Defining change notices

Define change notices, setting up selection criteria for the assets to which to associate the change notice.

To define change notices:

  1. Open the Change Notices form.
  2. Click New Record.
  3. Organization—Enter the organization to which the change notice belongs if you use multi-organization security.
  4. Change Notice—Enter a unique number identifying the change notice, and then enter a description of the reason for the change notice in the adjacent field.
  5. Status—Select the status for the change notice.
    Note: You can only create change notices in an Unfinished status.
  6. Class—Enter the class of the change notice. The system automatically populates Class Org.
  7. Manufacturer—Enter the manufacturer of the assets affected by the change notice.
  8. Start Date and End Date—Enter the dates during which the manufacturer repairs or replaces assets affected by the change notice. The system automatically populates Close Date when Statuschanges to Closed.
  9. Filter Assets by Manufacturer—Select to include only equipment with the entered manufacturer on the list of equipment for the change notice.
  10. Click Save Record.