In most sections where a user can add records, you can also use a feature called Add Similar.
1. If a section has add similar, it will appear on the drop-down list next to the [add] button that appears at the top left of the grid.
When adding equipment, it is helpful to input all equipment with similar properties first. Utilize the 'add similar' feature to avoid repetitive data entry and save time.
Tip: To maximize the benefits of using the 'add similar' feature, ensure that you input all similar data into the record before selecting 'add similar.' This way, all the entered data will be copied over to the next form, saving you time and avoiding duplicate entries.
2. When you select 'add similar,' a window will pop up indicating that a record with the same name already exists. Before saving, make sure to rename the new record to avoid any duplication.
Include Options: Certain sections offer the option to include extra details when selecting 'add similar,' providing users with a time-saving opportunity. For instance, options for Equipment include instruments, parts, templates, documents, and images. You can choose to copy any of these options from the original equipment to the new equipment.
3. Choose any of the options to include additional details in order to ensure that the maximum amount of data is copied over to the new record.
4. In the example shown (below), we have selected to transfer instruments and templates from the existing equipment to the new one. This will help us save time by eliminating the need to create new Work Order Templates for the new equipment.