equipment
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equipment [2021/08/26 15:11] – [Call History] darryl | equipment [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. |
{{ : | {{ : | ||
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==== 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 ' |
- | 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 ' | + | |
- | '' | + | {{ : |
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. | ||
- | '' | + | {{ : |
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' | 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' | ||
- | '' | + | {{ : |
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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==== 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' | + | {{ :: |
- | ---- | + | To add a new Attachment, click the 'Add Attachment' |
+ | 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. | ||
+ | {{ : | ||
+ | Public and Private attachments are visible or invisible to Mobile users respectively. |
equipment.1629990713.txt.gz · Last modified: (external edit)