Equipment
Search for Equipment Using Search Filter
Go to Resource > Equipment Locate the Search Filter on Equipment LHS Panel In the Search Filter, select an option from the Dropdown list Enter your search Click the Magnifying Glass icon to search Click Reset to clear the search criteria
Print Equipment Records
Go to Resource > Equipment Click on an existing Equipment Click on Print icon on RHS Open downloaded Equipment details report Click Printer icon from top RHS
Multiple Edit of Equipment Records
Go to Resource > Equipment Select multiple existing Equipment Click on the multiple edit button on the top Update any common fields Click Save
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
Edit Equipment Information
Go to Resource > Equipment Select an existing Equipment Click on Edit Edit Details Click Save
Delete the Attached File from Attachments Section
Go to Resource > Equipment Select an existing Equipment Go to Attachment zone Click on the arrow across from the attachment you want to delete Click Delete Click OK
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
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 ...
Add User Defined Fields to Equipment
1) Go to the Settings module 2) Go to Setup > User Defined 3) On the left side of the screen, locate User Defined from the tree, and click the arrow to expand 4) Select Equipment 5) Click the + Add icon 6) Enter ...
Add New Pay Rate Types
Go to Settings > Setup > Lookups On the left side of the screen, locate Pay Type from the tree, and click the arrow to expand Select Pay Type Click the + Add icon Click on the PayType Module dropdown box, and select EQU Add Pay Type To ...
Add New Equipment from Asset Details
Go to Assets > Asset Inventory Click on existing asset On ToolBar Select Action (Down) button Click on Add as Equipment Click Save
Add New Equipment from Add New Asset
Go to Assets > Asset Inventory Click on New Fill in mandatory details Set Add To Equipment to True Fill in mandatory details Click Save