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Create a Work Order in Web Request

The information below is for the end user of TMS Web Request who is responsible for submitting work orders using Web Request.  We assume that a TMS system administrator already created the Web Request page.

To create a work order in Web Request:

  1. Navigate to Modules > Web Request > Query.

  2. Enter your search criteria.  

  3. If you want to enable TMS-only users with TMS credentials, AD users mapped to TMS users with AD credentials, AD authentication only users with AD credentials, and SSO authentication only users with SSO credentials to sign in, select Require Login Page. Accept All Credentials (TMS, SSO, or AD).

    If you want to enable TMS-only users to sign in with TMS credentials, select Require Login Page. Accept Only Registered-TMS-Users Logins. AD users mapped to TMS users can sign in with AD credentials. AD authentication only and SSO authentication only users are unable to sign in.

    Note:

    Only one of the above options can be selected.

  4. Click Execute.

  5. Double-click the Web Request record in the list to display the Web Request page in the Web Request Edit page.

  6. In the URL field, click the hyperlink.

    The window that contains your Web Request page is launched.

  7. Complete the information on the Web Request page.

    Notice the Description field is a drop-down menu where you can either type in a description or select preset descriptions. These descriptions are set up in the Setup menu (Setup > Work Orders > Codes).

  8. Click Save.

Work Order details

The Work Order Details page provides you with the details about the work order you just submitted.  

  1. Click Preview Report to open a preview of the report (only available if a Details Report is selected on the WO Details tab of the Web Request Edit page).

  2. Click Export to PDF to render the Work Order Details page in PDF format (only available if a Details Report is selected on the WO Details tab of the Web Request Edit page).

  3. Click Send to Printer to print the Work Order Details page. 

  4. Click Add Another Work Order to add an another work order using Web Request.

  5. Add your Web Request page to your Favorites list in Internet Explorer.

Auto-population of fields

Non-TMS users are now allowed to sign in to the Web Request module via SSO-only credentials. If the customer’s SSO/AD identity provider is configured for this function, the requester information for these users can also be auto-inserted into their user profiles. The following fields can be auto-inserted:

  • Requester Name

  • Requester Phone

  • Requester Email

  • Requester Location

It is enabled on all sites by default. If a user signs in to Web Request via AD, SSO, or TMS credentials, the information will be auto-inserted from the authentication source used by the user. To protect the integrity of your data, we recommend you test this feature in a stage or backup site first before making bulk changes in production. Admins should make sure that none of the above fields are set to Read Only on their Web Request forms in case users need to modify the auto-inserted values.

The auto-insert feature works on classic Web Request and new Modern Web Request forms.

Login Forms for Modern Requests

Similar to the Classic request forms, admins can now require login pages for Modern forms.

Sources of login credentials can include:

• TMS Users

o TMS-only users w/TMS Credentials

o AD-users mapped to TMS users to login w/AD credentials

• Non-TMS Users

o AD-authentication only logins w/AD credentials

o SSO-authentication only logins w/SSO credentials

Auto-Insert Details in Modern Request

Modern Request forms can now auto insert Requester info from the TMS user profile or SSO claims shared with TMS.

Each of the fields below can be auto populated if the Modern Request form has login accept all turned on and they exist on the users TMS profile.

• Requester Name

• Requester Phone

• Requester Email

This auto-insert feature is enabled for all sites by default. If a user logs into Modern Request via AD, SSO, or Common TMS Login the forms will auto insert information from whichever source the user chooses to authenticate.

Customer Admins should ensure any of the above fields are NOT set to read only on their WR forms in case users need to modify the auto-inserted values.

“Remember Me” Login Option

The Remember Me option on the Modern Request setup forms works similar to the same feature on Classic.

If you have previously signed into the Modern Request form, you are not required to sign up on future visits to the page if the creator of the Modern form checked the remember me login option on the Modern Request form setup page.