To edit an equipment record, open the equipment record and make the necessary changes. For information regarding the equipment record tabs, see Filling Out the Equipment Tabs.

The Rename Equipment action allows you to assign a new name to a piece of equipment. EAM updates all records that include this equipment, retaining the history.

To rename an equipment record, select the record in the Equipment browse. Select Rename Equipment from the Action menu. Verify that Site and Old Equip No are correct. Enter New Equip No and click OK.

As equipment ages and goes out of service, you can prevent any additional charges, such as inventory issues and labor distribution, against the equipment ID by locking it.

To lock a piece of equipment, open the equipment record and select Lock/Unlock from the Equipment Action menu.

To unlock an equipment record, open the equipment record and select Lock/Unlock from the Equipment Action menu.

The Refresh action updates an equipment record so that it displays the most recent equipment cost figures on the Detail tab.

To refresh an equipment record, select the record in the Equipment browse and select Refresh from the Action menu.

To refresh a group of equipment, select all the equipment records you want to refresh and then select Global Refresh from the Action menu.

As an alternative, you can schedule a batch job to run that refreshes equipment automatically (Equipment Refresh) on a periodic basis. See Job Program.

The copy function allows you to copy data from one piece of equipment and use it as a template for a new piece of equipment.

The copy button copies the following:

Follow these steps to copy equipment: