Path: Organization > Facilities
The highest required level of reporting is the Facility. Since Divisions, Regions, and Districts are optional, you may not see them on this window.
Your organization can have more than one Facility, and each Facility can have any number of Buildings linked to it. Information about the linked Buildings is also displayed at the Facility level.
The default name for this level can be changed to Plant, Campus, or another name the WebTMA System Administrator determines. Once set, this label should not be changed.
Use the Facilities / Identity Tab to add Facility records. Most of the fields on this window are self-evident.
Costs roll up to this level from the lower levels such as Buildings, Floors, and Areas.
TIP: If your Facility level is the highest level, all costs roll up to that level.
How to Add Facility Records
Only a few fields are required to create a Facility record, but it is recommended that you complete as many of the elective fields as possible for better records and reports.
- Choose Add on the WebTMA toolbar.
- Enter the Facility Code.
- Enter the Facility Name.
- Select the Type.
- Complete elective fields as needed.
-
Choose the Repair Centers Tab and add Repair Centers affiliated with the Facility.
- Select Save on the WebTMA toolbar.
Popup Message Section
The Popup Message field is used to add a short (255 character) message about a record. The Popup Message then opens in a flyout on the Request or Work Order windows when the item or location is selected.
Use of the Popup Message field is not required. It is available to add quick reminders regarding anything unusual that concerns the item or location.
Messages written for any location record apply to all locations within that hierarchy; therefore, a message from the Facility record displays when the related Area is selected. If an item has a message and is associated with locations that also have messages, the Popup Message displays all the eligible location messages as well as the item message.
The Work Order and Request windows that include items or locations with Popup Messages display a blue pushpin icon to alert you to the presence of the messages. Click the pushpin to open a window that lists all relevant messages. In addition, it displays when you convert a Request to a Work Order or a Project Task to a Work Order.
UDF Section
The UDF Section is available to record information or data that is not included in the predefined fields of a record. The Section is found on many windows. These are added by your WebTMA System Administrator.
You can also create corresponding UDF fields for two windows: Work Order and Request Log. If you create UDFs in the System Form Attributes window for each window and these share the same label and the same data type (i.e., Name and Type), the contents of the UDF field on your Request is carried to the corresponding UDF field on the Work Order when accepted.
These UDF fields can also be included on the Service Request Form / Layout Tab when System Administrators create new Service Request Forms.
Prevent Archival Section
If you use the optional Archive and Purge module, a mark in the Prevent Archive check box of the Prevent Archival Section allows you to designate a specific record as ineligible for being archived.
Want to Learn More?
Visit the WebTMA Help Page