Adding Equipment Information

To add a new piece of equipment:

1. Select the company you want to add the equipment to.
2. Click the Add New icon on the Equipment Layout.

This opens the New Equipment dialog:

New Equipment dialog

Enter the new I.D. number for the piece of equipment (this acts as the unique identifier) and click OK. The screen clears so you can begin entering the new equipment.

Adding equipment from a template

Adding equipment from New Equipment Based on Template can speed up data entry and improve consistency. Click the New Equipment Based on Template icon:

note

The Template Editor adds the new equipment directly to the company currently selected on the Equipment View screen.

You can search for templates by:

• Default Listing — the template name
• Type / Sub-Type — the combination of the Type and Sub-Type fields
• Manuf. / Model Num. — the combination of Manufacturer and Model Number

Templates can be displayed based on their approval status by toggling the radio buttons on the right.

Template selection

If the equipment is added using the Add New icon , the record appears blank. If a template was used, fields with template links are populated.

Equipment Layout — new entry

Edit the information on the Equipment Layout by clicking the (none) placeholder beside each piece of information.

note

The Additional Info and Calibration Information tabs are now placed on the Equipment Layout itself, instead of being accessed through tabs.