Entering equipment with the equipment lookup

To enter equipment with the equipment lookup:

  1. From any form containing the equipment lookup, click .
    Note: Enter the first few characters of the value for which you are searching, and then click . The system displays all values beginning with the characters you entered.

    If you entered the first few characters of the piece of equipment and only one equipment record that begins with those characters exists in the database, the system automatically displays the equipment record on the Structure page. The system does not display any equipment records until you conduct a search.

  2. Choose one of the following options:
    • Dataspy—Select an existing Dataspy or edit an existing dataspy. The system applies the Dataspy to the list view.
    • Quick Filter—Define a quick filter to filter the list of records in the lookup based on the key fields and many attributes of the equipment, and then click Run. The system displays equipment records that are not Out of Service or Withdrawn.
  3. Choose one of the following options:
    • Double click the row containing the equipment to retrieve. The system retrieves the equipment record to the form.
    • Select—Select for each equipment record to retrieve, and then click OK. The system retrieves the selected equipment record(s) to the form.
  4. Click OK. The system displays the equipment on the form.