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Facilities |
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Add New Facility
Point to the Quick Tab Asset Details link and in the drop-down menu click the Facilities List
link. At the bottom of that list, click the Add a new Facility to [Organisation Name] link. A
Choose Site page will appear seeking a choice from the drop-down list of Sites for the new
Facility??s location. Clicking the GO button will bring up a blank New Facility Details box.
Complete the information fields and click the Save Changes link at the bottom of the box.
Close Facility
Note: Be sure that you actually want to close the Facility and not just an Entity or a Record.
(See Close Date in Appendix F for more details on this distinction.) If the Facility is in fact to
be closed, point to the Quick Tab Asset Details link and in the drop-down menu click the
Facilities List link. Click the [Facility Name] you wish to close and then tick the box between
the headings Close Date and Close Facility. On then clicking the Save Changes link, boxes
appear for the Close Date to be entered.
Edit Facility Details
Point to the Quick Tab Asset Details link and in the drop-down menu click the Facilities List
link. Click the [Facility Name] you wish to edit or first Search for it as described immediately
below and change the information fields as required. Then click the Save Changes button.
View Facility Details
Point to the Quick Tab Asset Details link and in the drop-down menu click the Facilities List
link. If you have a very large number of Facilities you can use the Search box at the top to
filter by Name, Site, or Status. Click the [Facility Name] you wish to view or first use Search
as described immediately above.
View Facility List - All of Organisation
Point to the Quick Tab Asset Details link and in the drop-down menu click the Facilities List
link. At the top, there is the Search box to help users with a large number of Facilities. You
can filter by Name, Site, or Status to obtain a smaller list if required.
Below the Search box and above the list itself, there is a dark blue block with the Results per
Page heading in the upper left hand corner. Just beside the heading, a display setting can be
chosen by clicking one of the available numbers between 5 and 100. (Default setting is 20.)
Immediately below that, the system shows the range of results displayed out of the total
number. On the lower right hand corner of the block, there is scope to scroll between pages
or choose a particular page number. In the upper right hand corner of the block is the link to
toggle between showing and hiding Entities.
View Facility List - One Site Only
Point to the Quick Tab Asset Details link and in the drop-down menu click the Sites List link
and not the Facilities List link. Then click the Facilities link on the line for the Site required.
Alternatively, do choose the aforementioned Facilities List link and then use the Search box
to filter by Site and/or the Results per Page block as required.
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