Introduction to the Modern Equipment Module

10x faster and smarter Equipment module with a clean and easy-to-use user interface. We call it the Modern Equipment module. Why not?

WHY DO WE NEED THE MODERN EQUIPMENT MODULE?

THE OLD EQUIPMENT MODULE

  • The current equipment module is too slow and it takes a few decades to load the equipment
  • The multi-selection function is totally a nightmare, you must click the items one by one to do the multi-selection
  • Current grouping is not so smart and you cannot take advantage of it
  • Cannot personalize your search function

AND IT COMES THE MODERN EQUIPMENT MODULE

  • 10x faster and smarter Equipment module
  • Clean and easy-to-use user interface
  • Introducing ID: the preferred ID (sometimes Owner’s ID, Serial No., or Batch no.)
  • Enhanced Table layout and Split layout
  • Views: define columns & filters to streamline the data access for you and your colleagues
  • Get everyone in your company on the same page with shared views
  • Select your own display fields in views
  • Advanced filters: data fields & equipment properties filters, helps in focusing on necessary data
  • Multi-selection becomes super fast with hotkeys
  • Easily switch between the old Equipment module and the Modern Equipment module
  • MORE IS COMING IN THE FUTURE

GLOSSARIES


ID

  • ID is the preferred ID (sometimes Owner’s ID, or Serial No., or Batch no.)
    • This is a data combination, you don’t have to waste many columns for other identifiers such as Serial no., Batch no., Product no., etc…
    • Help you to easily search your equipment
    • More focus, less risk
  • 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.

LAYOUT

  • You can display your equipment list in 2 different layouts
    • Table layout: an Excel-like table with rows and columns. You can do a lot of things to it, friendly and more convenient.
    • Split layout: your screen will be divided into 2 areas: 1 area to show the equipment list, 1 area to show the equipment detail

DISPLAY FIELDS

  • DISPLAY FIELDS are the data fields that you want to show in the equipment list. We also have some default Display fields for you when you create a new view
    • Table layout: Display fields will be shown as columns
      • In the Table layout: you can add up to 30 display fields (including ID)
    • Split layout: Display fields will be shown as rows in your equipment tile
      • In the Split layout: you can add up to 6 display fields (including ID)

FILTERS

  • 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

SORTING

  • 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

GROUPING

  • Organize the equipment list into groups based on a certain display field
    • 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 field

VIEWS

  • Views are ways of how your equipment list will be displayed and they help you to focus on the equipment that matters to you most by defining your own layout, display fields, sorting, grouping, and filters
  • You can use our predefined views, which we called Standard views. Or you can create and customize your own view and then share it with the others

Standard views

  • We have predefined some views for you to save your time and improve your productivity, we called it Standard views
  • You cannot edit these views
  • 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

Shared views

  • Views that are created and shared by you or your colleagues
    • You can share will all people in your organization
    • Or you can share your views with selected roles only

My own views

  • Views that are created by you privately and only you can see those views

Pin this view

  • Set a view as a default view, it will first show up when you go to the Modern Equipment module

SWITCH BACK TO THE OLD EQUIPMENT MODULE

SOMETIMES, YOU HAVE TO TAKE A STEP BACK

  • The Modern Equipment module is great, yes! But there will be more features to come in the future
  • In case you want to find your favorite feature in the old Equipment module but it cannot be found in the Modern Equipment module, you can take a step back to the Old Equipment module
  • JUST TO REMIND: there will be a lot more to come to the Modern Equipment module in the near future

HOW TO DO THE SWITCHING

  • Switch from the Modern Equipment module to the Old Equipment module:
    • Simply click the icon with 2 arrows image nearby the search bar and the filter
    • Click OK when you see the dialog Switch to the old module?
  • Upgrade to the Modern Equipment module: Click the Switch to the new equipment module hyperlink in the blue bar at the bottom of your screen


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