Click the Filter tool in the Equipment Setup module toolbar.
Select an existing filter or create a filter for the records to which you want to associate multiple Categories.
Click the Count button to determine how many records are in the filterset.
Click OK.
Click Run. The grid displays the Equipment Setup records that met the filter criteria.
Click the Toolkit and select Add Multiple Categories | Current Filter. A pop-up appears prompting you to run the tool against the records in the filterset.
Click OK. A list of Category options opens similar to the following:
Use CTRL + click to select the Categories that you want to associate with the Equipment.
Click Select. The system adds the selected Categories to the Categories grid for all records in the filterset.
Add Multiple Categories for Selected Record(s) - Work Equipment Setup
Enables you to add multiple Categories to one or more selected Equipment Setup records.
Open the Work > Administration > Work Flow Setup > Equipment Setup module.
Select one or more records in the Equipment Setup grid.
Click the Toolkit and select Add Multiple Categories | Current Filter. A pop-up appears prompting you to run the tool against the records in the filterset.
Click OK. A list of Category options opens similar to the following:
Use CTRL + click to select the Categories that you want to associate with the Equipment Setup records.
Click Select. The system adds the selected Categories to the Categories grid for all records you ran through the Toolkit.
Replace Equipment on PMs and Crews for Selected Records
Identifies instances in which the selected Equipment Setup record is associated with an existing PM or Crew and replaces it with another piece of Equipment.
In the Work > Administration > Work Flow Setup > Equipment Setup module, select the Equipment record that you want to replace with another.
Click the Toolkit and select Replace Equipment on PMs and Crews| Selected Record. A pop-up appears asking the user to confirm whether to proceed with the action:
Click OK. A pick-list of existing Equipment Setup records opens similar to the following:
Select the Equipment that you want to replace the item you selected in Step 1.
Click Select. The system identifies instances in which the original Equipment Setup was associated with an existing PM or Crew and replaces that record with the Equipment item selected in Step 4.
Update Past Work Orders for Current Filter
Updates related Work Order > Task > Equipment records with the Equipment Setup record's current cost. This helps administrators update the equipment's costs on work orders when the equipment's pay rate changed but the administrator doesn't find out until later.
Click thetool on the Work Equipment Setup toolbar.
Select an existing filter or create a filter for the equipment that needs their costs updated.
Click the Count button to determine how many records are in the filterset.
Click OK.
Click Run. The grid displays the records that met the filter criteria.
Click the button and select Update Past Work Orders | Current Filter. A pop-up appears asking for confirmation.
Click Yes to proceed. A pop-up similar to the following appears:
Select a Beginning Date (required). This will be the date the employee's costs changed.
If needed enter an Ending Date. This may be left blank if the cost change is still in affect.
Click OK. The system will find all work orders within that date range. The costs from the equipment in the current filter set will be carried over to an related equipment records attached to those work orders.
Update Past Work Orders for Selected Record(s)
Updates related Work Order > Task > Equipment records with the Equipment Setup record's current cost. This helps administrators update the equipment's costs on work orders when the equipment's pay rate changed but the administrator doesn't find out until later.
Open the Work > Administration > Work Flow Setup > Equipment Setup module.
Select one or more records in the Equipment Setup grid.
Click the button and select Update Past Work Orders | Selected Record. A pop-up similar to the following appears:
Select a Beginning Date (required). This will be the date the equipment's costs changed.
If needed enter an Ending Date. This may be left blank if the cost change is still in affect.
Click OK. The system will find all work orders within that date range. The costs from the selected equipment will be carried over to an related equipment records attached to those work orders.
How to add multiple Categories to Equipment Setup records in the current filter
tool in the Equipment Setup module toolbar.
and select Add Multiple Categories | Current Filter. A pop-up appears prompting you to run the tool against the records in the filterset. 
