How to Set Up Custom Specifications on the Equipment Profile

Overview

Custom specifications allow users to define additional fields specific to an equipment unit. These custom fields are tied to the Model Group, meaning that once a Model Group is assigned to an equipment unit, the associated custom fields will automatically populate in the Custom tab of the Equipment Profile. 

Step 1: Setting Up a Model Group

Since custom fields are linked to the Model Group, you would need to first ensure that the correct Model Group is assigned to the equipment unit.

1. Navigate to Equipment Setup

   • Go to Equipment Setup > Model Groups
   • Click the "+" icon to add a new Model Group.
   • Enter a name and save the new Model Group.

2. Assign a Model to a Model Group

   • In Equipment Setup, go to the Model tab.
   • Select a Model and assign it to a specific Model Group.
   • Save the changes.

Step 2: Configuring Custom Fields for a Model Group

Once a Model Group is created, you can configure custom fields that will appear in the Equipment Profile when that Model Group is selected.

1. Navigate to the Equipment Profile

   • Open an Equipment Record and go to the Custom tab.

2. Set Up Custom Fields

   • Click the Set Up button in the bottom-right corner.
   • In the Setup Custom Fields window, select the Model Group.
   • Define custom field names
   • Then click Add or Update to save the custom fields.

Step 3: Applying Custom Fields to an Equipment Unit

After setting up custom fields for a Model Group:

1. Assign the Correct Model Group to an Equipment Unit
   • In the Equipment Record, select the appropriate Model Group under the General tab.
2. Verify Custom Fields
   • Navigate to the Custom tab, and the predefined fields for the selected Model Group will automatically populate.
   • Enter values as needed.