Several links on the IT Equipment window Action Menu are used as a quick way to perform actions or review information about the item.
Create WO
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.
Dispose
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.
Export Template
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.
Groups
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.
Keys
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.
Show Audit History
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
Tracking
The Tracking link opens the Status Tracking flyout. Use Status Tracking to add or review changes in the status of the related Work Order, Project, Purchase Order, Equipment, and similar windows.
Windows with a Status field have the Tracking link. Any time a status is changed on the record it is also visible on the Status Tracking flyout.
You also have the option to select the Add Status Entry link on the Status Tracking flyout to open the Add Status flyout and insert your own status line.
Transfer History
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.
Want to Learn More?
Visit the WebTMA Help Page