Request Log Identity Tab - WebTMA 7

Path: Transactions > Request > Request Log / Identity Tab

The Request Log / Identity Tab is used to request that work be done. Managers can review details of Requests from this window on an individual basis to determine if the work should be done or if additional information is needed. Before accepting, rejecting, or ignoring the Request, managers can edit the record.

In some cases, a Repair Center is required. This happens when editing a Request that meets the following criteria:

  • Request has not been accepted/rejected/ignored
  • No Repair Center has been selected
  • Requestor Email field is populated
  • Automatic Email is selected
  • Status is changed

When all the previous conditions exist and you click Save, WebTMA alerts you with the following message: “In order to send an email reply, you must select a repair center. Would you like to continue?” Click OK to send the email. Click Cancel to save your changes without sending an email.

For organizations that use Approval Routing, you can check to see if authorization is pending. A Request subject to Approval Routing cannot be accepted, rejected, or ignored until it has been authorized.

How to Add Work Requests

Although the Request Log window requires only a few items of information, WebTMA encourages users to provide as much detail as possible when entering a Request.

When the Request is created, WebTMA validates location information.

Look for the expand button Btn_Expand_WO_Request.png adjacent to the Action Requested, Additional Comments, and Reject/Hold Reason fields. If needed, click the button to open a flyout and display all the text in these fields.

  1. Choose Add on the WebTMA toolbar.
  2. Select the Requestor Name. The Location defaults to that of the Requestor.
  3. Accept the default Request Date and time or change if necessary.
  4. Select the Request Type.
  5. Enter additional information in the elective fields if appropriate.
  6. Input the Action Requested information. This is a free-form field used to describe the work to be done. If desired, select the Date/Time Stamp Btn_TimeStampWO.png icon next to the field to add your user name, date, and time at the top of the field.
  7. Select Save on the WebTMA toolbar.

The Request # field populates automatically when the Request is saved.


Want to Learn More?

Visit the WebTMA Help Page


Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.