Map Equipment

Map Spectrum equipment status codes to an equipment status in Traqspera.

1. In Spectrum, review the list of equipment status codes that you currently use and record them for later. You will find this list on the Equipment Status File Maintenance page.
   
2. In Traqspera, select Self-Configuration from the navigation bar.
3. Select the Equipment Setup guide.
4. On the Overview page, answer the following question: Will you be recording any type of equipment entries in Traqspera?
   • Yes: If you plan to record equipment entries on timesheets in Traqspera.
   • No: If you do not want to record equipment entries on timesheets in Traqspera.
5. Select Next.
6. On the next page of the guide, under the Equipment - Status Mapping section, map your Spectrum equipment status codes to an equipment status in Traqspera as follows:
   1. Select Add Equipment - Status Mapping.
   2. In the Spectrum Equipment Status Code field, enter a Spectrum status. For example, A for Active.
   3. For the Equipment Status Name, select the appropriate Traqspera status name. For example, Active.
   4. In Allow Equipment On Timesheets, select Yes or No:

      • Yes: Allows users to track usage for the equipment status on their timesheets.

      • No: Prevents users from tracking usage for the equipment status on their timesheets.

   5. Select Save.
   6. To add a new equipment status, select Manage Equipment Status Name.
   7. In the Equipment Status window, add the new status name, and select Save. You can also edit existing status names in this window.

      

7. Select Next.
8. On the next page of the guide, answer the following question: Will you require a standard equipment entry utilizing a Cost Type of EU (equipment usage) and a Pay Type of E?
   • Yes: If you want equipment to be entered on its own line on timesheets.
   • No: If you do not want equipment to be entered on its own line on timesheets.
9. Select Next.
10. On the next page of the guide, answer the following question: Do you combine labor and equipment operator hours/entries together. (This exports to Spectrum as ER (equipment regular) /EO (equipment overtime) /ED (equipment double-time) pay types).
    • Yes: If you combine labor entries with equipment on timesheet lines.
    • No: If you do not want to combine labor entries with equipment on timesheet lines.
11. Select Next.
12. On the next page of the guide, answer the following question: Will you be putting hours directly toward equipment utilizing an equipment department in Spectrum? This utilizes Cost Categories in Spectrum.
    • Yes: If you want to allocate hours directly to working on a piece of equipment instead of a job. You will add equipment cost categories for your equipment department on the next page of this configuration guide.
    • No: If you do not want to allocate hours directly to a piece of equipment instead of a job.
13. Select Next.
14. If you chose Yes in the previous question, the Cost Categories setup page displays. Add the cost categories from Spectrum as follows.

    You will find your equipment cost categories on the Cost Category File Maintenance screen in Spectrum.

    

    1. In the Equipment Setup guide in Traqspera, select the Add Cost Category button.
    2. Enter a cost category Code and Description.
    3. Select Save.
15. Select Next.
16. On the next page of the guide, answer the following question: Will you be using the "Planned Maintenance" module within Spectrum?
    • Yes: If you use the Planned Maintenance module in Spectrum. If you select yes, in Traqspera, users will select the following when entering equipment on timesheets: an equipment department, an equipment number for the job, a cost category for the phase code, and a work order number (if applicable).
    • No: If you do not use the Planned Maintenance module in Spectrum.
17. On the next page of the guide, answer the following question: Do you want to exclude any equipment or groups of equipment in Spectrum?
    • Yes: Allows you to exclude equipment from Spectrum. You will select the equipment to exclude on the next page of this configuration guide.
    • No: Imports all equipment from Spectrum. This is the most common selection.
18. If you chose Yes in the previous question, the Equipment Deny List page displays. Add any equipment items that should not be imported from Spectrum.
19. Select Next.
20. The Summary page displays.

    This page shows the Equipment Status Mapping, Equipment Deny List (if applicable), and the Cost Categories you have set up.

    • To make corrections, select Back to return to the section you want to edit.
    • If the information is correct, select Complete Step.