Repair Center How to Set Up Automatic Request Conversion

Path: Organization > Repair Center > Records / Convert Requests

To convert all work requests for the repair center automatically, follow these steps.

1. Go to the Convert Requests Tab of the desired repair center.
2. Click Edit on the WebTMA toolbar.
3. Check the Automatically Convert Request To Work Order box.
4. Select the Default Priority for the work order.
5. Select the Default Task Code.
6. (Optional) Select the Default Trade.
7. Click Save on the WebTMA toolbar.

If you want to limit conversions to specific times, use these instructions:

1. Follow steps 1-6 above.
2. Check the Use Time Based box.
3. Type the Start Time and End Time.
4. Click Save on the WebTMA toolbar.