Configuring WebTMA’s Form Attributes for Greater Efficiency

Tammy HilmerTMA Systems

Benefits of Customizing Forms

• End users can focus on important information

• Ensure critical data is entered by making the field required

• Allow for separate workflows for Repair Centers or Users

Customizing Form Attributes

• Hide Fields, Tabs, Action Menu Buttons

• Set Required Fields

• Set Read-only Fields

• Create Specialized Customized Forms for:– Repair Centers– Security Groups– Individual Users

System Form Attributes

• Affects all users of the form system-wide

• How to determine the correct form to modify

• Ensure the change does not cause a negative impact

Changing System Form Attributes

Show/Hide Tabs

Show/Hide Action Items

Common System Form Changes

Request Log– Repair Center required– Department required– Facility, Building, Floor, Area required– Requestor phone, email required– Some common fields to hide

o Item and Task drop downso FAQ buttonoAdditional Comments

Common System Form Changes

Quick Work Order– Technician Name field required

– Finished Date or Closed Date required

– Common fields to hideo Account # and Charge fieldo Departmento Requestor Phoneo Email

Request Log Before

Request Log After

Common System Form Changes

Work Order– Hide unused tabs

oBilling InfooAttachments

– Hide unused Action Menu buttonsoManual RoutingoPosting Down Timeo Linked WO or Redirect WO

Single Task Work Order Before

Single Task Work Order After

Common System Form Changes

Quick Post Cost– Hide unused fields - if not part of your workflow

– Make fields required that MUST have data every time

Quick Post Cost Before

Quick Post Cost After

Custom Form Attributes

– Created to enhance end users’ interface with the system

– Can be assigned by Repair Center, Security Group, User

– Can override existing System form

Creating Custom Forms

Assigning Custom Forms

Custom Forms for Requestors

Q&A

Questions or Comments?

Please complete the evaluation

Thank you