Advanced System Administration

Advanced System Administration

Adam PetersonAdam Deatherage

TMA Systems

Overview

• Basic Administrator Functions• Customization• Rename Labels and Records• Monitor Work Order Status• Share Information with Others• Automatic Notifications• MyPage Setup and Dashboards

Global Settings

Client Info • Logo• Preferences• Counters• Session Log

Global Settings

• Preferences• Login Prefs• WO Prefs• Task Sheet• Report Writer

Global Settings

Standardization (IDs and Codes)– Example: Tag #, Building Codes

Batch Management

Batch Jobs • Post Charges to Sub Ledger (Accounting)• Post Projects• PM Generation• Project Task Generation• Trip Generation• Weather Import (Utility Module)• Custodial • Lease Invoice Generation• CP Inflate & Level

Global Settings

Standard MyPage • Tabs Welcome Page• Controls

•Work Orders•Bulletins

Approval Routing

Customization

Text Management• Nomenclature • Form-Specific Labels

System Form Attributes• Tab Display• Field Attributes• Action Menu

Using Text Management

Find what you want to changeEither find by form name or search for text

Replace the textThe “Replace With” text will become the new label name when you “Replace” and “Save”

Form Attributes

• System Forms• Custom Forms

Manage

Password Management•Set a min and max•Require a certain

number of specific characters•Set rules to lock an account

after unsuccessful login attempts•Expiration Notice Days•Show Forgot Password Link

Monitor Work Order Status

Share Information with Others

Create and Manage MyPages • Tabs

•Welcome Page•Department Info

• Controls•Queries•WO Browse•Bulletins•Dashboards•RSS• Linking Reports

Notification & Escalation

Questions?

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