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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.
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In the box labeled 'Location', select a Location from the Picker. This designation is only required when the corresponding Equipment Catalog entry indicates it is required.
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- Unassigned - Unassigned Equipment in Inventory is the only Status that can be searched and added through a Service Order. This is Equipment in a Warehouse awaiting an assignment to an Owner/Service. Any Equipment added with a Purchase Order or Bulk Add on either a Warehouse or the Inventory Overview Grid is automatically assigned this Status on creation.
- Assigned - Assigned Equipment is associated with a specific Owner/Service. It is not included in Warehouse Inventory counts.
- Installed - Installed Equipment is always left at a specific Location (Owner is optional, not required). Marking Equipment as Installed removes it from searches when adding Equipment elsewhere in the application preventing duplicate associations. Installed is the Status used by all Cabling Equipment.
- Retired - Retired Equipment is aged Equipment still in possession of the organization but no longer actively in Service. Marking Equipment as Retired removes it from assignment searches and pickers.
- Broken - Any Broken Equipment is no longer functional. This status can help identify Equipment that is faulty over time or note that a piece of Equipment is non-functional and in need of repair/warranty work. Marking Equipment as Broken removes it from assignment searches and pickers.
- Lost - Is associated with Equipment that has gone missing. Marking Equipment as Lost removes it from assignment searches and pickers.
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On the data entry form for Equipment, the available tabs are Charges, Expense GLAs, Billing, Network, Equipment Children, Ports/Pins/Lens, VLANs, Contacts, Remarks, Activity, Attachments, and User Defined Fields.
Tabs on Equipment
Saving the New Piece Equipment
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Users can edit the equipment's information following the same protocol established in the Creating a New Piece of Equipment article.