Create an Asset Request Page in Web Request

Once your codes are in place, you need a Web Request page that will be utilized for requesting a mobile asset. Typically, a link to the online request form is placed on your hospital intranet. This helps to reduce the volume of phone calls into your department and the amount of basic data entry required to initiate the service delivery component of the customer service cycle.

You can decide what information is required to enter a work request, but below, we give you our suggestions.

1. In TMS OnLine/OnSite, select Modules > Web Request > New.

2. Enter a Page Title, for example "Mobile Asset Request Form.".

3. Enter a Description of your Web Request page.

4. Select the Segment in which this page should reside.

5. In the Status field, select Active.

6. If it is necessary, select the check boxes for Require User Login and Show Remember Me Checkbox at Login.

7. Click Save. 

   The screen changes to the Web Request Edit screen. 

8. Select the Work Order Settings tab and Details sub tab.

9. Change the Module Label field entry to "Mobile Asset Order" or similar.

10. Check Allow New.

11. Change the Module New Label field entry to "Mobile Asset Order New" or similar.

12. Change the Save Button Text field entry to "Save and Send" or similar.

13. Check Allow Query.

14. Change the Module Query Label field entry to "Search for Asset Order " or similar.

15. Change the Query Button Text field entry to "Start Search" or similar.

16. Select reports from the drop-down menus for the Query Results Report and the Details Report.

17. Enter text into the Header and Footer fields.

    For example, in the Header field, enter a description of the purpose of the page and any instructions you might want to pass on to the user. In the Footer field, you can enter contact information for emergency requests.

18. In the Details Page Header field, enter any text you want to display on the page, once the user submits a request.

19. Click Save.

20. Select the Field Designer sub tab.

21. Add the fields you want to appear on the request page. For example:

    • Requester

    • Requester Department (should fill in automatically when the Requester is filled in)

    • Phone (should fill in automatically when the Requester is filled in)

    • Email (should fill in automatically when the Requester is filled in)

    • Brief Description of Request

    • Requester Remarks

    • Site

    • Building

    • Delivery Location

    • Status

    • Sub Status

    Any required fields not shown on the Web Request page must have a default value specified in the designer, and the fields must be hidden.

22. Click Save.

23. Select the Asset Settings tab and the Details sub tab.

24. Change the Module Label field entry to "Mobile Assets" or similar.

25. Check Allow Query.

26. Change the Module Query Label field entry to "Asset Search" or similar.

27. Change the Query Button Text field entry to "Start Search" or similar.

28. Select reports from the drop-down menus for the Query Results Report and the Details Report.

29. Enter text into the Header and Footer fields.

30. Click Save.

31. Select the Field Designer sub tab.

32. Add the fields you want to appear on the search page.

    Any required fields not shown on the Web Request page must have a default value specified in the designer, and the fields must be hidden.

33. Click Save.

To create a custom form, click here.