Equipment

To access the Equipment area:

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Account Detail, Equipment.

Add Equipment

1. Click the Add button.
2. Enter the Number for this equipment.
3. The Brokerage ID should not be changed if it exists, because this information carries over from your brokerage management system.
4. Enter a Description, Manufacturer, Model, and Year.
5. Enter an ID/Registration Number if applicable.
6. Enter the Serial Number, Date Purchased, Cost New, Current Value, and Amount of Insurance.
7. In the Policy Number(s) list, select the policy or policies that apply to this equipment. Press [Ctrl] while clicking to select multiple policies or [Shift] to select a range of policies.
8. For the Location field, click the Click Here to Change link to select from locations entered for this insured.
9. To select a certificate Holder entered for this insured as the Lien or Lease Holder, click the Click Here to Change link. Select the appropriate Holder on the Lien Holder Lookup window.
10. Click Save to add the equipment or Cancel to discard changes.

Edit Equipment

1. Locate the appropriate equipment. You can use the Search frame to narrow the equipment that displays in the list. To remove a filter that has been applied, click Clear Filter.
2. Click any of the information listed for the equipment.
3. Click Edit.
4. Make any necessary changes to the equipment detail. See the instructions under Add Equipment for more information.
5. Click Save to apply your changes or Cancel to discard them.

Delete Equipment

1. Locate the appropriate equipment. You can use the Search frame to narrow the equipment that displays in the list. To remove a filter that has been applied, click Clear Filter.
2. Click any of the information listed for the equipment.
3. Click the Delete button. You are prompted, "Are you sure you want to delete?" Click OK.

Export Equipment

To make the updating of equipment faster and easier, you can export equipment data to an external Microsoft Excel or tab delimited text file, make updates to the information as necessary, and then import the updated information into the system.

1. Click Export on the options bar.
2. Open or Save the resulting file.

Import Equipment

If you have equipment data saved in an external Excel or tab delimited text file, you can use the import feature to automatically create the equipment in your system. The Import Equipment feature must be enabled for your organization.

The file must contain the following columns, in this exact order.

You have the option of downloading an import template that you can fill out. (See instructions below.)

To import equipment:

1. Click the Import button at the top of the list.
2. If you wish to download a template, click the Help button, click the appropriate link, and fill out and save the template. You can also click the Next button on this screen to view a list of column headings and character limits.
3. Click the Browse button to locate the appropriate file.
4. Click Import.
5. In the Schedule field, select None, New Schedule, or Statement of Values.
6. Once the import has completed, the number of records added and updated displays on the screen.