Contents of the Manage Equipment Screen

Use the fields and options to configure the Manage Equipment screen.

Identification

Use the fields in this block to create a new Equipment ID or to retrieve a previously saved one. An Equipment ID represents a set of equipment details. After you have saved an Equipment ID and its details, you can retrieve them using Query.

When you select a previously saved Equipment ID or Name, the associated details automatically display as selection defaults. You can change any of the associated defaults as necessary.

Field Description
Equipment ID

Enter, or click to select, an Equipment ID. If you selected the Auto Number Equipment IDs check box in the Configure Routings Settings screen, a system-assigned ID displays in this field. This field is required. Choose characters for your Equipment ID that help identify the type of selections you made in the screen.

When you save your record, all the details made in the screen are stored with the Equipment ID. Later, you can retrieve the equipment using Query.

You can maintain equipment more efficiently because you can select the Equipment ID with its previously defined parameters. After the default selections display in the screen, you can override the defaults.

Name

Enter, or click to select, an equipment name. The field is required.

Active

Select this check box to indicate the equipment is active. This check box is selected by default.

Subtask

Subtask Description
Maintenance Click this link to open the Maintenance subtask, where you can modify or view maintenance information about this piece of equipment.