New Home Page User Interface (UI)
A dynamic new Home Page is now available. You have the option of switching between My Dashboard and this new page.
The new page is designed for quick visibility and easy access to your high priority items such as Work Orders and Active Tasks.
If not visible, select the WebTMA 7 logo to see the new Home Page.
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:
Add Task Comment: Add comments to Tasks
Post Cost: Opens Work Order Cost Entry
Finish/Complete Tasks: Mark Task as done
Print: Print the Task
Bill of Materials Added
A Bill of Materials (BoM) can now be created and assigned for maintenance-worthy items.
Select Material > Bill of Materials to open the new window where you see the BoM groups as well as create new BOM Groups and select parts and items.
The Part Reference Tab on the following MWI windows now includes a BoM Group Parts section:
• Entity
• Equipment
• IT Equipment
The XRef Tab on the following MWI windows includes a BoM Group Parts section:
• Biomed
• Asset
• Vehicle
The Parts / XRef window also includes a BoM Group Items section.
Mass Import Module
The Mass Import module is available for System Administrators to import new data or update existing data.
The new menu options are available on the Admin menu. Go to Admin > User Management > Records / Window Access to give your administrative user Full access to the new window.
The Dashboard view shows Import history as a graphic summary and individual files.
The Templates tab shows a list of the available Excel Templates you can download and complete before importing. The list of Templates will increase in the future.
Select the desired link or button to download the template.
Once the template is completed, you can use the Create Import button on the Dashboard or use the menu Admin > Mass Update > Create Import.
Select the Data Type of your import template (Equipment, Asset, etc.), and click the Choose button to select your completed Excel spreadsheet.
Click the Next > button to see your data before import.
The results display with an indication of the status of each line: Create, Update, or Invalid.
You can use the Selection Mode buttons to make changes to a line. First, select the initial button:
This enables the other buttons.
Select a cell in the table to make the desired change in the Update Selected Fields popup.
When the data is ready, click the Import > button.
NOTE: If the data needs serious attention, you can select Close on this window without importing, revise the Excel spreadsheet, and try again.
CAD Import Department Codes Available
Path: Admin > CAD Import
Department Codes are now an option when using CAD Import.
Previously, Department Descriptions were available, but the Department Code was not an option. You can now import both Description and Code.