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Advanced System Administration

Advanced System Administration. Adam Peterson Adam Deatherage TMA Systems. Overview. Basic Administrator Functions Customization Rename Labels and Records Monitor Work Order Status Share Information with Others Automatic Notifications MyPage Setup and Dashboards. Global Settings.

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Advanced System Administration

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  1. Advanced System Administration Adam Peterson Adam Deatherage TMA Systems

  2. Overview • Basic Administrator Functions • Customization • Rename Labels and Records • Monitor Work Order Status • Share Information with Others • Automatic Notifications • MyPage Setup and Dashboards

  3. Global Settings Client Info • Logo • Preferences • Counters • Session Log

  4. Global Settings • Preferences • Login Prefs • WO Prefs • Task Sheet • Report Writer

  5. Global Settings Standardization (IDs and Codes) • Example: Tag #, Building Codes

  6. Batch Management Batch Jobs • Post Charges to Sub Ledger (Accounting) • Post Projects • PM Generation • Project Task Generation • Trip Generation • Weather Import (Utility Module) • Custodial • Lease Invoice Generation • CP Inflate & Level

  7. Global Settings Standard MyPage • Tabs Welcome Page • Controls • Work Orders • Bulletins

  8. Approval Routing

  9. Customization Text Management • Nomenclature • Form-Specific Labels System Form Attributes • Tab Display • Field Attributes • Action Menu

  10. Using Text Management Find what you want to change Either find by form name or search for text Replace the text The “Replace With” text will become the new label name when you “Replace” and “Save”

  11. Form Attributes • System Forms • Custom Forms

  12. Manage Password Management • Set a min and max • Require a certain number of specific characters • Set rules to lock an account after unsuccessful login attempts • Expiration Notice Days • Show Forgot Password Link

  13. Monitor Work Order Status

  14. Share Information with Others Create and Manage MyPages • Tabs • Welcome Page • Department Info • Controls • Queries • WO Browse • Bulletins • Dashboards • RSS • Linking Reports

  15. Notification & Escalation

  16. Questions? Please complete the evaluation

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