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Creating Equipment History Tracking Configurations

You use Equipment History Tracking to manage attributes that are changing with the various transactions and event changes in your system. After you have created attributes, statuses, and conditions and have determined when and where you want to collect them, you are ready to create the Equipment History Tracking configuration. The configuration brings the various components of Equipment History Tracking together. In the configuration, you determine the following:

The statuses you want to be able to set

The attributes you associate with the statuses

The attributes you associate with transactions and events

The conditions that can be set

After you have created the configuration, you assign it to your equipment items. The configurations together with the assignment is what makes e-automate's Equipment History Tracking work.

Equipment History Tracking or the configuration cannot be used by e-automate until it is assigned to an active serialized equipment item or items on your inventory item list.

Note: Adding a status does not make it available in the configuration.

Getting to the TransactionGetting to the Transaction

On the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Configuration (Equipment History Tracking).

Click [New] to open the New Tracking Configuration (Equipment History) window.

Basic InformationBasic Information

In the Name field, enter a name for this configuration.

In the Description field, enter a brief description of this configuration.

Note: In the New Tracking Configuration window, you are defining relationships. Every attribute you add is associated with either a status or an event/transaction. Before you QuickAdd any attribute, verify you have selected the correct status or event/transaction.

Status TabStatus Tab

If you are not associating a status with an attribute, do not enter anything on the Status tab. Any status added to the Status tab must have an associated attribute.

To select a status with which an attribute will be associated, do the following:

In the Available Status field, use the drop-down menu to select a status.

Click [QuickAdd] to add the status to the Selected Status(s) region.

Repeat Steps a and b until all the statuses necessary for this configuration have been added.

To associate an attribute with an added status, do the following:

In the Selected Status(s) region, click on the status to which you want to associate an attribute.

In the Available Attribute(s) field, use the drop-down menu to select an attribute.

To specify a default value, do the following:

Check Default Value.

In the Default Value field, specify or use the lookup to select the default value.

Note: You cannot use the hidden feature.

To indicate the attribute is required, check Required.

Click [QuickAdd] to add the attribute to the Selected Attributes region.

Repeat Steps a through e until you have associated all the necessary attributes with the selected statuses.

To view the different attributes associated with a status, select the status from the Selected Status(s) region. E-automate displays the associated attributes in the Selected Attributes list.

Events/Transactions TabEvents/Transactions Tab

Click the Events and Transactions tab to bring it forward.

To select a transaction/event at which you want to collect attribute data, do the following:

In the Available events and transactions field, use the drop-down menu to select the transaction/event at which you want to collect attribute data.

Click [QuickAdd] to add the event/transaction to the Selected events and transactions region.

Repeat Steps a and b until all the events/transactions necessary for this configuration have been added.

To associate an attribute with an event/transaction, do the following:

Note: For each added event/transaction, you must collect at least one attribute.

In the Selected events and transactions region, click on the event/transaction to which you want to associate an attribute.

In the Available attribute(s) field, use the drop-down menu to select an attribute.

To specify a default value, do the following:

Check the Default Value box.

In the Default Value field, specify or select the default value.

Note: You cannot use the hidden feature.

To indicate the attribute is required, check the Required box.

Click [QuickAdd] to add the attribute to the Selected attributes region.

Repeat Steps a through e until you have associated all the necessary attribute(s) with the selected events/transactions.

Note: If you have chosen the event/transaction Manual Condition Change, e-automate requires you to associate the condition attribute along with any other attributes you want to collect.

To specify whether an equipment status change should occur following an event/transaction, do the following:

From the Selected events and transactions region, select the event/transaction for which you want to define status settings.

Do one of the following in the right side of the window:

To indicate the equipment status should not be changed, select the Do not change status radio button.

Note: When you perform the selected transaction on equipment with this configuration, the status will not be modified.

To automatically assign an equipment status, do the following:

Select the Always change status to radio button.

In the Always change status to field, use the drop-down menu to select the equipment status.

Note: When you perform the selected transaction on equipment with this configuration, e-automate will automatically assign the specified status. If the status assigned is configured to collect attributes, e-automate will collect attributes.

To provide a list of equipment statuses the user may assign to the equipment after the event/transaction, do the following:

Select the Allow user to select from the statuses checked below radio button.

In the Status/Description table, check the boxes for the statuses the user can choose from when the selected event/transaction occurs.

If the status is required, check the Required box.

Note: When you perform the selected transaction on equipment with this configuration, e-automate displays a list of the selected statuses for the user to choose from. If the user selects an attribute that is also associated with attributes, e-automate will also collect attributes.

Note: If you have chosen the event/transaction Manual Status change, e-automate requires you to list the statuses from which the end user can select.

The Status Attributes field displays the attributes configured to be collected on the Status Tab. It tells you which attributes will be requested of the user when a status is selected above.

Completing the TransactionCompleting the Transaction

Click [OK] to save the configuration to the list and display the Lists and Codes window.