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Select Inquiry > Equipment > Equipment Hierarchy Inquiry.
This 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 Like the maintenance window, however, you can view hierarchy groups and detailed equipment information.
You 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 select 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.
- 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. Select 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.
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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 select 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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Select Cards > Equipment > Equipment Manager, and choose select an Equipment ID.
The icon on the bottom of the window indicates the equipment's position in a hierarchy. To view a description of each equipment icon, see Setting up hierarchy groups.
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Zoom on any Equipment ID field, and choose select 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 select a record to display details on the information bar.
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Marking the Combine Members checkbox on any of the three windows combines information for all components of the record that you chooseselect. If you choose select the company node or a container, the checkbox 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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- Select Inquiry > Service > Hierarchy Financial Inquiry. This window contains the same financial information as the Rental, Sales, and Total Financial tabs on the Equipment Manager.
- Select the equipment record or container that you wish to view information for. To view group profitability, choose select the top-level equipment in the group. For company-level financial information, choose select the company node.
- Mark the Combine Members checkbox to combine financial information for the selected equipment and all its components.
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- Select 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.
- Select the equipment or container that you wish to view service information for, and mark the appropriate checkboxes to display Open, Closed, and/or Complete service calls. To view all service calls for a group, choose select 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 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.
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- Select 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.
- Select the equipment or container that you wish to view scheduled maintenance for, and mark the appropriate checkboxes to display Projected, Current, Inactive, and/or Historical records. To view all records for a hierarchy group, choose select 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 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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