Manually Add a Tag to the Loads List

To manually add a new Load tag to a project:

1. With the Loads List open, click New in the Records section of the Home tab to display the Select Equipment Type window:

   

2. Double-click on required equipment type, or click on it and then click Select.

3. The Equipment Tag window is then displayed:

   

   This window is used to specify the tag of the new load.

4. The Class list consists of all classes to which tag formats have been assigned (refer to Class Definitions for details of classes and tag format allocation). Select the required class.

5. The Tag Format list is then populated with all the tag formats that have been assigned to the selected class (the class designated the primary class is automatically pre-selected). Select the required tag format from this list.

6. The fields displayed under the Tag Format list will depend on the fields that the selected tag format consist of (refer to Tag Formats for details).

7. If the "Free Form" tag format is selected (see above), simply enter the required tag in the Equipment No field.

   If a different tag format is selected, the displayed fields will change to reflect this. For example:

   

   Note that any delimiters defined for tag format are displayed after the fields they follow.

8. Complete the fields as required. Note that if the tag format includes "Function", the list of available functions (codes) will be restricted to the equipment type codes associated with the selected class (refer to Equipment Type Catalogue for details).

9. The entered tag number is displayed at the bottom of the window. For example:

   

10. When the required tag data has been entered, click OK.

11. The Load Detail window is then displayed:

    

12. Click New to create a new load instead of continuing to create or edit the current load. The Select Equipment Type window (see above) is then displayed.

    • The Single Line Check Report button is used to run the Single Line Check Report for the load. The report will display the Single Line Diagram for the supply assigned to the load. It is disabled until a supply is assigned. See Single Line Check Reports for Loads.

    • The Last Edit field is displayed once the load is saved.

      The Last Edit field displays the date and time when the load data was last edited. The user name of the individual that performed the edit is displayed in a tool-tip when the mouse cursor is hovered over the field. Click the button in the field to display the Audit Manager, which will display a list of all the changes to the load data.

    • The Attached Documents link is displayed once the load is saved.

      This link is used to access the Attached Documents window, which is used to attach documents to the load and the a list of documents already assigned. See Attachments (External Documents) for details.

      The number next to the link is the number of documents currently attached to the load.