Group Identity Tab - WebTMA 7

Path: Organization > Group

Use the Organization > Group / Identity window to name and define items in a Group. You can include Equipment, Areas, Vehicles, Tools, Entities, and Assets in a Group as well as locations such as Facilities, Buildings, Areas, and Floors.

How to Create a Group

  1. Click Add on the WebTMA toolbar.
  2. Enter the required Group ID and Group Name.
  3. Mark a cost distribution radio button, i.e., Automatic, Manual %, or No Distrib (the default).*
  4. Click the Add Items link at the top of the grid to select Group items from the Item Selection flyout.
  5. Select the Items Type and/or use the filter options to reduce the list size.
  6. Check the Items desired in the Group.
  7. Click the Add Selected button to close the Item Selection flyout.
  8. Click the Repair Centers Tab and choose affiliated Repair Centers.
  9. Click Save on the WebTMA toolbar.

Groups may require special reminders when generating Work Orders or Requests for the Group. Use the optional Popup Message field to add a short (255 character) message that displays when the Group is selected on the Work Order or Request windows.

The Prevent Archival check box in the Prevent Archive Section allows you to mark specific records as ineligible for archiving.

* If Manual % is selected, you are responsible for entering the distribution percentages. If Automatic is selected, WebTMA will distribute the costs evenly to every record in the Group.

How to Edit an Item in a Group

You have two editing choices for Group items: Sequence or Distribution (percentage). Sequence changes the sort order of the list for printing. Distribution applies if you use Manual percentages.

  1. Locate the desired Group.
  2. Click Edit on the WebTMA toolbar.
  3. Click the pencil icon adjacent to the line item to be changed, which opens the Edit Group Item flyout.
  4. Enter the Sequence number or Distribution percentage if enabled.
  5. Click the Save button to record the change.
  6. Click Save on the WebTMA toolbar.

If you change the sort order, click the # heading (in View mode) to sort the list in the new sequence.

How to Delete an Item from a Group

  1. Locate the desired Group.
  2. Click Edit on the WebTMA toolbar.
  3. Click the trash can adjacent to the line item to be deleted.
  4. (Optional) Mark several check boxes and click the Delete Selected link to remove several items at one time.
  5. Click Save on the WebTMA toolbar.

Want to Learn More?

Visit the WebTMA Help Page

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