Add an Improvement Type

Use this tab to add the classifications for the types of improvements that your firm can use for asset items (for example, to repair another asset item). You assign an improvement type to an asset on the GL Book tab in the Equipment Info Center.

To add an improvement type, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Asset Management.
2. Click the Improvements tab of the Asset Management Configuration form.
3. On the toolbar of the Improvement Type grid, click Insert to insert a blank row in the grid.
4. In the Code and Description fields, enter the code and related description for the improvement type.
5. Select the In Use option if you want the improvement type to display in the Improvement Type drop-down list on the GL Book tab in the Equipment Info Center. If you do not select this option, the improvement type is not available for selection on the GL Book tab in the Equipment Info Center.
6. Click Save.