Discussion

Difference between revisions of "Item Type"

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=====Item Type Record List=====
 
=====Item Type Record List=====
−
[[File:Item Type Record List.png|center|1000x1000px]]
 
−
<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=====
−
[[File:Add Item Type.png|center|1053x1053px]]
+
 
 +
# Go to Maintenance then click [[Item Type]]
 +
# Click '''Add Item Type''' Button
 +
# Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 +
 
 
<br />
 
<br />
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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|•Name of the Item Type
 
|•Name of the Item Type
 
|•Alphanumeric
 
|•Alphanumeric
−
|}
+
|}<br />
−
Notes:
+
=====Editing Item Type=====
  
−
*For detailed instructions on how to create an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
+
# 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'''
  
−
=====Editing Item Type=====
+
{| class="wikitable" style="margin: auto;"
−
[[File:Edit Item Type.png|center|1023x1023px]]
 
−
<br />
 
−
{| class="wikitable"
 
 
!Field
 
!Field
 
!Description
 
!Description
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|•Alphanumeric
 
|•Alphanumeric
 
|}
 
|}
−
Notes:
 
−
 
−
*For detailed instructions on how to edit an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
 
−
 
 
<br />
 
<br />
−
=====Item Type Option=====
+
=====Importing and Exporting Item Type=====
−
[[File:Item Type Option.png|center|thumb|Item Type Option]]Notes:
+
1. Under Item Class, Click Options
  
−
*For detailed instructions on how to Export and Import an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
+
2. Under Options, The user may Export or Import The Record
  
−
<br />
+
* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
−
=====Item Type Importing Option=====
+
* When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as
−
[[File:Item Type Importing Option.png|center|thumb|Item Type Importing Option]]Notes:
+
** Downloading the template link provided under Step 1.
 +
** Filling up the information needed for each columns of the template
 +
** Uploading the updated Template
  
−
*For detailed instructions on how to import an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
+
{| 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: &quot;Open Sans&quot;, 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Item Class Import Details
 +
! colspan="5" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Item Class Details'''
 +
|- style="box-sizing: inherit;"
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |1. Item Type
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| style="" |Name of the Item Type
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| style="vertical-align:middle;text-align:left;" |*Alphanumeric
  
−
=====Item Type Record Option=====
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<nowiki>*</nowiki>Dash "-"
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[[File:Item Type Record Option.png|center|thumb|Item Type Record Option]]
 
  
−
Notes:
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<nowiki>*</nowiki>Underscore "_"
−
 
+
| style="" |*Up to 25 characters
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*For detailed instructions on how to View, Edit, Activate/Deactivate and Delete an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
 
−
 
 
−
<br />
 
−
=====Item Type View Record=====
 
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[[File:View Item Type.png|center|1074x1074px]]
 
  
 +
<nowiki>*</nowiki>Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
  
 +
=====Item Type Record Option=====
 +
{| 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: &quot;Open Sans&quot;, 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Item Type Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 
Notes:
 
Notes:
  
 
*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'''
 +
** '''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.
  
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*For detailed instructions on how to View an Item Type record, the user may visit the Item Type Job Aid which can be found [[Item Type Aids|here]]
+
{| class="wikitable" style="margin: auto;"
−
 
 
−
<br />
 
−
{| class="wikitable"
 
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''

Revision as of 11:53, 16 December 2021

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
  1. Go to Maintenance then click Item Type
  2. Click Add Item Type Button
  3. 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
  1. Go to Maintenance then click Item Type
  2. Select the Item Type that needs an update. Click the drop-down arrow then click Edit
  3. 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 Import Details
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
Actions Available base on Item Type Record Status
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.
Categories:
Modules
Maintenance Maintenance | Item Type | Item Class | Item Master Aids
Job Aid Modules
Maintenance Aids Item Type Aids | Item Class Aids | Item Master Aids
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