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“Parts” represent physical inputs into a maintenance or repair process.

Add a part

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Select the “Parts” menu.
  4. Select “Add” to add a part.
  5. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the part name.
      • The system will not allow parts with duplicate names.
    • Tracking Code: The tracking code for this part.
    • Location: The location, area, and/or bin where this part is stored.
    • Unit Cost: The cost per unit of the part.
    • Minimum Quantity: The minimum quantity of this part to keep in inventory.
    • Active Date: The date this part became available.
    • Inactive Date: The date this part was no longer available.
    • Description*: Enter a description of the part.
    • Tags: The list of tags associated with this record.
    • External Identifier: Enter the unique identifier that represents this record in an external system.
    • Comments: Any comments you would like to store for this part.
  6. Select “Save” upon completion.

Manage parts

  1. Locate the parts record.
  2. To the right of each record, under the Actions menu, you may:
    • Edit the part or view the part details.
    • Copy the part as a new part.
    • Download the part definition for import into another database.
    • Delete the part. You may delete parts only when they are not in use at a work record.
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