Nameplate Lookup

Nameplates, sometimes referred to as data plates, contain specific information for the equipment being repaired. You can define the field names for nameplate data, as well as the possible values for standard fields. You can use nameplates to track equipment through the repair process, and establish and maintain standards and history when job transactions involve equipment such as motors, alternators, hydraulic systems, or other equipment.

Nameplate Lookup codes represent classes of information that appears on nameplates.

When defining a new nameplate, you will use the nameplate lookup code to assign a type of information to assign to a nameplate field. Before you set up nameplate fields, create nameplate lookup codes. These codes offer lists of standard values for nameplate fields. For example, there are standard RPM ratings for electric motors. Create a nameplate lookup code for RPM, and add the standard ratings to the RPM lookup. When you create a Nameplate field of RPM, you can associate the lookup code. Then, when a new job is entered for an electric motor, you can select the motor’s rated RPM from the lookup.

For example, a nameplate lookup code of Volt Lookup would have a number of volt definitions from which a user can select when entering nameplate information.

Creating a Nameplate Lookup Code

  1. Click the New button, on the toolbar, to open a blank lookup code record.
  2. Enter a new code in the Lookup Code field.
  3. Enter a description of the new code in the Description field.
  4. Expand the lookup code record to add values to the lookup in the Value column. These values will be the choices available for the assigned nameplate field definition. You can drag the records into a different order, if applicable. The order in which the lookup values are listed is the order in which they will appear when a user has the option to select from the list.

  5. Click the Save button, on the toolbar, to save the new code.

Editing a Nameplate Lookup Code

  1. Select a code to edit from the Lookup Code field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the lookup code.

Deleting a Nameplate Lookup Code

  1. Select a code to delete from the Lookup Code field.
  2. Click the Delete button, on the toolbar, to delete the selected code.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.