Inventory Menu in mobileTMA GO for iOS - WebTMA 7

The initial window for maintenance-worthy item categories (Equipment, Asset, etc.) includes a Search Server button. Enter your search text and tap Search Server to list existing items.

Editing and saving changes to an existing record is very limited. When you open an existing record, you can tap the Options  chevron and Duplicate, Create Request, or Create Work Order.

In the same way after you Save a new Inventory record, regardless of the type, you can re-open the record and tap the Options  chevron to do the same things described in the previous paragraph. For these new records, the Options menu is only available after you have saved the record.

NOTE: When updating an existing record, the Tag must exist in the application, and all other fields are optional. When an item exists in the database, the Type, Subtype, and Description cannot be edited. This applies to all inventory items.

New Inventory Records

You can use mobileTMA GO to create inventory records for the various types of items on the Inventory menu. When adding or updating a maintenance-worthy item (MWI) record from mobileTMA GO, the Inventory Date, Technician, and Location are updated by the system.

If you create a new record that does not exist in WebTMA, the new record requires a Location, Repair Center, Tag #, Type, and Description. The Preferred RC field on all MWI windows is used to support the Equipment Make/Model and Biomed Make/Model functions.

When updating an existing record, the Tag must exist in the application, and all other fields are optional. When an item exists in the database, the Type, Subtype, and Description cannot be edited. This applies to all inventory items.

How to Create Area Inventory Records

Path: Inventory > Areas

When creating new Area records on the handheld device, selection lists are available to select the Facility, Building, Floor, and Type, but the Area #, Description, Sq Ft, and Phone # fields must be entered manually.

To add new Areas:

1. Tap the Add  icon to create a new record.
2. Complete required fields.
3. Enter a Description.
4. Tap Save at the upper right of the window.

If the created Location ID already exists in the application, any new data you add is saved to the record in the database.

How to Create Equipment Inventory Records

Path: Inventory > Equipment

Use the Search Inventory Records instructions to display a browse list of Equipment records. Similar to other List windows, you can tap the Option  chevron and configure the sort and other information to display.

To create a new Equipment record:

1. Tap the Add  icon.
2. Enter a Tag #.
3. Type a Description.
4. Tap the Condition  Tab icon.
5. Complete the Model #, Serial #, and Condition fields as needed.
6. Tap Save at the upper right of the window.

NOTE: If you add location information, the Area entered for new Equipment records must be valid in the WebTMA database. You can create an Area record from the device, but it must be uploaded before Equipment for that area because your newly created Equipment record is not saved in WebTMA if an Area number does not exist in the database.

How to Create Asset Inventory Records

Path: Inventory > Asset

From the Asset window, you can review Asset records or tap the Add icon at the top of the window to add another record. Use the Search Inventory Records instructions to display a browse list of Asset items by Tag # and Location ID. Similar to other List windows, you can tap the Option  chevron and configure the display.

1. Tap the Add  icon.
2. Complete Tag # and other the applicable fields.
3. Type a Description if needed.
4. (Optional) Tap the Condition Tab  to complete Model #, Serial #, and/or Condition fields.
5. Tap Save at the upper right of the window.

How to Create Biomed Equipment Inventory Records

Path: Inventory > Biomed Equipment

Healthcare licensees have the Biomed Equipment menu option available to create new Biomed inventory records.

Use the Search Inventory Records instructions to display a browse list of Biomed items by Ctrl ID and Loc ID Similar to other List windows, you can tap the Option  chevron and configure the information to display.

To add a new Biomed item to inventory:

1. Tap the Add  icon.
2. Enter the Control ID.
3. Type other information if available.
4. Tap the Condition  Tab to add Model #, Serial #, and Condition.*
5. Tap Save at the upper right of the window.

* If you add a new Biomed Equipment record from mobileTMA GO and the item requires a Check-In task, mark the Create Check-in Inspection WO check box to trigger creation of the check-in Work Order when the new record is uploaded. When this option is selected, the server uses the check-in task from the Repair Center or from the global Repair Center preference to create a check-in Work Order in WebTMA.

When you save the new Biomed record in mobileTMA GO, you are asked to confirm that you want to create a check-in task inspection work order.

NOTE: A check-in Work Order will NOT be created if more than one Repair Center is selected on the Biomed record. A Status message alerts you that “Check-Inspection WO cannot be created with multiple RCs selected.”

How to Create Vehicle Inventory Records

Path: Inventory > Vehicle

Use the Search Inventory Records instructions to display a browse list of Vehicle records.

From the Vehicle window, you can review Vehicle records, or you can add another record. Similar to other List windows, you can tap the Option  chevron and configure how the information is displayed.

1. Tap the Add  icon.
2. Complete the required Tag # and any other desired fields.
3. Type a Description if needed.
4. (Optional) Tap the Condition Tab  to complete Model # and Inventory Condition fields.
5. Tap Save at the upper right of the window.

How to Create IT Equipment Inventory Records

Path: Inventory > IT Equipment

The IT Equipment option is available only when your organization purchases the IT Equipment module.

Use the Search Inventory Records instructions to display a list of IT Equipment. Similar other List windows, you can tap the Option  chevron and configure the information to display.

To add a new IT Equipment item to inventory:

1. Tap the Add  icon.
2. Complete the required Tag # and any other desired fields.
3. Type a Description if needed.
4. (Optional) Tap the Condition Tab  to complete Model #Serial #, and Inventory Condition fields.
5. Tap Save at the upper right of the window.

Want to Learn More?

Visit the WebTMA Help Page