Difference between revisions of "Equipment Management"
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="componentstab" | Components Tab | | class="headerMainTitles" colspan="4" id="componentstab" | Components Tab | ||
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab | | class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab | ||
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab | | class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab | ||
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="documentsstab" | Documents Tab | | class="headerMainTitles" colspan="4" id="documentsstab" | Documents Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the [[Documents_Management|Documents Management]] form. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the More drop-list to add a new Document using the Documents Management form. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Remove option in the Results Grid to edit the document in the Documents Management form. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click the Remove option to remove the selected document. |
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="allocationtab" | Allocations Tab | | class="headerMainTitles" colspan="4" id="allocationtab" | Allocations Tab | ||
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="transactionsstab" | Transactions Tab | | class="headerMainTitles" colspan="4" id="transactionsstab" | Transactions Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Transactions Tab display a list of transactions posted for the selected equipment. |
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| colspan="6" | [[Equipment_Management#top|Top]] | | colspan="6" | [[Equipment_Management#top|Top]] | ||
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| class="headerMainTitles" colspan="4" id="invoicesstab" | Invoices Tab | | class="headerMainTitles" colspan="4" id="invoicesstab" | Invoices Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Invoices Tab display a list of invoices posted for the selected equipment. |
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Revision as of 14:21, 6 April 2022
| jobedit ccexpress.png | |||||
| Navigation | |||||
| Select Search > Equipment > Use the search to find the equipment record > Click Edit. | |||||
| Overview | |||||
| Desc Here | |||||
| • Agreements Tab | |||||
| • PM Schedules Tab | |||||
| • Components Tab | |||||
| • Materials Tab | |||||
| • Relocation Tab | |||||
| • Documents Tab | |||||
| • Allocation Tab | |||||
| • Transactions Tab | |||||
| • Invoices Tab | |||||
| Fields | |||||
| Site Name | Code | Item | Description | ||
| Install Date | Sale Date | Serial No | Type | ||
| Labor | Warr Start | Warr End | Manufacturer | ||
| Parts | Warr Start | Warr End | Model | ||
| Position/Location | Coverage Date | Level | |||
| Comment | Active | ||||
| Agreements Tab | |||||
| EQAgreeTab ccexpress.png | |||||
| Overview | |||||
| The Agreements Tab display a list of agreements on which the equipment is assigned. Agreements are managed using the Agreement_Management form. | |||||
| • Select the agreement from the Results Grid to edit the selected agreement. | |||||
| Top
| |||||
| PM Schedules Tab | |||||
| EQPMTab ccexpress.png | |||||
| Overview | |||||
| The PM Schedules tab display a list of PM Schedules on which the equipment is assigned. Planned maintenance schedules are managed using the Planned_Maintenance form. | |||||
| • Use the More options list to Add a new planned maintenance schedule | |||||
| • Select View in the Results Grid to edit and existing planned maintenance schedule. | |||||
| Top
| |||||
| Components Tab | |||||
| EQCompTab ccexpress.png | |||||
| Overview | |||||
| Desc Here | |||||
| • | |||||
| Top
| |||||
| Materials Tab | |||||
| EQMaterialTab ccexpress.png | |||||
| Overview | |||||
| Desc Here | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| Top
| |||||
| Relocation Tab | |||||
| Overview | |||||
| Desc Here | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| Top
| |||||
| Documents Tab | |||||
| EQDocTab ccexpress.png | |||||
| Overview | |||||
| Document are uploaded, downloaded and removed using the Documents Management form. | |||||
| • Use the More drop-list to add a new Document using the Documents Management form. | |||||
| • Click the Remove option in the Results Grid to edit the document in the Documents Management form. | |||||
| • Click the Remove option to remove the selected document. | |||||
| Top
| |||||
| Allocations Tab | |||||
| Overview | |||||
| Desc Here | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| • | |||||
| Top
| |||||
| Transactions Tab | |||||
| EQTransTab ccexpress.png | |||||
| Overview | |||||
| The Transactions Tab display a list of transactions posted for the selected equipment. | |||||
| Top
| |||||
| Invoices Tab | |||||
| EQInvoicesTab ccexpress.png | |||||
| Overview | |||||
| The Invoices Tab display a list of invoices posted for the selected equipment. | |||||
