Condition

The Condition Accordion provides all the fields needed to keep track of both the condition of an item as well as any required routine maintenance scheduling. The top part of the accordion contains fields for Condition, Condition Date, Display Value, and General Condition Notes, followed by a listing of all Condition Reports for this item.

Add Condition Report

1. Click "Edit" in the Edit Bar at the top of the catalog record
2. Click the Condition Accordion bar to expand it
3. Click "New Report"
4. Fill in the Date of Report, Type of Report, Condition, and Report Created by fields
   • The Type of Report, Condition, and Reported Created by fields are controlled by authority files (See Using Authority Files)
5. Fill in additional fields if needed
   • The five condition fields on the right side of the screen allow multiple entries (See Using Authority Files)
6. Click "Save" on the pop-up window
7. The Confirmation Message pop-up window will ask if you want to update the current information listed on the record. Click "Yes" or "No."
8. Click "Save" in the Edit Bar at the top of the screen
   
   

Add Image to Condition Report

1. Click "Edit" in the Edit Bar at the top of the catalog record
2. Click the hyperlink in the Date column for the condition report you want to add images to
3. Click the "Image Management" button
4. Click "Add Image"
5. Navigate to the image you want to attach and double click it. The image should appear on the Image Management screen.
6. If desired, make modifications to the image using the Action buttons below the image (See Image Management)
7. Fill out the metadata fields at the bottom
8. Click "Save" on the Image Management pop-up window
9. Click "Save" on the Condition Report pop-up window
10. The Confirmation Message pop-up window will ask if you want to update the current information listed on the record. Click "Yes" or "No."
11. Click "Save" in the Edit Bar at the top of the screen

Print Condition Report

For Condition Reports, you can print a list of all the condition reports associated with an item or you can print an individual report.

To print the list of all condition reports for one item, use the "Print" button in the Condition Accordion to preview and then print.

To print an individual condition report, click the hyperlink in the Date column for the condition report you want to print. Then, click "Print" in the top right corner of the pop-up window.

View/Edit Condition Report

1. Click "Edit" in the Edit Bar at the top of the catalog record
2. Click the hyperlink in the Date column for the condition report you want to view or edit
3. View the record or make your changes
4. Click "Save" on the pop-up window
5. The Confirmation Message pop-up window will ask if you want to update the current information listed on the record. Click "Yes" or "No."
6. Click "Save" in the Edit Bar at the top of the screen

Delete Condition Report

1. Click "Edit" in the Edit Bar at the top of the catalog record
2. Hover over the Condition Report that you want to remove
3. Click the Trash Can icon on the right end of the row
4. Click "Yes" to confirm
5. Click "Save" in the Edit Bar at the top of the screen

Maintenance Scheduling

The fields at the bottom of the Condition Accordion allow you to track the maintenance start date, maintenance interval, and detailed notes and maintenance history for each item. The maintenance interval can be set for daily, weekly, monthly, quarterly, semiannually, yearly, every two years, every five years, or never. You decide the appropriate interval for the treatment and cleaning for each item in your collection, and then you can filter on these fields to produce lists of items requiring maintenance.