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

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

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

Changing System Form Attributes

Show/Hide Tabs

Show/Hide Action Items

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

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

Request Log Before

Request Log After

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

Single Task Work Order Before

Single Task Work Order After

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

Quick Post Cost Before

Quick Post Cost After

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

Creating Custom Forms

Assigning Custom Forms

Custom Forms for Requestors

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