Select Assets

You can add assets to the work plan using the Select Assets dialog box, accessed by the Select Assets button on the Plans tab. The Select Assets dialog box allows you to apply multiple assets at once to a work order. (The term "work order" can refer to a work order, change, release, or activity record.) The assets are the resources on which the work will be performed. When you select an asset, the system creates a new row in the Child Work Orders table on the Plans tab, and assigns a number to the work order.

Creating child work orders by selecting assets can be useful when, for example, your work order includes a mass asset move. The move is applied to the assets on the work order and its child work orders.

To select assets:

  1. Display the work order to which you want to add any number of assets.

  2. On the Plans tab, in the Child Work Orders table window, click Select Assets. The system opens the Select Assets dialog box.

To narrow your search, click Filter.

  1. To select an asset, select the Select Record check box. You can select more than one asset.

Note: To select all records displayed in the Asset table, select the Select All Records check box in the table header.

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

To return to the record without selecting assets, click Cancel.

  1. If appropriate, you can edit an asset's details. To make changes, click View Details for the asset and edit fields such as Quantity, Rate, and Regular Hours as needed.

  2. Click Save .

To find a particular value in the Select Assets 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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