Managing Existing Equipment

Renaming a Unit

Below shows you how to rename a Unit Area in myLab.

• First, on the home screen, select “Equipment” (A) then “Edit Equipment” (B).

• Select the Customer, Unit Area, Unit Type, and Unit (A). The unit information will populate on the right.(B)
• From this screen you can modify the information applicable to the specific unit.
• To rename a Unit Area, click on the Unit Area drop down field and select the new area. (C)

• Click “Save” at the bottom of the screen when done editing the Unit Area details.

Move/Copy/Merge a Unit or Component

• From Home page, select Equipment then Move/Copy/Merge.

• Select the Customer, Unit Area, Unit Type, and Unit.

Merging

• Select the unit you wish to merge using the check boxes in the left menu bar.

• On the right menu, select the Customer where the merge will take place. Do NOT click the checkbox.

• Select the Unit Area and Unit Type.
• Click the check box for the Unit you want to merge. (A)
• A large green Click to Merge prompt will appear in the center of the page. Click on this prompt. (B)
• A popup will appear showing the two units being merged and a list of components. Click on the blue Merge button at the bottom of the pop up to proceed. Note the original unit is no longer there.

• When done merging, click Home.

Moving a Unit or Component

• To move or copy a unit, from the Move/Copy/Merge screen, select the Customer, Unit Area, Unit Type, and Unit.
• Similar to Merging, select the unit on the left menu using the check box for the unit (A) you want to copy or move.
• On the right menu, CLICK THE CHECKBOX beside the Customer (B) you want to move or copy to.
• Click on the Click to Copy or Click to Move (C) prompt in the center of the screen.

• Confirm the task being completed and click the Move or Copy button on the popup.

NOTE: In order to move a Component, repeat the same process but this time select a Component from a particular unit and move it to an alternate unit.  You can also move individual results from one component to another. If you are moving a Unit or Component to a place that has one named the same it will ask to merge not move.

Deleting a Unit or Component

1. To delete a Unit, first select the desired Unit through the Edit Equipment window accessed from the Home page. Select Customer, Unit Area, Unit Type, and Unit.
2. To delete this unit, CLICK the Delete button.

• A confirmation popup window will appear asking to confirm if you want to delete the record from the system completely.
• Confirm by clicking the red Delete button.

NOTE: In order to delete a Component, repeat the same process but this time select a component from the left menu without selecting the whole unit.

Edit Existing Units

• To edit a Unit, first select the desired Unit through the Edit Equipment window accessed from the Home page. Select Customer, Unit Area, Unit Type, and Unit.
• CLICK the Edit All Units button located in the bottom right-hand corner of the window.

• All the units will be displayed in a spreadsheet layout.  Each column can be sorted or filtered individually.  Selections or entire columns can be filled with a single selection.

• CLICK Home to return to the Home page.