Associated Equipment
Associated Equipment holds secondary-device records such as glands, seals, stopping plugs, and IS barriers. These records are separate from primary equipment and can be linked to it.
The project view lists associated equipment in the current project. It is not the account-wide Account Resources workspace. The Associated Equipment Window shows an individual record beside the grid.
View and toolbar controls
Section titled “View and toolbar controls”Commands appear in the toolbar or its grid menu, depending on width. The menu beside Associated Equipment changes the record view.
| Control | What it does | Scope / behaviour |
|---|---|---|
| Selection Count | Shows the number of selected records. | Includes rows hidden by filters or pagination. |
| Refresh | Reloads the grid. | Does not clear the selection. |
| Edit → Update | Opens the selected-item update dialog. | The selected associated-equipment records. |
| Edit → Search/Replace | Opens field search and replacement. | An editing operation on the selection. |
| Edit → Copy/Move | Opens the copy-and-move workflow. | Uses selected associated equipment. |
| Edit → Archive / Delete | Moves records to Archive or Trash. | The selected records, after confirmation. |
| Add | Opens Add Assoc Eq Item. | Creates a new record after review and confirmation. |
| Grid Layout | Saves, loads, or clears a layout. | Browser and account layouts are distinct. |
| More options beside Associated Equipment | Switches between Live, Archive, and Trash. | The current record view. |
Description is required in Add Assoc Eq Item. Further device values can be included before review; Toggle all fields shows or hides the complete field set.
Review displays the proposed item and Confirm creates it. Creating the associated-equipment record does not by itself create a relationship to primary equipment.
Update
Section titled “Update”Edit → Update applies the same proposed values to each selected record. Only fields included in the update change.
| Control | What it does |
|---|---|
| + Add field | Includes a field in the update. |
| Toggle all fields | Shows or hides the full field list. |
| Review | Shows the proposed before-and-after values. |
| Confirm | Applies the reviewed changes to the selected records. |
Changing filters or pages does not clear the selection. The visible rows are not necessarily the complete update target.
Grid and row controls
Section titled “Grid and row controls”The grid separates individual record details from the selected records used by toolbar commands.
| Control | What it does | Scope / behaviour |
|---|---|---|
| Row checkbox / header select menu | Selects individual records or a defined group. | Page, entire-tab, filtered, and clear-selection options are described in Selecting Items. |
| Three-dot button | Opens the Associated Equipment Window. | The record on that row. |
| Row-menu arrow | Opens the row’s additional actions. | The individual record. |
| Linked_items | Displays how many primary equipment items are linked. | A relationship count rather than an associated-equipment tag number. |
| Editable cell | Accepts a proposed field value in batch-edit mode. | The individual record and field. |
| Column filters / headings | Filters visible rows or sorts them. | Does not clear the selection. |
| Pager / Page Size | Changes the visible page or number of rows. | Selected rows on other pages remain selected. |
Batch editing
Section titled “Batch editing”Direct cell edits use Save → Batch Edit Summary → Confirm Save. The summary shows the changed values before they are applied. Discard cancels pending cell edits and Exit Batch Edit leaves the editing session.
This flow is separate from Edit → Update, which changes chosen fields across selected records.
Device information
Section titled “Device information”The visible columns depend on the grid layout. The Associated Equipment Window describes the record separately from the equipment linked to it.
| Information | Meaning |
|---|---|
| Description / Service | What the secondary device is and its use. |
| Manufacturer / Model | Device identification. |
| Certification and Ex rating | The device’s certification and protection-rating information. |
| IS input / output parameters | Intrinsic-safety parameter information where applicable. |
| Linked_items | The number of primary equipment relationships. |
Equipment relationships
Section titled “Equipment relationships”The Equipment view supplies Link → Link Assoc Eq. Items. The selected primary equipment receives the relationships. The linking dialog identifies those items above the grid and hides associated equipment already linked to them.
The Equipment Window’s Assoc. Eq. section shows an item’s existing relationships. Unlinking removes a relationship, not the secondary-device record.
Record states
Section titled “Record states”The menu beside Associated Equipment offers Go to Archive, Go to Trash, and Go to Live.
| State | Meaning | Recovery control |
|---|---|---|
| Live | Associated equipment in the active view. | Not applicable. |
| Archive | Records retained outside Live. | Un-archive, followed by confirmation. |
| Trash | Deleted records that remain recoverable. | Restore, followed by confirmation. |
Empty Trash permanently deletes every associated-equipment item in Trash, rather than only checked rows.
Related guides
Section titled “Related guides”These guides explain tasks using this interface.
- Manage associated equipment — Add, update, link, archive, and recover records.
- Update items — Grid editing and selected-item updates.
- Manage equipment — Maintain the primary items that receive relationships.