Key Requesters and Owners

If there are individuals who will be requesting keys, but are not currently entered in the TMS system as Work Order Requesters, you should enter them at this time. Likewise, if there are individuals who will act as the key owners, and these individuals are not currently entered as Resources in TMS, you should create Resource records for them now. You might find it helpful to create a Department record for your department (if you don't already have one) and assign the key owner resources to the Department record.

For instructions on creating Work Order Requesters, or creating Resource and Department records, see the Work Orders, Resources, and Departments sections above.

Next Step: Create a Custom Form

Next, we will discuss creating a custom form for entering and viewing your door, lock, and key records. Go to the Create a Custom Form for Key Management topic.