Defining change notices

Define change notices, set up selection criteria for the assets to which to associate the change notice.

  1. Select Equipment > Additional Features > Change Notices.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the change notice belongs if you use multi-organization security.
    Change Notice
    Specify a unique number identifying the change notice, and then provide a description of the reason for the change notice in the adjacent field.
    Status
    Select the status for the change notice.
    Note: You can only create change notices in an Unfinished status.
    Class
    Specify the class of the change notice.
    Manufacturer
    Specify the manufacturer of the assets affected by the change notice.
    Start Date
    End Date
    Specify the dates during which the manufacturer repairs or replaces assets affected by the change notice. Close Date is automatically populated when Status changes to Closed.
  4. Select the Filer Assets by Manufacturer check box to include only equipment with the specified manufacturer on the list of equipment for the change notice.
  5. Click Save Record.