Set Work Order Module Options

On the Work Order Options Setup screen (Setup > Work Orders > Options), you have a variety of settings you can enable or disable as necessary.

Module Option	Function
Automatically Prompt for Downtime	With this option enabled, TMS prompts the user to enter downtime information for your work order.
Create Requisitions instead of Purchase Orders from Material Issues	Enable this option if a requisition should be created instead of a purchase orders for a material issue. The Purchasing add-on module must be in use for this option to function properly.
Prompt for Username/Password during Status Change	Enable this if the user should be required to enter their login information before a work order status change.
Set Complete Date When Status Changed to Cmplt or Close	Enable this to set the Completion Date when the work order is closed.
Show Copy Procedures Instructions to Completion Comments button	Enable this if you want to see this button on a work order.
WO Requester Source	You can choose WO Requesters (default), Resources, or Active Directory in this drop-down menu. WO Requesters populates the drop-down menu with known requesters. Resources lists known TMS resources. Active Directory allows you to enter an Active Directory username and populate the Requester fields based on the information AD record. In order for the Active Directory option to work, the user's AD record must have data in the Work Phone and/or Email fields.
Create a Work Order for Failed PMs	Checking this means that TMS will automatically create a new corrective maintenance work order when a PM or PE work order fails. See this topic for detailed steps for this option.

To enable or disable module options:

1. Go to Setup > Work Orders > Options.

2. In the Options drop-down menu, select Segment or Group, depending upon whether you want to apply the options to an entire segment or just a single user group.

   If you select Group, a Groups drop-down menu will also appear.

3. In the Segment drop-down menu, select the database segment to which these options will be applied.

4. If you selected Group in step 2 above, in the Group drop-down menu, select the user group to which these options will be applied.

5. Select or de-select the Work Orders module option you want to enable or disable.

6. When you have finished making selections, click the Save button.

7. If you selected Segment in step 2 above, you are prompted to confirm how you want to save the options. Click Yes to overwrite all the options choices in all user groups in the segment or No to save only to the segment.