About Associating Queries with Work Center Templates

Before you can add an query to a Work Center, it must be associated with that Work Center using the Associations tab on the VA Inquiries form.

The process of associating queries with a Work Center generally applies only to the Dashboard Work Center, custom inquiries, and queries used on multiple Work Centers. The standard PM Work Center and SM Work Center have several queries that are launched from the menu, and these queries are already associated to the applicable Work Center.

  • Accounting Work Center - Add the Accounting template to the Associations tab of each query that users should be able to access from an Accounting Work Center. For example, if you want to add an AR Invoices inquiry to the Accounts Receivable work center menu, open that query in VA Inquiries, add the Accounting template to the Associations tab, and select the Active check box.

  • Dashboard Work Center - Verify that the queries that users will access from the Dashboard Work Center are associated with the correct templates using the Associations tab and that the Active box is selected. For example, if users should be able to add the inquiry to a Dashboard Work Center using the grid template, add the Grid template to the Associations tab and select the Active check box.

  • Project Management Work Center - Add the Project Management template to the Associations tab of each query that users should be able to access from a PM Work Center. For example if you created a modified version of the PM Hot List query, open that query in VA Inquiries, add the PM template to the Associations tab, and verify that the Active check box is selected.

  • Service Management Work Center - Add the Service Management template to the Associations tab of each query that users should be able to access from an SM Work Center. For example, if you created a modified version of the SM Hot List query (Overdue Work Orders), open that query in VA Inquiries, add the SM template to the Associations tab, and verify that the Active check box is selected.

See Work Center Setup for general information about setting up Work Centers.