Path: Organization > Biomed > Transfers
If a piece of biomed equipment is moved from one location to another, you can use the Transfers window to change the Location ID. This is an easier process than opening each Biomed window and changing the location information.
A Search button on the window filters your search. Complete the current location information, and click the Search button to list all items at that location and/or department. To clear the grid, click the Reset button.
Inactive records cannot be transferred.
If child records are associated with the item, you can click the Transfer Children check box. In most cases, WebTMA recommends that child items be transferred with the parent.
How to Transfer Biomed Equipment
Path: Organization > Biomed > Transfers
- Open the Biomed Transfers window.
- Click Add on the WebTMA toolbar.
- Type or select the Technician ID.
- Type the Location ID in the Current Location. With the addition of the ID, the other fields of this section populate automatically.
- Click the Search button to list all assets located at the defined site. The data can be sorted by clicking the column headings.
- Select the item(s) you wish to transfer from this list.
- Type the new Location ID for the New Location. If you don't know the ID, click the down arrows in the Facility, Building, and Area # fields and select the new locations. With these additions, the other fields are completed.
- Click Save on the WebTMA toolbar to save the transfer.
When the window refreshes, the new assignment is shown.