Defining change notices

Define change notices, setting up selection criteria for the assets to which to associate the change notice.

To define change notices:

  1. Select Equipment > Change Notices.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the change notice belongs if you use multi-organization security.
    Change Notice
    Specify a unique number identifying the change notice, and then specify a description of the reason for the change notice in the adjacent field.
    Status
    Select the status for the change notice.
    Note: You can only create change notices in an Unfinished status.
    Class
    Specify the class of the change notice. The system automatically populates Class Org.
    Manufacturer
    Specify the manufacturer of the assets affected by the change notice.
    Start Date, End Date
    Specify the dates during which the manufacturer repairs or replaces assets affected by the change notice. The system automatically populates Close Date when Statuschanges to Closed.
    Filter Assets by Manufacturer
    Select to include only equipment with the specified manufacturer on the list of equipment for the change notice.
  4. Click Save Record.