Match Keys to Locks

The last step in setting up your lock and keys records for tracking is to match the asset records up with one another. To match keys to locks, follow these steps.

Associate Keys With Locks

1. You will begin by querying for all of your Lock records ("L-*" in the Asset Number field).

2. Once you have a list of these records, you can open the first in the list.

3. Go to the Associated Keys tab and click the New button.

4. Click the Query button to be taken to the Asset Query child window.

5. In the Asset Number field, enter "K-*".

6. Click Execute.

7. Select all applicable Key records and click Save.

8. Save the Lock record.

Repeat steps 3 through 7 for all of the remaining Lock records.

Next Step: Create Work Orders and Tracking Keys

Now that all of your records were entered into TMS and matched up with each other, you can begin issuing keys to requesters via work orders. Go to the next topic, Check Keys In and Out.