How to Add New MyPage Controls

If you have Edit permission for MyPage, you can create Controls. The following instructions show how to include information on a MyPage Tab. Be sure to select the Action Menu to see the applicable links. A separate Dashboard document found in Help > Help Page gives in-depth information about the optional Dashboard charts.

If you have several MyPage Tabs, click the Tab to which you want to add Controls.

1. Click Edit on the WebTMA toolbar. Silverlight users see an Edit button rather than the toolbar.
2. Click the Add New Control link on the Action Menu to open the MyPage Add Object window.
3. Select the Type of control. Other fields on the window vary depending on your choice of Type.*
4. Type the Name of the Control. This displays on the Control title bar in View mode.
5. Complete the other fields on the popup.
6. Click the Save button on the window.
7. Click Save on the WebTMA toolbar.

Initially, new Controls display at the upper left of the page. If you have not moved an existing Control, the new Control covers it. Drag-and-drop your controls to arrange them on the Tab. Controls can also be moved in Edit mode. Resize Controls using the standard MS Windows resizing process.

* A check box when you choose Browse as the Type requires more explanation. The Assign to Tech check box applies in certain conditions. Only Technicians can be scheduled (assigned) to a Work Order; therefore, this function is only available if (1) a Global Technician is assigned to the User record or (2) if a Technician is attached to the User record. This function is similar to the QP Labor link.