Equipment List

Authorized users can use the Equipment List page to view equipment that can be assigned to a work order task. Equipment is an item that can be reused, unlike a material item which is one-time use. Multiple pieces of equipment may be used on the same work order or multiple work orders. In the case of equipment used, you select from a set of predefined items. To search for equipment, follow the steps below:

  1. Go to Maintenance > Financial Management > Work Orders > Equipment.
  1. In Equipment Category, select an equipment category to filter the results of your search. To return all equipment, select the <blank> option.
  2. In Status, select an equipment status by which to search and filter the results. Options are: Active and Inactive. To return all equipment, select the <blank> option.
  1. In Description, type descriptive text by which to search. Partial entry searches are allowed. To return all equipment, leave this field blank.
  2. In Number, type the part or model number on which to search and filter the results. Partial entry searches are allowed. To return all equipment, leave this field blank.
  3. Click Search. The results display in a grid below the search fields. Click Reset at any time to clear the Search fields.

For instructions on how to add new equipment or edit existing equipment in the list, go to Add or Edit a Equipment.

If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made.

For more information on using this Equipment List page, expand one of the categories below:

The ability to delete is based on user authority and may not be available.

  1. Click the Delete trash can icon ( ) in the line of the equipment you want to delete. A confirmation window displays.
  2. Click OK to confirm and delete the equipment.
  1. Click Print. The Equipment Listing pop-up window displays.
  2. Select an Equipment Category to filter the results that print on the listing. To print all equipment, select the <blank> option.
  3. Select the Status of the equipment you want to print on the listing. Options are: Active or Inactive. To print both active an inactive equipment, select the <blank> option.
  4. Select the Include Detail check box to include detailed information about the equipment on the listing., such as cost per unit and the Effective Start and End Dates when those costs were effective.
  5. Click OK to generate the Work Order Equipment Listing report that displays a list of the equipment that meet the criteria you specified.
See Also

Materials List

Work Orders Setup