WebTMA 7 June 11, 2024 Release Notes SaaS

Landing Page Revision

Summary: The Landing Page has two Tabs: Work Orders and Active Tasks. The Work Orders Tab is useful for Supervisors, but not other users. With this revision, only users with the Supervisor check box marked will see the Work Orders Tab.

The change makes it faster for logged-in Technicians to see their Tasks without using extra clicks clicks and ensures they do not have access to mass update functionality.

This is the Supervisor's view:

RelNotes_LandingBothTabs.png

Details:

The work orders that display in the Work Order Summary are limited to the Trades for which the logged-in use is designated as Supervisor (in the Organization Repair Center > Trade record).

RelNotes_TradeSupvsr.png

Following is the Non-supervisor's View of Active Tasks:

RelNotes_LandingActiveTab.png

Go Live Date for New Repair Centers

Summary: A Go Live Date field has been added to the Repair Center / Identity Tab General Information Section. It allows you to add an effective date for Make/Model PMs when you add a new Repair Center.

This is useful for clients that set up a new Repair Center in advance of using it. When you add a new Repair Center to accommodate a new department or location, for example, a date in this field prevents PMs from being generated before they are needed.

RelNotes_RC_GoLiveDateField.png

Details:

The date is only used when Make/Model creates new PM schedules. It will not be used or impact manual entries or existing schedules.

The date selected in this field prevents PMs from being generated until after the Go Live Date. For example, if you have a monthly PM on an item and the Go Live Date is 8/1, rather than setting the PM next date to the date the record is created, the PM date is pushed to 8/1 to align with the Go Live Date. Once the date is reached, it is for information only. 

Parts Available List Refined for Landing Page

Summary: Material Costs can be posted to a Task from the Active Tasks Tab on the Landing Page, and, by default, the parts list includes unavailable parts.

RelNotes_PostMaterialCost.png

The selection list that displays when you click the + Add Part button now offers an option to remove from view the parts that have a count of 0.

Details:

We have added an Include Unavailable Parts check box on the Post Material for Task popup window. The box is marked by default.

When you clear the check box, parts that show a quantity of 0 are removed from the list. This is a toggle action. If you mark the check box once more, the zero quantity lines reappear.

The screenshots below illustrate the location of the check box and the different views. If you have a long list, it may take a moment to refresh the page.

RelNotes_PostMaterialForTask_IncludeUnavailableParts.png  RelNotes_PostMaterialForTask_NoUnavailableParts.png

  Default View - Include Unavailable Parts                No Unavailable Parts Visible

 

 

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