Equipment Request

The Equipment Request frame allows you to create a request in the system to use a particular type of equipment. The system assigns a number to each request so that you can manage the pickup and return of the piece of equipment.

 

How to Create a New Request

 

  1. Select the New Equipment Request button to the right of the Request # field. The Request # field populates NEW. The system will generate a request number after you enter the required information.
  2. Enter the Request Employee No of the employee making the equipment request, must be a valid employee from Employee Main. This is a required field.
  3. Enter the From Location of the check out location for the equipment, must be a valid location from Location Main. This is a required field.
  4. From the To dropdown you can designate who or what the request is for. Select from Department, Employee, Location, Unit, Work Order,or Direct Account. The field to the right is where you would enter the specific code (for example, location or department number).
  5. Enter the following information on the Equipment Requests i-frame.
  6. Equipment Type - Enter of select a valid equipment type. These types are created and maintained on the Equipment Types SKU frame.
  7. SKU - Must be a valid SKU for the equipment type selection.
  8. Qty - The quantity for the equipment request.
  9. Pick Up By - Employee who will pickup the equipment.
  10. Est Check Out - Estimated check out date. This date cannot be after the estimated return date.
  11. Est Return - Estimated return/check in date. This date cannot be before the estimated check out date.
  12. Status - Select OPEN OR CLOSED from the dropdown. For new requests the status is OPEN.
  13. Status Date - The status date will default to the current date.
  14. Notes - You can enter notes for each record on the request. These notes will be viewable on the Equipment Check Out frame.
  15. Select SAVE when completed.

 

Notifications

The EQUIPMENT REQUEST CREATED notification is sent when a user creates a new Equipment Request. The notification is available on the Notification Manager frame or on Location Main (Notifications) when Location is set on the Notification Manager frame.

 

See the Notification Manager Quick Reference Guide or Equipment Focus Training Guide for more information.

 

 

 

Last Update: 06/20/2016, 09/2024

 

 

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

 

Additional training and technical documents on this subject may be available in the Resource Files area.