Inventory Items for WebTMA GO - WebTMA 7

The windows for each option on the Inventory Items menu have the same basic layout and information:

• Identity Tab

• Linked Photos Tab

• Linked Documents Tab

Most of the fields on these windows in WebTMA GO correspond to those found in the main application. You may need to scroll down to see all the fields.

The Preferred RC field on all maintenance-worthy item windows is used to support the Biomed Make/Model or Equipment Make/Model functions. 

Inventory Items Window Process

The Inventory Item windows open in Edit mode for either new or existing records.

When you tap New on the List window, you can create a totally new record. If you receive a Duplicate Tag Number error when saving, you may not have proper access to the location or Repair Center.

When editing an existing record, you have the option to make changes to the record or use the options available from the chevron  drop-down menu. The options depend on the Active or Inactive status of the record.

Active records have options to Duplicate, Create Request, or Create Work Order.

Inactive records can only be duplicated.

When you tap Duplicate, WebTMA GO displays a message to confirm your desire to copy the record. Tap OK to make changes to the existing information and save as a new record.

Tap Create Request to open the WebTMA GO Request Log window.

Tap Create Work Order to open the WebTMA GO Work Order window.

Auto Counter for New Records

If you are authorized to create new records and your organization uses the automatic Counter option, WebTMA GO supports the auto-counter for new records for the following modules:

• Asset

• Biomed Equipment

• Equipment

When you add a new record to these three windows, the Tag # field is disabled and shows *New1*; however, once the record is saved, the Tag # displays as the next number in the Counter sequence.

Make/Model for WebTMA GO

The Make/Model Model options on the Equipment window in WebTMA GO are:

• Free Form Mode

• Manufacturer/Model Mode

• Type/Subtype Mode

Depending on the mode selected, WebTMA GO filters the Make/Model popup window by Manufacturer or by Type.

When you select Manufacturer/Model Mode, an entry in the Manufacturer field is required to allow entry in the Make field. For Type/Subtype, an entry in the Type field is required. A message alerts you if these required fields are empty.

Completion of the Subtype field is optional. If populated, the content is used to filter the Make list.

Once the Make is selected, fields that are marked as “owned” are populated either on the device or in the web service. Owned fields are established in the main application on the Make/Model record in Organization > Equipment > Equipment Make/Model or Organization > Biomed > Biomed Make/Model.

Some fields are not available for completion on the device, and the value is populated by the web service. The fields not completed on the device are:

• Replacement Cost

• SOP#

• Regulatory Category

• Life Expectancy

When a Make is entered or selected, the Description, Make, and Risk Level fields are populated and enterable regardless of the Make Mode selected.

The Life Expectancy field on the device is enabled based on the owned property on the Equipment Make/Model record. Look for this field at the lower right of the Equipment window on the iPad.

Rules for Make/Model Modes

If you use the Manufacturer/Model mode:

• The Manufacturer field must be populated before accessing the Make field popup.

• Once the Make is selected, the Manufacturer field becomes read-only.

• The Model # and Type/Subtype are populated from Equipment > Equipment Make/Model.

• Once the Make is selected, Model # and Type/Subtype fields become read-only.

If you use the Type/Subtype mode:

• The Model # and Manufacturer fields are populated by the Equipment > Equipment Make/Model and are always enabled.

• The Type (and Subtype if used) fields must be populated before accessing the Make field popup.

• Once the Make is selected, the Type/Subtype fields become read-only.

Biomed Automatic Check-In Task

If you add a new Biomed equipment record from WebTMA GO and the item requires a Check-In Task, WebTMA GO provides a way for the newly created Biomed equipment to trigger creation of the check-in Work Order when the new record is uploaded.

Mark the check box labeled Create Check-In Inspection WO on the Biomed window. When this option is selected, the server uses the check-in Task from the Repair Center or from the global Repair Center preference to create a check-in Work Order in the main application.

When you save the new Biomed record in WebTMA GO, you are asked to confirm that you want to create a check-in Task inspection Work Order.

NOTE: A check-in Work Order will NOT be created if more than one Repair Center is selected on the Biomed record. And, as a reminder, medTester Tasks do not load as assigned Work Orders in WebTMA GO.