Toolbar

The EAM Web toolbar contains buttons used to access and perform a variety of standard program functions. Hover the cursor over a toolbar button to see the name/function of that particular item.

The table below provides a brief description of each toolbar button. Select the links for additional information.

The buttons listed here may not appear in every module. A button's availability may also be affected by whether the user has permission to perform that function and whether the button is configured in the Admin Tool for the current view or form.

General Tools

The following tools appear in the upper-right corner of the View:

Icon	Name	Function
	Search	Provides a text box that allows user to search every column in the current filterset for the designated search term or value.
	Refresh Grid	Re-queries the database and refreshes the data on the page.
	Menu	Displays a list of the tools and options (listed in the table below).

General Tools > Menu

The following are tools and options available when you access the menu Circle with 3 horizontal lines menu icon from a View from a view or grid:

Icon	Name	Function
	Mark as Favorite	Marks a specific view (and its current filter) as a favorite. When a view is marked as a favorite, the star turns yellow. To access Favorites, select the button next to the application tabs.
	Share with Others	Shares the current View with other EAM users with a link, allowing them to see the same dataset.
	Save Customizations	Saves the user's current column size and the order in which the columns appear.
	Clear Customizations	Clears the user's currently saved column size and column order preferences.
	Grid Information	Provides information about the current grid, view, and module.
	Change View	Switches the view you are looking at. Click on this tool under the menu to display a list of views that are available to the logged in user. Select a view from the list. The tab will reload displaying the selected view. A user must have the Lucity Apps > Lucity Web > Allowed to Switch Views Security permission.
	Change Assigned Form	Enables administrators to change which Form opens from the grid.
	Open Form Manager	Opens the Form Manager pop-up to select modules for which to add, edit and delete Forms.
	Edit Grid	Opens the Grid Manager pop-up to configure grids.

Record Tools

The following tools appear to the upper left hand corner of the View:

Icon	Name	Function
	Add	Launches a form to enable the user to add a new record to the current module.
	Edit in Grid	Allows the user to edit records within the grid. While editing in the grid, the standard toolbar is disabled and records cannot be expanded. Shortcut: CTRL + E
	Reports	Provides access to the reports available for the current module. The drop-down arrow next to this tool displays Quick Reports—a user-defined list of frequently accessed reports.
	Show in Map	Launches the Lucity Web Map (or a third-party product), then, zooms in and selects all assets, X/Y coordinates, and/or addresses found in the selected record.
	Filter	Allows users to narrow the list of records based on criteria they define.
	Create Work Order	Generates Work Orders for the selected records or the chosen filterset. Users may be required to select a Default WO Category if more than one applicable category exists.
	Create Request	Generates a Work Request for the selected Inventory record. Note: When users create a new Request, the system opens a Request view, if one exists. If a default view does not exist, the system still creates the Request in the database; however, it does not appear on screen. Instead, a notation appears above the grid indicating that the operation succeeded.
	Create PM/Template	Produces a new PM/Template for the selected records or the chosen filterset.
	Toolkit	Provides a range of functions, depending on the module. Such functions could include anything from sending Notifications to recalculating fields.
	Global Edit	Provides a dialog for bulk editing records.
	Property Viewer	Shows relationships between the selected record and records in other modules based on the address.
	Subsets	Enables users to create, save and load Subsets, which are specific groups of records.
	Documents	Enables users to view or attach Documents to a record or view attached Documents. The button appears orange if the selected record has an attached Document; it appears white if no Documents are attached.
	Data Export	Exports the data in the current grid (not child grids) into a .csv file and sends it to the user via email.
	External Document Link	Displays a list of Documents that are linked to EAM from an external document system (e.g., Falcon).
	Relationships	Displays a list of modules with records related to the selected record in the grid.
	Open in another View	Launches the selected record(s) in a different view. This function is normally available in child tables for Work Order assets or for assets from other modules that are associated with the selected asset.
	Reorder	Displays a grid that enables users to change the order that records appear in the grid. This tool only appears in grids in which the order of the records is critical and controlled by a specific attribute field.
	Delete	Erases all selected records.

Module-Specific Tools

The following tools have special functionality for specific modules and only appear in relevant grids:

Icon	Name	Function	Available In
	Inspection Graph	Displays Observations generated during a Sewer or Storm Pipe Inspection. This button is available only in the listed inspection modules and in relevant grids.	Sewer Pipe TV Inspection PACP Inspection Storm Conduit Inspections PACP Inspections
	Tire Tools	Provides tools that enable users to manage the tires on a vehicle.	Fleet Inventory
	Edit Resources	Displays a single page with editable resource grids for each Work Order Resource type. This enables users to rapidly add and edit resources for a single task.	Work Orders > Tasks
	Work Clock	Enables users to start/stop the work clock for a task on the selected work order.	Work Orders
	Fleet Reservations Scheduler	Displays Fleet Reservations in a calendar or timeline format, making it easy for motor pool managers to add, edit and manage reservations.	Fleet Reservations