Equipment Finder - Advanced Equipment Selection

The EquipmentFinder utility is very useful for finding a particular piece of Equipment with an advanced filter. You can load, save, clear, delete, and test your filters using the buttons above the filter. If you want to test the statement to see how much equipment would be selected, press the stopwatch button in the middle of the screen. Press the blue single-down arrow when you can choose the selected equipment. To remove one item from the selected equipment section, highlight it and press the blue button. Press the blue double arrow up button to remove all equipment from the Selected Equip. section.

For this tutorial topic, we will look at the Advanced Equipment Selection. For information on the SQL Based Selection, see the IndySoft User Manual.

To launch the EquipmentFinder, select "Search-By" on the main screen menu. You will see the EquipmentFinder feature at the bottom of the drop-down menu.

The Advanced Equipment Selection allows users to search for equipment based on detailed filter criteria.

The Advanced Equipment Selection Toolbar contains (from left to right) "Save," "Clear Equipment Selection," "Delete," and "Test Equipment Filter."

When you find a search combination that works well for you, save the search for future use. Below is an example of a search that can be saved for all system users or the current user. Once the filter set-up was completed, it was tested (using the stopwatch icon) to see how many pieces of equipment would be returned for processing. The filters narrowed the search to only a few items that met those particular criteria. This real-time saver cuts down on the equipment needed for the search. Click "OK."

The information is processed successfully and placed in the Selected Equipment grid by clicking the down arrow .

To save the search, click the "Save" icon . The dialog box shown below will be displayed. Name the search. You also have the option of making the search visible to all users of the system globally.

Search saved. It will now be available in the drop-down list. You can save as many searches as you like. Each time you open the EquipmentFinder, they will be available for use. You can also delete a search any time you like.

Once you have made your choices, you can use the icons at the top right of the screen to process the information.

The black arrow icon

 opens the events drop-down. You can perform any of these events for one or all equipment from the EquipmentFinder.

The Print icon allows the user to select and print documents from the equipment selected in the grid. For example, if you wanted to print all the Worksheets for the equipment, you would have to select the "Print All Equipment" feature or choose one highlighted gage and print that one.

Send selected equipment to the navigator using this icon: 

If you wish to send the gage information in the grid to another user, click the "Send to Another User" icon . When you open the dialog box, you will be prompted to choose a user name to send the gage information to and write a short note if you like. The gage information will be sent to an IndySoft user within your company. You can also send them an e-mail if you wish that will go directly to their inbox. The "Send to User" function is more like an instant message pop-up that will be displayed on the user screen.

The last icon we will look at is the "View Item" icon . This selection will display the highlighted gage on the main screen and close the EquipmentFinder. |