Notes |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Notes tab enables you to view and record notes regarding equipment units. If there are notes associated with the unit, this tab displays in the alert color specified on Preferences -> Color Setup.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Asset Primary screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
There is no limit to the number of equipment IDs that you may define, but you may only use valid bar code characters.
When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, the system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
Asset type
The type of asset.
The fields in the bottom section of this tab enable you to view or add notes about the equipment unit.
Text field that displays previously entered notes. Includes the creation date and time as well as the user ID of the person who entered the note. This field is read only.
Add a new note
Free-form text field in which you can type notes regarding the equipment unit. This field is optional.