Appendix D: WebTMA GO Administrator Reference - WebTMA 7

The application and updates are downloaded from the App Store. TMA sends alerts when new versions are available.

Technician Access

Whether a Technician can edit records or see various windows depends on the privileges established for his or her user record in the main application.

In order to use WebTMA GO, the Admin > User Management > Records / Identity Tab–Access Section must have WebTMA GO checked.

In addition, permissions must be set in the User Management > Records / Mobile Access–WebTMA GO Section so the Technician can have access to the windows in WebTMA GO.

Number of Records Downloaded

The records downloaded are based on a value set on the Technician window in the main application. The value in the MobileTMA Days field determines how many days forward the system checks for outstanding work and indicates the number of days in the future. If the field shows a value of 3, the system downloads Work Orders for the current day plus the next three days. For example, if the value is 3 and the current day is the 6th, Work Orders through the 9th are downloaded. If the field is empty, the system automatically downloads Work Orders for the current day plus the next two days, as if the value in the field were 2.

Changes Made in the Main Application

Changes made to the Text Management window in the main application that relate to WebTMA GO and changes to menu, location, or Repair Center access require that the Technician log out and log in again before they are effective.

Configurations in the WebTMA GO and Server

WebTMA GO allows you to customize certain areas of the application. Table views (List windows) provide a variety of settings to display columns, set search fields, sort by ascending or descending, reorder columns, and set column widths. The Advanced options allow you to filter a list.

When a valid WiFi connection is available, these configuration changes are saved to the server when the following occur:

• List window is closed

• Advanced options are executed

Thereafter, the saved configurations display each time you log in to the device.

To return all configuration settings to the WebTMA GO defaults, go to the Data Manager, and tap the Clear Configuration Information button.

The following configurations are retained on the server until you make changes.

• Table Configurations (List windows)

• Advanced Search Criteria — an asterisk displays on the button to indicate filter criteria has been saved for the table

Customized Forms and Text

System Administrators have the option to change the Form Attributes to make fields required or visible in WebTMA GO. These changes are made from the main application (Admin > Form Attributes > System Form Attributes) for Window Name forms that begin with iPad, for example, iPad Request Log.

To customize the terms and labels used with your WebTMA GO installation, go to the Text Management window in the browser application (Admin > Text Management). If you have changed the iPad Form name, for example, 'iPad Area' to 'Room', the Form name would then be 'Room' in Text Management. Otherwise, enter iPad in the Forms field on the Text Management window.

To see your changes on the iPad, log out of WebTMA GO and log in again.

Forms changes are visible when you refresh the static data on the iPad. This happens automatically when users have logged out of WebTMA GO and log in again, or users can go to the Data Manager window in WebTMA GO and tap the Refresh Static Data button.

CAUTION:  If you hide system-required fields you cannot successfully complete an action or save a record.

Request Log Restrictions

If the WebTMA System Administrator has selected the Filter Item by Location preference in the main application (Admin > Client Info > Preferences–Work Order), the location selected when you create a new Request Log record limits the items available to those that belong to the selected location.

Quick Post Account

If the WebTMA System Administrator disables the Account # field using Admin > Form Attributes for Quick Post windows, the server application is forced to populate the field when the record is uploaded.

WebTMA GO Timer Requirement Set in Main Application

The WebTMA System Administrator can force use of the Timer from Admin > User Management > Records / Mobile Access-Mobile Preferences Section, by granting Mobile Timer Only. With this setting, the Technician is required to use the Timer. When Granted, the Hours field in WebTMA GO is disabled for Direct labor entry, i.e., time related to a Work Order. If the Time Type on the QP Labor window is for Direct labor and a Work Order number is entered, the Hours field is disabled. If no Work Order is selected or an Indirect labor time type (training, meetings, etc.) is selected, the field is enabled. When Mobile Timer Only is Denied or Not Determined, the Hours field is always enabled.

Work Order Queue Settings

The WebTMA System Administrator can create Queries from the main application Work Order window and assign them to various Trades. If the person who is logged in to WebTMA GO matches the specifics for the query, Work Orders that fit the profile are listed on the Work Order Queue window.

New Work Order Defaults

Defaults that are defined in the logged-in user's record (Admin > User Management > Records / Defaults) automatically populate fields on the Identity Tab. These defaults only show up if the user manually creates a Work Order using New at the top of the Work Order List window.

The location selected for new Work Orders may limit the items available to items that belong to the selected location depending on choices made by the System Administrator.

The following fields are eligible for default content:

• Item Type

• Location Type

• Repair Center*

• Priority

• WO Type

• Department**

• Acct #

• Status

* If a Repair Center is specified in the user's defaults, the WO Type and Priority for the Repair Center supersede the user's defaults for WO Type and Priority.

** The Department defaults if there is ONLY one Department linked to the Area but not if multiple Departments are linked to the Area.

The User Defaults set for Work Order window Identity page are applied in WebTMA GO for both Multi-Task and Single Task Work Orders.