Meters

Select Equipment from the Main Menu bar.  Select Meters from the Meters menu.

1. This opens the Meter list screen.  Use filters and column sorting to view and find Meters for editing.

2. Click the More dropdown to open the list of editable dropdown lists for Meter details such as Meter Types and Manufacturers.

3. Select a list for editing.  The list of Manufacturers is shown below.  Select [Add], [Edit] or [Archive] to add or change the list of Manufacturers.
4. Click the [Meters] button to return to the list of Meters.

5. Click [Add] to add a Manufacturer and enter information. The Device Type is INSTR (Survey Instrument).  Click [Save] to save the entry or [Cancel] to discard any edits and go back to the previous screen.

6. Click [Add] to add a Meter, or [Edit] to modify an existing Meter.  This opens the Meter entry/edit screen.

7. Enter the Serial #.  This field is required and is a unique identifier.
8. Select the Meter Type from the dropdown list.
9. Select the Meter Display from the dropdown list.
10. Select the Instrument Model from the dropdown list.
11. Enter the Instrument Model.
12. Select the Building and the Lab (location) from the dropdown lists.
13. Check the Out of Service? box if meter is not in use or out of service.
14. Enter or edit any Notes about the meter.
15. Add or edit Calibration Comments as needed.
16. Check the Exempt? box if meter is exempt from calibration.
17. Check the Used for Package Check In? box if the meter is used for Sealed Source package check in.
18. Probes - enter any probe information as needed.

19. Scroll down to view the Custodians Section shown below.

20. Click the radio button for Search by PI/Permit or Search All Workers to search for and add a custodian.
21. Search by PI/Permit is shown below.  Select the PI from the dropdown list.
22. After the PI is selected, choose one of the Permits attached to the PI from the Permit # dropdown.

23. After the PI and Permit are selected, the list of Workers attached to the permit will be available for attaching.
24. Click on the [Attach] button to attach each custodian needed.

25. When the Search All Workers option is chosen, enter filter criteria (Begins With, etc.) and click the [Search] button.

26. Click [Save] to save the entries or [Cancel] to discard any entry/edit and return to the previous screen.

Add Multiple Histories

1. The [Add Multiple Histories] button allows the user to add multiple histories of the same date and type to a meter.  For example, several meters may be inventoried on the same day.  This features allows quicker data entry.
2. Click the [Add Multiple Histories] button.

3. This opens an [Add Multiple Histories] pop-up window for data entry.
4. It also reveals a "Create History" column in the meter list.

5. Select the History Type, Result and the Performed By from the dropdown lists.
6. The Date will default to the current date.  Change the date if needed before creating histories.
7. Select/Check the Meters you wish to add the history record to.
8. Click [Add Histories] to add histories to all the selected meters, or click [Cancel] to discard entries and close the Multiple Histories function without saving.

9. When Histories are added, a confirmation box will appear as shown below.

10. Click [OK] to close the boxes and go back to the meter listing.