Reviewing Equipment Details Using the Manage Equipment Mobile Tablet Application

To review equipment:

  1. Open the application by tapping the Manage Equip icon on your device, and log in.

    See Logging In to Mobile Enterprise Applications.

  2. From the Manage Equipment home screen, enter the description partially or in whole in the Enter Equipment Description field to narrow the search for a specific equipment. Then, tap the Search button next to the Enter Equipment Description field to search for equipment by description. Alternately, you can leave the Enter Equipment Description field empty and tap the Search button to retrieve all equipment. When you click the Search button, the system displays the details of first record in the right pane of the Manage Equipment screen.

    To clear the description in the Enter Equipment Description field, tap the Clear button.

  3. To search details of an equipment by site, location, or status, tap the Filter button next to the Enter Equipment Description field.

    Site

    This field retrieves the equipment based on the address book number of the site location.

    Enter the address book number in the Site field.

    Alternately, tap the Search button next to the Site field, and then tap the Search button on the Address Book Search window. You can also search by entering a description or address book type.

    The device displays address book numbers based on your search. Tap the address book number that you want to select.

    Location

    This field retrieves the equipment based on the current physical location of an asset. Enter a location in the Location field.

    Alternately, tap the Search button. Enter a description for location in the Description field, tap the Search button on the Location Search window. The device displays business unit locations based on your search. Tap the business unit that you want to select.

    Equipment Status

    This field retrieves the equipment list based on the status assigned to the equipment record. To search for equipment by status, tap the Equipment Search drop down menu and select a status. The device retrieves the list of equipment with the selected status.

    Equipment Number (Release 9.2 Update)

    This field retrieves the equipment list based on the equipment number. Enter data in the Equipment Number field using one of these options:

    • Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.

    • Use the camera application on your mobile device to scan the data.

      To use this option, tap the QR Code button next to the Equipment Number field. The system launches the device camera and you can scan the barcode of the equipment.

    • Use a Bluetooth-enabled scanning device to scan the data.

      To use this option, tap the Equipment Number field to activate the scanning device. Then, scan the barcode of the equipment using the scanning device.

      See Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes..

    Note:

    The Equipment Number field is designed to accept the asset that you identify with an identification symbol in the Fixed Assets Constants program (P001012).

    See Setting Up Fixed Asset Constants in the JD Edwards EnterpriseOne Applications Fixed Assets
                            Implementation Guide
    .

    For example, if the symbol to identify the serial number is "/" and the serial number is "4CE0460D0G"; then you need to enter "/4CE0460D0G" in the Equipment Number field to search and select a piece of equipment.

  4. Tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of equipment that are displayed based on your filter values.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of equipment associated with the last saved filter values, if applicable.

    • Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.

    To delete all filter values you specified, and to enter new filter values, tap the Clear button.

  5. To review details about a specific equipment record, tap the record from the equipment list on the left pane.

    Manage Equipment Tablet: Equipment Details
  6. To update the equipment details, perform these steps:

    • To update the equipment status, tap the Equipment Status drop down menu on the right side of the screen and select a different status.

    • To update the location, select the current location and enter the new location.

      Alternately, tap the Search button. Enter a description for location in the Description field, tap the Search button on the Location Search window, and then tap the location to update.

    • Tap the Save button.

  7. Tap the data in the Site Address section of the screen to use the map or navigational features of your device.

  8. To review the Preventive Maintenance (PM) backlog details for the selected piece of equipment, tap the PM Backlog tab.

    Note that you cannot use the Manage Equipment application to make any changes to the PM backlog details.

  9. To review the repair history of the selected piece of equipment, tap the Repair History tab. The device displays all work orders for the piece of equipment.

    To narrow the search by work order status, tap the Work Order Status drop down menu, and then tap a status to select. The device displays work orders with the specified status.

    Note that you cannot use the Manage Equipment application to make changes to the repair history of an equipment.

  10. To review or update the meter reading of the selected equipment, tap the Meter Reading tab.

    Enter the new reading and/or the net increase for any of the meters for the piece of equipment, and then tap the Save button.

    Manage Equipment Tablet: Meter Reading
  11. To enter notes and view notes history, tap the Notes tab. To enter a new note, enter text in the New Notes section The new note appears at the bottom of the Notes History section once it is saved.

  12. To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.