WebTMA 7 05/02/2023 Release

New User Interface (UI) Settings

Path: Admin > Client Info / Preferences

Path: Admin > User Management / Preferences

Summary: The new Login and Home pages described below become available when settings are completed in Client Info / Preferences and User or Group / Preferences. Once you make the settings, communicate the changes with users in advance to avoid confusion.

Discussion:

Steps to enable the new pages:

1. Go to Client Info / Preference in the Login section.
2. Grant Redirect client to new login page when using subdomained route.
3. Log out of the application.
4. Relaunch the application to see the new Login page.
5. Log in from the new Login page.
6. Go to User Management / Preferences or User Management > Groups / Preferences.
7. Grant New UI/UX.

NOTE: The User Preference for UI/UX is not visible unless you log in from the new Login page.

New Home Page User Interface (UI)

New Home Page – Default View

Top Menu

Filter Field

Work Order View

Active Tasks View

Summary: A dynamic new Home Page is now available. You have the option of switching between My Dashboard and this new page.  Note that your system administrator grants permission to see this new feature.

Discussion:

The new page is designed for quick visibility and easy access to your high priority items such as Work Orders and Active Tasks.

To see the new Home Page, select the  WebTMA 7 icon.

At the upper right of the new Home Page, select the  Quick Action button to quickly create any of the following:

• New Work Order
• New Purchase Order
• New Purchase Requisition

The new Home Page has two views:

• Work Orders (default)
• Active Tasks

Any time you want to revert to My Dashboard, select the  My Dashboard button at the top right.

The menu at the top of the Home Page is the same with the addition of an  icon you can select to display a Filter field and search the entire application.

WORK ORDER VIEW

The Summary section of the default Work Order view shows a summary of all Work Orders with these statuses:

• Open
• Overdue
• Finished
• Unassigned

Select one of the buttons to display a list of the underlying work orders in the Work Order Tasks section.

Use the  Filter buttons at the top of the columns to see the desired Work Orders.  You may also take action 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: Update the Status of the WO

 Assign Technician(s): Assign a technician to the WO

 Update Due Date: Update the Due Date on the WO

 Export to CSV: Export to a csv file

 Print: Print the WO

ACTIVE TASKS VIEW

The Active Tasks view shows a Due Date Breakdown and an Active Task List.

In the Due Date Breakdown section, you see all your active tasks categorized by the following statuses:

• Overdue
• Today
• Next 7 Days
• After 7 Days
• No Due Date

Select any of the buttons to display only those items in the Active Task List below.

Select the buttons at the right of a line item to:

 Post Cost: Opens Work Order Cost Entry

 Add Task Comment: Add comments to Tasks

 Print: Print the Task

New Login Page

Login Bulletin

        Client Info Bulletin Section

Summary: Once settings are made, Users within an Azure subdomain will be presented with this Login window.

Discussion:

This new bulletin feature will remind of users of critical updates and deadlines whenever they login to WebTMA.

To add a bulletin to your Login page, go to Admin > Client Info and add the text in the Public Bulletin field of the Public Information section.