Configuring WebTMAs Form Attributes for Greater Efficiency Tammy Hilmer TMA 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,required Some common fields to hide o Item and Task drop downs o FAQ button o Additional Comments Common System Form Changes Quick Work Order Technician Name field required Finished Date or Closed Date required Common fields to hide o Account # and Charge field o Department o Requestor Phone o Request Log Before Request Log After Common System Form Changes Work Order Hide unused tabs o Billing Info o Attachments Hide unused Action Menu buttons o Manual Routing o Posting Down Time o 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