Equipment

Equipment

Add a Piece of Equipment

  1. Select the Equipment tab in the Main Panel.
  2. To add equipment, click New in the Quick Access Toolbar and a new row at the bottom of the Equipment table will be added.
  3. Click the Active checkbox to identify whether the Equipment is currently active. When inactive, this record will not display in drop-down menus during Import and Manual Data Entry (MDE).
  4. Click in the Equipment Name cell and enter the name of the equipment.
  5. Click in the Serial Number cell and enter the details.
  6. Click Description and enter your text.
  7. Click Save in the Quick Access Toolbar.

 

Modify your Equipment

  1. Select the Equipment tab in the Main Panel.
  2. Modify one or more rows of the equipment data as required. Any changes will appear in italics.
  3. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Equipment tab you will be prompted to save your changes.

 

Delete a Piece of Equipment

  1. Click anywhere in the row of the piece of equipment you wish to delete.
  2. Click to check the Delete checkbox(es) against any equipment(s) that you wish to delete.
  3. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Equipment tab you will be prompted to save your changes.

Note

Equipment information is able to be attached to data when it is being imported and when data is being entered into a datasheet using Manual Data Entry.

You are not able to delete equipment if it is attached to data in the database. You will need to remove that data to delete the equipment from the Equipment grid view.

 

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