Release Notes On-Premises WebTMA 7 May 2024

Custom SQL Window Added

RelNotes_CustomSQL.png

Path: Admin > Custom SQL

Summary: WebTMA v7 now includes the Custom SQL window. Use Custom SQL to copy standard System Queries or write and test your own SQL queries for the Executive Dashboard. 

In use, your users can view a data set represented on a graph, such as the data for a segment of a pie chart. By applying a drill-down query, you can click on a section and display a list of the underlying data in tabular format.

Details:

To enable the custom SQL window for your on-premise environment, click here.

Once custom SQL is enabled for your site, a new custom SQL can be created by going to Admin > Custom SQL, and copying an existing or adding a new Custom SQL following the rules outlined here.  

Your custom queries have several restrictions to protect you from malicious users that have SQL skills, for example, the term 'exec' is on the list of unacceptable keywords. The term will be screened out of any query and result in an error. In addition, all queries must start with SELECT and must be tested. If you have not clicked the Test Query button, an alert reminds you.

Queries are listed in the Records section of the Navigation pane. 

System queries are identified by a mark in the System Query check box below the Drill Down Query field. System queries cannot be edited.

Full details about Custom SQL are available here.

Favorites and Bookmarks Extended to New UI/UX

Summary: As WebTMA continues to make the user interface easier to use, the Bookmark and Star icons are now available on the New UI/UX interface.

RelNotes_Favorites Star.png

Details:

A Bookmark BOM_Btn_BookmarkMarked.png icon is available to mark individual New UI/UX records.

The Star Btn_Star_UI-UX.png icon is visible on the New UI/UX menu bar with a drop-down of Favorites and Bookmarks set throughout the application.

Bill of Materials New Columns in Table View

BOM_BillsOfMaterials_TableView.png

Path: Material > Bill of Materials

Summary: The Bills of Materials window is an easy way to associate needed Parts with many items at one time. The Table View has been revised to replace certain columns and add new columns for more information. You also have the option to Sort and Filter each column.

Details:

Look for the  icons in the headings for the following columns:

  • Code
  • Name
  • Created Date
  • Modified Date
  • Part Count (new)
  • Item Count (new)
  • Active (new)

Audit History View Added

Summary: The Audit History View is now available to help simplify your reporting process.

Details:

This is a view to access when you build your own reports using the report writer application of your choice.

Equipment Record Design Change for Make/Model

Summary: The Make/Model feature in WebTMA allows clients to create templates for equipment management. This allows for more efficient standardization of PM schedules, parts list, costing, life expectancy, SOPs, and documentation.

RelNotes_EquipMMGenlInfo.png

The workflow process on the Equipment window has been revised for ease of use in assigning Make/Model and creating PM schedules. The Base PM Date field has been moved, and a Select Repair Center flyout has been added. You can now make all these selections from the Equipment / Identity Tab.

Equipment_Make_Model_RC_Popup.png

Details:

Previously, the Base PM Date was in the Dates section. It is now in the General Information section.

When you select a Make/Model Type, the Base PM Date field becomes required if the Make/Model has PM schedules.

An entry in the Base PM Date field triggers the following alert:

"When a make/model is linked, populating the base PM Date will Create PM schedules based on the make/model and risk level. Continue?"

If the record does not have any linked Repair Centers, click OK on the alert to open the Select Repair Center flyout.

When you choose and save a Repair Center on the flyout, the RC is added to the Equipment / Repair Centers Tab.

If the Make/Model / PM record has no RC, it defaults to the selected RC.

Report Writer  Report Criteria Syntax Link Added

RelNotes_ReportWriterSyntax.png

Path: Reports > Report Writer / Identity Tab

Summary: You now have a way to confirm that you have structured your query accurately to achieve the desired results. When you add Report Criteria to your report, you can click a link to display the Syntax of your criteria.

Details:

The Criteria Syntax link is available in View, Add, or Edit mode.

Click the link to open the Criteria Syntax flyout to see the syntax.

Requestor Login - Request Status Browse Date Range Added

RelNotes_RequestorTimeFrameDropDown.png

Summary: You now have a way to select the time frame of records you want to see in Requestor Login Status Browse. Before this change, the system could time out while it attempted to load all records. The Work History grid now includes fields to set the time frame for viewing and reporting.

Details:

The default interval is the Last 30 Days, but you have the option to select any of the options illustrated in the screenshot at the left.

You can also search up to one year of historic data, and you can determine the year to be searched. If you need to see, for example, FY 2020-2021, just enter a Start Date of 07/01/2020 and End Date of 06/30/2021.

Pending Request results are also limited to the specified range.

UFI Export Date Default Changed

Path: Accounting > UFI > UFI Export Data

Summary: If a date format is not set up for the UFI Template, a new default is applied. Oracle databases expect the 24-hour format illustrated below.

Details:

When you do not set up a date format for the UFI Template, the output for flat files and SQL Server will default to the following 24-hour format:

yyyy-MM-dd HH:mm:ss (example: 2024-04-04 17:05:37)

Mass Import Template for Fuel & Oil

Path: Admin > Mass Import > Dashboard

Summary: In ongoing support for our Mass Import tool, another template has been added: Fuel & Oil.

Details:

Fields found on the Fuel & Oil window are available for completion on the Excel spreadsheet, including Meter and Odometer entries. Six fields, such as Ticket # and item Tag # are required.

The Mass Import module is available for System Administrators to import new data or update existing data.

Signatures Added to Key Adjustments

Signature_Entry flyout.png

Path: Material > Key Management > Key Adjustments

Summary: Signatures can be used to capture a physical signature in an electronic format when you issue keys. With a signature, users acknowledge their key-holder responsibilities specified by your organization. In this release, you have the option to add a hand-written signature to Key Adjustment transactions.

Other modules that qualify for signatures will be available in the next release.

Details:

The signature can only be added in Add mode and cannot be edited or altered.

For a Key Adjustment that qualifies, use the Btn_Signature.png Signature button for each line item or Signature on the Action menu.

 

 

 

 

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