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Key Holders - WebTMA 7

Path: Material > Key Management > Key Holders / Identity Tab

The Key Holders window stores information about anyone who is issued a Key. Use this window to review the Keys and Key Rings issued to a Key Holder as well as examine the Holder’s Key history.

If you use Approval Routing for Key requests, you can mark the Pre-Authorized check box on a Key Holder’s record to bypass the Approval Route for specific personnel.

The Keys Tab groups data by Key #, Serial #, Issue Date, Due Date, and Pickup Date. This allows the same Key to be listed more than once if it has been issued to the same holder more than once. This Tab only shows current data. If ten Keys were issued and nine were returned, the window shows a quantity of one. Return data does not display on the Tab. The window is designed to be a snapshot of the Keys currently issued.

The Key Rings Tab displays any Keys and Rings issued to the Key Holder. The History Tab displays a list of all Key activity for the Key Holder.

How to Add New Key Holder Records

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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