Viewing equipment hierarchies with the equipment lookup

View equipment hierarchies of parent/child relationships between equipment. Select records within the hierarchy to retrieve equipment forms and fields within the system.

To view equipment hierarchies with the equipment lookup:

  1. From any form containing the equipment lookup, click .
  2. Dataspy and Quick Filter—Query for the equipment for which to view a hierarchy.
  3. Select the record for which to view the equipment hierarchy, and then click the Structure tab.
  4. Choose one of the following options as necessary:
    • Click Display as Focal Point. The system sets the focus of the Structure tab to the selected record.
    • Click Show Details. The system returns to the Search page and updates the Equipment list with only the selected record.
    Note: Click the Search tab to return to the Search page without selecting a specific record from the equipment hierarchy.
  5. Select the record(s) to retrieve, and then click OK.