Embedded Files
To add a note or FPT to a piece of equipment open the Equipment Detail View for the piece of equipment. In this example, we will be using Air Handling Unit-01. The add note or FPT window allows you to add multiple notes or FPTs at the same time. You can add a set number of notes or FPTs. You can also use the "Add from library option" to add notes or FPTs your company has setup in a preset list. The example images for this tutorial are from a site that uses notes but the steps will be the same for FPTs.
To add blank notes or FPTs:
1. Click the Note or FPT tab
2. To add a blank note or FPT, click Add Next Note button
3. A new note or FPT will be added. Click into the Field details cell to edit the description
4. Click the Save Changes or Save and Close button
To add quantity notes or FPTs:
4. Click the Add quantity tab, this should be selected by default
5. Select the number of notes or FPTs you want to add from the drop down menu. You can add 1 to 100 notes or FPTs at one time
6. Click + Add button
7. New notes or FPTs will be added. Click into the Field details cells to edit the descriptions
8. Click the Save Changes or Save and Close button
Add note or FPT from library:
4. Click the Add from library tab
5. Click the drop down menu to select from the list of notes or FPTs to add
6. Click the + Add button
7. Click the Save Changes or Save and Close button
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