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Use this screen to create records that can track all types of company equipment such as tools, phones, electronic devices, consumables, and much more. Equipment tracking helps to reduce losses by holding your employees and subcontractors accountable for the tools and equipment they use. Tracking equipment effectively will also help to ensure that the necessary tools are on hand when they are needed.
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Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).
The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.
Use this cell to enter a number that will uniquely identify the equipment. The number can be used to as a reference to this equipment when sorting items on this screen and also for reporting purposes.
Use this cell to enter a brief description of the equipment. For example: "Cordless Power Drill - DeWalt", or "15-inch Dell laptop".
Use this cell to enter details that describe the equipment. Selecting the link opens the Equipment Description Details window where you can enter the details as needed. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).
This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.
Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.
The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.
Use this cell to enter the name of the equipment. The name should be unique and descriptive as it will appear on various screens and reports throughout the program.