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Edit a Company Level Equipment Entry

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Objective

To edit information on an equipment entry in the company's Equipment tool.

Things to Consider

  • Required User Permissions:
    • To edit any equipment entry, 'Admin' level permissions on the company's Equipment tool.
    • To edit an equipment entry you created, 'Standard' level permission or higher on the company's Equipment tool.

Steps

  1. Navigate to the company’s Equipment tool.
  2. Locate the equipment entry to modify. Then click the Edit button.
  3. Click into the following fields to edit the information.
    Note: An asterisk (*) denotes a required field.
    • *Equipment Category: Select the equipment item’s category from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool. 
    • *Equipment Type: Select the equipment item’s type from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool. 
    • *Make: Select the equipment item’s manufacturer from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool. 
      Note: You can click "+ Create" to add a new Make to your company's 'Make & Model' list.
    • *Model: Select the equipment item’s model from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool. 
       Notes
      • In order to select a Model, you must first select a Category, Type and Make.
      • You can click "+ Create" to add a new Model to your company's Make & Model list.
    • Year: Select the year from the drop-down menu when the equipment item was manufactured.
    • *Serial #: Enter the serial number that is on the equipment item.
    • *ID #: Enter the number of the equipment item is associated with your company’s accounting system.
    • Display Name: Enter the name you reference the equipment item by.
       Notes
      • This is the name that will appear in the drop-down menu.
      • If this field is left blank, the Make and Model number will automatically populate as the Display Name for the equipment item.
    • Description: Enter any relevant information about the equipment item.
    • Attachments: Attach any relevant files or photos associated with the equipment item (for example, warranties).
    • Current Project: This field can only be modified by adding the equipment item to a different project. To add company-owned equipment to a project, see Add a Project Register to a Company Level Equipment Entry or Add Company Equipment Entries (iOS).
       Notes
      • Once the equipment has been added to a project, this field will display to the most recently created project register.
      • When a Removal Date is issued, the project will become unassigned.
      • The history of project assignment can be found under the Project Registers tab of a Company level equipment item.
    • Status: Select from the drop-down menu the status of the equipment item.
      • Available
      • In Use
      • Under Maintenance
  4. Click Update to save your edits.