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Name plate information allows you to add specific equipment information to individual assets without adding the additional fields to the detail screen for every asset. This is an optional function that helps provide more information on your assets.

A name plate field consists of two identifiers:
PlateID – The type of equipment. Example: AVC_UNIT, COMPRESSOR, BOILER.
Description – The particular item of information (also referred to as the name plate attributes). Example: Lifting Capacity, Generator, Voltage.

Each Plate ID will have multiple descriptions depending on the amount of information which must be gathered for that type of equipment.

List View

In the Name Plate List you can add new plate IDs for your equipment and as many types of descriptive fields as you wish.

The name plates are displayed in rows with column headers at the top of each row. Note that each name plate displayed in the list has its 'CUID' underlined. This means you can click the CUID to see the name plate record in detail. To the left of each row are two icons. The magnifying glass icon will open the detail record of the name plate. The pencil icon will open the name plate record in edit mode.

From this screen you can add a new name plate record to the list by clicking 'Add New Record' in the upper right corner. If any changes were made to a name plate while this window was open, click 'Refresh' to reload the page. The 'Learn More' link provides a brief description of the list view and how to navigate around it. To close the window and return to the main menu, click the 'Close Window' link in the upper right corner.

Click the 'Form Options' link at the bottom of the list to change the default settings of how this screen is displayed. This feature is described in more detail in the System Administration training manual.

Searching your Name Plates

You can expand you search further by applying sorts and/or filters.

Sorting the list
Click on one of the column headings and the list will sort in ascending order. Once sorted, a small arrow icon (pointing up) will appear to the right of the column name. This indicates that the list is sorted in ascending order. Click the arrow icon and the list will sort again, this time in descending order.

Applying Filters to the List
Filters are used to search the whole list and display the matching results. For example, if you wanted to see only name plates with a plate id that begins with the letter 'S', you would type the letter 'S' in the filter for the Plateid column and then click the red 'Set' link to the left of the filter row. Besides displaying the results, the number of records that matched the filter expression will display in the upper left of the screen. You can apply single or multiple filters at one time if needed.

To remove the filters, click the red “Clear” link and click "Set" again. The full list will display.

TIP: The system remembers the filters and sorts that you apply and will display it the next time you navigate to that list. You may add a new name plate value type directly from this list by clicking "Add New Record.‟

•  Enter the Plate ID. The ID should not exceed 10 characters nor have spaces.
•  Enter the description of the type of information.
•  All name plate fields entered here will be available to load from the name plate section of the asset.

Detail View

Details of a name plate are:

CUID – This is the unique key field for the name plate.

Plateid – Equipment name of the asset. Examples include: A/C Unit, Vehicle and Transformr. The plateid is limited to ten characters.

Descrip – Description of the value being entered when applying to an asset. See below.

The additional options available for the name plate detail include:

Add – Opens a blank record for entering a new name plate.

    Copy/Add – Opens a new record in Add mode and populates the form with the previous record‟s values.

Edit – Opens the record in Edit mode for changing a name plate's information.

Delete – Marks the record for deletion and removes it from list view. List – Returns to the list view.

<< – Displays the detail of the previous record (ordered by ID).

>> – Displays the detail of the next record (ordered by ID).

GoTo – Opens a window that allows you to navigate directly to a record by entering the Contact ID.

Options – Options can include 'Learn More,' 'Change Form,' Customize Form,' and 'Manage Related Tables.' These options are covered in detail on the Administration manual.


Adding Name Plates

You can add new name plates from either the list or detail view. From the list view, the 'Add New Record' link is directly above the field headers and will open a new window in add mode. From the detail view, the 'Add' choice is the first in the main menu bar and will change the current window to add mode. The 'Copy/Add' option also changes the current window to add mode, except it will populate the form with the previous record's values for fast record entry.

The key field for name plates is 'CUID' and is automatically populated for you. No other information is required to save the form. However, you should enter as much information as you can to differentiate the name plate from others. Click 'Save New Record' to save the new asset. 'Cancel Changes' will discard the new asset information.

Editing Name Plates

The form for editing name plate information can also be accessed from either the list or detail views. From the list, click the pencil icon. From the detail view, click the 'Edit' link in the menu bar. Both links will open the edit form in the existing window.

The 'Edit' form is similar to the 'Add' form, except that the key field cannot be edited.

Click 'Save Changes' to save the changes or 'Cancel Changes' to discard them. The form will return to the detail view of the name plate.

Editing In Place

If “Edit In Place” is enabled, you can make changes to most fields without the need for entering edit mode. Enter the record's detail screen by clicking on the Magnifying Glass icon or the CUID link on the list view. Place your mouse cursor over the field you wish to edit. If the field is able to be edited, the cursor will change to a . Double-click your left mouse button and the field will open in edit mode. Make your changes then click the save  icon to save your changes or click the cancel icon  to return without saving.

If a field cannot be edited with Edit In Place, the cursor will change to a “no” symbol . If editable, these fields require you to enter 'Edit' mode to make any adjustments.

Deleting Name Plates

Deleting records is a two step process. The first step is to mark the record for deletion by clicking the 'Delete' link. This removes the record from the list view but still allows you to locate it by using the 'GoTo' link (if you know the record's ID) or using the 'Next' and 'Previous' links to page through the records. At this point, you can still un-delete the record by clicking the 'Undelete' link.

The second step of the deletion process is to completely remove the records from the system. Go to the Remove Deleted Records link located in the Administration menu. This list displays the various tables that can hold records marked for deletion. Click the magnifying glass icon to preview items that will be deleted. Click the trash can icon to remove all the records for that section. For more information on deleting items, see the System Administration manual.

NOTE: The Remove Deleted Items option permanently removes records. There is no way to bring them back. Use this feature at your own risk.

Adding Name Plates to Assets

To utilize the name plate feature, go to the asset and scroll to the bottom of the detail view. There are two ways to add name plates to an asset. The Import Attributes option adds all name plates with a matching Plateid. The Add option will add a single record to the list.

Importing Plate IDs
In the Name Plate Information section of the asset detail screen (see illustration on page 22), click the 'Import Attributes' link. You will be taken to the screen below which will allow you to select an Attribute list (Plate ID group) from a drop down list.

When you click the 'Copy List Attributes' button, all of the field descriptions available for that PlateID will drop into the Name Plate Information section for that asset.

Click the 'GoTo' link to add the values for each field. If any of the Name Plate fields are not necessary for this asset, click the 'GoTo' link to delete the individual fields from the list for this asset.

Adding Nameplates Directly

If you want to add individual lines to the Name Plate information box click the "Add‟ link and you will see the screen below.

Fill in the Plateid and Description fields. Notice that the value field is revealed for updating as well.

NOTE: If you add a Name Plate from the asset instead of the Name Plate List option on the main menu, the asset ID (Comp ID) will be displayed automatically indicating that this Name Plate will only show on this asset and won't be available in the main name plate list.