Collections
Collections are essentially kits or groups of equipment that are typically loaned or used together as a single unit. Imagine an ultrasound machine; a collection could include the console, probes, power supply, and carrying case. In ELTON, managing these sets as collections offers several benefits. Collections, unlike individual equipment items, are assigned, reserved, and loaned as a whole unit.
Note: You cannot individually assign, reserve, or loan a piece of equipment that is part of a collection. To do so, you must first remove the equipment from the collection.
- 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).
- Automatic loaning: Borrowing any component of the collection automatically loans all other components associated with it.
- System-maintained status: A Collection Status field is maintained by the system to identify masters (Master) and components (Component) within the collection.
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- 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.
Note: Before removing components, the system will:
- Inform you of any potential impacts on linked transactions (e.g., loans, orders).
- Automatically generate the necessary records to transform the removed component into a discrete (individual) piece of equipment within ELTON.
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- 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.