Request Log Identity Tab - WebTMA 5

Path: Transactions > Request > Request Log / Identity Tab

Path: Transactions > Request > Request Log B / Identity Tab

The Request Log / Identity and Request Log B / Identity Tabs are used to enter work request information. You can review details of work requests from this window on an individual basis to determine if the work should be done or if additional information is needed.

Before accepting, rejecting or ignoring the request, you can edit the record. In certain conditions, you are prompted to add a Repair Center. This occurs when you edit a request under these circumstances:

  • Request has not been accepted/rejected/ignored
  • No Repair Center has been selected
  • Requestor E-mail field is populated
  • Automatic E-mail is selected
  • Status is changed

When all the previous conditions exist and you click Save, WebTMA alerts you with the following message: "In order to send an email reply, you must select a repair center. Would you like to continue?" Click OK to send the e-mail. Click Cancel to save your changes without sending an e-mail.

For organizations that use approval routing, you can check to see if authorization is pending. A request subject to approval routing cannot be accepted, rejected or ignored until it has been authorized.

Request types are set up by the WebTMA System Administrator.

Work Requests

Path: Transactions > Request > Request Log / Identity Tab

Path: Transactions > Request > Request Log B / Identity Tab

Although the only required Request Log information consists of the Request Date/Time, the Request Type Desc, Requestor Name, and Action Requested, WebTMA encourages users to provide as much information as possible when entering a request.

When the request is created, WebTMA validates location information. If you are uncertain about your specific location, use the Request Log B window to filter down from the Facility through the Building, Floor, and Area. The presence of these additional location fields and the FAQ button are the only differences between the Request Log and Request Log B windows.

An expand expand_icon.png button is visible in View mode and is adjacent to both the Action Requested and Additional Comments fields. Click the button to open a larger window and display all the text in these fields.

Popup Messages are described in the Common Functions Help document (Help > Help Page > Common Functions) and are an easy way to alert people who create Requests about information regarding the location or item. Requests that include items or locations with Popup Messages display a red pushpin red_pushpin_icon.png icon at the lower left of the Request / Identity Tab to alert you of the presence of the messages. Click the pushpin to open a window that lists all relevant messages.

How to Add Work Requests

Path: Transactions > Request > Request Log / Identity Tab

Path: Transactions > Request > Request Log B / Identity Tab

  1. Click Add on the WebTMA toolbar.
  2. Accept the default Request Date and time or change if necessary.
  3. Select the Requestor Name.
  4. Type the Action Requested information. This is a free-form field used to describe the work to be done. If desired, click the Date/Time Stamp date_time_icon.png icon at the right of the field to add your user name, date, and time at the top of the field.
  5. Select the Request Type Desc.
  6. Select or type additional information in the elective fields.
  7. (Optional) Click the FAQ button on Request Log B to troubleshoot the issue before submitting. 
  8. Click Save on the WebTMA toolbar.

The Request # field populates automatically when the request is saved.

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