Differences

This shows you the differences between two versions of the page.

--- equipment [2021/08/26 15:05] – [View/Edit Equipment] darryl
+++ equipment [2023/06/21 10:47] (current) – external edit 127.0.0.1
@@ Line 8: / Line 8: @@
 ==== 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 |}}
@@ Line 37: / Line 37: @@
 ==== 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 ====
-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.
@@ Line 50: / Line 56: @@
 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.
@@ Line 60: / Line 66: @@
 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.
@@ Line 70: / Line 76: @@
 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.
@@ Line 76: / Line 82: @@
 ==== 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.
-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 |}}
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+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.