Task Requirements Tab - WebTMA 7

Path: Organization > Task > Records / Requirements

Use the Requirements Tab of the Task window to associate Parts, Tools / Tool Types, and Training with a specific Task. This helps you identify the Parts and Tools needed to perform the Task as well as any special Training required for the Technician.

The Required Tools Section accepts both Tools and Tool Types. Regardless of whether a Tool or a Tool Type is assigned, WebTMA adds the Tools used to perform the work to the Work Order / Results–Test Items Section when Technicians finish or close Work Orders. For more information, see Tool Types and Tasks.

The Required Training Section lists any courses Technicians must complete before they should be assigned to perform the Task. To make courses available for selection, your WebTMA System Administrator adds training courses using Organization > Lookups > Training Courses.

If Training is a Task Requirement, WebTMA compares the Technician assigned to a Work Order and alerts you if the Technician does not have the preparation needed to perform the Task.

Tool Types and Tasks

In addition to assigning specific Tools to a Task record, you can also assign a Tool Type. This helps you conform to ISO 9001 standards for Tools used.

The behind-the-scenes activity for Tool Types assigned to a Task looks for any Tools of that Type that are checked out to the Technician who posts labor to the Work Order.

If the Technician has checked out a Tool that matches the same Tool Type assigned to the Task, the checked out Tool is listed on the Work Order > Records / Results–Test Items Section after the Technician finishes or closes the Work Order. This provides a record of the Tool used to perform the work.

NOTE: Qualifying Tools are added to the Test Items Section regardless of how the Technician closes the Work Order, i.e., from the Work Order, Quick Post Cost, WO Browse, General Inspection Sheet, or the Close WO Action Menu link on the Work Order window.

Required Parts, Tools, and Training

You can add stocked Parts to a specific Task and help Technicians identify the materials that are required to perform the Task. With Parts specified, you can also determine order quantities at the time you create the Work Order. From this window, Parts for a particular item or location can also be specified. If designated, these are listed in the Item Type and Code columns.

If Training is a Task Requirement, WebTMA compares the Technician assigned to a Work Order and alerts you if the Technician does not have the Training needed to perform the Task.

How to Add Required Parts to a Task

  1. Select the Requirements Tab on the Task record that requires the Parts.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the Add Part link at the top of the grid to open the Part Entry flyout.
  4. Complete the fields on the Part Entry flyout.
  5. Choose the Save button on the flyout.
  6. Select Save on the WebTMA toolbar.

How to Delete Parts from a Task

  1. Select the Requirements Tab on the Task record that requires the Parts.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the trash can icon for the line item you want to delete.
  4. Choose Save on the WebTMA toolbar.

How to Add Required Tools to a Task

  1. Select the Requirements Tab on the Task record that requires Tools.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the Add Tool link at the top of the Required Tools grid to open the Tool Entry flyout.
  4. Select either Tool or Tool Type and complete other fields.
  5. Choose the Save button on the flyout.
  6. Select Save on the WebTMA toolbar.

How to Delete Tools from a Task

  1. Select the Requirements Tab on the Task record that requires Tools.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the trash can icon for the Tool you want to delete.
  4. Choose Save on the WebTMA toolbar.

How to Add Required Training to a Task

  1. Select the Requirements Tab on the Task record that requires Training.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the Add Training link at the top of the Required Training grid to open the Training Entry flyout.
  4. Complete the fields on the Training Entry flyout.
  5. Select the Save button on the flyout.
  6. Choose Save on the WebTMA toolbar.

How to Delete Training from a Task

  1. Select the Requirements Tab on the Task record that requires Training.
  2. Choose Edit on the WebTMA toolbar.
  3. Select the trash can icon for the Training line item you want to delete.
  4. Choose Save on the WebTMA toolbar.

Want to Learn More?

Visit the WebTMA Help Page

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