Models

In Vendors > Models tab, you manage and associate specific model numbers with vendors or manufacturers. This feature is useful for organizations that need to track which models are supplied or supported by each vendor, ensuring consistency in procurement, asset tracking, and maintenance workflows.

To ensure the Models tab appears on a Vendor record, the following conditions must be met:

• Enable vendor model numbers: In Classic TMS, navigate to Setup > General > Options and confirm that Show vendor model numbers is selected.

• Mark the vendor as a manufacturer: On the vendor record, ensure the Manufacturer is selected.

If either of these settings is not configured, the Models tab is disabled.

If you use a custom form that places the Models grid and other fields on the same tab, the system disables the entire tab, including all fields. To fix this, ask your administrator to modify the form so the Models grid and the other fields appear on separate tabs.

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In the Models section, you can view models associated with the vendor.

• Show: Choose from Active or All to show only active models or all models.

• Number: Unique identifier or code for the model. This might be a manufacturer-assigned model number or an internal reference used to distinguish between different models.

• Description: Brief summary or label that provides context about the model, such as its function, specifications, or distinguishing features.

• Category: Classification that groups the model into a broader type, such as imaging equipment, HVAC systems, or surgical tools. This helps with filtering, reporting, and aligning models with asset types.

• Health impact: Indicates the potential effect of the model on health-related operations. This can be used to flag models critical to patient safety, regulatory compliance, or clinical workflows.

Create models

The Vendor > Models tab allows you to create and manage model items directly within the vendor's profile. This ensures that only valid combinations are used, preventing mismatches between manufacturers and model numbers.

1. Go to Vendors > Quick Search or Query and find a vendor.

2. On the Vendors page, select the Models tab.

3. In the Models section, click Create.

4. In the Create model window, enter the information within each tab:

   • Main

   • Details

   • Category

5. Do one of the following:

   • Click Create.

   • Click Create another to save and then clear the values to create another record.

Update model

If details change, update the model to ensure accuracy.

1. In the Models section, select Update from the Actions menu on the left of a row.

2. In the Update models window, make changes in one or more tabs.

3. Click Update to save.

   The model updates.

Delete model

You may need to delete a model to maintain accuracy, correct user input errors, or ensure compliance with policies.

1. In the Models section, select Delete from the Actions menu on the left of a row.

2. In the confirmation message, click Delete.

   The system removes the model from the vendor.

3. Click Update to save.