See Frequently Asked Questions about this page.
This page allows you to quickly find an existing need
or create a new need.
This need is the "reason" you're currently adding an asset to the database,
that is, the asset "covers" the need you're selecting here.
If you can find the need you're looking for,
you can save it to the calling page.
If you can't find it, you can quickly create
a new need, and then save that new need to the calling page.
To get a need:
- First try to use a need in the "Most likely matches" section.
These match either
(a) needs you already have ("existing" needs) or
(b) standard needs available for all MakeLifeEasy users.
Often you'll find the need you want here.
If it's an existing need, you can pick it in one click.
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Use an existing need whenever possible.
Using a standard need will create a new need in your database.
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In most cases, you should pick a standard need (and create a new need from it)
only if you don't already have an existing need with this name.
If you've selected a standard need that you don't yet have in your database,
MakeLifeEasy will direct you to the lower part of the page,
where you can add it to your database, then save that new need to the calling page.
- If you can't find the right need in the "Most likely matches" section,
use one of the "More Choices".
- Choosing the last option ("ALL OTHER CASES") displays Section 2.
Section 2: Pick a need or add a new need
- Section 2 shows standard needs alongside your existing needs. This allows you to create your need tree
using standard needs if you desire, to keep your needs organized consistently, and to avoid duplicating needs.
- Check "Standard needs" to view standard needs and "My needs" to view your existing needs.
- Select a top folder and press "Go" to show all subfolders and needs in that top folder, OR
- Enter keyword(s) and press "Go" to find all needs with the keyword(s) entered.
- View the results in the list.
Needs with asterisks (*) are your existing needs.
- If you find the existing need you're looking for,
select it, then press "OK: Use the need selected above" to send it to the calling page.
- If you find a need you want to use that's not an existing need,
select it, then press "OK: Use the need selected above" to add it to your database
using the "Add New Need" fields at the bottom of the page (see below).
- (Optional) You can also double-click on the list of folders to view either the
Need Properties or the Need Folder Properties page.
This allows you to see details for a folder or need to see if it's the one you want to use.
- When adding a new need, you
enter the folder (and optional subfolder) name(s)
and the need name in the fields provided.
NOTE: You can add more names onto the end of the need name, separated with " >> "s.
The "upper" names (to the left) will become subfolders,
and the rightmost name (after the last " >> ") will be the need name.
You can automatically load these fields by scrolling through the needs list.
Try to use standard needs as much as practical.
See need consistency.
For new need names, see How To... Name a Need.
- (Optional) You can also add a description to the need.
- Enter inventory management data.
See the Inventory Management Data Panel.
The inventory management data provided here by default is
inherited from the folder or need selected above.
You can edit it if you like.
You can use this panel to provide data about how assets
acquired to cover this need will be managed in inventory.
That is, this need's inventory management data
will be inherited by its assets.
- (Optional) You can also click on "More properties..." to edit
more need data.
When you're finished, press "OK: Save" to save the data or
"Cancel" to close the page without saving.
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