How to configure asset searches in eQuip.

Asset Search Configuration In eQuip 

  • Log into eQuip with your name and password 
    • Enter your Username 
    • Enter Your Password 
    • Choose Login 
  •  Go to ADMIN>Manage Application Settings>Asset Search Configuration 
  • To create a new search: 
    • Enter the name for the new search 
    • Choose Create   
      A screenshot of a cell phone

Description automatically generated
    • Choose Save 
      A screenshot of a cell phone

Description automatically generated
    • You will receive a success message 
    • Choose OK 
      A picture containing clock

Description automatically generated
  • Choose Activate These Changes 
    • In the window that appears: 
      • Enter your name 
      • Enter a description of the change(s) that you are making 
      • Choose Save And CheckIn 
        A screenshot of a video game

Description automatically generated
    • You will receive a success message 
    • Choose OK 
      A picture containing clock

Description automatically generated
  • To add fields to this new or any existing search: 
    • Choose the tab that has fields that you want to add from the Tab: dropdown list
      A screenshot of a cell phone

Description automatically generated
  • 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 
    A screenshot of a cell phone

Description automatically generated
    • 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: 
      A screenshot of a cell phone

Description automatically generated
  • 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 
    • Now left-click the down arrow next to the Tab: dropdown list 
    • Choose the Asset Summary tab   
      A screenshot of a cell phone

Description automatically generated
    • 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 
      A screenshot of a cell phone

Description automatically generated
  • 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 
    • Choose the right arrow to move the asset field into your list 
      A screenshot of a cell phone

Description automatically generated
  • The field will appear at the end of the list 
    • If this is not the position you want the field to be in: 
      • 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 
        A screenshot of a cell phone

Description automatically generated
  • 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 
    A screenshot of a social media post

Description automatically generated
  • Once the fields are all in the correct order: 
    • Choose Save at the top of the screen 
  • You will receive a success message 
    • Choose OK 
      A screenshot of a cell phone

Description automatically generated
    • Choose Activate These Changes 
      • In the window that appears: 
        • Enter your name 
        • Enter a description of the change(s) that you are making 
        • Choose Save And CheckIn   
          A screenshot of a video game

Description automatically generated
  • You will receive another success message 
  • Choose OK 
    A picture containing clock

Description automatically generated
  • Your report is now complete!