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Equipment Inventory

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The IDI platform lets you assign line cards to services and track the equipment routes on those line cards.

An equipment inventory maintains a list of all the equipment, such as channel banks and cable pairs, used on those line cards.

In order to access the equipment functionality, your company must be licensed for Equipment Inventory.

Setup

Before equipment in inventory can be assigned to a line card, the following must be set up.

In Admin Console > Security:

  • Equipment Inventory Permissions In Admin Console > Data Management:

    Equipment Inventory Permissions

    Your company must be licensed for equipment inventory. In addition, Equipment Inventory permissions are required for actions in Inventory Management and on customer records. These permissions are set up in Admin Console under Security.

    The following permission profiles must be set up in Admin Console:

    1. From Administration Console, expand Security > Profiles > Permissions.

    2. Open your permission profile and then Application > CostGuard Client

    3. Ensure that the following flags (and their children) are enabled in order to manage your Equipment Inventory.

      • Customer Management > Catalog Items > Line Cards

      • Inventory Management > Bulk Equipment Change

      • Inventory Management > Equipment Inventory

      • Inventory Management > Equipment Import Settings (only if your company maintains your inventory outside the IDI platform)

      • Service Address Management

  • Wire Center Types

  • Wire Centers

    In IDI Desktop Client > Service Address Management:

  • Service Addresses

    In IDI Desktop Client > Inventory Management

  • Equipment Import Settings (only if your company maintains your inventory outside the IDI platform)

    In IDI Desktop Client > Inventory Management > Equipment Inventories:

  • Inventories

  • Equipment Inventory Statuses

  • Equipment States

  • Equipment Types

  • Equipment Owners

  • Equipment Data Sources

  • Equipment

  • Line Card Types

  • Line Card Route Locations

    In IDI Desktop Client > Product Management > Product Catalog (Services):

  • Allow Line Cards

Using Equipment Inventory

Once all the equipment has been set up, you can assign line cards to service numbers. The status of the associated equipment for these line cards is updated automatically in the equipment inventory.

You can assign line cards to service numbers once an order for that service number has been submitted for a customer.

Trouble tickets can be created on a piece of equipment. Additional tickets can be associated with an equipment trouble ticket, as children, to ensure that the equipment assigned to a service number will be fixed.

See:

Equipment Search

Managing Line Cards on a Service

Bulk Equipment Changes

Importing Equipment Inventory