Maintenance / Units (Equipment) / Data View / User Defined
The Units screen of ExpressMaintenance is used to insert and maintain all data relating to equipment and other items. The screen contains the primary data in the upper half. More detailed data is found under the various tabs located in the lower half of the screen. This help topic covers the Units - User Defined.
Use user defined fields for anything you wish to track that has not been included in the standard fields. Many users make the User Defined tab their primary tab that appears first and use the fields for data very specific to their needs. Others find no need for the user defined tab and turn it of since the other standard fields address all of their data tracking needs.
Inserting / Editing
To insert or edit a record, simply click the edit button on the data navigator at the top of the screen.
Selection Lists / Codes
You can setup a selection list for each user definable field under Administration / Codes by enter the list of codes for the desired user field and clicking the Enabled checkbox.
ExpressMaintenance includes 21 user definable fields. You can also define the caption of the User Defined tab. To change the caption of the tab or any of the fields, please use Administration / Defaults or the Screen Layout button at the top of the Units screen. Since the chages are system wide, access to this option is limited to user accounts with full permission to Administration / Defaults.
Units - General - General data relating to Units (equipment).
Units - Arranging Tabs - Explanation of how to arrange the lower tabs of the Units screen.
Units - Images & Barcodes - How to import images and how to generate barcodes.
Units - Vehicle Data - Explanation and sample of the vehicle related fields of Units.
Units - Lease & Warranty - Explanation and sample of the lease & warranty related fields of Units.
Units - Attachments & Devices - Explanation and sample of attachments, device & valve related fields of Units.
Units - User Defined - Explanation of user definable fields and tabs.
Units - Notes - Explanation and sample of the notes fields of Units.
Units - Sources - Explanation and sample of the vendor and source related fields of Units.
Units - Scheduled Services - Explanation and sample of scheduling services for Units.
Units - Service History - Explanation and sample of service history on Units.
Units - Downtime & Lockout - Explanation and sample of the downtime screen for units.
Units - Parts - Explanation of parts being associated with units.