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Add Equipment Entries on a T&M Ticket

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Objective

To add an equipment entry on a T&M ticket.

Background

You can add equipment entries when you create a T&M ticket.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the Daywork Sheets tool.
  • Additional Information:
    • Daywork Sheets in the 'Closed' status cannot be edited. To add equipment to a closed ticket, you will need to re-open it. See Close or Reopen a Daywork Sheet.

Steps

  1. Navigate to the Daywork Sheets tool.
  2. Click Create to add equipment to a new T&M Ticket.
    OR
    Click Edit next to the T&M Ticket you want to add equipment to.
    Note: Editing the 'Equipment' section on a T&M ticket that has been approved will remove the approval signature, and the ticket will need to be approved again.
  3. Click Select Equipment.
  4. Click the + Add Equipment button at the bottom of the drop-down list.
  5. Under 'Equipment name', type the name of the equipment you're adding.
  6. Under the text box, click Add.
  7. Complete the Equipment entry by completing the following fields:
    • OPTIONAL: Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
    • Quantity: Enter the number of hours the equipment was used.
  8. Click Add to complete the equipment item entry.