Set Defaults

Set Defaults on Records and Files Tabs

URMA does not automatically populate information in the following fields:

  • Storage Type
  • Organization
  • Record Type
  • Primary Contact

If you typically enter the same information in certain fields when creating Records and/or Files, you should Set Defaults for these fields.

  1. Start on the Create page for Records or Files.
  2. Enter information in the fields you wish to set as defaults.
  3. Click Set Defaults button at top/right.
Set Defaults button

Defaults can be:

  • Set on any field.
  • Updated/deleted using the procedure above.
  • Overridden by deleting text or using the Clear button in the fields you wish to change.

Setting a Default Current Location

URMA doesn't automatically assigns the creator as the Current Location for newly created Records and Files. This default must be set individually by each user on each tab.

Click Preferences.

Preferences button

Click Records and/or Files (only set Files default if you use the Files tab).

Records in Preferences

Scroll to Default Current Location and click Search.

Search for User

Enter your computing ID in the search field and click Search.  Once the information populates, click OK.

Set Item Location

Your user barcode will populate in the field. Click Save Changes (top/right of screen).

Select User

If you use the Files tab, you will need follow these instructions to set the default Current Location for that tab separately.