1 / 22

Configuring WebTMA’s Form Attributes for Greater Efficiency

Configuring WebTMA’s Form Attributes for Greater Efficiency. Tammy Hilmer TMA Systems. Benefits of Customizing Forms. End users can focus on important information Ensure critical data is entered by making the field required Allow for separate workflows for Repair Centers or Users.

yul
Download Presentation

Configuring WebTMA’s Form Attributes for Greater Efficiency

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Configuring WebTMA’s Form Attributes for Greater Efficiency Tammy Hilmer TMA Systems

  2. Benefits of Customizing Forms • End users can focus on important information • Ensure critical data is entered by making the field required • Allow for separate workflows for Repair Centers or Users

  3. Customizing Form Attributes • Hide Fields, Tabs, Action Menu Buttons • Set Required Fields • Set Read-only Fields • Create Specialized Customized Forms for: • Repair Centers • Security Groups • Individual Users

  4. System Form Attributes • Affects all users of the form system-wide • How to determine the correct form to modify • Ensure the change does not cause a negative impact

  5. Changing System Form Attributes

  6. Show/Hide Tabs

  7. Show/Hide Action Items

  8. Common System Form Changes Request Log • Repair Center required • Department required • Facility, Building, Floor, Area required • Requestor phone, email required • Some common fields to hide • Item and Task drop downs • FAQ button • Additional Comments

  9. Common System Form Changes Quick Work Order • Technician Name field required • Finished Date or Closed Date required • Common fields to hide • Account # and Charge field • Department • Requestor Phone • Email

  10. Request Log Before

  11. Request Log After

  12. Common System Form Changes Work Order • Hide unused tabs • Billing Info • Attachments • Hide unused Action Menu buttons • Manual Routing • Posting Down Time • Linked WO or Redirect WO

  13. Single Task Work Order Before

  14. Single Task Work Order After

  15. Common System Form Changes Quick Post Cost • Hide unused fields - if not part of your workflow • Make fields required that MUST have data every time

  16. Quick Post Cost Before

  17. Quick Post Cost After

  18. Custom Form Attributes • Created to enhance end users’ interface with the system • Can be assigned by Repair Center, Security Group, User • Can override existing System form

  19. Creating Custom Forms

  20. Assigning Custom Forms

  21. Custom Forms for Requestors

  22. Q&A Questions or Comments? Please complete the evaluation Thank you

More Related