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  1. Click the Add button. 

  2. This will display the 'Add New Equipment' form.

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  3. Choose the Equipment by clicking the picker in the Equipment Catalog Field or typing the Equipment ID or description into the field.
     

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  4. At this point, the default 'Status' is Unassigned.  If this field is not changed, you may be able to click the Save New button. 

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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.

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  • 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. 

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      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. 

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    • Units: If the Catalog has Has Units' flag checked, the Units field will be required. 

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      Select a location from the location list by clicking on the picker.

    • Equipment ID becomes required if the Equipment Catalog has the Cabling flag set, and the Equipment Status is either Assigned or Installed.

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