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Set Departments Module Defaults

Using the Setup module, you can establish how TMS displays the query results from Department Query and which report clicking Quick Print on the Query Results screen shows.

To set department module defaults, follow these steps:

  1. In the Setup menu click Departments and then Defaults.

  2. The Defaults Editor window opens. In the Group list at the top of the window, select All - All Groups or select a specific group.

    If you want to set defaults for a specific user, click the Toggle Group/User button to the right of the drop-down menu and then select a user from the drop-down menu. User defaults override any Group defaults.

    • To change the defaults for the entire module, click the module name in the left pane.
    • To change the defaults for a group of fields, click a field group and expand it by clicking the arrow next to the group.
    • To change the defaults for a specific field in the field group, click the field in the expanded group.

  3. In the Departments area, select the default values for Default Query Results and Default Quick Print Report.

  4. Click Save.

Set Custom Labels and Default Values

To set a custom label or default value for a work order field, follow these steps:

  1. In the left pane, expand General > Departments and the field group that the field you want to customize is part of.

  2. Select the field you want to customize.

  3. Click the General tab in the right pane.

  4. To customize the field label, enter the new label in the Custom Label field.

  5. To make this field required (applied in New and Edit modes only), check the Set Field To Required option.

  6. To make this field hidden (applied to all modes), check the Hide Field From User option.

  7. To disable this field but still leave it visible to the user (applied in New and Edit modes only), check the Set Field To Read Only option.

    You must set a Default value in the field above in order to use this option.

  8. Click OK to save your changes.

Review Changes

To review changes, follow these steps:

  1. In the Modules menu click Departments and then Department Query

  2. Click Run Query

  3. You query results appear on the selected Default Query Results screen

  4. Click Quick Print

The chosen Default Quick Print Report appears.