Equipment Setup
Introduction
Equipment records represent machinery and tools used on jobs.
Prerequisites
To add equipment, you need to:
Have these permissions | Complete these tasks and review these topics before continuing |
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Relationship with Catalog Items
You must link equipment to a catalog item.The equipment then inherits the catalog item’s description and ticket item record type.
You can only link an equipment record to one catalog item.However, you can link a catalog item to multiple equipment records.
You can link multiple equipment records for a catalog item if:
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You have multiple pieces of the same catalog item.
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You want to link multiple pieces of equipment together.
Add Equipment
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Open the Equipment tab
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Click New and complete the following:
Field Action Name
Enter the equipment’s name.
Catalog Item
Select the catalog item to link to the equipment.
Unit Number
Enter equipment’s unit number.
Office
Select the office responsible for the equipment.
Description
Enter a description of the equipment.
Serial Number
Enter the equipment’s serial number.
Manufacturer
Select the equipment’s manufacturer.
Owner Company
Select the customer that owns the equipment.
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Click Save.
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Configure sharing settings to grant access to the equipment.