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Managing WebTMA: Best Practices

Managing WebTMA: Best Practices. Tammy Hilmer TMA Systems. What to Expect from This Session. Determine the best practices for Managing WebTMA for consistent and effective System Administration Streamline settings to save you and your staff time in the system

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Managing WebTMA: Best Practices

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  1. Managing WebTMA:Best Practices Tammy Hilmer TMA Systems

  2. What to Expect from This Session • Determine the best practices for Managing WebTMA for consistent and effective System Administration • Streamline settings to save you and your staff time in the system • Ensure you get the most out of WebTMA

  3. WebTMA Management • Security Group Management • User Management • Form Management • Text Management • Tab Management • Custom Query Management • Report Management • Create Policies and Procedures Guide

  4. Security Group Management Consider the workflow for security by the need for the following: • Do certain users perform the same functions? • What users share Property/Repair Center Assignment?

  5. User Management • Types of Logins • Standard Login • LDAP • SSO • SAML • User Security Groups • Preferences Tab • Window Access and Data Access

  6. Form Management • Customized forms can be created to enhance end users’ interface with the system • Can be assigned by Repair Center, Security Group, User • Can override existing form • Hide Form tabs that are not used/required • Enhances end users’ workflow

  7. Text Management Rename fields on forms to match location reference name. • Facility to Campus • Area to Room • Trade to Craft • Technician to Personnel

  8. Tab Management • Control the creation of tabs by non-admin personnel • Do NOT allow users to Edit or Delete tabs • Consider carefully the assignment of tabs • Don’t overwhelm end users with non-essential tabs

  9. Custom Query Management • Force non-admin personnel to always have private queries (at user level, not system-wide) • Create an active custom query for any record group that has many inactive records, and make the active query the default for Browse tab

  10. Report Management Report Writer • Set a policy for end users to make their reports private if they are intended for that user only • Set Public Reports to be Public/No Edit • Filter reports by Repair Center (if more than one RC) • Ensure users fill out the description field when writing a report and add their initials to indicate who wrote it

  11. Create a Policies & Procedures Guide • Document Administrative Settings • LDAP, Security Groups, etc. • Document User Group Workflows • Administrators • Users • Supervisors/Leads • Technicians • Document Form and Text Changes

  12. Q&A Questions or Comments? Thank you Please complete the evaluation

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