Using the Toolbar Buttons
The Web toolbar contains buttons that access or perform a variety of standard program functions. Many of these functions are similar to those found in your desktop application. Place your mouse over each icon to see the name/function of that particular toolbar button. The following list contains a brief description of each toolbar button. Click on the links provided for additional information.
Icon
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Name
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Function
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Add
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Allows you to add a new record. Launches a new window with the Detail Form corresponding to the highlighted record type on the web page.
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Quick Reports
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This tool opens the reports that are available for a record. There is a small circle below this tool when it is turned on.
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open
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Allows you to open and edit the selected record. A Form will open up for you to edit the information. This tool is located next to each record in the grid.
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Filter
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Allows you to narrow your search for a specific record or set of records.
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Show in Map
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This tool can open either a web map or your ArcMap project. It will then zoom in and selects all assets, X/Y coordinates, and/or addresses found in the selected Work Order, Request, or child dialog.
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Create Work Order
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Allows you to generate a work order for the highlighted Request or inventory record. You may be required to select a Default WO Category if more than one applicable category exists.
Note: When you create a new work order the system will open the corresponding default work order form in a new tab if one exists. If a default form does not exist, the work order will still be created in the database but will not appear on screen. Instead, a notation will appear above the grid indicating that the operation succeeded.
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Create Request
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Allows you to generate a work request for the highlighted inventory record.
Note: When you create a new request the system will open the corresponding default request form in a new tab if one exists. If a default form does not exist, the request will still be created in the database but will not appear on screen. Instead, a notation will appear above the grid indicating that the operation succeeded.
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Toolkit
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The toolkit has a function for the WO as the Asset. Toolkit functions vary by form.
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Delete
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Deletes all selected rows.
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Launch Desktop
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This tool will open the selected record(s) in the desktop.
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Refresh Grid
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This tool re-queries the database and refreshes the data on the page.
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Mark as Favorite
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This allows you to mark a specific view as a favorite. To access your favorites click on the favorites tab on the toolbar.
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Note: The buttons that appear on screen are based on each user's security permissions. In other words, if you don't have rights to Add or Delete Work Orders, those buttons will not appear. Permissions are based on your login ID. Consult your system administrator for additional information.
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