Associating equipment with contact information

For contacts with specific equipment, associate one or more pieces of equipment with the contact information record.

Note: Specific equipment can be a system, position, asset, or location.

To associate equipment with contact information:

  1. Open the Contact Information form.
  2. Select the contact for which to associate equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Equipment—Enter the equipment to associate with the contact.
    The system automatically populates the equipment description and Organization.
    Note:  Equipment is multi-select to save time.
  5. Type—Select the request type for the equipment.
  6. Click Submit.