Use the links on the Action Menu to review information, authorize work, or open new windows to create needed records for the Project.
Authorize
The Authorize link is used to approve a record and allow the action to be taken. Frequently, a record will display AUTHORIZATION REQUIRED on the interface. If so, select the Authorization link to open the Authorization flyout to enter the appropriate information.
Regardless of the approval system used, your WebTMA System Administrator sets up the requirements. The link is found on the Action Menu of many windows such as Work Order, Estimate, and Purchase Requisitions/Orders.
Estimate
Select the Estimates link as a quick way to open the Estimates window.
If the Estimates Required option has been chosen for the Repair Center assigned to Work Orders, an Estimate must be completed before Work Orders can be printed.
Manual Routing
Manual routing is a fast way to get approval when your organization uses the Approval Routing System. Use of the link follows the same principles as regular approval routes, but Manual Routes apply only to one record and are used when you do not plan to apply the route repeatedly.
With Manual Routing, you create a route on-the-fly from a record. You can also select an existing route for the Manual Route. The difference between Manual Routing and the established routes is that the Manual Route is not re-used.
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
Send Survey
WebTMA accommodates customer surveys for Projects. The questions for the survey are created in Organization > Lookups > Customer Surveys. Any question with Project checked in the Applicable Transactions Section is eligible for Project customer surveys.
The questionnaires are assembled from the Repair Center window. Go to Organization > Repair Center > Records / Customer Survey–Project Section to add Sections and Questions to the survey. A Section is required before you can expand the tier to add questions.
Click the Send Survey link to send a survey manually.
Show Task Gantt
Choose the Show Task Gantt link to open a Gantt chart that displays the Tasks in the Project Task Gantt flyout.
For a comprehensive Gantt chart, you can use Project > Gantt to specify your query.
Survey Results
Choose the Survey Results link to view a completed survey.
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.