There are two ways to manually enter equipment in CT3 and both approaches will take you to the same screen.
From the main screen:
(i) Click on the big “E” then select “Keypad entry” from the dropdown menu
(ii) Click on Daily Entries > Equipment.
Once the Equipment Daily Entry screen is loaded, you will then be prompted to enter the date and shift for the item(s) you’re adding. You can either type the date using the DDMMYY format (i.e 021218 for February 12, 2018), or click the dropdown (circled) and select the desired date.
Afterwards, use the menu items in the lower left corner of the screen to apply the underlying details for the date specified above.
NOTE: You will find using shortcuts useful when navigating in this interface. Simply press Alt + the underlined letter in the word.
For example, Alt + N will take you to the “Note” field for the selected record.
ALSO NOTE: The Equipment Entry screen (and screenshots) in this exercise have entries recorded by work order. If you’d like to record your entries by purchase order, or have additional columns on your daily entry screen do the following:
Navigate to Files > Sites.
Click on the Daily Entries tab
Select each checkbox for the column(s) you’d like to include and click the dropdown (circled) to choose between work order and purchase order.
Adding a Record
To add an equipment, click “1 - Add” then “1 - Equipment” and enter the equipment number.
Proceed to enter the details for each equipment item. As you progress, the totals will be calculated using the rates for each item.
You can also add a Charge, or Note to each line of record entered.
To add a charge, click “1 - Add” then “2 - Charge” and enter the details. A charge can be added to an existing entry or a new entry, depending on the nature of the situation.
To add a Note, click “1 - Add” then “3 – Note”. When multiple lines exist, select the one you wish to add the note then hit tab (may need to a few times). You will also notice that the record being updated is highlighted. You can also click in the "Note" tab then enter the details.
Updating or Deleting a Record
In the event of an error or omission, you can update or delete a record.
To update a record, click “2 – Update” then proceed to make your modification.
To delete a record, click “3 – Delete” then “1 – Equipment”. Enter the equipment number and click OK.
You will then be asked to confirm deletion for the equipment and its associated entries.
To delete a charge, click “3 – Delete” then “2 - Charge”. Tab to the charge(s) that you wish to delete then click space to ‘lock in’ each record. Upon making your selection(s), click “Esc” or Tab again to delete.
NOTE: There is no “confirm delete” option when deleting charges.
In this instance, a charge was deleted as it was added to the incorrect equipment item.
Searching for a Record
To search for equipment, click “4 – Search” then enter the equipment number and click OK.
Performing Miscellaneous Tasks
There are a number of miscellaneous tasks that can be performed when you click “5 – Misc”.
***The “Review” options will be rolled out in the near future.
To get a list of equipment click “5 – Misc” and then “2 – List equipment”. By default, the list will only bring up the equipment items for the company you’re working on. If you need to expand the list holistically, uncheck “Only current company.” This option is very useful as you can double-click and add an equipment, then append with the underlying the details.
To change the date of entry click “5 – Misc” then “3 – Change days” and enter the desired date and shift.
