Add Attachments to Equipment
You can add attachments to a piece of equipment in the Attachments tab of the EM Location Transfer form.
When you add an attachment, the system creates a transfer record. In addition, equipment records (in EM Equipment) are updated as follows:
The record for the attachment will show the job/location from the transfer. The system also updates the associated equipment in the Comp/Attach tab.
The record for the primary piece of equipment will show the attachment in the Attachments tab.
To add attachments to equipment:
- In the EM Location Transfer form, click the Attachments tab.
- In the Equipment field, enter the equipment to attach or press F4 to select from a list of equipment.
- In the Memo field, enter a memo (up to 60 characters) for the attachment transfer.
- If the date/time of the attachment transfer is different than the date/time of the primary equipment transfer, select the Override Date Time check box.
In the Date field, enter the effective date for the attachment
transfer; in the Time field, enter the time
the attachment transfer was effective.
The date and time must be later than the date and time of the primary equipment transfer.
- Save the record.