Entering equipment with the equipment lookup

Enter equipment with the equipment lookup.

  1. From any form containing the equipment lookup, click the equipment lookup icon.
    Note: Specify the first few characters of the value for which you are searching, and then click the equipment lookup icon.

    If you entered the first few characters of the piece of equipment and only one equipment record that begins with those characters exists in the database, the equipment record on the Structure page is automatically displayed. No equipment records are displayed until you conduct a search.

  2. Specify one of the following options:
    • Dataspy
      Select an existing Dataspy or edit an existing dataspy.
    • Quick Filter
      Define a quick filter to filter the list of records in the lookup based on the key fields and many attributes of the equipment, and then click Run. The equipment records that are not Out of Service or Withdrawn are displayed.
  3. Choose one of the following options:
    • Double click the row containing the equipment to retrieve.
    • Select for each equipment record to retrieve, and then click OK.
  4. Click OK.
Parent topic: Entering information into fields with the equipment lookup