Difference between revisions of "Equipment Management"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
| colspan="4" | [[File:EqptMain ccexpress.png|jobedit ccexpress.png]]
+
| colspan="4" id="top" | [[File:EQEdit.jpg|EQEdit.jpg]]
 
|-
 
|-
 
|  
 
|  
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The Equipment Management feature is used to manage the equipment list.   
|-
+
Equipment records are assigned to sites and can be organized by product line, manufacturer, model and level.
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#agreementstab|Agreements Tab]]
+
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#pmscheduletab|PM Schedules Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#componentstab|Components Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#materialstab|Materials Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#relocationtab|Relocation Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#documentsstab|Documents Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#allocationtab|Allocation Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#transactionsstab|Transactions Tab]]
 
|-
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Job_Management#invoicesstab|Invoices Tab]]
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_warrpartsstart|Warr Start]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_warrpartsstart|Warr Start]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrpartsend|Warr End]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrpartsend|Warr End]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_model|Model]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_mode|Model]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_positionLocation|Position/Location]]
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_positionLocation|Position/Location]]
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Agreements Tab
+
| class="headerMainTitles" colspan="4" id="agreementstab" | Search
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQAgreeTab_ccexpress.png]]
+
| colspan="4" | [[File:EQSearch.jpg|EQSearch.jpg]]
 
|-
 
|-
| class="navigationTitles" colspan="4" | Overview
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| class="headerMainTitles" colspan="4" id="agreementstab" | Agreements Tab
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" | [[File:EQAgreements.jpg|EQAgreements.jpg]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="navigationTitles" colspan="4" | Overview
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | The Agreements Tab display a list of agreements on which the equipment is assigned. Agreements are managed using the [[Agreement_Management|Agreement_Management]] form.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select the agreement from the Results Grid to edit the selected agreement.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | PM Schedules Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="pmscheduletab" | PM Schedules Tab
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQPMTab_ccexpress.png]]
+
| colspan="4" | [[File:EQPMSchedules.jpg|EQPMSchedules.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The PM Schedules tab display a list of PM Schedules on which the equipment is assigned.&nbsp; Planned maintenance schedules are managed using the [[Planned_Maintenance|Planned_Maintenance]] form.
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More options list to Add a new planned maintenance schedule
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select View in the Results Grid to edit and existing planned maintenance schedule.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Components Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="componentstab" | Components Tab
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQCompTab_ccexpress.png]]
+
| colspan="4" | [[File:EQComponents.jpg|EQComponents.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The components provides a list of all components that are related to the equipment record.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Components can be added and removed on this tab.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
|-
 +
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="headerMainTitles" colspan="4" | [[File:EQMaterials.jpg|EQMaterials.jpg]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The materials tab is used to manage the materials and material groups assignments.&nbsp;
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More Options list to open the Materials Management form.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Materials Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab
 
|-
 
|-
| class="headerMainTitles" colspan="4" | &nbsp;
+
| colspan="4" | [[File:EQRelocation.jpg|EQRelocation.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The relocation tab display a list of relocations records, which provide information on the equipment movement from site to site.
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Find button to search for the receiving site.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Relocate button to record the move.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Relocation Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="documentsstab" | Documents Tab
 
|-
 
|-
| class="headerMainTitles" colspan="4" | &nbsp;
+
| colspan="4" | [[File:EQDocs.jpg|EQDocs.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new Document using the Documents Management form.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to edit the document in the Documents Management form.
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected document.
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Documents Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQDocTab_ccexpress.png]]
+
| class="headerMainTitles" colspan="4" id="allocationtab" | Allocations Tab
 
|-
 
|-
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" | [[File:EQAllocations.jpg|EQAllocations.jpg]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| class="headerMainTitles" colspan="4" | &nbsp;
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | Allocations can be recorded based on either item or product line. The tab displays a list of allocations by agreement type.&nbsp;
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Allocations Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="transactionsstab" | Transactions Tab
 
|-
 
|-
| class="headerMainTitles" colspan="4" | &nbsp;
+
| colspan="4" | [[File:EQTrans.jpg|EQTrans.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The Transactions Tab display a list of transactions posted for the selected equipment.
 +
|-
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="headerMainTitles" colspan="4" id="invoicesstab" | Invoices Tab
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" | [[File:EQInvoices.jpg|EQInvoices.jpg]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
+
| colspan="4" style="width: 265px;" | The Invoices Tab display a list of invoices posted for the selected equipment.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Transactions Tab
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQTransTab_ccexpress.png]]
+
| &nbsp;
 +
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|-
 
|-
| class="navigationTitles" colspan="4" | Overview
+
| &nbsp;
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| class="headerMainTitles" colspan="4" | Invoices Tab
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | [[File:EQInvoicesTab_ccexpress.png]]
+
| &nbsp;
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|-
| class="navigationTitles" colspan="4" | Overview
+
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| colspan="4" style="width: 265px;" | Desc Here
+
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  [[Category:Pages with broken file links]]

Latest revision as of 05:29, 16 July 2024

EQEdit.jpg
       
Navigation
Select Search > Equipment > Use the search to find the equipment record > Click Edit.
Overview
The Equipment Management feature is used to manage the equipment list. 

Equipment records are assigned to sites and can be organized by product line, manufacturer, model and level.

       
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
       
Search
EQSearch.jpg
       
Agreements Tab
EQAgreements.jpg
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
EQPMSchedules.jpg
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
EQComponents.jpg
The components provides a list of all components that are related to the equipment record.
 Components can be added and removed on this tab.
       
 Top
Materials Tab
EQMaterials.jpg
The materials tab is used to manage the materials and material groups assignments. 
 Use the More Options list to open the Materials Management form.
       
 Top
Relocation Tab
EQRelocation.jpg
The relocation tab display a list of relocations records, which provide information on the equipment movement from site to site.
 Use the Find button to search for the receiving site.
 Use the Relocate button to record the move.
       
 Top
Documents Tab
EQDocs.jpg
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
EQAllocations.jpg
 
Allocations can be recorded based on either item or product line. The tab displays a list of allocations by agreement type. 
       
 Top
Transactions Tab
EQTrans.jpg
The Transactions Tab display a list of transactions posted for the selected equipment.
       
 Top
Invoices Tab
EQInvoices.jpg
The Invoices Tab display a list of invoices posted for the selected equipment.
       
 Top