Technician MyPage Assignment Example

WebTMA includes a control to automatically display all work orders assigned to a technician. This is the Assigned WO Browse selection when you create a new control. It looks to the login ID of the logged in user. If that user is a standard or administrator user, the user has the option to select a technician ID and display all work orders assigned to the selected technician.

If you want to limit the work orders to a specific date range, the following describes the more complex process of sharing a query with a Technician. The actions must be performed by a fully qualified TMA User who can both create MyPage Tabs and Controls as well as choose the people who have access to them.

Create and save a WO Browse query from Transactions > Work Order > Work Order Browse. The following are general criteria. Refine them for your organization's needs.

  1. Select a Period. The predefined This Week is the usual selection.
  2. Choose the Work Order Types.
  3. Mark Open Work Order and Show Scheduled in the Other Criteria section.
  4. Check the Labor and/or Schedules box in the Filter By Technician section.
  5. Click the Save Query button.
  6. Type a Name for the query.
  7. Mark the Use Current Tech check box.
  8. Click the Save button on the Query Save popup.

From MyPage, create a Tab for Technician use. Give it an appropriate name for numerous technicians because the Use Current Tech check box indicates that the technician who logs in will see his or her work only. For instructions, see How to Add Tabs to MyPage.

Add new Controls to the Tab. If needed, see the instructions in How to Add New MyPage Controls. For this control, set the Type as WO Browse, and select your saved WO Browse query.

If desired, add a company bulletin Control to the Tab so management can communicate critical information to technicians.

Use Admin > MyPage Config > MyPage Tabs to assign this standard Tab to technicians who have login privileges.

When the technician logs in, he or she will see a list of their open work orders. If you add a Bulletin Board, other information pertinent to their job is also available.

See Also

MyPage Config

MyPage Tabs Configuration

MyPage Controls