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- Choose Cards > Equipment > Equipment Manager.
- Choose an equipment record. Verify the Equipment ID and Model, then complete the following fields:
- Serial Number
This field will be completed automatically if the equipment record was generated from a purchase order. - Equipment Status
Available will appear in the Status field for new equipment records. Status changes automatically following certain events such as a transport dispatch or delivery, on rent or off rent, or creation or completion of a service call. You may want the Status field to fill in automatically. - Location
Enter the physical location of the equipment. This can change when the equipment is moved. - Usage Life to Date
This field is zero for new equipment records. It is updated per operating log readings.
- Serial Number
- Choose Save. If the Save button is disabled, your user ID or user class doesn't have rights to change header information on the equipment record.
Step 3: Complete Complete equipment manager tabs
Additional information pertaining to an equipment record is stored on tabs on the Equipment Manager window. The modules you are using and the way your system is set up determines which tabs display.
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