Contact TMA Technical Support at support@tmasystems.com if you have any questions.
New User Interface (UI) Settings |
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Path: Admin > Client Info / Preferences
Path: Admin > User Management / Preferences
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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:
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) |
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New Home Page – Default View
Top Menu
Filter Field
Work Order View
Active Tasks View
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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:
The new Home Page has two views:
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:
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:
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
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New Login Page |
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Login Bulletin Client Info Bulletin Section
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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. |