The Asset window Action Menu offers several links to other windows or information about the current record.
If you use the optional Capital Planning module, Renewal Program items can originate from Equipment, Biomed, and Asset records using the Create Renewal Program link on the Action Menu. Click the link to copy the information from a record to create a new cyclic renewal item.
The Create WO link on the Action Menu opens the Work Order window with information about the current item inserted in the appropriate fields ready for you to create a new Work Order for the item.
Click the Dispose link on the Action Menu to open the Disposal window (Transactions > Disposal > Records) in a separate browser tab to record and save details about removal and disposition of an item.
The Dispose link is found in the following windows: Asset, Biomed, Entity, Equipment, IT Equipment, Tools, and Vehicles.
Choose the Export Template link to create a template with the proper Headings and Subtab name for item data you wish to import. The spreadsheet Subtab name assigned by WebTMA is required for a successful import.
The Microsoft Excel spreadsheet (.xlsx file extension) includes example information about the current record for your reference. Use the spreadsheet to add any new maintenance item records and then import them using Organization > Maintenance Item Batch Import.
Select the Groups link on the Action Menu to see if the item is associated with a Group. The link opens the Associated Group flyout window with a list showing the Group Tag #, Description, Added Date, and Deleted Date.
If your organization uses the optional Keys module, the Keys link on the Action Menu opens a flyout to display the Key Number and Key Description of any keys that are associated with the maintenance-worthy item.
The Show Audit History link opens the Audit History flyout. When values in a field have been changed, the initial view on the flyout shows the modification Date, User, and Transaction Type. Expand a line to open a second tier for more details.
The second tier fields show:
- Field Name
- Old Value
- New Value
- Record Type
The Transfer History link on the Action Menu opens the Transfer History flyout with line item details about transfers made using the standard Transfer window for maintenance-worthy items.
If you use the optional Events module, select the View Events link to review a list of all Events that fall within a specified date range. When you choose the link, WebTMA opens a flyout that accepts entry of start and end dates.
Once you enter the dates and select the View Events button on the flyout, WebTMA returns a list of all events where the start date or the end date is within the range. Select a line item to open the Events record in another window.
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