Entity - WebTMA 5

Entity records contain information and maintenance requirements for nonstructural components such as parking lots, sidewalks, grounds, benches, and fountains.

Entity items can be grouped, have scheduled planned maintenance, and can be connected to work orders. Nonstructural items are associated with a facility.

An entity can be used in a number of ways. It can be grouped, connected to work orders, and scheduled for planned maintenance.

As work order activity occurs, life-to-date (LTD) and year-to-date (YTD) accumulative information rolls up to the Cost Tab.

Once an entity record is associated with other records in the software, it cannot be deleted. If the actual entity is removed or destroyed, the record must be kept for referential and historical integrity. Clear the Active check box and flag the record as inactive. Inactive entity items are not available in selection windows, and work orders cannot be written for them.

The Meters Tab is the same as the Equipment / Meters Tab. If your entity makes use of a metering device, you can add the information about the meter and readings on this Tab. Use the instruction found in the Help > Help Page > Equipment document.

Some of the entity Tabs, buttons, and check box options are found throughout WebTMA. These are described in the separate Help > Help Page > Common Functions document.

How to Add Entity Records

Path: Organization > Entity > Records / Identity Tab

  1. Click Add on the WebTMA toolbar.
  2. Type a Tag #. This is a code used to identify the entity.
  3. Type a Name to further describe the entity.
  4. Select a Facility Name to link to the entity.
  5. Select a Type Description.
  6. Complete as many elective fields as possible.
  7. Click the Repair Centers Tab and select the affiliated repair centers.
  8. Click Save on the WebTMA toolbar.
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