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WebTMA for UsersWorkshop Katrina McKire TMA Systems
WebTMA Workshop Target Audience • New users to the WebTMA application • IT users who wish to familiarize themselves with the WebTMA application
Utilizing Help in WebTMA • Help icon on the toolbar is context sensitive summary for the window. • Search under the Help from the menu
Utilizing Tutorials in WebTMA The Tutorial section on the navigator pane is available throughout the application. These are short videos that can help you refresh your memory or learn about an unfamiliar window Click the link of your choice to play the tutorial in a separate window.
WebTMA Toolbar • Home – takes you to MyPage • Logout – logs you out of the WebTMA session • Add – used to create new record • Edit – used to edit/modify existing record • Copy – Copy the current record. Helpful in creating similar records. Users can change minimal number of fields and Save the record • Delete – Seldom used. Records related to others in the database can be made Inactive but not Deleted • First –Previous – Next – Last – Used to scroll through records • Search – Used to open a dialog box to look for a record by specific criteria • Print – Used to send the record to the printer • Help – Used for page-related help information • Save – Required to save a record after Adding or Editing • Cancel – Used with Add or Edit mode to avoid saving a record or changes
Action Menu Action menu is Context Sensitive • Linked Documents • Post Cost • Last Modified • Authorize • Manual Routing • Tracking • Estimates • Add Favorite • Add Bookmark • Tutorials Action Menu for the Work Order window.
Utilizing the Fast Find feature in WebTMA Fast Find saves clicks and keystrokes when you know all or part of the record identifier The field is visible on windows that include a required, unique identifier such as a sequential record number or one-of-a-kind name
Single Task Work Order Path: Transactions > Work Order > Single Task Work Order
Work Order Path: Transactions > Work Order > Records In WebTMA, work orders are either Space-related or Item-related
Work Order Browse Path: Transactions > Work Order > WO Browse You can review Work Orders from the Work Order Browse window Filtering Options: - Item Type - Work Order Type - Open or Closed Work Orders - Scheduled or Not Scheduled - Task - Department - Trade - Technician Save Criteria/Query – Load Query
Quick Work Order Path: Transactions > Work Order > Quick Work Order
Printing Work Orders • Print from Work Order Window • Print from WO Browse: Individual or List Previously, a PRINT button at the bottom of the page accommodated printing. In version 5.0, the standard Print options are available using Print on the toolbar.
Quick Post Functions Path: Transactions > Quick Post Here you can post all costs to a work order from one window.
Time & Attendance Path: Transactions > Time Manager > Time & Attendance Time and Attendance allows you to find historical information regarding a Technician’s time worked for a given period of time.
Scheduler Path: Transactions > Time Manager > Scheduler Use the scheduler to assign work orders to technicians for both current and future work.
Review Assignments Path: Transactions > Time Manager > Review Assignments Use the Review Assignments function to change assignments when technicians call in sick, take vacation time, are called to different jobs, or when schedules change priority.
Setting Up PMs in the Task Window Path: Organization > Task > Records
Setting Up Meter PMs in Vehicle Window Path: Organization > Vehicle > Records
Basic Reports – Report Manager Window Path: Reports > Report Manager • Quick View • View Reports – Pre-designed Reports • Filter Reports by Name • Copy Report • Add to My Report
Bookmark Feature in WebTMA The Add Bookmark link is available for windows that can be bookmarked. Path: File > Bookmarks The Bookmarks popup window gives you quick access to a specific record. When the bookmark is no longer needed, click the trash can icon to delete it. To remove all bookmarks at once, click the check box in the header, and click the Delete Selected button on the Bookmarks window
Thank you for attending the session! Questions & Suggestions? Contact us at firstname.lastname@example.org 1-800-228-8765 Go to www.tmasystems.net for Support / Videos / Listserv access Remember to fill out the evaluation form…. Have a great day!