Call2Field Help Manual

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equipment

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equipment [2021/08/26 14:24] – [List View] darrylequipment [2023/06/21 10:47] (current) – external edit 127.0.0.1
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 ==== List View ==== ==== List View ====
  
-Clicking the Equipment option under the Customer Module will open the Equipment List. From here, you'll be able to see all Equipment within the system. You can use the filters in the column headers or Advanced Search to find a particular record.+Clicking the Equipment option under the Customer Module will open the Equipment List. From here, you'll be able to see all Equipment within the system. You can use the filters in the column headers or Advanced Search to find a particular record. You can also tick the Include Inactive Equipment tickbox to show and hide equipment which has been marked as inactive. Inactive equipment will show up on the list in red.
  
 {{ :equipmentlist.png?800 |}} {{ :equipmentlist.png?800 |}}
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 ---- ----
-==== Adding New Equipment ==== +==== Add New Equipment ====
-You can add new equipment in a few ways, the first way is to click the "Add New Equipment" button on the equipment list view page. you can also hover over the customer module and select the "+" icon next to the equipment section, Or you can click the "New" button when you're already viewing a piece of equipment.+
  
-{{ :adding_new_equipment.png?600 | Adding new equipment}}+To add new Equipment, either click the '+' icon on the Nav Bar, or click 'Add New Equipment' from the Equipment List or from a Site Equipment tab. In addition to this, you can click the 'New' button on the top right when viewing an existing Equipment record.
  
-On the add screen that opens be sure to fill out the mandatory fields (marked in red), these include the product name and the site you want to assign it to. IF these fields need to be made specifically for this piece of equipment, you can click "+" icon that is next to the respective field you want to add (e.g product). After filling out all the necessary fields for the new equipment, click the "Save Equipment" button.+{{ :equipmentadd.png?800 |}} 
 + 
 +Once you have filled in your required fields (including the mandatory fields) click Save.
  
 ----  ---- 
 ==== View/Edit Equipment ==== ==== View/Edit Equipment ====
  
-When you save or load a customer record, you'll be able to view the record as well as make changes to it if you want to.+When you save or load an Equipment record, you'll be able to view and make changes.
  
-{{ :equipment_view.png?600 |}}+{{ :equipmentmodify.png?800 |}}
  
-There are tabs located at the top of the Equipment window, these tabs will allow you to see other records that are attached to this specific piece of equipment, You can use the PPM tab to view the order history of a part Or you can use the Call history tab to view the calls that that equipment has been used on. You can also create new records for each of these tabs respectively by clicking the "Add new ..." option at the top of each tab.+The Serial, Site and Product fields are locked on this screen, however they can be edited by clicking the 'Modify' button. Click Save once you've finished making changes. 
 + 
 +----
  
 ===== Tabs ===== ===== Tabs =====
  
 ==== Options ==== ==== Options ====
 +
 +Equipment Options are Parts that are linked to an Equipment record as a sub-component. The Options tab allows you to manage these. These can have a value, install date, and warranty start/end dates.
 +
 +{{ :equipmentoptiontab.png?800 |}}
 +
 +Equipment Options aren't used anywhere else in Call2Field - this tab is just a reference point to store them in.
 +
 ---- ----
  
 ==== PPM ==== ==== PPM ====
  
-The PPM tab is used to set up Planned Maintenance against the Equipment. +The PPM tab is used to set up Planned Maintenance against the Equipment. The tab itself will display a list of any PM Cycles that exist against the Equipment. Clicking the 'Add New PPM' button allows you to create a new Planned Maintenance cycle, whilst clicking 'Generate Calls from PPM's' allows you to generate Calls for this particular Equipment record. This tab is similar to the same tab on the [[Site]] screen, except on the Equipment version of the tab, you can only set up the cycle for one Equipment record, whereas on the Site tab you can set it up for multiple (providing they are all on the same Site).
-The tab itself will display a list of any PM Cycles that exist against the Equipment. Clicking the 'Add New PPM' button allows you to create a new Planned Maintenance cycle, whilst clicking 'Generate Calls from PPM's' allows you to generate Calls for this particular Equipment record. This tab is similar to the same tab on the [[Site]] screen, except on the Equipment version of the tab, you can only set up the cycle for one Equipment record, whereas on the Site tab you can set it up for multiple (providing they are all on the same Site).+
  
-''insert image''+{{ :equipmentpmlist.png?800 |}}
  
 If you double click on any of the PM Cycles in the list, you'll open that record to view/edit. You can also click the arrow to the left of the PM Cycle to view recent history, or click the delete icon to remove the cycle. If you double click on any of the PM Cycles in the list, you'll open that record to view/edit. You can also click the arrow to the left of the PM Cycle to view recent history, or click the delete icon to remove the cycle.
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 A PM Cycle is made up primarily of a Call Type, Next Run Date and Cycle. This gives Call2Field enough information to allow you to generate a routine job for your chosen Equipment record. A PM Cycle is made up primarily of a Call Type, Next Run Date and Cycle. This gives Call2Field enough information to allow you to generate a routine job for your chosen Equipment record.
  
-''insert image''+{{ :equipmentpmadd.png?800 |}}
  
 For information on generating PM Cycles, please see the [[PPM]] screen. For information on generating PM Cycles, please see the [[PPM]] screen.
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 The Extra Info tab is used to display custom fields which can be created under the [[Design Custom Info]] screen. This can be set up to have fields which Call2Field doesn't have, but would help you to store information against the Equipment. The Extra Info tab is used to display custom fields which can be created under the [[Design Custom Info]] screen. This can be set up to have fields which Call2Field doesn't have, but would help you to store information against the Equipment.
  
-''Insert Image''+{{ :equipmentinfotab.png?800 |}}
  
 Make sure to click 'Save Custom Info' before leaving this screen.  Make sure to click 'Save Custom Info' before leaving this screen. 
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 The Call History tab will show a list of all previous Calls raised against your chosen Equipment. You can also click the 'Add New Call' button to create a new Call from this screen. You can also double click any Call to load it. The Call History tab will show a list of all previous Calls raised against your chosen Equipment. You can also click the 'Add New Call' button to create a new Call from this screen. You can also double click any Call to load it.
  
-''Insert Image''+{{ :equipmentcallhistorytab.png?800 |}}
  
 For more information, please see the [[Call]] page.  For more information, please see the [[Call]] page. 
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 ==== Attachments ==== ==== Attachments ====
- 
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way. The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
  
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.+{{ ::attachments_list.png?nolink&800 |}}
  
-----+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. 
 +You can then view and download these whenever you need to using the eye and download buttons on the record. 
 + 
 +To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
  
 +{{ :attachment_add.png?nolink&600 |}}
  
 +Public and Private attachments are visible or invisible to Mobile users respectively.
equipment.1629987886.txt.gz · Last modified: by darryl
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