How to Edit Equipment Subcategories and Data Fields

Summary This article explains how to modify subcategories and edit data fields for equipment records using the Equipment grid and the Detail Panel.

Editing subcategories and data fields

• Open the Equipment section and select the equipment row in the grid that you want to edit.
• Open the Detail Panel (usually located on the right or bottom of the window).
• In the Detail Panel, choose the tab or icon for the type of subcategory or field you want to change (examples of subcategory types include Department and Condition).
• For each category or subcategory field you can:
  • Select a value from the drop-down menu (click the down-arrow on the field), or
  • Type a value directly into the field. If the field uses a list, the typed value must match an existing list value.
• To edit general data cells in the grid or Detail Panel, either type new values into blank cells or click an existing field to update it.

Saving behavior

• Changes are saved automatically when you move off the field (for example, by pressing Tab to go to another field).

Tips

• Use the drop-down when you want to ensure the value matches an existing list entry.
• If typing into a list-backed field, match the exact existing value to avoid mismatches.

Conclusion You can manage and modify equipment subcategories and other data directly from the Equipment grid and Detail Panel by selecting the appropriate tab, choosing from drop-downs, or typing values. Edits are saved automatically when you move to another field.