To add a new component in the field with Chateau Mobile:
-
If you can find an existing component similar to the one you want to add, look up the component in either your tour, or search for its tag number.
a. Note: Searching for the tag number of a non-tour component only works if you have Non-tour Tag Generation turned on.
-
Go to the Component Details page by clicking View Full Details.
-
Tap the 3-dot action menu on the top-right and tap Copy to Add.
-
Select the reason for adding this component.
-
Edit the tag number and any property that does not match the new component.
-
Check tabs other than the Basic tab for potentially missed properties.
-
If you wish to upload a target image, do so under the Image tab.
-
After all the edits are done, tap the Save button (the round, blue button containing a floppy disk icon) to save.
-
The new component will be added to a New Component tour in your handheld. You can find it in your tours.
-
If the component you are going to add does not remotely resemble any of your existing components, tap the 3-line menu on the top-left and select Add New Component from Scratch. Select the reason to add and the LUnit, and then follow the instruction from step 5.
To add a new component on your computer with Chateau:
-
Go to the Components grid.
-
If you can find an existing component similar to the one you want to add, look up the component using the query builder.
-
Select the component in the grid. Either double-click it, or click the blue View Component action button.
-
In the Tag View page, click the blue Copy to Add action button.
-
Select the proper Profile Reason for adding, and then click OK.
-
Edit the tag number and any property that does not match the new component.
-
Click Save and decide whether to run the rules now or allow the rules to run overnight by default.
-
If the component you are going to add does not remotely resemble any of your existing components, click the Add Component from Scratch button above the component grid instead. Then follow the instruction from step 5.
Note: If you are not an approver, an approver or processor has to approve the new components you add on the New Component Porch.