Request Log Action Menu WebTMA 7

The Show Audit History link opens the Audit History flyout. When values in a field have been changed, the initial view on the flyout shows the modification Date, User, and Transaction Type. Expand a line to open a second tier for more details.

The second tier fields show:

• Field Name
• Old Value
• New Value
• Record Type

Manual routing is a fast way to get approval when your organization uses the Approval Routing System. Use of the link follows the same principles as regular approval routes, but Manual Routes apply only to one record and are used when you do not plan to apply the route repeatedly.

With Manual Routing, you create a route on-the-fly from a record. You can also select an existing route for the Manual Route. The difference between Manual Routing and the established routes is that the Manual Route is not re-used.

Select the Estimates link as a quick way to open the Estimates window.

If the Estimates Required option has been chosen for the Repair Center assigned to Work Orders, an Estimate must be completed before Work Orders can be printed.

The Tracking link opens the Status Tracking flyout. Use Status Tracking to add or review changes in the status of the related Work Order, Project, Purchase Order, Equipment, and similar windows.

Windows with a Status field have the Tracking link. Any time a status is changed on the record it is also visible on the Status Tracking flyout.

You also have the option to select the Add Status Entry link on the Status Tracking flyout to open the Add Status flyout and insert your own status line.