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