Best features of the Modern Equipment module

The Modern Equipment module is a 10x faster and smarter Equipment module with a clean and easy-to-use user interface. But not only that, the Modern Equipment module offers you a lot of magical features. Check it out!

WORK WITH VIEWS

WHY VIEWS HELP

  • View is a great way to display, sort, and segment your equipment list to see which ones are important to you and your work
  • You can share what is important to you with your colleagues so that you guys can cooperate better, you can even share your views with roles in your company
  • In need for every company: get everyone on the same page with your company data
  • Views are made for your own routine and works
  • Help you focus on your equipment list, keep it relevant to your work
  • Save time and improve your productivity by a lot

CHANGE YOUR VIEW

  • You can select your layout, choose your recent views, pick a view to see, or perform some actions such as: create a new view, create a copy of your view, edit your current view (NOT AVAILABLE for Standard views), delete your view, and pin your view to set it as your default view
  • Click on the button image nearby the search bar

ACTIONS YOU CAN PERFORM WITH VIEWS

Choose a Layout for all views

Choose between Table and Split layout. This layout option will be applied to all views, saving time and effort when you switch between different views.

Pick a view to see from your Shared views, My own views, Standard views
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  • There are 11 Standard views
    • Active equipment
    • All equipment
    • My equipment
    • My company
    • My location
    • My favorite equipment
    • My favorite locations
    • My favorite areas
    • Due mandatory next 30 days
    • Mandatory job expired
    • Only with open issues

Create a new view to fit your focus and goals

  • Enter a name for your view in the Name section

  • Choose your default layout - the layout that first appeared when you select the view

  • Who can see this view? → Decide to share your view with others or keep it as your own private view

    • Only I can see this view: Make the view become My own view, only you can see this view
    • All users can see this view: Share your view with all other members of your organization
    • Share this view with groups of roles: Share your view with specific roles. You can share it with one or many roles
  • Define your own Filters in the view by selecting the criteria. They can be data fields or equipment properties

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  • You can add criteria to your filters
    • image
      helps you to add a data field and make it becomes your filter criteria
      • You can choose your data field in this drop-down list image
        *image helps you to add an equipment property and make it becomes your filter criteria
      • The equipment properties drop-down list has this image
        icon image
    • You can reorder your filter criteria by hovering on one criterion then drag and drop this image
      icon
      image
  • Define your Display fields to have the data fields that you want to show in the equipment list
    • ID is the must-have display field for both Table and Split layout
      • ID a field that equals to your Owner ID
      • If your equipment does not have the Owner ID: the ID will be its Serial no.
      • If your equipment does not have the Owner ID and no Serial no.: the ID will be its Batch no.
      • If your equipment does not have the Owner ID, no Serial no., and no Batch no.: the ID will be its Product no.
    • In the Table layout: you can add up to 30 display fields (including ID)
    • In the Split layout: you can add up to 6 display fields (including ID)
    • You can reorder your display fields by hovering on one display field and drag and drop this icon
    • For your productivity and convenience, we already have some default display fields. You can save a lot of time by clicking Populate the default fields and edit the display fields after that
    • You can add Properties as your display fields so that you can see them directly in both the Table and Split layout
      • IMPORTANT: If your equipment DOESN’T HAVE that property, the property will be shown as (Not available)

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  • Define your Default group and sort to organize your equipment list in the view better
    • Choose the data field that you want to do the grouping
      • Table layout: you can do the grouping based on one display field (table column)
      • Split layout: we have predefined some grouping criteria and you can also group using one of your display fields
        • The predefined grouping criteria for the Split layout are Issue due status, Issue status, Mandatory due status, Preventive due status, Operator due status
  • You can set up a three-level sorting to determine the order in which the items in the view are displayed
    • First sort by the column: the most prioritized display field to do the sorting
    • Then sort by the column: the second-prioritized display field to do the sorting
    • Then sort by the column: the lowest-prioritized display field to do the sorting

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Create a copy to duplicate your view and perform other actions to it

You can use Edit current view in case you want to edit the name, change the default layout, adjust sharing setting, redefine filters, select other display fields, set up default group and sort of your current view

  • You CANNOT edit or delete Standard views.

Delete view

See the info of the current view with Properties

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ADVANCED FILTERS

WHY FILTERS HELP

  • Tired of seeing many equipment that are not relevant to your work? Let our Filters help!
  • Filters narrow down your equipment list by showing only those equipment that matches certain criteria defined by you
  • You can filter by data fields and equipment properties
  • Use filters to temporarily hide some of the data in a table
  • Reduces seeing redundancy and unnecessary data
  • Save time, improve focus and productivity

ACTIVATE FILTERS

  • By default, Filters will be automatically activated in your Modern Equipment module
  • Or you can activate it using this icon image nearby the search bar

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DEFAULT FILTERS

  • The default filters include these fields (criteria):
  • Equipment ownership
    • Search with the equipment owner
    • Location
    • Area
    • Contact
    • Project
  • Serial no.
  • Batch no.
  • Type
  • Model
  • Order no.
  • Customer no.

ADD NEW CRITERIA

  • When the default filter fields (criteria) is not enough, you can filter using many other criteria or equipment properties
  • Simply click on Select criteria

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image

  • You can add criteria to your filters
    • image helps you to add a data field and make it becomes your filter criteria

      • You can choose your data field in this drop-down list image
    • image helps you to add an equipment property and make it becomes your filter criteria

      • The equipment properties drop-down list has this image icon image
    • You can reorder your filter criteria by hovering on one criterion then drag and drop this image icon image

APPLY YOUR FILTERS

  • After defining your criteria, you can apply them to your equipment list by hitting the Apply button

CLEAR ALL YOUR FILTERS

  • Finish filtering and show all your equipment without any filters, just simply click this icon image, it will clear all your current filters
  • You can also close your filters panel with the X icon imageimage

SORTING AND GROUPING

WHY SORTING AND GROUPING HELP

  • Group the equipment for a better data management
    • Choose the data field that you want to do the grouping
    • Table layout: you can do the grouping based on one display field (table column)
    • Split layout: we have predefined some grouping criteria and you can also group using one of your display fields
      • The predefined grouping criteria for the Split layout are: Issue due status, Issue status, Mandatory due status, Preventive due status, Operator due status
  • Sorting helps you in arranging your equipment list in order, according to one data field. You can sort from A to Z or Z to A
    • Table layout: you can do the sorting for each column
    • Split layout: we have predefined some sorting criteria and you can also sort your display fields

HOW TO DO SORTING AND GROUPING

  • In Table layout:
    • Click on a column to see the sorting and grouping options
    • You can remove sorting and grouping by selecting Defaut from view
  • In Split layout:

MULTI-SELECTION FOR EQUIPMENT

HOW TO DO MULTI-SELECTION

  • In the current Equipment module, multi-selection is always a pain for everyone because you have to do the clicking for each equipment
  • But everything is solved now in the Modern Equipment module, you can use hotkeys for the multi-selection:
    • Click the equipment you want to select
    • Hold down Shift, select the last equipment to create a range of multi-selection, and then let go of Shift
    • Hold down Ctrl and click any other equipment you would like to add to those already selected
  • This work for both Table and Split layout
  • You can also do the multi-selection for all the equipment inside your groups, much faster and more convenient
    • Do the grouping. For example: Group by Control Categories
    • Click on the checkbox before the group name to select all the equipment inside that group

ACTIONS WITH YOUR SELECTION