Repair Center Check-In Task

The Check-In Task field applies to new Biomedical Equipment records. If the Repair Center record is configured to accommodate it, you have the option to create an inspection work order when a new Biomed Equipment record is added.

To invoke the option, all of the following requirements must be complete:

• Enter a Check-In Task on Repair Center records used for Biomed Equipment.
• Select a Priority and WO Type on the Repair Center record.
• Set a Default Trade for the Check-In Task in Organization > Task > Record. This applies if Admin > Client Info / Preference is set to require a default trade.
• Select a Preferred Repair Center when you create the new biomed equipment record.

Once the requirements are in place, the following prompt displays when you create a new biomed record and click Save on the WebTMA toolbar. NOTE: This only happens once - the first time you save the record.

When you click OK, WebTMA returns a message displaying the new work order number.

Fields on the Check-In work orders default to the following:

• Requestor equals the name of the logged in user
• Phone and E-mail are also those of the logged in user.
• Account number is the account assigned to the new Biomed Equipment record.

The work order defaults to chargeable if the Repair Center Preference Most WO Chargeable is checked; however, if the new record does not have an Account #, the work order is deemed non-chargeable.

If the Repair Center Preference Most WO Chargeable is not checked, the default work order is non-chargeable.