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Up Tool Units
A tool kit is a general type of tool. A tool unit is the individual tool within the tool kit. You must set up your tool units before they can be scheduled.
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- Select Cards > Service Management > Service Manager.
- Select the New Call button.
- Complete the Service Call window and select Appointments.
- Complete the Appointments window.
- Use the lookup window to select a Tool Kit.
Select the lookup in the Tool Unit field to open the Tool Unit Schedules window. This is a lookup window displaying the tool units in the selected tool kit. If you are using global filtering, only those tools assigned to your branch display. Tools that have the Out of Service checkbox marked in the Tool Unit Setup window will not display. The fields at the top of the window are filters for the scrolling window. The scrolling window displays one week of days starting from the service date. You can change the date using the browse buttons in the Service Date field. The scrolling window displays the tools assigned to the tool kit. If the Tool Unit field is empty, all tools display in the scrolling window. If a tool is entered in the Tool Unit field, only that tool displays in the scrolling window. The number of hours per day a tool is scheduled displays in the window. If a tool has scheduled time, you can highlight the tool unit and zoom on the date heading to open the Tool Schedule Info window. This window displays the location where the tool will be used, the technician scheduled, starting time, and estimated hours.
Note If you enter a tool kit in the Appointments window, you must enter a tool unit.
- Highlight a tool unit and select Select.
- Select Save in the Appointments window.