Path: File > Personal Info / Defaults
Individuals can set defaults for certain fields on a window-by-window basis and set Technicians using a global default. Additions made to this window are added to the Admin > User Management > Records / Defaults Tab. However, if the WebTMA System Administrator had added a Default from User Management, it will override settings from the Personal Info / Defaults Tab.
After a user or technician logs in to WebTMA, he or she can specify the default value for some windows. The options available change based on the window selected and permissions granted by the WebTMA System Administrator.
If a Global Default for Technicians is set, WebTMA completes the Technician field automatically. The Global Technician default applies to the same windows found in Admin > User Management > Records / Defaults Tab.
The rules to default a global technician assignment on Quick Post windows are as follows:
1. If the logged in user does not have a global technician designated, the technician defaults to the work order's scheduled technician.
2. If a Global Tech has been set up:
2.1 If the WO is not yet scheduled, the default tech is the Global Tech.
2.2 If the WO has been scheduled:
b.1 If multiple technicians scheduled to the WO, default to Global Tech
b.2 If no Global Tech is found, default to the WO's scheduled technician