Setting up classes for screens

Select classes for equipment or work orders. Administrators can specify which class must be displayed for a user on the related screens.

To set up classes:

  1. Select Administration > Screen Configuration > Screen Setup.
  2. Select the screen for which to set up classes for equipment or work orders, and then click the Record View tab.
  3. Select the Filter Class check box to filter the class records in the class lookup for the selected screen.
  4. Select the Classes tab.
  5. Click Add Class to add classes to the class lookup on the selected screen.
  6. Specify this information:
    Class
    Select the class to display in the class lookup on the selected screen, and then click OK.
    Note: To select multiple classes to display in the class lookup on the selected screen, click Select Class. Select the classes, and then click Submit.
  7. Click Submit.
Parent topic: Setting up field filters for screens