The Unit Group frame allows you create and maintain groups of units based on certain requirements or similarities the units might share. Unit Groups can be used in the Unit Availability module.
For Unit Groups, the Availability Status Codes are joined -- meaning when one unit is placed on a work order, the Availability Status for the rest of the group changes as well. The Unit Status Code must also be set to ‘Y’ for Allow Unit Group.
Create
To create a new group, enter in the Unit Group name and press tab or enter. You will receive a popup asking if you want to create the new group. Click Create to confirm the action.
Now you can enter the units that will be part of the group. Enter a valid Unit Number from Unit Main in the Unit No. field. The description will automatically populate.
The Start Date will default to the current date. The Start LTD Usage will also populate. To remove a unit from the group, enter a Stop Date and Stop LTD Usage. Check the Lead Unit flag to designate a unit as the “lead” for the unit group.
Once you have added the necessary units to the unit group. Click the Save button at the top of the frame.
Modify
To modify an existing unit group, enter the group name in the Unit Group field or double click in the field to select one from the list of values (LOV).
You can add new units, change information on existing units, or enter Stop Date/LTD Usage information for existing units. Click Save when changes are complete.
Delete
You can remove a unit from the group provided the information is not in use by any other tables in the system. If the unit group information is in use, you will not be able to delete a unit.
To delete a unit, click in the row of the unit you want to delete to make it active. Click the Delete button (Red X) at the top of the frame. The selected row will turn red. Click Save to delete the unit.
Last Update: 06/06/2016
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Additional training and technical documents on this subject may be available in the Resource Files area.