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TC1 version
Equipment
You can compile a list of frequently used equipment. The equipment list is available when you add equipment entries to daily reports.
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- Open the record settings.
- Click Daily Reports.
- On the settings menu, click Equipment.
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You can enter a default rate for each item in the equipment list. The rate can still be modified in the daily reports.
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- Click Add new row.
- In the Description column, enter a unique description.
- In the Rate column, enter the default rate.
- Press Enter.
- Click the item, and drag it to a different position in the list.
—Or—
Click Done.
The item is added at the bottom of the list.
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You can edit the description or default rate for items in the equipment list.
Only the description is updated for existing equipment entries in daily reports.
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You can export the equipment list to Excel where you can edit the list.
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- Click the Description column, and then edit the description.
- Click the Rate column, and then edit the default rate.
- Press Enter.
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- Click the item, and then drag it to a different position in the list.
—Or—
To sort the items alphanumerically, click sort_by_alpha (Sort) on the toolbar.
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You can delete equipment list items that are in use. A deleted equipment list item remains linked to a record if it was previously selected, but you can't select the deleted equipment list item for anything else.
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- Point the cursor to the row, and then click cancel (Remove).
The item is deleted immediately from the list.