PT
ES
You can record the location change of equipment or a tool, the parent location change of a location and the parent equipment change of equipment.
Change the location of equipment or a tool
To change the location of equipment or a tool, follow these steps:
Go to Assets | Equipment or Assets | Tools;
Select the equipment or tool whose location you want to change;
Click on the Operations button and select the Change Location option. The list of all changes of the equipment or tool is displayed;
Click on Create;
Fill in the details, specifying the new location (required);
Click on:
Save and New, to save the change and start a new record;
Save, in the arrow next to the Save and New button, to save only the change.
When changing the location of equipment or a tool, the following rules apply:
The change is applied to all descendants of the equipment or tool;
The location can only be changed to a location that is different from the current one;
You cannot create a location change for a future date, or for a date earlier than the asset's last location change or that of any of its descendants.
In edit mode, you can only edit the Remarks field and the attachments.
Change the parent location of a location
To record a parent location change, follow these steps:
Go to Assets | Locations;
Select the location for which you want to record the parent location change;
Click on Operations and select the Change Parent Location option;
Click on Create;
Fill in the details;
Click on:
Save and New, to save the change and start a new record;
Save, in the arrow next to the Save and New button, to save only the change.
When changing the parent location, the following rules apply:
The start date cannot be later than the current date;
When you save the change, the location's parent location is changed automatically;
When you make a new parent location change, the end date of the last record is updated with the start date of the new parent location.
Change the parent equipment of an equipment
To record a parent equipment change, follow these steps:
Go to Assets | Equipment;
Select the equipment for which you want to record the parent equipment change;
Click on the Operations button and then on Change Parent Equipment. The list of changes for that equipment is displayed;
Click on Create;
Fill in the required fields;
Click on:
Save and New, to save the change and start a new record;
Save, in the arrow next to the Save and New button, to save only the change.
After saving, the equipment's parent equipment is changed automatically. If a new parent equipment change is made, the end date of the last record is updated with the start date of the new parent equipment.
Required fields
The required fields are indicated on the screen. They can also be viewed in the alert icon, in the upper right corner, next to the Reset button.