When you log into WebTMA, you will be given the option to navigate to a Landing Page that provides you with a more dynamic and interactive display. This page is designed to give you quick visibility and easy access to your highest priority items, such as Work Orders and Tasks.
To navigate back to the Landing Page, select the WebTMA7 icon.
On the upper right on the new Home Page, select the Quick Action button to quickly create one of the following:
- New Work Order
- New Purchase Order
- New Purchase Requisition
The Landing Page has two views:
- Work Orders (default)
- Active Tasks
NOTE: If you want to go to the traditional WebTMA home page, select the My Dashboard button at the top right of your screen. This will return you to your original My Dashboard view.
Menu Bar
The top menu bar on the new Home Page looks the same as the traditional home page with two notable enhancements:
-
If you select the
button on the top left of the menu bar, you can search the entire WebTMA application using the Filter field:
For example: If you want to find Purchase Order information, enter Purchase Order in the Type to filter box and select the desired page from the search results (see image below).
-
Your Favorites are now accessible by selecting the dropdown next to the star
on the upper right of the menu bar:
Select an item from your Favorites drop-down to open the item record.
Work Orders View
The Landing Page will default to the Work Orders view. This view provides you a high-level Work Orders Summary section and a detailed Work Order Tasks list. For additional information about the Technician's view, see Landing Page.
Work Order Summary
The Work Orders Summary section provides you a visual overview of all your Work Orders by the following statuses: Open, Overdue, Finished and Unassigned. You can select the Overdue, Finished and Unassigned buttons to have the Work Order Tasks list filter show only those items.
Work Order Tasks
The Work Order Tasks section provides you with a detailed list of all your organization's Work Orders. You can filter the list by WO#, Status, Work Order Type, Request, Location, Due Date, Trade, Task and Technician(s) by selecting the filter button at the top of the desired column. You may also take action on your Work Orders by marking the check box on a Work Order(s) and choosing one of the following buttons from the top right of the list:
Update Status: Choose this button to update the Status of the selected Work Order(s).
Assign Technician(s): Choose this button to assign a technician(s) to the selected Work Order(s).
Update Due Date: Choose this button to update the due date on the selected Work Order(s).
Export to CSV: Choose this button to export the selected Work Order(s) to a csv file.
Print: Choose this button to print the selected Work Order(s).
NOTE: After choosing an action that will affect a Work Order status, refresh the page to show the updated list.
Active Tasks View
The Active Tasks view has two sections: Due Date Breakdown and Active Task List.
Due Date Breakdown
The Due Date Breakdown section provides you a visual overview of all your active tasks by the following statuses: Overdue, Today, Next 7 Days, After 7 Days and No Due Date. You can select the any of these buttons to have the Active Task List show only those items.
Active Task List
The Active Task List shows all your active tasks. You can filter these using the buttons in the Due Date Breakdown section.
You may also take action on a task by selecting one of the following buttons to the right of each listed task:
AI Chat (OTTO): Click to open the OTTO AI Assistant to ask questions about the Work Order. NOTE: AI features are available only to SaaS clients.
Acknowledge: Choose this icon to indicate you have seen the Work Order. When tapped, the current date is added to the Work Order - Task Information section in the Acknowledged Date field.
Add Task Comment: Select this button to add a comment to the task.
Post Cost: Select this button to open the Work Order Cost Entry page.
Finish/Complete Task: Click to open the Complete Task window. Not available to all users.
Print: Select this button to print the task.
Add Task Comment
Use the Add Task Comment button to open a popup window where you can quickly add comments about the task you performed. This is a quick and easy way to enter comments without having to click anywhere else in the application.
Post Cost
When Material Costs are posted to a Task from the Landing Page, the Parts list includes unavailable Parts by default; however, the secondary Part selection window gives you an option to remove from view any Parts with an available count of 0 (zero).
When you click the Post Cost button, the first window is ready for the addition of a Part.
Select the button at the upper right to open a secondary window for Part selection. Note you can use one or more filters at the top of this window to Find Parts, Filter Part Type, and Filter Manufacturer.
The Include Unavailable Parts check box is marked by default. To reduce the number of Parts in the list, you can clear the check box. Once you filter the list, it looks like the following screenshot.
Enter the quantity (EA) in the field at the right the Part or Parts you need, and click the Done button at the lower right.
The initial Post Material for Task window now displays your selection and the buttons at the bottom of the window are enabled. You can Save and Post Another Cost, Save and Finish/Complete Task, or Save. As usual, you have the option to Cancel the action if needed.
Finish/Complete Task
Not all personnel have permission to finish or complete tasks. If the button is visible, you can click it to open the Complete Task popup. Like the other buttons, you can accomplish the needed goal without leaving the Landing Page.
Complete one of the Date fields, and if needed, choose a Resolution, add a Failure Code, or mark one of the appropriate check boxes (Work not done, Not Located, Failed PM).
Once you have entered the desired information, click the Complete Task button.