Audits - WebTMA 7

Path: Transactions > Capital Planning > Audits

Use the Audits window to track and manage internal or external Capital Planning Audits. Typically, this is used for inventoried big ticket items that should be repaired or replaced.

The Action Menu includes two Capital Planning functions:

  • Create Request opens a flyout to create a work request.

  • Create Work Element opens a flyout to add a Work Element.

Note: You can enter UniFormat element fields in a valid level 2, 3, or 4 without providing the parent level. Once a UniFormat level is selected, the parent record automatically populates. If you select a Level 1 (or 2, or 3), the subsequent fields are filtered by the parent selection.

 

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