Workflow Equipment

Open the Equipment workflow.

Use assigned or unassigned equipment search to find equipment at the appointment/service-call location. Search can match Barcode.

Use the barcode scanner action when available. Allow camera permission if prompted.

Select the equipment record.

Use the assignment action to assign or unassign it from the current service call when permitted.

To create equipment, select the create-new action when available.

Complete the equipment form. Use Assigned to this service call to control assignment when that option is enabled.

Select Save.

If the server must assign the number, verify that Equipment number displays PENDING until synchronization completes.