Defining simple tools

Define tools and associate with them organizations and classes. You can also specify that the tool is available for compatible units.

  1. Select Work > Setup > Tools.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the tool belongs if you use multi-organization security.
    Tool
    Specify a unique code identifying the tool, and then enter a description of the tool in the adjacent field.
    Class
    Specify the class of the tool. The system automatically populates Class Org.
    Available for CUs
    Select this check box to indicate that this tool is available for compatible units.
  4. Click Save Record.