Equipment Request

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

Create

To create a new request, click the New Equipment Request button to the right of the Request # field. The field will populate with the word, 'NEW'. The system will generate a request number after you enter the required information and click the Save button at the top of the frame.

• Request Employee No. - Enter the number of the employee making the equipment request, must be a valid employee from Employee Main. This is a required field.
• From Location - The check out location for the equipment, must be a valid location from Location Main. This is a required field.
• To (drop down) - This drop down allows you to designate who or what the request is for; the options are: Department, Employee, Location, Unit, Work Order, Direct Account. The field to the right is where you would enter the specific code (i.e. Location or Department number).

After you have entered the Requesting Employee, Location, and Type enter the following information on the i-frame below the Equipment Request Section.

• Equipment Type - Enter of select a valid equipment type. These types are created and maintained on the Equipment Types SKU frame.
• SKU - Must be a valid SKU for the equipment type selection.
• QTY - The quantity for the equipment request.
• Pick Up By - Employee who will pickup the equipment.
• Est. Check Out - Estimated check out date. This date cannot be after the estimated return date.
• Est. Return - Estimated return/check in date. This date cannot be before the estimated check out date.
• Status - Status of the request, 'Open' or 'Closed'. For new requests the status will be 'OPEN'.
• Status Date - The status date will default to the current date.
• Notes - You can enter notes for each record on the request. These notes will be viewable on the Equipment Check Out frame.

Repeat this process for any additional Equipment Type/SKU combinations you want to add to the request. Click the Save button when finished.

Please refer to the Equipment Focus Training Guide for more information.

Last Update: 06/20/2016

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.