Note: The row numbers below correspond to those listed on the General and Specific Component Grid Skills checklist, available here.
Skill
Procedure
1.
Display Tag details
Select the Tag by clicking in the box or double-clicking on the Tag’s line.
Select View Component.
2.
Display Tag Details for Multiple Components
Select multiple Components.
Select View Components.
3.
Edit a Component
Select the Component.
Select Edit Component.
4.
Edit Multiple Components
Select multiple Components.
Select Multi-Edit Components.
You can typically select over 6,000 components for Multi-Edit before it is overwhelmed. If the number of components you desire to edit is much larger than 6,000 it is better to filter them into smaller segments.
5.
Search for Value in Location Description
Create grid.
Display the grid.
In the Location Description column, select the hamburger menu.
Select the funnel icon.
Type the text in the search box.
This will reveal each Tag with that text.
To remove the filer, check the Select All box.
6.
View more than one Component grid at the same time
You can view more than one Component grid at the same time by clicking the +New Grid button in the upper-right corner of the Component grid.
This will enable you to conveniently move from tab to tab for viewing additional versions of the Component grid.
7.
Add to Tour
Select the component(s).
Click Add to Tour, then select Build New Tour or Add to an Existing Tour.
If you are adding to an existing tour, select the tour you wish to add to.
If you are building a new tour, enter a name for the tour.
(Optional) Toggle to make the tour Evergreen.
Select the Inspection Type first (AVO, Cooling Tower, M21, OGI).
Select the Inspection Why from the picklist below.
(Optional) assign the tour to a tech.
Change the due date if you want a different value than the default.
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