Adding a unit

In some cases, you might need to add a unit while in the field working on an appointment.
  1. Open the Appointment Details form for your current appointment.
  2. Tap Add Unit.
  3. On the Add Unit form, add the unit in one of these ways:
    • Tap the Magnifier to search for an existing item.
    • Tap the barcode symbol to scan in an item using your device's camera.
    • If the item is already associated with the SRO line, then you can select it from the menu.
    Note: You can click a unit to view the complete details of the unit in the form of Unit Configuration, and Lists that include the associated incidents, service history, contracts, owner history, and notes.
  4. Optionally, specify a serial number for the item or tap the barcode symbol to scan a serial number.
  5. Tap Done.