Equipment Window

The Equipment Window provides detailed access to all equipment data. It is opened via the green circle icon (three dots) on any equipment row. The icon turns gray while the window is open. Only one Equipment Window can be open at a time.

(Equipment Window — Item Details tab)

The Primary Item (the item whose expand icon was used to open the window) is displayed at the top of the Equipment Window. The Primary Item determines the scope of most operations — see Primary Item and Group Edit Mode below.

Equipment Window Tabs

Tab	Description
Item Details	Equipment attributes and editable fields
Documents	Documents linked to the Primary Item
Assoc. Eq.	Associated equipment links
Defects	Defects for this equipment item
Actions	Actions for this equipment item
History	Change history for all fields

Item Details Tab

(Item Details tab)

The Item Details tab displays all equipment fields, grouped into collapsible sections:

Device

Field	Description
Tag No	Equipment tag number
Site	Installation site
Manufacturer	Manufacturer name
Service	Service type
Installed	Installation date
Model	Model number
Area	Specific area within the site
Location	Location detail
S/N	Serial number
Inspected	Date of last inspection
Certificate	Certificate of Conformity number (read-only)
Description	Free-text description
Other Ass. Equipment Details	Notes on associated equipment
IS Barrier/Isolator Model	Intrinsic Safety barrier details

Device Rating, Area Classification at Device Location

Section	Fields
Device Electrical Rating	KW, Voltage, Amps, Hz, RPM, Ia/In, tE
Device Ex Rating	Protection, EPL, Group, T Class, Amb Min, Amb Max, IP
Area Classification	Zone, EPL, Group, T Class, Amb Min, Amb Max, IP

Additional Sections

• User Defined Fields — Other_1 through Other_6, Comment 1, Comment 2 (customizable)
• IS Parameters — Intrinsic Safety input/output parameters (collapsible)

The Update Details button saves pending changes. Discard reverts them.

Documents Tab

(Documents tab)

The Documents tab shows all documents linked to the Primary Item. Buttons in the Primary Item row only affect the Primary Item.

Operation	Behavior
Add	Opens the Add Document window — adds to the Primary Item only
View/Download	Works on selected documents
Copy Selected Docs	Copies selected documents from the Primary Item to all selected items in the equipment grid
Remove Selected Docs	Removes selected documents from all selected items
Delete	Deletes the document from the project (affects all linked items)

Note

Each equipment item can only have one Certificate attached. Adding a second certificate triggers a replacement confirmation prompt. For IECEx certificates, Ex-Online automatically retrieves the latest issue.

Associated Equipment Tab

(Equipment Window — Assoc. Eq. tab)

The Associated Equipment tab displays the link relationships between the Primary Item and associated equipment. The tab contains two grids:

• Linked Devices — associated equipment currently connected to the Primary Item.
• Available Devices — associated equipment in the project not yet connected.

Button	Scope	Description
Link	Primary Item only	Moves selected devices from Available Devices to Linked Devices
Unlink	Primary Item only	Moves selected devices from Linked Devices back to Available Devices
Bulk link	All selected items	Links selected devices to every selected equipment item in the equipment grid (skips items already linked)
Bulk unlink	All selected items	Removes links from all selected equipment items

For details on individual associated equipment items (attributes, documents, history), see Associated Equipment Window.

Defects Tab

(Defects tab)

The Defects tab lists all defects linked to the Primary Item. Each defect row shows its status, location, certificate, and protection details. The + Add button creates a new defect; the Edit button opens the selected defect for modification.

Actions Tab

(Actions tab)

The Actions tab lists all actions linked to the Primary Item. The + Add button creates a new action; the Edit button opens the selected action for modification.

History Tab

(History tab)

The History tab records all changes made to the equipment item:

Column	Description
Field	Which field was changed
Original	The value before the change
New	The value after the change
User	Who made the change
Date/Time	When the change occurred (UTC)

The Undo Selected Change button reverts a change to its original value and records a new history entry.

Primary Item and Group Edit Mode

The Primary Item is the equipment item whose expand icon was used to open the Equipment Window. It is listed at the top of the window (e.g. “PRIMARY ITEM: 1 - LIMIT SWITCH - FRONT COVER”). Tab-specific operations such as Add, Delete, and Link on the Documents and Assoc. Eq. tabs are always scoped to the Primary Item.

The Equipment Window always opens in Group Edit Mode. The Tag No field is greyed out and shows “Group Edit Mode” regardless of how many items are selected.

(Equipment Window — Tag No field shows “Group Edit Mode”)

• When no items are selected, edits on the Item Details tab apply to the Primary Item only
• When one or more items are selected, edits apply to all selected items
• The Primary Item is only affected if it is part of the current selection

Caution

The Primary Item label at the top of the window does not mean your edits target that item. If other items are selected, Update Details applies changes to the selected items, not the Primary Item (unless it is also selected).

Related Topics

• Equipment — Equipment grid, toolbar, and view settings
• Managing Equipment — Adding, editing, and deleting equipment
• Associated Equipment Window — Secondary device window with merge