The Sub-Items Tab allows you to describe a list of parts or items that attach to or describe this piece of Customer Equipment.

A piece of Equipment has various attributes and details which you might need to keep on record.

For instance, with a computer you may need to track things like how much RAM the computer contains as well as how big the Hard Drive is. For this you would use the Sub-Items feature.

The Sub-Items feature is similar to "Custom Fields" found in some Field Service Management (FSM) applications.

Group Name:

The Sub-Item Group selected will automatically populate the detail lines in the window below. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Item:

Decided by the selected Sub-Item Group above. Not really an entry field for this screen. Any changes for this should be made in the Sub-Item Group itself.

Value:

Enter matching information for the Item selected. Depends on the field type defined in the Sub-Item Group.

For instance, if you specified a Date field, only date values are valid. If you have specified the type of the field as a List/Text and you have predefined a list of possible values, there is a select-box for that Item. (For more details on defining fields and types on Sub-Item Groups, please refer to Sub Item Groups.

 

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