Equipment records represent machinery and tools used on jobs.
To add equipment, you need to:
|Have these permissions||Complete these tasks
and review these topics
How Equipment Records Work
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:
You have multiple pieces of the same catalog item.
You want to link multiple pieces of equipment together.
Open the Equipment tab
Click New and complete the following:
Enter the equipment’s name.
Select the catalog item to link to the equipment.
Enter equipment’s unit number.
Select the office responsible for the equipment.
Enter a description of the equipment.
Enter the equipment’s serial number.
Select the equipment’s manufacturer.
Select the customer that owns the equipment.
Configure sharing settings to grant access to the equipment.