Entering information into fields

There are many types of fields. See the following table when entering information into fields:

Field Type Entering Information and Examples
Text box

Enter information directly into the field.

Drop-down list

Click the drop-down list, and then select the value from the displayed list.

Note: Begin typing in the field to quickly narrow the list of selections.
Lookup

Enter the value or click Lookup, and then select the value from the lookup page.

Note: If the field calling the lookup has two levels, then you can select a top-level record and then view and select the second-level record. When you select the second-level record, the system returns both values.
Equipment Lookup Enter the value or click Lookup. The system displays the Equipment Lookup popup.
Task Plan Lookup

Enter the value or click Lookup. The Task Plans popup is displayed.

Note: The instructions for the selected task plan are displayed.

Select the task plan, and then click OK. The Task Plans popup is closed and Task Plan is populated.

When invoked from a job plan field, job plans are displayed rather than task plans. Job plans and task plans will not display together.

Bin Lookup

Enter the value or click Lookup. The system displays either the Bins popup or the Bin Lookup popup depending on the calling form.

If the system displays the Bins popup, apply a filter as necessary. Select a record from the Bins list, and then click OK.

If the system displays the Bin Lookup popup, select to view All Bins, Bins for Part, or Unassociated Bins. Select a record from the Bins list, and then click OK.

Comments

Enter text directly into the comment field. Use the scroll bar to scroll through a comment that extends beyond the provided area.

Radio button

Select one of the values.

Check box

Select to activate/deactivate the option.