Setting up types for screens

Select types for equipment or work orders. Specify which equipment or work order types must be displayed for a user on the related screens.

Note: The user can select a type, only if the Filter Type check box is selected on the Record Viewscreen.
  1. Select Administration > Setup > Screen Setup.
  2. Select the screen for which to set up the types for equipment or work orders, and then click the Record View tab.
  3. Select the Filter Type check box to filter types for equipment or work orders on the selected screen.
  4. Select the Types tab.
  5. Click Add Type to add the equipment or work order type to the selected screen.
  6. Specify this information:
    Type
    Select the type of equipment or work order.
    Note: To select multiple types for the selected screen, click Select Types. Select the types, and then click OK.
    Default Screen Type
    If this check box is selected, the equipment type or work order type is defaulted to the type defined as the Default Screen Type.
  7. Click Submit.
Parent topic: Setting up field filters for screens