Work Order creation Process - WebTMA 7

The Work Order window can be launched in several ways:

  • Main Menu: Transactions > Work Order > Records
  • Navigation Panel: Favorites
  • Create WO link: Action Menu of location and item windows
  • Work Request Conversion: Accept button on the Request Log window
  • Project Activities: Task line item on the Transactions > Project > Records > Tasks & Resources Tab

The fields required to add a Work Order are the same regardless of the way you open the window.

NOTE: A Work Order record cannot be created without certain required fields and associated records. These associated records must be established in WebTMA prior to creating a Work Order. The WebTMA System Administrator sets up these records, such as locations, Tasks, Types, and Trades.




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