Create a New Tool

1. Choose between two options:

   • Click the down arrow next to the New button.

   • Select File > New > Select from the Main Menu.

     The Module menu opens.

2. Select Tools from the menu.

   The Tool Details page opens.

3. Enter an ID for the new record in the Tool ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

   Tools and tool rooms are maintained in the same file / table. Tools and tool rooms cannot have the same ID.

4. Enter a more descriptive name for the tool in the Name field.

   The name does not need to be unique. The ID and Name fields are both displayed in the Tools module list.

5. Select the category this tool should belong to from the Category field.

   Selecting a category allows tool records to be filtered in lookups.

6. Enter any additional comments about the tool in the Comments field.

   Click the View/Edit Text button at the top-right corner of the field to open a larger editing area.

7. Choose between two options:

   • Select the Active check box to indicate this tool is active.

   • Clear the Active check box if the record is inactive, to ensure that the record does not show up in Tool lookups.

     The tool record will still be available in the Tool module list.

8. Select the Track as Asset(s) check box if you want to allow the tool to be maintained and tracked like any other asset.

   Selecting this check box creates asset records that correspond to the specified on-hand tool room quantities. Refer to the Tools Tracked as Assets section for more information.

9. Follow these procedures if you want to attach a photo of the tool.

10. Access the Locations tab to specify the tool rooms in which this tool can be located.

11. Click Save.