Equipment Identity Tab - WebTMA 7

Path: Organization > Equipment > Records / Identity Tab

Use the Equipment / Identity Tab window to record primary information about the Equipment including purchase, location, parts, or connections.

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

NOTE: You can create a Work Order related to the Equipment item by clicking the Create WO link on the Equipment window Action Menu.

How to Add Equipment Records

  1. Click Add on the WebTMA toolbar.
  2. Enter the Tag #. When determining the style of your Tag #, try to include abbreviations that are easily recognized, such as AC-01 for an air conditioner. Tag numbers are limited to thirty alphanumeric characters. See Note below.
  3. Enter a Description of the Equipment item.
  4. Select the Facility name. You can also add the Location ID, or the Building, Floor, and Area #.
  5. Select the Equipment Type. These are set up by the System Administrator during setup.
  6. Include as many elective fields as possible.
  7. Click the Repair Centers Tab to add the Repair Centers responsible for maintenance of the Equipment.
  8. Click Save on the WebTMA toolbar to save the record.

NOTE: The System Administrator has the option to use auto-counter for new Equipment records. If so, the system will automatically include a Tag #.


Want to Learn More?

Visit the WebTMA Help Page

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