Defining simple tools

To define simple tools:

  1. Open the Tools form.
  2. Click New Record.
  3. Organization—Enter the organization to which the tool belongs if you use multi-organization security.
  4. Tool—Enter a unique code identifying the tool, and then enter a description of the tool in the adjacent field.
  5. Class—Enter the class of the tool. The system automatically populates Class Org.
  6. Click Save Record.