Admin

Service Request Portal

• Service Request Portal (SRP)
• SRP Request Forms Window
• SRP Themes
• SRP Theme Buttons and Sections
• SRP - Forms Submission Tab
• SRP Form Actions
• See all 11 articles

PM Admin

• PM Admin - WebTMA 5
• PM Admin - WebTMA 7
• Batch PM Update - WebTMA 7
• Batch PM Update Video - WebTMA 7

Dashboard Access Configuration

• My Dashboard Access Configuration - WebTMA 7
• Managing with My Dashboard and Executive Dashboard Video - WebTMA 7

• My Dashboard Access Configuration

Form Attributes

• The Art of Form Attributes Video - WebTMA 7

• Custom Form Attributes
• System Form Attributes

WebTMA7 Mass Import

• Mass Import Tool Webinar - WebTMA 7
• Create Import
• Mass Import Additional Mappings
• Mass Import Dashboard
• Mass Import Overview
• Mass Import Templates

Repair Center Assignment

• Repair Center Assignment - WebTMA 7

Text Management

• Text Management - WebTMA 5
• Text Management Video - WebTMA 5
• Text Management Video - WebTMA 7
• Text Management - WebTMA 7

Notification and Escalation

• Notifications and Alerts Webinar - WebTMA 7
• Notifications and Escalations Video - WebTMA 5

• Group Notification and Escalation
• Individual Notification and Escalation

Client Info

• Client Info Identity Tab
• Languages
• Preferences Tab
• Counters Tab
• Rental Preferences Tab
• Password Tab
• Modules Tab
• Client Info Linked Accounts Tab
• Cloud Storage Providers Tab
• Session Log Tab
• Inbound Emails Tab

Email Settings Overview

• E-Mail Settings - WebTMA 5

• Alert Rule
• Work Order Email Keywords
• Training Email Keywords
• Survey Response Email Keywords
• Sales Order Email Keywords
• Reservation Email Keywords
• Requested Part Email Keywords
• Request Log Email Keywords
• Rental Email Keywords
• Receiving Email Keywords
• Project Email Keywords
• Pending Charges Email Keywords
• Mobile Email Keywords
• Material Request Email Keywords
• Event Email Keywords
• Batch Job Email Keywords
• Approval Routing Keywords

User Management

• Login
• Identity Tab
• Preferences Tab
• Admin and User Preferences
• Technician Preferences
• Requestor Preferences
• Contractor Preferences
• Default SSO User Settings
• Groups Tab
• Window Access Tab
• Data Access Tab
• Mobile Access Tab
• Repair Centers Tab
• My Dashboard Tab
• Defaults Tab
• Groups
• Requestors
• Batch Assign Repair Center

Approval Routing

• Pending Authorizations
• Manual Routing
• Approval Routing Criteria
• Authorization Routes
• Approval Routing System Setup
• Approval Routing Overview
• Approval Routing How To

Service Request Form

• Service Request Functionality Webinar - WebTMA 7
• Custom Request Forms - WebTMA 5
• Service Request Form Overview - WebTMA 7
• Service Request Form Action Menu - WebTMA 7
• Service Request Form Identity Tab - WebTMA 7
• Service Request Form Layout Tab - WebTMA 7
• See all 10 articles

Database Setup Options

• Database Setup Options
• Database Setup How To

Batch Management

• Batch Management Video - WebTMA 7

• Batch Job Query
• Batch Job Entry

Archive and Purge

• Archive and Purge Video - WebTMA 5

• Archive Process and Rules
• Archive and Purge Window
• Archive Setup