Equipment List: Navigating the Equipment List
Purpose
The purpose of this article is to explain the features and functions of the Equipment list.
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Video
Instruction
1. Click on the Equipment List in the Assets Module
2. Selecting the Actions button will allow users to utilize the Import Wizard or perform bulk operations in assigning or archiving multiple items of equipment.
3. Selecting the New Equipment button will allow users to add single items of equipment.
4. Selecting column headers will sort items in ascending or descending order for the selected column
5. Selecting the chevron or ellipsis will open up all of the available actions for equipment items.
6. Selecting the dropdown arrow will bring up the list of available views
7. Predefined Views are based on Equipment Type and include all specification data fields for that equipment type
8. Selecting the pin will make that Equipment Type the default view for that user when accessing the Equipment List. Selecting the star will add that Equipment Type as a Favorite View.
9. Here we can see some of those data points for the SCBA Equipment Type
10. Selecting the ellipsis on an open view offers two options:
- Add View allows users to create their own custom view.
- Clone will allow users to copy, then customize any available views to their
specific needs.
11. Selecting the magnifying glass will open up the search bar
Typing in a portion of or the full value of the following fields will return results:
Equipment Group
Name
Equipment Id
Make
Model
Serial Number
12. Selecting the Filter will open the list of filtering options.
Selecting the pin will open the filter options when opening the Equipment List
13. Selecting the download button will download the selected view, list, or search to a .csv file
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