Path: Material > Key Management > Key Adjustments
Transactions regarding Keys such as creating Keys, returning Keys, adding Keys to rings, etc. are made from the Key Adjustments window. Once you have created records for Lock Shops, Key Systems, Keys, Key Rings, and Key Holders, use the Key Adjustments window to create the number of Keys, issue the Keys, add to rings, and other actions.
The Adjustment Code link on the Action Menu contains a legend for all Key Adjustments.
The fields on the Entry flyout change to reflect the type of action selected in the Code field.
Note the icon at the right of the Key Holder Code field on some Adjustment Entry flyouts. When clicked, the Key Holder Info flyout displays a list of all the Keys currently assigned to the selected Key Holder. If no Keys are assigned to that Key Holder, the flyout is blank.
Signature Details
The person who creates the Adjustment record, i.e., the person who makes the adjustment, can sign the record using the Issuer Signature link on the Action menu.
In Add mode, you can have a Key Holder sign for key-related actions for Key Adjustments. The system is designed to accommodate making one signature, no matter the number of Adjustments made on the record.
Partial View of Key Adjustments in Edit Mode
Signatures can only be inscribed in Add mode.
Once all Adjustments are made for a Key Holder:
- Mark the Check boxes for all rows that require a signature.
- Click the Sign Selected Key Holder Records link at the top of the grid.
- Use the mouse to sign or, if you use a tablet, a stylus works.
- (Optional) Select the Clear button to erase the signature and try again.
- Select Save. Now the Signature
icon has a different background color indicating it has been signed.
- Choose Save on the WebTMA toolbar.
Using these steps, Key Holders only sign once for all keys they receive, return, or other actions. In addition, the Key Holders / History Tab shows a Signature icon for lines that have signatures.
In View mode, click the Signature icon to view an existing signature. If no signature is available, the signature block has a gray background.
Once you save a signature:
- the signature cannot be edited or altered
- a different signature cannot be added
Key Adjustment Transfer
The Adjustment Entry flyouts for Issue and Return (both Keys and Key Rings) display a Transfer check box. A mark in this box indicates the Key is being issued to the Key Holder because he or she was transferred from one department to another. It is for your reference only.
Destroyed Keys
When you destroy a quantity, it is no longer available for issuance. When you destroy a serialized Key, the serial number is also destroyed and no longer available for issuance.
The Key and number are destroyed permanently. You cannot create a Key using the same Key number with a previously used serial number. Once a serial number has been destroyed in WebTMA, it can never be used again.
Serialized Keys
A serial number is required at the time you Create or Return Keys from Keys > Key Adjustments.
Serialized numbering offers you two ways of numbering:
- Manually provide a Serial #
- Enter a Quantity / Start and WebTMA automatically generates the numbers
If you complete both fields and attempt to Save the record, an alert warns you that only one option can be used.
How to Use Key Adjustments Window
- Click Add on the WebTMA toolbar.
- Select Technician making the adjustment.
- Click the Add Key Adjustment link in the Adjustments Section.
- Select the Code on the Adjustment Entry flyout.
- Complete the required and elective fields. The fields on this window change based on the Code selected.
- Click the Save button on the Adjustment Entry window.
- (Optional) Click the Save & Add button to make other adjustments.
- Click Save on the WebTMA toolbar.