Transferring Data From the Superior Equipment or Location 

  1. Select the screen InstallLocation: Equipment Overview:
  2. – In the functional location master record using Structure ® Equipment

    – In the equipment master record using Structure ® Sub-equipment

  3. Go to the change log by choosing Extras ® Change log.
  4. You go to a screen that displays all the newly created pieces of equipment, or those affected by changes.

  5. Select the pieces of equipment for which you want to perform the function Data Transfer.
  6. Access the data transfer function by choosing Goto ® Data transfer.
  7. The screen Data Transfer is displayed for the first piece of equipment you selected.

  8. Specify,
  9. – Which data should be transferred from the master record of the installation location into the equipment master record.

    To do this, select the appropriate fields in the column IL.

    – Which data should be individually maintained in the equipment master record.

    To do this, select the appropriate fields in the column EQ.

  10. When you have made all the necessary entries for the first piece of equipment, you can transfer the information by choosing Goto ® Back.
  11. The screen Data Transfer is now displayed for the next selected piece of equipment.

  12. Process the Data Transfer screen for all the selected pieces of equipment. Afterwards, return to the screen displaying all the newly assigned pieces of equipment, or those pieces affected by changes.
  13. Return to the master data screen from which you accessed the function for processing pieces of equipment.
  14. Save the master record.