Add or Edit Equipment

Add or update equipment to add to a work order. You can add keywords to equipment to make it easy to search.

PREREQUISITES: If desired, add custom data fields for equipment under General > Custom Data Fields. See Add or Edit a Custom Data Field for more information.

NOTE: Equipment can also be added using the Table Editor. See Table Editor in the Office and Tablet 15.7 for AMS Guide for more information.

1. From either the home page or General tab, click Equipment.

The Equipment panel lists all equipment. Any equipment that is inactive appears grayed out in the list. You can filter the list by typing the first few letters of the equipment in the search box in the top-right corner.

2. Click Add to add a new piece of equipment.

3. Enter the Equipment Id and click Add.

The new equipment will display in the Equipment panel.

4. Select it and finish editing the details of the equipment in the Equipment Details panel, including any custom data fields configured for equipment.

For an explanation of fields on the Equipment Details panel, see Equipment Fields.

5. In the Custom Fields section enter any custom fields that have been configured for equipment. For more information, see Custom Data Fields.
6. To edit equipment, open it from the Equipment panel and make the desired changes. Multiple equipment can be selected to edit a select number of fields in bulk.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.