Task Check List Tab - WebTMA 5

Path: Organization > Task > Records / Task Checklist Tab

Check list items are set up in a separate function called Master Checks. The list is a convenient way to help technicians record results or remind technicians to test specific aspects of an item.

On the Task > Records / Task Check List Tab, you can add these check items to the task record in the sequence you prefer. When the task is assigned to a work order, the check list items print with the work order.

How to Link Master Check Items to a Task

Path: Organization > Task > Records / Task Check List Tab

If master checks have been established, you can create a list of checks on the Task Check List Tab. Each time a task is assigned to a new work order, the checklist prints on the work order.

To add a series of checks:

  1. Open the task record desired.
  2. Click the Task Check List Tab.
  3. Click Edit on the WebTMA toolbar.
  4. Click the Add Check link at the top of the grid to open the Task Check Entry popup window.
  5. Mark the check boxes of all desired checks.
  6. Click the Add Selected button and close the popup.
  7. Click Save on the WebTMA toolbar.

The checks are numbered in the order selected on the Task Check Entry window.

NOTE:  If you want the checks to display in a specific order, click the pencil icon to edit a line, type the desired Order #, and click the Update link. When you click Save on the toolbar, WebTMA changes the the position of the line or lines and resolves the numbers in the Order # column.

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