Add Equipment Entries on a T&M Ticket

Objective

To add an equipment entry on a T&M ticket.

Background

You can add equipment entries when you create a T&M ticket.

Things to Consider

  • Required User Permissions:

    • 'Standard' level permissions or higher on the T&M Tickets tool.

  • Additional Information:

    • T&M Tickets in the 'Closed' status cannot be edited. To add equipment to a closed ticket, you will need to re-open it. See Close or Reopen a T&M Ticket.

Prerequisites

Steps

  1. Navigate to the T&M Tickets tool.

  2. Click Create to add equipment to a new T&M Ticket.
    OR
    Click Edit next to the T&M Ticket you want to add equipment to.
    Note: Editing the 'Equipment' section on a T&M ticket that has been approved will remove the approval signature, and the ticket will need to be approved again.

  3. Click the Equipment field and select the equipment.

  4. Complete the Equipment entry by completing the following fields:

  5. Optional: In the 'Description' field, enter a description of the equipment.

  6. In the 'Quantity' field, the number of hours the equipment was used.

  7. Click Add to complete the equipment item entry.