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(2024.2) Service Equipment tab

Owned by David Engblom
Nov 22, 2024
2 min read

Equipment

Equipment Tab example
Equipment Tab example

The Equipment tab provides the User the ability to manually associate Equipment with a Service. For example, a specific Phone Service may have a phone set, headset, adapters, etc. associated with that Service. This Equipment can be inventoried separately but can be associated with this Service for tracking purposes. Equipment association does not force the data on the Equipment to match data on the Service however when this association is built with Service Order Equipment on Service Desk the information matches automatically.

The User can manually manage these associations by using either the image-20240611-144541.png  and image-20240611-144556.png  button functionality available on the Services Equipment tab.

Adding Existing Equipment

After clicking the Add Existing button, a list of existing Equipment is presented. An Equipment inventory item must exist before it can be associated with a Service (see the Inventory section for Creating a New Piece of Equipment ). Additionally, Equipment can only be associated with one Service at a time. Consequently, this list only contains Equipment that is not already associated with another Service.

Manage Existing Equipment form example
Manage Existing Equipment form example

Searching through this list and selecting multiple entries allows the User to add all the required Equipment entries. Check each of the Equipment entries that need to be associated with the Service and click save.

Deleting an Association

Selecting the image-20240611-144619.png  button from this Grid does not delete the Equipment entry it merely removes the association. All other Equipment information remains unaffected. When manually editing Equipment, the User should open the Equipment record separately to update any relevant information.