Creating Records Through Equipment Manager

When you create a new Equipment Management equipment record in the Equipment Manager window, you are now prompted to create a new equipment record and link to that record in Service Management.

1. Select Cards > Equipment > Equipment Manager.
2. Complete the required fields on the header and the Details tab to create the new equipment record. When you are ready, select Save. The following message appears: Do you want to create this Equipment in Service Management? Select Create, and you are brought to the Service tab of the Equipment Manager window.
3. Enter the service Customer and Location, then create a New Link to Service Management. A new equipment record is created in Service Management.
4. Complete additional details on the Equipment Management and Service Management equipment records, as necessary.