Select Tools

You can select tools for the work plan on the Tools subtab of the Plans tab. The Select Tools dialog box allows you to apply multiple tools at once to a work order. When the work order is approved, the system reserves the tools if they are in a storeroom.

To select tools:

  1. Display the record for which you want to associate tools on the work plan.

  2. On the Tools subtab of the Plans tab, click Select Tools to open the Select Tools dialog box.

To narrow your search, click Filter.

  1. To select a tool, select the Select Record check box. You can select more than one tool.

Note: To select all records displayed in the Tools table window, select the Select All Records check box in the table heading row.

  1. To return the selected values to the record, click OK. Each selection creates a new row in the Tools table window.

To cancel tool selection and return to the record, click Cancel.

  1. If appropriate, you can edit a tool's details. To make changes, click View Details for the tool and edit fields such as Quantity, Hours, Rate, Line Cost and others as needed.

  1. Click Save .

To find a particular value in the Select Tools dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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