Collections
Collections are kits or groups of equipment typically loaned or used together as a single unit. For example, for an ultrasound machine, a collection could include the console, probes, power supply, and carrying case.
- Components hierarchy: Each collection comprises a designated Master or Primary equipment (typically the main piece of equipment) and various Components (the individual items that make up the set). To assign or loan a collection, you may select any equipment record in a collection. You make reservations for the master equipment record. When you press Loan or Assign Equipment, you will be changed to the master record for a collection. All component equipment records will be displayed.
- Automatic loaning: Borrowing any component of the collection automatically loans all other components associated with it. When you process the loan or assignment all records in the collection will be set to the same values for your loan or assignment.
- System-maintained status: A Collection Status field is maintained by the system to identify masters (Master) and components (Component) within the collection.
- Restrictions: Components that integrate collections can only be assigned, reserved, and loaned as a whole unit and not individually. Likewise, adding equipment to a collection that has an active loan or reservation is not allowed, you must return the loan or delete the reservation before adding the component to a collection.
- On the Equipment tab, select the equipment you want to add to a collection.
- On the equipment Details screen, scroll down to the Equipment Settings section and use the Collection Status dropdown menu to specify the equipment component level.
- You can also use the Collection Parent Equipment field to specify a parent equipment.
- Click the Save button to finish. You can check the Components Tree from the Components tab of the equipment menu.
To add a component to a collection, edit the Collection Master Equipment field on the component's detail page and select the appropriate master. To remove a component from a collection, simply clear the value in the Collection Master Equipment field on the component page.
The Manage Collection feature allows you to remove individual components from the collection, even if they are currently loaned or part of a processed equipment order.
Before removing components, the system will inform you of any potential impacts on linked transactions (e.g., loans, orders) and automatically generate the necessary records to transform the removed component into a discrete (individual) piece of equipment within ELTON.
To manage collections:
- On the page of the equipment, click the Related tab.
- Scroll down and click the Component Equipment Records list.
- Click the Manage Collection button on the action bar.
- Select the equipment you want to remove from the collection and click the Remove button to finish.
