Tools (Estimates)

The following fields are displayed for tools:

• ID / Name — The ID and Name for the tool as defined in the Tools module.

• Tool Room — The tool room from which the tool can be retrieved, as defined in the Tools module.

• Estimated Quantity — The estimated quantity of the tool required.

To add estimated tools:

1. Click the Add button.

   The Tools module lookup opens, allowing you to select tools.

2. Locate the tool you want to add.

   Selecting Not Specified as the tool room for an item will instruct Maintenance Connection to determine the tool room at the time the work order is created, based on the work order’s designated repair center.

3. Click the tool you want to add.

   The tool is listed in the My Selection(s) area of the window.

4. Continue selecting additional tools as needed.

5. To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

6. Click the Apply button.

   The Tools module lookup closes, and the new items are added to the Estimated Tools table. The tools listed are reserved for use with this work order until the work order is closed.

7. Click the Save button.

   Your changes are saved.

To modify estimated tools:

1. Click the row for the estimated tools you want to modify.

   The Tools (Estimates) window opens.

2. Make your changes.

3. Click the Apply button.

   The Estimates page appears.

4. Click the Save button.

To remove estimated tools:

1. Click the check box to the left of the tool you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional records you want to remove.

3. Click the Remove button.

   The estimated tool is removed.

4. Click the Save button.