Viewing equipment hierarchies with the equipment lookup

View equipment hierarchies of parent/child relationships between equipment. Select records within the hierarchy to retrieve equipment forms and fields within the system.

To view equipment hierarchies with the equipment lookup:

  1. From any form containing the equipment lookup, click the equipment lookup.
  2. Enter the Dataspy and Quick Filter details to query for the equipment for which to view a hierarchy.
  3. Select the record for which to view the equipment hierarchy, and then click the Structure tab.
  4. Choose one of the following options as necessary:
    Display as Focal Point
    The system sets the focus of the Structure tab to the selected record.
    Show Details
    The system returns to the Search page and updates the Equipment list with only the selected record.
    Note: Click the Search tab to return to the Search page without selecting a specific record from the equipment hierarchy.
  5. Select the record(s) to retrieve, and then click OK.
Parent topic: Entering information into fields with the equipment lookup