Path: Material > Tools > Records / Identity
The Tools window is used to:
- record detailed information about each Tool
- check out Tools and return them
- view any Parts related to the Tool
- create Work Orders to repair Tool
- review Work Orders where the Tool is used
- review a Tool PM schedule
Tools Window Specifics
The Details Section itemizes information about location, warranty, calibration, and price as well as other information of interest.
The Inventory Section gives at-a-glance specifics about the last inventory.
Tools may require special reminders when generating Work Orders or Requests for the Tool. Use The optional Popup Message Section to add a short (255 character) message that displays when the Tool is selected on Work Order or Request windows.
Tool Types are established by your WebTMA System Administrator using Organization > Lookups > Tool Types.
How to Add Tool Records
From the Tools / Identity Tab:
- Click Add on the WebTMA toolbar.
- Enter a Tag # that helps you identify the Tool easily.
- Type a Description to help identify the Tool.
- Type or select the Facility.
- Select the Type. Types are established by your WebTMA System Administrator.
- Complete as many of the elective fields as appropriate.
- Click the Repair Centers Tab and select the applicable Repair Centers.
- Click Save on the WebTMA toolbar to save the record.
How to Create a Tool Work Order
If a Tool needs repair, you can create a Work Order from the Tool record.
- Open the Tool record for the item to be repaired.
- Click the Create WO link on the Action Menu to open a Work Order window in a new browser tab. The Tool information is entered for you.
- Add the desired Task, Priority, and any other information needed.
- Click Save on the WebTMA toolbar.
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.
Want to Learn More?
Visit the WebTMA Help Page