advanced system administration
DESCRIPTION
Advanced System Administration. Adam Peterson Adam 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. - PowerPoint PPT PresentationTRANSCRIPT
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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