Site Equipment - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Field/Button

Description

Equipment

Enter a new equipment code in this field. If you are editing an existing piece of equipment, the selected equipment code will display in this field.

Equipment Notes

Click this button to add any notes related to the site. If there are any existing notes, a 'Yes' will appear next to the button name.

Identification

Description

Enter a description for this piece of equipment.

Equipment type

This field will open the Equipment Types search window where you can select a pre-defined equipment type.

Year installed

Enter the year the equipment was installed.

Make

If the Service Contract module is not present on your system, enter the equipment make. Otherwise, this information will display from Service Contract setup.

Model

If the Service Contract module is not present on your system, enter the equipment model. Otherwise, this information will display from Service Contract setup.

Serial number

Enter the equipment serial number. Up to 50 characters are allowed in this field.

Current info

Location

Enter the equipment's specific on-site location.

Equipment status

Select an Active or Inactive equipment status in this field. This will filter the list of equipment in the equipment listbox.

Contract

When the Service Contract module is present, the Contract field will display the currently-active contract for this piece of equipment. If there is more than one active contract the field will display 'Multiple'. If there are no active contracts for this piece of equipment, the field will be accessible to look up and select a contract.
Note: If the Service Contract module is not present, this field will be hidden.

Contract comment

When a single contract is selected, this field will either display any existing comments recorded for this contract, or allow you to enter new comments.

Components

New/Edit

Click this button to open the New Components window.

Delete

Click this button to delete the selected component.

View

If the Equipment window was opened in view mode, the View button will be the only available option for the Components.