Technician Preferences - WebTMA 7

Allow to Cancel Work Order

The Cancel WO link on the Work Order window Action Menu can be used when this Preference is granted. For Technicians that use mobileTMA GO and WebTMA GO, the same line is available on the Mobile Access Tab–Mobile Preferences Section.

Allow to Populate Work Order Close Date

Unless this Preference is granted, the Technician cannot enter a date in the Closed Date field on the Work Order / Identity Tab.

Allow to Populate Work Order Finish Date

Unless this Preference is granted, the Technician cannot enter a date in the Finish Date field from the Work Order / Identity Tab.

Automatically Open Print Dialog for Reports

When granted, the Print Dialog flyout always opens so the Technician can select the desired printer for a hard copy.

Create Private Queries Only

For Technicians who can create queries, this limits the query to their personal use.

Date Format

Select the Technician's preferred date format from the options available: dd.MM.yyyy; dd/MM/yyyy; MM/dd/yyyy; or yyyy/MM/dd.

Default Print Size

Select the default size paper in your printer such as A4 or 8-1/2 x 11. This is the default that shows on the Report Writer Properties Tab when this Technician creates a new report.

Default Private Queries Only

Granting this Preference sets the default to limit queries to private when created by this Technician.

Default Report Format

Select the usual format for this Technician's reports such as .pdf, .html, and Excel.

Generate PM

This option controls the Check PM link on the Work Order window Action Menu. If granted, the Action Menu link is enabled for use by the Technician.

Prevent Modification to Posted Transactions

When this is granted, the Technician cannot make changes to posted transactions.

Prevent WO Close Without Labor

If granted, this Preference prevents the Technician from entering a date in the Closed Date field for a Work Order when no labor line has been entered. This requirement also applies to Contractor costs. The restriction is applicable to the following windows: Work Order, WO Browse, QP Materials,QP Other Charges, QP Contractor Cost, and QP Cost. These rules apply to a Work Order Task Closed Date as well. The Work Order Redirect function is exempt from the rules.

Prevent WO Finish Without Labor

If granted, this Preference prevents the Technician from entering a date in the Finish Date field for a Work Order when no labor line has been entered. This requirement also applies to Contractor costs. The restriction is applicable to the following windows: Work Order, WO Browse, QP Materials, QP Other Charges, QP Contractor Cost, and QP Cost. These rules apply to a Work Order Task Finish Date as well. The Work Order Redirect function is exempt from the rules.

RI-Allow Close Area

If granted, the Close check box on the RI Inspection Area Edit flyout (found from Organization > Areas > RI Inspection) is enabled. This allows an inspection area to be closed regardless of whether any points were inspected. This has the same value as the RI-Allow Forced Closure setting on the Mobile Access Tab.

RI-Allow Close Area

For those that have the optional Room Inspection module, grant this Preference if you do not want to generate an automatic Work Order after marking the inspection.

Time Format (12h/24h)

Select either 12-hour (AM/PM) or 24-hour for the time format used.

Time Zone

Select the Technician's time zone. In the database, all date-time fields on records created by Technicians are stored as GMT (Greenwich Mean Time). The application checks three hierarchy levels: User Management, Client Info, and default (U.S. Central Time zone). A time zone set for a User Management record has priority over the Client Info time zone. If your organization spans different time zones, setting a Technician Time Zone assures an accurate reflection of local time. For example, if Technician A is set for GMT-06:00 and Technician B is set for GMT-05:00, each Technician will see his or her own time zone reflected in date/time fields

Privileges

Click Description in the heading to sort alphabetically, or use the filter icon on the Description heading to search for terms.

Allow Modification to Closed Work Orders

Grants the Technician rights to delete the Closed Date on a Work Order and edit the record.

Allow to Schedule Work Order to Others

This Privilege allows the Technician to assign work to other Technicians.

Allow to Schedule Work Order to Themselves

When granted, the Technician can self-assign a Work Order.

Allow Work Order Signoff

Grant this Privilege if the Technician is allowed to use the Supervisor Signoff link on the Work Order Action Menu.

Change Password

If granted, Technicians can change their own password.