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Navigate to the Equipment Grid. Main > Inventory > Equipment Press the 'Add' button located on the Grid Toolbar to open the Add New Equipment form. The Equipment Grid shows the User all of the Equipment records that are currently in the system. These Equipment records let the User(s) review their Status, Location, GLAs, and even associated Services.
Users must first select the appropriate item from the Equipment Catalog by clicking on the Search Icon in the 'Catalog' field and selecting an item from the Equipment Catalog tree. Users can also type into the field and press 'Enter' when the tree appears. The Picker auto-completes the items that match the search text.
Equipment basics video
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Required Fields
In the box labeled 'Owner - Department', select an Owner from the Contact list by clicking on the Picker. Alternatively, select 'Set Department as Owner' and click the Picker to select a Department Hierarchy.
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Select the tab marked 'Contacts'. To add a contact from the contact list, click 'Add Existing'. To add a new Contact that is not currently on the Picker's Grid, click, the Add button.
In the boxes labeled 'Asset Tag', 'Equipment ID', and 'Serial Number' define each field appropriately.
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