configuring webtma’s form attributes for greater efficiency
Post on 23-Feb-2016
71 Views
Preview:
DESCRIPTION
TRANSCRIPT
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
top related