The Equipment Shortlist window shows all equipment that is available to your administrative unit with a check mark in the Select column. This is configured in the Resource Sharing window of the System module. The selected equipment appears in the drop-down lists found in various windows throughout the module where selecting equipment is required.
To add an item to the equipment shortlist, select the check box in the row showing the name of the piece of equipment. Once all equipment is selected, click Save.
Note: If the equipment is not shown, verify in the Resource Sharing window that the administrative unit that either owns or is assigned the equipment is sharing with your administrative unit.
Equipment is removed from the shortlist in a similar manner: clear the check box and select Save.
To create an equipment shortlist, watch this training video:
