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.
- 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.
Required Fields
- 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.
- Location: If the Catalog has Location Required' flag checked, the Location field will be required.
Other Fields
- Other fields are important and may need to have information. Equipment ID is unique by location. Serial Number is unique by item.
- In the tab marked 'Contacts', click 'Add Existing' to add a new contact that is not currently in the contact list.
- In the tab labeled 'Remarks', click the 'Add' button to add text-based remarks.
- In the tab labeled 'Attachments', click 'Upload a File' to add an attachment (.doc, .jpg, etc.) to the selected equipment.
- In the box labeled 'Parent Equipment', select a piece of existing equipment from the inventory list by clicking on the Search Icon. This designation is not required. To add a piece of Child Equipment, select the tab marked 'Equipment Children' and click the 'Add' button.
- Parent/Child are designations of relationships between pieces of Equipment. Any piece of Equipment that relies upon another piece of Equipment to function on a basic level is a Child to that Equipment's parent. Any piece of Equipment that improves or affects a piece of Equipment's non-basic functions is considered a Child.
Saving the New Piece Equipment
Once all required fields have been satisfied, click the 'Save' button at the bottom of the data entry form.
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.