Deleting or Undeleting Equipment
Delete an item if it is no longer needed in any capacity, and it is
not likely to be needed in the future. Most deleted items can be undeleted.
When you delete equipment:
- Appointments already booked with a service that uses this equipment, both past and future, remain unchanged in the Appointment Book.
- Existing service steps that are associated with this equipment do not change.
- It is no longer selectable from any forms or menus.
- It does not appear in search results unless Deleted is selected from the Advanced menu.
- It may still appear in reports depending on the report setup criteria.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete equipment
If deleting an equipment item that is required for a service, make sure to disassociate the equipment from that service. Otherwise, you will be unable to book that service if the equipment is unavailable (deleted).
- Locate the equipment and select it.
- Select Delete. A confirmation message appears.
- Select Yes to delete the equipment.
To undelete equipment
Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
- Locate the equipment and select it.
- On the Equipment maintenance form, notice that in place of the Status switch is the word Deleted.
- Select Undelete. The Status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
- To reactivate, follow the instructions in To reactivate equipment.