System Instructions
Introduction
This page reviews how external contractors are able to add equipment to their project.
Instructions
Log into the Salesforce Portal and access the Projects Tab.
Access the Project Record in Salesforce by licking the link in the Project Name column.
In the Project Records page, click on the Project Equipment tab.
Then, click the New Project Equipment button to add new Project Equipment details.
In the New Project Equipment page, use the Equipment Type drop-down menu to select the Equipment Type.
The Manufacturer field will become available after the Equipment Type is selected. Use the drop-down menu to select the Manufacturer.
If Other is selected as an option under the Manufacturer field, then the Other Manufacturer Text Field should be filled.
Once all data is entered click on the Save to save the record.
Once the new Project Equipment is created successfully, a message confirming Project Equipment has been saved will pop up.
Once the new Project Equipment is created, go back to the Project Records page and click on the Project Equipment tab to check/edit the new Project Equiment.
