Request Batch Validation - WebTMA 5

Path: Transactions > Request > Batch Validation

The Batch Validation function is similar to the Work Order Browse function. You can use this window to locate specific types of requests or all requests for a selected date range, repair center, and other filtering options. The default date range is Last 3 Days.

How to Select Batch Validation Items

Path: Transactions > Request > Batch Validation

1. Open the window.
2. Select a Location. Depending on your selection, one or both of the subsequent fields (Code and Name) are enabled and must be completed.
3. Select a Period. You can limit or expand the period as needed. The default is the past three days.
4. (Optional) Select a Requestor Name.
5. (Optional) Select a Request Type.
6. Type or select a Repair Center.
7. Click the List Requests button.

When the window refreshes, you see a list of requests that match your criteria.

Batch Validation Browse Window

Path: Transactions > Request > Batch Validation

After you How to Select Batch Validation Items, use this window to accept (Validate), deny (Reject), or ignore (Ignore) requests.

The Validate  button includes a down-arrow if you want to convert the request to a Project or a CP Audit. The basics instructions on how to accept, deny, or ignore work requests apply to either work orders or projects. The only difference is that the Request Validation window reflects the appropriate work order or project fields. The grid on the page includes a column for Project # that is populated after the request is converted to a project.

Other buttons on the window are similar to the Work Order Browse window:

• Click Remove Selected to remove line items from view without taking any action. The requests show up again if you generate another batch validation list.
• Click Zoom to Highlighted to view the request record.
• Click Batch Print when you have accepted one or more work requests (indicated by green dots in second column).
• Click Export to send the list to a spreadsheet.

How to Accept Multiple Work Requests

Path: Transactions > Request > Batch Validation

On the Batch Validation Browse window, scroll across the window to see more details.

1. Click the check box for each line item to be accepted.
2. Click the Validate button.
3. Complete the Request Validation.

Notice the additional Reject button on the Batch Validation window. If you click this button, you can reject the work order here as well.

If you have saved the requested work order or project, the window refreshes and displays the next line item until all selected line items are processed as work orders.

A green dot in the second column indicates accepted line items.

How to Deny Multiple Work Requests

Path: Transactions > Request > Batch Validation

On the Batch Validation Browse window, you can deny several requests at one time:

1. Click the check box for each line item to be deleted.
2. Click the Reject button.
3. Add the Reject Reason to the popup window. The reason added here applies to all the selected line items.
4. Click the desired reply radio button (No E-mail, Manual Reply, Automatic E-mail). If you select Automatic E-mail, WebTMA alerts you if any requests do not have an affiliated Repair Center. This is required to send the automatic message.
5. Click the OK button on the popup to complete the rejection.

When the window refreshes, a red dot in the second column shows the line items you have rejected.

Note: Clicking the Reject button does not immediately complete the action. If you change your mind, you can click the Cancel button on the Reject/Ignore Reason popup window to cancel the action.

How to Ignore Multiple Work Requests

Path: Transactions > Request > Batch Validation

On the Batch Validation Browse window, you can ignore several requests at one time:

1. Click the check box for each line item to be ignored.
2. Click the Ignore button.
3. Add the Ignore Reason to the popup window. The reason added here applies to all the selected line items.
4. Click the desired reply radio button (No E-mail, Manual Reply, Automatic E-mail). If you select Automatic E-mail, WebTMA alerts you if any requests do not have an affiliated Repair Center. This is required to send the automatic e-mail.
5. Click the OK button on the popup to complete the process.

When the window refreshes, a yellow dot in the second column shows the line items you have ignored.

Note: Clicking the Ignore button does not immediately complete the action. If you change your mind, you can click the Cancel button on the Reject/Ignore Reason popup window to cancel the action.