How to Create a Group - WebTMA 7

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.

Want to Learn More?

Visit the WebTMA Help Page