Inactivating or Reactivating Equipment

An item should be made inactive if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate equipment:

  • Appointments already booked with a service that uses this equipment, both past and future, remain unchanged in the Appointment Book.
  • Existing service steps that are associated with this equipment do not change.
  • It is no longer selectable from any forms or menus.
  • It can still appear in reports.
  • It does not appear in search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

  1. Locate the equipment and select it.
  2. Select Edit.
  3. Toggle the status switch to Inactive or Active.

  

  1. Select Save to update the status to Inactive or Active.