Toolkit

Some detail and general forms will contain Toolkits. These Toolkits provide you with special functions designed specifically for each type of form. For a list of the tools available, click on this link.

1. To access the Toolkit, highlight one or multiple records in the grid. Then, complete one of the following steps:
2. Click on the Toolkit icon and select a function from the list.

   

3. Different editable fields will be displayed based on the selected tool.

   Note: Some Toolkit operations are performed automatically; they require no other input from the user. When these functions are complete, a notation will appear in red text above the General Form indicating "Operation Succeeded".

4. A sample Toolkit option is displayed below; however, many more functions are offered that vary by form. At this time, the Toolkits are not customizable.
   • The example below comes from the Work Order Asset Form. Here, we've selected the tool to Populate Completion Dates. .

   

   Note: For date/time fields, users can press the spacebar to enter the current date or time.

5. For Toolkit functions requiring user input, click OK when complete. The data entered will be added to all highlighted records.