These Tabs are the same as found on many other windows in WebTMA.
Approval Routing History
The Approval Routing History Tab is associated with the Approval Routing module. This module is used by managers to approve transactions rather than the standard authorization process that is available with base WebTMA modules.
The read-only Approval Routing History Tab shows all authorizations for the record. When transactions require several levels of approval for more than one Route, they may be pending for a long time. Use the Tab to see each Route and each authorizor within that Route as well as any approvals that have been granted. Expand the line to view the levels of authorizors and actions.
Attachment
The Attachment Tab includes several functions in three Sections: Contact, Note, and Task. Information recorded on the Attachment Tab applies exclusively to the record for which it is created.
When an Attachment is saved, it is linked to the current record. No Attachment data can be saved without a current record. Each Attachment Contact record is separate.
The Contact Section stores the name and other contact information (address, phone, email) for anyone you need to communicate with about the record.
The Note Section is used to add reminders or other information about the record.
The Task Section is used to record personal duties or actions for the individual user. These ‘tasks’ are not related to the Task Types established in Organization > Lookups.
How to Add Attachment Tab Information
To add information to the Attachment Tab:
- Navigate to the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar.
- Select the Add (Contact, Note, or Task) link on the appropriate section.
- Complete as much information as needed on the flyout window that opens.
- Select the Save button on the flyout.
- Choose Save on the WebTMA toolbar.
Attachment Flyout Check Boxes
All Attachment flyout windows include Active and Private check boxes. Only the Contact flyout includes Mailing Address.
- Active - This check box is the same as Active check boxes on other windows. When checked, the information is available for display.
- Private - When checked, the information is available only to the person who created the record. If not checked, anyone who opens this record can see it.
- Mailing address - When checked, you can use the address for mailings.
How to Edit Attachment Information
To edit information in any of the three Sections (Contact, Notes, Tasks):
- Open the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar
- Select the pencil icon on a line item.
- Make the desired changes.
- Select the Save button on the window.
- Choose Save on the WebTMA toolbar.
How to Delete Attachment Information
To remove a line in any of the three Sections (Contact, Notes, Tasks):
- Open the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar.
- Select the trash can icon on the desired line item.
- Choose Save on the WebTMA toolbar.
Repair Centers
Use the Repair Centers Tab to associate one or more Repair Centers with a record. Only users that are assigned to the associated Repair Center(s) can see and use the record.
You are reminded to assign a Repair Center if you attempt to save a new record without selecting at least one Repair Center. Without a linked Repair Center, no one can view the record or assign work to an employee or for an item.
How to Affiliate a Repair Center with a Record
You can add as many Repair Centers as needed to a record. In Add or Edit mode:
- Select the Repair Center Tab.
- Choose the Add Repair Center link at the top of the grid to open the Repair Center Entry flyout.
- Mark the check boxes of all applicable Repair Centers. Tip: To select All Repair Centers, mark the check box next to the label Repair Center Code.
- Select the Add Selected button.
- Choose Save on the WebTMA toolbar.
Want to Learn More?
Visit the WebTMA Help Page