How to Create Space-Related Work Orders

Path: Transactions > Work Order > Records / Identity Tab

When the item selection field displays a location, the system identifies the work order as space- or area-related. See Select Location/Item Field for more information about filtering selection lists.

Use the Tab Key to move from one field to another. The tabbing order of windows is down the first column and then the second. Most of the required fields are in the first column. To create a space-related work order:

  1. Open the Work Order window.
  2. Click Add on the WebTMA toolbar.
  3. Click the Select Location down arrow in the first field.
  4. Select the appropriate level (Facility, Building, etc.).
  5. Select the desired code, i.e., click the down arrow in the adjacent field to open a selection list of codes. You can type the first few characters to filter the list of codes. If you want to see a full selection list window, click the Selection BtnThreeDots button.
  6. Tab to the color-highlighted fields with red labels and enter data. The system-required fields are defined in Work Order Required Fields.
  7. Complete as many elective fields as possible (see Work Order Elective Fields).
  8. Add a Task. See Tasks for complete information about this process.
  9. Click Save on the WebTMA toolbar to save the record.

When charges are posted, labor and other costs associated with space-related work orders are rolled to the area, building, facility or higher level records associated with the work order.