Page Comparison

Note: This wiki shows Users how to create a new record for Equipment that already exists in the Catalog. Most Users will want to use Bulk Add or Purchase Order to create multiple pieces of Equipment.

Navigate to: Main > Inventory > Equipment.

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

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.  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. Image Modified
  • 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.