Managing associated equipment

Associated equipment records describe secondary devices such as glands, seals, stopping plugs, and IS barriers. Use the Associated Equipment tab to maintain these records and the Equipment tab to link them to primary equipment.

Add and find associated equipment

Add associated equipment

1. Open the Associated Equipment tab.
2. Select Add.
3. In Add Assoc Eq Item, enter a Description. This field is required.
4. Add any other details needed for the device. Use Toggle all fields to show or hide the complete field set.
5. Select Review.
6. On Review changes, check the new item.
7. Select Confirm. A success screen lists the fields added to the record.

Create the associated equipment record before linking it to primary equipment.

Find and select associated equipment

Use Filters to narrow the grid. Active filters appear above the grid and identify the fields being filtered.

To select associated equipment:

1. Select the checkbox beside each item you want to work with.
2. Check Selection Count before starting an action.

For advanced options, see Filtering and sorting and Selecting items.

Change associated equipment

Edit one associated equipment item

For a quick change, edit the value directly in the grid:

1. Double-click an editable cell.
2. Enter the new value and press Enter.
3. Continue editing other cells if required.
4. Select Save and review the changed values in Batch Edit Summary.
5. Select Confirm Save to apply the changes.

Use Discard to cancel pending changes. Select Exit Batch Edit when you have finished editing the grid.

For fields that are not visible in the current grid layout, use the selected-item update workflow below.

Update selected associated equipment

Use Update to change one or more fields on one or more selected items.

1. Select the checkbox for each associated equipment item you want to update.
2. Check Selection Count before continuing.
3. Open Edit and select Update.
4. Use + Add field to choose each field you want to change. Use Toggle all fields when you need the complete field list.
5. Enter the new values.
6. Select Review and check the before-and-after values.
7. Select Confirm. The success screen lists the fields that changed.

Only fields added to the update are changed. Other values on the selected items remain unchanged.

The Edit menu also includes Search/Replace and Copy/Move for specialised changes.

Check the selection

An update applies to every selected item. Check Selection Count before reviewing and confirming the change.

Link associated equipment to primary equipment

Links are created from the Equipment tab because the selected primary equipment items receive the links.

1. Open the Equipment tab.
2. Select each primary equipment item that should receive the link.
3. Check Selection Count.
4. Open Link and select Link Assoc Eq. Items.
5. In the linking grid, choose the associated equipment records to link to the selected equipment.

The dialog shows the selected primary equipment above the grid. Associated equipment already linked to those items is hidden.

To review an equipment item’s current links, open its details sidebar and use Assoc. Eq. Linking or unlinking changes the relationship between the records; it does not delete the associated equipment record.

Manage associated equipment records

Archive associated equipment

Archive items that should no longer appear in the live grid but may be needed later.

1. Select the associated equipment items to archive.
2. Open Edit and select Archive.
3. In Archive n item(s)?, select Confirm.

To restore archived associated equipment:

1. Open the menu beside Associated Equipment and select Go to Archive.
2. Select the items to restore.
3. Select Un-archive and confirm.
4. Select Go to Live to return to the live view.

Delete and restore associated equipment

1. Select the associated equipment items to delete.
2. Open Edit and select Delete.
3. The confirmation explains that the items will be moved to the trashcan. Select Confirm.

To restore deleted associated equipment:

1. Open the menu beside Associated Equipment and select Go to Trash.
2. Select the items to recover.
3. Select Restore and confirm.

Empty Trash is permanent

Empty Trash permanently deletes every associated equipment item in the trash. Check the entire Trash view before confirming this operation.

Archive when unsure

Use Archive instead of Delete when an item may still be needed. Consider creating a project backup before a large archive or deletion operation.

Troubleshooting

Issue	What to check
An item cannot be added	Description is required. Complete it before selecting Review.
A grid cell cannot be edited	The field may be read-only or unavailable in the current grid layout. Use Edit > Update to access more fields.
An update includes the wrong items	Check Selection Count before reviewing the update.
An item is missing	Check active filters and whether you are viewing Live, Archive, or Trash.
An item is missing from the linking grid	Records already linked to the selected primary equipment are hidden.
A link appears on the wrong equipment	Return to the Equipment tab, check the selected primary items, and review their Assoc. Eq. details.

Related topics

• Selecting items — choose the rows affected by an operation
• Filtering and sorting — narrow and arrange the grid
• Inline updates — inline editing and bulk changes
• Managing equipment — maintain primary equipment and create links
• Associated equipment reference — fields and grid controls
• Equipment details reference — review an equipment item’s associated-equipment links