Work Order Identity Tab

Path: Transactions > Work Order > Records / Identity Tab

The Work Order / Identity Tab displays the fields used to create a work order. Information on this window includes what work needs to be done, where the work is performed, when the work must be done, who requested the work, and who pays for the work.

If the task relates to a contract, the Contractor name is displayed on the task line of the Identity Tab. If the work is related to a project, the Identity–Project Subtab reflects details about the project.

Work Order window Subtabs are used to supply additional information. The Tasks Subtab is the default view and shows the task line items.

Instructions on how to create a work order are found in How to Create Item-Related Work Orders and How to Create Space-Related Work Orders.

Required fields must be completed to create a work order record. However, many elective fields provide useful information. If the required fields in your version of WebTMA are different from the defaults shown in this document, your WebTMA System Administrator has changed the requirements for your organization.

All Tabs are visible on the Work Order window in Add mode. However, some are disabled or cannot be selected until the required fields on the Identity Tab are completed and the record is saved.

See Also

Work Order Required Fields

Work Order Elective Fields

How to Create Space-Related Work Orders

How to Create Item-Related Work Orders

How to Edit an Existing Work Order

How to Complete or Close Work Orders

How to Open a Related Record from the WO

How to Print a Work Order

Remote Printing

Task Images Printed on Work Order

Linked Documents on WO

How to Show Right to Know on Printout

Shutdown Notification on WO Printout

Work Order Tasks

WO Identity Subtabs

Trade and Multi-Trade Work Orders

Work Order Authorization

Estimates on WO

Required Parts for Work Order

Work Order Task Checklist

Work Order Classifications

Work Order Results Tab