Difference between revisions of "Equipment Management"
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| class="headerMainTitles" colspan="4" id="agreementstab" | Agreements Tab | | class="headerMainTitles" colspan="4" id="agreementstab" | Agreements Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:EQAgreements.jpg|EQAgreements.jpg]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="pmscheduletab" | PM Schedules Tab | | class="headerMainTitles" colspan="4" id="pmscheduletab" | PM Schedules Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="componentstab" | Components Tab | | class="headerMainTitles" colspan="4" id="componentstab" | Components Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab | | class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab | | class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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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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| 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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| 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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Revision as of 09:16, 12 July 2024
| |||
| 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. | |||
| • 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 | |||
| |||
| 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 | |||
| |||
| 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 | |||
| |||
| Overview | |||
| 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 | |||
| |||
| Overview | |||
| 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 | |||
| |||
| Overview | |||
| 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 | |||
| |||
| 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 | |||
| Allocations can be recorded based on either item or product line. The tab displays a list of allocations by agreement type. | |||
| Top
| |||
| Transactions Tab | |||
| |||
| Overview | |||
| The Transactions Tab display a list of transactions posted for the selected equipment. | |||
| Top | |||
| Invoices Tab | |||
| |||
| Overview | |||
| The Invoices Tab display a list of invoices posted for the selected equipment. | |||
| Top | |||
