Summary: A dynamic new Home Page is now available. You have the option of switching between My Dashboard and this new page. Note that your system administrator grants permission to see this new feature.
The new page is designed for quick visibility and easy access to your high priority items such as Work Orders and Active Tasks.
To see the new Home Page, select the WebTMA 7 icon.
At the upper right of the new Home Page, select the Quick Action button to quickly create any of the following:
- New Work Order
- New Purchase Order
- New Purchase Requisition
The new Home Page has two views:
- Work Orders (default)
- Active Tasks
Any time you want to revert to My Dashboard, select the My Dashboard button at the top right.
The menu at the top of the Home Page is the same with the addition of an icon you can select to display a Filter field and search the entire application.
WORK ORDER VIEW
The Summary section of the default Work Order view shows a summary of all Work Orders with these statuses:
Select one of the buttons to display a list of the underlying work orders in the Work Order Tasks section.
Use the Filter buttons at the top of the columns to see the desired Work Orders. You may also take action by marking the check box on a Work Order(s) and choosing one of the following buttons from the top right of the list:
Update Status: Update the Status of the WO
Assign Technician(s): Assign a technician to the WO
Update Due Date: Update the Due Date on the WO
Export to CSV: Export to a csv file
Print: Print the WO
ACTIVE TASKS VIEW
The Active Tasks view shows a Due Date Breakdown and an Active Task List.
In the Due Date Breakdown section, you see all your active tasks categorized by the following statuses:
- Next 7 Days
- After 7 Days
- No Due Date
Select any of the buttons to display only those items in the Active Task List below.
Select the buttons at the right of a line item to:
Post Cost: Opens Work Order Cost Entry
Add Task Comment: Add comments to Tasks
Print: Print the Task