Attaching File to the Equipment Record
- Go to Resource > Equipment
- Select an existing Equipment
- Go to Attachments zone and click + Add
- Click Select File or Add URL
- If selecting file, choose the file and click Open, and click Save
- If adding URL, paste the URL, Website Name, and Description and click Attach Link
- Click Done
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Attach File to Vendor record
1. Select Vendor from the List view (or search by vendor information) 2. Click Add on RHS in Attachments section blue band 3. Click Select File 4. Browse for file and click Open
Delete Equipment Record
Go to Resource > Equipment Click on an existing Equipment Click Delete from RHS Click OK to confirm
Create New Equipment Record
Go to Resource > Equipment Click + New Enter all mandatory information (select an Employee Role if you want to assign a role to the Employee) Click Save
Add Asset as Equipment
If equipment assets will be used on work orders or service requests for job costing purposes, use the Add as Equipment feature to generate an equipment record from the asset record. Note - the asset record and equipment record are not linked in the ...
Enter User Defined Values for Equipment
1) Open an Equipment record 2) On the User Defined Field blue band, select Edit 3) Enter information to each field 4) Click Save