured for the data field.

In several customer integrations, the inventory number is populated based on the location selected in the Location field. Refer to Number Ranges.

6.Enter any additional data in the inventory item details as available.

7.Click Save or Save and Close.

To Add an Inventory Item from the Start Page

1.Navigate to the Playground Management start page.

2.Under Operational Procedures, click Add Inventory.

If you do not see the Operational Procedures template, an administrator must add it to your custom dashboard or restore the legacy dashboard. Refer to Dashboard Customization.

3.Select the functional unit to which you want to add the new inventory item and click the Additional Editing () icon.

4.In the Inventories section, click the Add () icon.

5.Click the > icon in the Type menu and select an existing version in the database to which you want to add the new inventory item.

6.At minimum, enter an identifying code for the new inventory item in the Number text box, and enter a name for the inventory item in the Name field.

7.Enter other inventory item properties as available in the corresponding data fields, including those collapsed in the Commercial Characteristics, Technical Characteristics, and Playground Equipment tabs. Refer to Inventory Item Details for descriptions of all form fields.

8.Click Save or Save and Close.

Assign Existing Inventory to a Functional Unit

When you manually add a new inventory item to your database, you can assign it to a green area or functional unit by selecting it in the Location menu.

Location Menu for New Inventory Item

You must select the maintenance area and district in which the green area or functional unit is located before you can select the green area or functional unit.

After the item has been created, you can change its location by clicking the Assign Location () icon in the Location section on the inventory item's details page.

Location Section (1/2)

You can now select a green area or functional unit from the Location field. In the From menu, select a date that does not cause the item's location assignment to overlap with its current location assignment. Click Save and Close to assign the inventory item to the new location.

Assigning Item to New Location

The Location section now reflects the inventory item's new location.

Location Section (2/2)

Inventory Item Details

Commercial Characteristics

Warranty

When you enter the Start Warranty and one of the Duration Warranty or End of Warranty fields and click Save, VertiGIS FM populates the third field based on the warranty data entered.

When you save the form with a valid warranty, a warranty message appears in red text on the inventory item's details page to indicate that the inventory item is covered by a warranty. This message no longer appears after the warranty expires.

Warranty Warning on the Item's Details Page

Value

VertiGIS FM can calculate an estimated market value of the inventory item in the Actual Cash Value field if you enter the Estimated Service Life value in the Technical Characteristics tab and the Purchase Price and Date of Purchase in the Commercial Characteristics tab. This feature allows you to make cost-sensitive decisions about the maintenance of the asset. For example, you may decide that a damaged asset that is no longer under warranty should not be repaired because the repair cost exceeds the value of the asset.

Value Field in the Commercial Characteristics Tab

Technical Characteristics

Several properties in the Commercial Characteristics tab are assigned to a new inventory item programmatically based on the property values in the Default Values section of the version to which they are added.

Estimated Service Life

It is important to enter the Estimated Service Life so that VertiGIS FM can calculate the market value of the inventory item. Refer to Value in Commercial Characteristics for more information.

Technical Characteristics Tab on the Device Details Page

Playground Equipment