Difference between revisions of "Equipment Management"
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#agreementstab|Agreements Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#pmscheduletab|PM Schedules Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#componentstab|Components Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#materialstab|Materials Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#relocationtab|Relocation Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#documentsstab|Documents Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#allocationtab|Allocation Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#transactionsstab|Transactions Tab]] |
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| − | | colspan=" | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Equipment_Management#invoicesstab|Invoices Tab]] |
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Revision as of 14:23, 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. | |||
| Top | |||
