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Create a Custom Asset Form

So that you only see the field you need to see when managing your properties in TMS, you will want to create a custom form in the Assets module. To create a Custom Asset Form, follow these steps.

  1. Setup > New Custom Form.

  2. In the New Form pop-up window, enter information about the form.

    • Module = Assets

    • Form Name = Properties Master

    • Segment = Property Management

    • Based On = Assets (TMS Enterprise)

  3. Basing the form on the Assets (TMS Enterprise) form will give you a head start with many of the tabs and field groups you will need for your custom form.

  4. Click Continue.

  5. Click New Tab.

  6. Create the new tab with this criteria:

    • Tab Name = Asset Order

    • Tab Layout = Split Horizontal and Split Vertical (four panels)

    • All Modes

  7. Click Add Tab.

  8. Delete the following tabs from your form:

    • Groups

    • Downtime

    • PM Info

  9. On the Main tab, remove the second Identification field group that contains the Manufacturer and Model Number fields.

  10. Make the following changes to the remaining Identification field group:

    • Change the Asset Number field label to Property ID.

    • Change the Asset Description field label to Property Description.

  11. In the Classification field group, make the following changes:

    • Remove: Skill, Priority, HIPAA Data, Risk Number.

    • Change the Account label to Cost Center.

  12. Drag the Purchase Info field group from below Location and drop it into a position below Classification.

    • Remove: Date Received, Data Accepted, and Replacement Cost.

    • Expand the Costs field group in the Groups/Fields list, and drag and drop Cost to Date so that it is part of the Purchase Info group, below Original Cost.

  13. Make the following changes to the Location field group:

    • Remove the Shop field from the group.

    • Set the Property Management segment as the default value for the Segment field.

    • Expand the Additional Info field group in the Groups/Fields list, and drag and drop Physical Condition so that it is part of the Location group, below Location Description.

    • Expand the Details field group in the Groups/Fields list, and drag and drop Area so that it is below Physical Condition.

    • Change the Area field label to Square Footage.

  14. Click Save.

    Now that you have created your custom form, you are ready to start adding property assets into TMS.