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Equipment CRM - Additional Tools
Groups
An overview of the Groups screen in the Texada Condition Monitoring Portal.
Groups
The Groups page lets you create equipment groups to monitor. Global Groups are seen and editable by everyone. My Groups are only editable by you.
To create a new group in either My Groups or Global Groups:
- Click the + Menu icon
.
- Enter a Group Name.
- Select if the group should be included in the CMA Dashboard summary.
- Select the Group Type.
- Click [Save].
To add equipment to a group:
- Click the + Add Equipment button when viewing the group.
- Enter your search criteria for the equipment you want to add.
- Click the Add icon
for each piece of equipment you want to add.
- Click the X icon to close the window.
- Click [Save].