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- The existing hierarchy groups and containers that are being used to organize your equipment records.
- The position of a selected equipment record in a hierarchy group and in relation to other equipment in that group.
- Financial information, service history, and scheduled maintenance history for an equipment record, both individually and combined with the other equipment in its group.
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Choose Inquiry > Equipment > Equipment Hierarchy Inquiry.
This read-only version of the Equipment Hierarchy Maintenance window allows you to view and search within the hierarchy. Unlike on the maintenance window, you cannot add containers, move nodes, or otherwise edit and maintain the hierarchy from the inquiry window.
Like the maintenance window, however, you can view hierarchy groups and detailed equipment information.
You choose how you want equipment to appear on the Equipment Hierarchy Inquiry window. You can also use the hierarchy or the search bar to locate a specific equipment record.
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When you make changes to the appearance of the Equipment Hierarchy windows, for example, resizing the window panes or changing the view, the window will apply those same specifications the next time it is opened. These preferences are saved per user, per company.
In addition, your preferences for loading the window and viewing equipment in the hierarchy are saved for the next time you open the window.
- To show or hide any level of a hierarchy group, choose the plus or minus sign next to the node (company, container, or equipment) that you wish to expand or contract. Right-clicking on a record and choosing Expand All expands all nodes on the left window pane.
- If you want to use lines to aid in displaying hierarchical relationships, open the Hierarchy User Preferences window by choosing Options > Preferences, and mark the Show Tree View Lines checkbox check box.
- If you have a lot of equipment records that take a long time to load when you first open the Equipment Hierarchy windows, you may want to change the number of equipment records that load at once. Choose Options > Preferences and specify a List View Load value. This allows you to use the window without having to wait for every record to load.
Searching for equipment in the hierarchy
Using the Equipment Hierarchy Inquiry window to search for equipment is useful if you do not know the exact equipment ID you are looking for and you want to avoid scrolling through a long list of records in an equipment lookup window to find it.
If you know the group to which the equipment belongs, you can drill down on the appropriate containers and parent equipment until you locate the equipment record.
If you do not know where the equipment is in the hierarchy or do not want to sift through a long list of contracted nodes, you can also use the search bar.
Every field that appears on the information bar is searchable; you can search for all or part of a serial number, or you can enter the equipment model, for example, TRENCHER, and choose Find Next (Ctrl - F) until you find the correct trencher on the list.
Once you find the equipment you are looking for, you can open the record by right-clicking on the equipment and choosing Equipment Manager.
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If you are looking at a specific equipment record, you can determine whether the equipment is part of a hierarchy group in two locations:
On the Equipment Manager window
Choose Cards > Equipment > Equipment Manager, and choose an Equipment ID.
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This abbreviated version of the Equipment Hierarchy Inquiry window displays only the selected equipment and any records that are underneath this equipment in its hierarchy group.
Mark the Show All checkbox check box if you want the entire group to appear on the list view on the right pane; otherwise, only direct components of the record that is selected on the left pane will display.
If the selected record has no components, only the selected equipment displays.
On the Equipment Hierarchy Inquiry window
Zoom on any Equipment ID field, and choose Equipment Hierarchy.
The Equipment Hierarchy Inquiry window opens to the selected record, but the entire hierarchy, not just the group of the selected equipment, appears on this window.
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The Hierarchy Financial, Service, and Scheduled Maintenance Inquiry windows are similar to the Equipment Hierarchy Maintenance and Inquiry windows; on the left pane, you can view the hierarchical organization of all equipment in the company and choose a record to display details on the information bar.
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Marking the Combine Members checkbox check box on any of the three windows combines information for all components of the record that you choose. If you choose the company node or a container, the checkbox check box is automatically marked and disabled; because the company and container nodes are used for organizational and reporting purposes only, the only information that displays at those levels is that of the equipment underneath.
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- Choose Inquiry > Service > Hierarchy Financial Inquiry. This window contains the same financial information as the Rental, Sales, and Total Financial tabs on the Equipment Manager.
- Choose the equipment record or container that you wish to view information for. To view group profitability, choose the top-level equipment in the group. For company-level financial information, choose the company node.
- Mark the Combine Members checkbox check box to combine financial information for the selected equipment and all its components.
Viewing service history for a hierarchy group
- Choose Inquiry > Equipment > Hierarchy Service Inquiry. This window shows the same current and historical service calls as the Service and Service History tabs on the Equipment Manager. You can use the search bar to find an equipment record and see the service calls for that record.
- Choose the equipment or container that you wish to view service information for, and mark the appropriate checkboxes check boxes to display Open, Closed, and/or Complete service calls. To view all service calls for a group, choose the top-level equipment in the group. You can also view all service calls for all equipment in the company by choosing the company node.
- Mark the Combine Members checkbox check box if you wish to combine information for the selected equipment and all its components. The right pane displays the service calls that fit your criteria. You can double-click a line to view a call in the Service Call window.
Viewing scheduled maintenance for a hierarchy group
- Choose Inquiry > Equipment > Hierarchy Scheduled Maintenance Inquiry. This window contains the same information on current, future, and historical scheduled maintenance records as the Scheduled Maintenance and Scheduled Maintenance History tabs on the Equipment Manager. You can use the search bar to find an equipment record.
- Choose the equipment or container that you wish to view scheduled maintenance for, and mark the appropriate checkboxes check boxes to display Projected, Current, Inactive, and/or Historical records. To view all records for a hierarchy group, choose the top-level equipment in the group. You can also view all scheduled maintenance records for all equipment in the company by choosing the company node.
- Mark the Combine Members checkbox check box if you wish to combine information for the selected equipment and all its components. The right pane displays the scheduled maintenance records that fit your criteria. You can double-click a line to open a record in the Equipment Scheduled Maintenance window.
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When you inactivate an equipment record that is part of a hierarchy group, the entire group is inactivated. Inactive equipment cannot be attached to active equipment, and vice versa; you can, however, attach and detach inactive equipment from other inactive equipment and sort inactive equipment into containers.
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