Configuring bulk print actions in maintenance forms

You can configure actions in maintenance forms for a bulk print.

Procedure

  1. Sign in to IBM TRIRIGA as an administrator.
  2. In the Document Manager, select TRIRIGA > Task.
  3. Right-click one of the documents in the following table and select Properties to get the document ID. Repeat this step for each document in the following table:
    Document Name Bulk Print Action
    Condition Assessment Work Task Record (BIRT) Print Condition Assessment Work Task
    Contract Review Record (BIRT) Print Contract Review
    Inspection Task Record (BIRT) Print Inspection Task
    Inventory Count Work Task Record (BIRT) Print Inventory Count Work Task
    Inventory Pick Work Task Record (BIRT) Print Inventory Pick Work Task
    Key Work Task Record (BIRT) Print Key Work Task
    Material Order Task Record (BIRT) Print Material Order Task
    Punchlist Task Record (BIRT) Print Punchlist Task
    Reserve Work Task Record (BIRT) Print Reserve Work Task
    Schedule Task Record (BIRT) Print Schedule Task
    Submittal Task Record (BIRT) Print Submittal Task
    Work Task Record (BIRT) Print Work Task
  4. From the Tools menu, select Builder Tools > Form Builder.
  5. Select the triMaintenance module, select the triMaintenanceManager form, and revise the form.
  6. In the form navigation, select triSchedule > Work > My Tasks.
  7. Select the bulk print action. In the action properties, replace the old document ID with the new document ID. Repeat this step for each action in the previous table.
  8. After you update all of the document ID values, publish the form.
  9. From the Tools menu, and select Builder Tools > Form Builder.
  10. Select the triTask module. Open a task form from the following table and revise the form.
  11. Select the Includes/Forms tab and in the Forms section, select Add. Locate the document and publish the form. Repeat this step for each form in the following table.
    Task Form Document Name
    triConditionAssessmentWorkTask Condition Assessment Work Task Record (BIRT)
    triContractReviewTask Contract Review Record (BIRT)
    triInventoryCountWorkTask Inventory Count Work Task Record (BIRT)
    triInventoryPickWorkTask Inventory Pick Work Task Record (BIRT)
    triKeyWorkTask Key Work Task Record (BIRT)
    triMaterialOrderTask Material Order Task Record (BIRT)
    triPunchlistTask Punchlist Task Record (BIRT)
    triReserveWorkTask Reserve Work Task Record (BIRT)
    triScheduleTask Schedule Task Record (BIRT)
    triSubmittalTask Submittal Task Record (BIRT)
    triWorkTask Work Task Record (BIRT)