Asset Search Configuration In eQuip
- Log into eQuip with your name and password
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- Enter your Username
- Enter Your Password
- Choose Login
- Go to ADMIN>Manage Application Settings>Asset Search Configuration
- To create a new search:
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- Enter the name for the new search
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- Choose Create
- Choose Create
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- Choose Save
- Choose Save
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- You will receive a success message
- Choose OK
- Choose Activate These Changes
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- In the window that appears:
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- Enter your name
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- Enter a description of the change(s) that you are making
- Choose Save And CheckIn
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- You will receive a success message
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- Choose OK
- Choose OK
- To add fields to this new or any existing search:
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- Choose the tab that has fields that you want to add from the Tab: dropdown list
- Choose the tab that has fields that you want to add from the Tab: dropdown list
- Add the fields that want to appear in the list of search fields in the search by checking their box in the Include column on the left
- You can change the order of the search fields in the report by changing the number in the Form Order box to the right for each asset
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- Perform these steps for each tab that contains asset fields that you want to include
- In the report the search fields will be put in order like so:
- Next go to the Display Field tab to choose the display fields (the search results) that you would like to include in in the report and put them in order
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- Now left-click the down arrow next to the Tab: dropdown list
- Choose the Asset Summary tab
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- The column on the left side of the Main Assets Column screen is the list you will choose asset fields from
- The column on the right is where you will move the chosen fields to
- From the list of fields in the left column choose the first field that you would like to add to your list of display fields
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- Choose the right arrow to move the asset field into your list
- Choose the right arrow to move the asset field into your list
- The field will appear at the end of the list
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- If this is not the position you want the field to be in:
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- Left-click the up arrow at the top of the column to move the field up one position in the list
- Keep doing this until the field is in the position that you want it to be in
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- Repeat this process for the other tabs/fields until you have chosen every field that you want in the report
- The same process must be repeated for the Child/AssetGroup Details List to the right of the Main Assets Column
- Once the fields are all in the correct order:
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- Choose Save at the top of the screen
- You will receive a success message
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- Choose OK
- Choose OK
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- Choose Activate These Changes
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- In the window that appears:
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- Enter your name
- Enter a description of the change(s) that you are making
- Choose Save And CheckIn
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- You will receive another success message
- Choose OK
- Your report is now complete!