Chapter 4: Managing Units 89
• Contacts - Identify the primary and secondary contacts for a unit and appear in the Unit Views
window. Assigning contact properties may be helpful for quickly identifying the people to
notify if an issue or question arises about a particular unit.
• Custom Fields - Three custom fields are available, in which you may specify any information
you wish. For example, you may wish to define custom fields such as Program Manager,
Building Number and so on. See Managing units by custom fields on page 131 for
more information.
•Notes
•Network
Some properties display by default in a Unit Views window. Others must be displayed by using the
Customize link. See Using the Customize link in windows on page 14 for more information.
To change the unit identity properties:
NOTE: Identity properties are visual representations only. Defining incorrect information may cause confusion
(for example, mistyping a serial number).
1. From the side navigation bar, click Properties. Identity will automatically be selected and the
Unit Identification Properties window will open.
2. Type a part number.
3. Type the serial number.
4. Type the model number.
5. Type the asset tag number.
6. Click Save to save your changes.
7. Click Close. The Unit Views window will open, including any changes.
To change the unit location properties:
NOTE: Location properties are visual representations only. Defining incorrect information may cause confusion
(for example, a mistyped room number).
1. From the side navigation bar, click Properties.
2. From the side navigation bar, click Location. The Unit Location Properties window
will appear.
3. Type or use the drop-down list to select the site where the unit is located.
4. Type or use the drop-down list to select the department where the unit is located.
5. Type or use the drop-down list to select the location where the unit is located.
6. Click Save to save your changes.
7. Click Close. The Unit Views window will open, including any changes.
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