Creating a New Piece of Equipment by Copying Another

Users can add new equipment in two ways:

  1. Creating a new piece of equipment

  2. Creating a new piece of equipment from current equipment that is similar

To create a new piece of equipment from current equipment that is similar:

  1. Click ‘Set Up’ in the Control Bar

  2. Click ‘Manage Equipment’ in the Page Tree

  3. Select the Group in the Grid  the new piece of equipment is to be added to

  4. Column Filtering function. If the equipment does not already exist, continue:

  5. Click the drop down in the ‘Add Equipment’ Function Button to revel:

  1. Click the      ’Function Button’ to reveal the ‘Pop Up’:

  2. Change the name of the equipment in the name field to the desired name.

  3. Add the number ‘1’ to the Weight field.

  4. Select the questions to apply to the new piece of equipment by unchecking the/checking the appropriate box

  5. Click and Drag the questions  to the desired order

  6. Optionally:

a). You can change the Group the Equipment is to exist in in the ‘Group’ dropdown field

b). If you are creating and Audit, the equipment and Questions can be weighted ( 0 – 3) using the ‘Weight’ field

c). You can automatically tag the equipment to particular dashboards/reports in the ‘Type’ field

NOTE – this is normally left as N/A

    12. Click ‘Add’ to save the changes.

a).Click ‘Cancel’ to cancel.

NOTE – You can delete questions under piece of equipment.