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Navigate to: Main > Inventory > Equipment.
- Click the Add button.
- This will display the 'Add New Equipment' form.
- Choose the Equipment by clicking the picker in the Equipment Catalog Field or typing the Equipment ID or description into the field.
- At this point, the default 'Status' is Unassigned. If this field is not changed, you may be able to click the Save New button.
Note: Some Catalog settings may require some fields to be entered. See below.
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- If the Status field is changed to Assigned, it triggers the Owner field to be required. Users can toggle the radio buttons for Contact Owner and Department Owner.
- When Equipment is added to the Catalog, some fields can be required.
- Location: If the Catalog has Location Required' flag checked, the Location field will be required. Select a location from the location list by clicking on the picker.
- Asset: If the Catalog has the Asset flag checked, the Asset field will be required.
- Units: If the Catalog has Has Units' flag checked, the Units field will be required. Select a location from the location list by clicking on the picker.
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Once saved, the new piece of Equipment will appear on the Inventory: Equipment grid. At this point, the equipment can be edited by double-clicking on its position in the grid.
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