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Difference between revisions of "Item Type"
(Tag: Visual edit) |
(Tag: Visual edit) |
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=====Item Type Record List===== | =====Item Type Record List===== | ||
| + | [[File:Maintenance - Item Type - Record List.png|border|center|1500x1500px]] | ||
| + | <br /> | ||
*Item Type is required when creating an [[Item Master]] Record. | *Item Type is required when creating an [[Item Master]] Record. | ||
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=====Adding Item Type===== | =====Adding Item Type===== | ||
| − | # Go to Maintenance then click [[Item Type]] | + | #Go to Maintenance then click [[Item Type]] |
| − | # | + | #Under Item Type Screen, click '''Add Item Type''' Button |
| − | # Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.''' | + | #Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.''' |
<br /> | <br /> | ||
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=====Editing Item Type===== | =====Editing Item Type===== | ||
| − | # Go to Maintenance then click [[Item Type]] | + | #Go to Maintenance then click [[Item Type]] |
| − | # Select the Item Type that needs an update. Click the drop-down arrow then click '''Edit''' | + | #Select the Item Type that needs an update. Click the drop-down arrow then click '''Edit''' |
| − | # Update the necessary Fields and Click '''Save''' | + | #Update the necessary Fields and Click '''Save''' |
{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
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2. Under Options, The user may Export or Import The Record | 2. Under Options, The user may Export or Import The Record | ||
| − | * When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records. | + | *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records. |
| − | * When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as | + | *When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as |
| − | ** Downloading the template link provided under Step 1. | + | **Downloading the template link provided under Step 1. |
| − | ** Filling up the information needed for each columns of the template | + | **Filling up the information needed for each columns of the template |
| − | ** Uploading the updated Template | + | **Uploading the updated Template |
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
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*The user can edit the details while viewing the record. | *The user can edit the details while viewing the record. | ||
*Item Type is required field on [[Item Master]] Module. Item Type can be use as long as its status is '''ACTIVE''' | *Item Type is required field on [[Item Master]] Module. Item Type can be use as long as its status is '''ACTIVE''' | ||
| − | ** '''INACTIVE''' Item Type can still be used as long as it is already tag on the past records prior to its deactivation | + | **'''INACTIVE''' Item Type can still be used as long as it is already tag on the past records prior to its deactivation |
| − | ** Used Item Type record cannot be deleted. | + | **Used Item Type record cannot be deleted. |
| − | * Activating/Deactivating and Deleting of Records can be done in two ways. | + | *Activating/Deactivating and Deleting of Records can be done in two ways. |
| − | ** For single records, the user may use the drop down arrow then the action that need to perform. | + | **For single records, the user may use the drop down arrow then the action that need to perform. |
| − | ** For multiple records, the user may tick the records then click the action button that need to perform | + | **For multiple records, the user may tick the records then click the action button that need to perform |
| − | *** Click the Yes in the confirmation to proceed on the action taken. | + | ***Click the Yes in the confirmation to proceed on the action taken. |
{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
Revision as of 15:33, 24 January 2022
Contents
Item Type
This maintenance screen allows the users to configure and add item group and type on their items.
Item Type Record List
- Item Type is required when creating an Item Master Record.
- Item Type should be on ACTIVE status in order to use it on creating a Item Master record.
Adding Item Type
- Go to Maintenance then click Item Type
- Under Item Type Screen, click Add Item Type Button
- Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
| Field | Description | Expected Values |
|---|---|---|
| 1.Item Type | •Name of the Item Type | •Alphanumeric |
Editing Item Type
- Go to Maintenance then click Item Type
- Select the Item Type that needs an update. Click the drop-down arrow then click Edit
- Update the necessary Fields and Click Save
| Field | Description | Expected Values |
|---|---|---|
| 1.Item Type | •Name of the Item Type | •Alphanumeric |
Importing and Exporting Item Type
1. Under Item Class, Click Options
2. Under Options, The user may Export or Import The Record
- When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
- When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as
- Downloading the template link provided under Step 1.
- Filling up the information needed for each columns of the template
- Uploading the updated Template
| Item Class Details | ||||
|---|---|---|---|---|
| Field | Description | Allowed Inputs | Input Restrictions | Required Field? |
| 1. Item Type | Name of the Item Type | *Alphanumeric
*Dash "-" *Underscore "_" |
*Up to 25 characters
*Other Special Characters not mentioned |
Yes |
Item Type Record Option
| Status | View | Edit | Deactivate | Activate | Delete |
|---|---|---|---|---|---|
| ACTIVE | ☑ | ☑ | ☑ | ☑ | |
| INACTIVE | ☑ | ☑ | ☑ | ☑ |
Notes:
- The user can edit the details while viewing the record.
- Item Type is required field on Item Master Module. Item Type can be use as long as its status is ACTIVE
- INACTIVE Item Type can still be used as long as it is already tag on the past records prior to its deactivation
- Used Item Type record cannot be deleted.
- Activating/Deactivating and Deleting of Records can be done in two ways.
- For single records, the user may use the drop down arrow then the action that need to perform.
- For multiple records, the user may tick the records then click the action button that need to perform
- Click the Yes in the confirmation to proceed on the action taken.
| Modules | |
|---|---|
| Maintenance | Maintenance | Item Type | Item Class | Item Master Aids |
| Job Aid Modules | |
| Maintenance Aids | Item Type Aids | Item Class Aids | Item Master Aids |