Login URL with Enhanced Security
Path: Admin > User Management > Records
You can send a Login URL link to selected Users, Requestors, and Technicians that allows them to log in without using an ID and Password.
Anyone who has access to the URL can launch the application; therefore, a 24-hour expiration has been applied to resolve a security vulnerability.
Any Login URLs you send to your users will expire in 24 hours.
Filter Parts by Vendor on PO/PR
Part selections for both POs and PRs can now be filtered by Vendor if a setting is granted in Client Info / Preferences.
Grant the Filter Parts by Repair Center When Adding PO/PR Line in the Materials Management Category of Client Info / Preferences. Be sure to log out and log in again to see the change.
Path: Admin > Client Info > Preferences
Associate parts to the vendor(s) where they will be purchased by navigating to the PR or PO windows and choosing the Vendor Code.
When adding parts, the Part flyout now includes a check box to Filter Part by Vendor. If checked, WebTMA filters Parts by matching the Part Supplier to the PO or PR Vendor.
Path: Material > Purchase > Purchase Orders
We would like to thank Abercrombie & Fitch for submitting this enhancement suggestion. Moving forward as we bring client enhancement submissions to reality, we are going to do a better job of recognizing the client who submitted the suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Signature Field Available in Key Management Report Forms
Path: Reports > Report Writer / Identity Tab
When you create a new report in Report Writer, the Report Criteria drop-down list now includes a Signature selection. This applies when you use the Signature feature for applicable windows.
Including signatures in a report may be needed to display the physical signature captured, for example when issuing or returning keys. The report provides a physical document for the key holder to retain.
This can also be useful to provide receipts to departments that need physical copies with signatures.
Hyperlink to WO from Key Adjustments
Path: Material > Key Management > Key Adjustments
You can add a Work Order reference when making Key Adjustments. The Work Order number is now hyperlinked to the Work Order Record.
The Key Adjustments window is used for transactions regarding Keys such as creating, issuing, and returning Keys.
For ease of returning to a Work Order to make relevant updates, Key Adjustments records that include a Work Order number are now linked to the related Work Orders.
Click the Work Order number to open the Work Order record.
Search Option Added to Task Check List Flyout
Path: Organization > Task > Records / Task Check List Tab
When you select Add Check on the Task / Task Check List Tab, the Task Check Entry flyout now includes search fields to help speed finding checks.
The check items for Technicians to follow when they perform a Task are created from Organization > Task > Master Checks.
Once you have created the check list selections, they are available for selection from the Task Check List Tab).
The new search fields provide the option to search by either the Check Code or Check Description, where no search option was previously available.
This is helpful for clients that have many check items so they can quickly find the relevant items.
OTP Search Option for Purchase Requisitions
Path: Material > Purchase > Purchase Requisitions
OTP parts are now options in the Find window. If you have many OTPs, you can quickly search for those records in existing PRs by Part Code.
The Purchase Requisition module is used to request purchases for many reasons including One-Time Purchases (OTP) for materials or services.
On the Purchase Requisitions window, choose the Show Search Panel icon from the Navigation Panel.
Select Part Code as a criterion on the Find flyout and enter the full or partial OTP number to see the Purchase Requisitions that include the related OTP records.
Custodial Template Bulk Copy Window Added
Path: Transactions > Custodial > Custodial Template Bulk Copy
To reuse Custodial Templates for other buildings or areas, you now have a quick and easy way to copy a batch of them using the Custodial Template Bulk Copy window.
The copies can be modified to accommodate new spaces without having to make individual copies.
The Custodial Template Bulk Copy is a clean interface that is easy to follow.
Simply click the Download Template link on the right.
The resulting Excel spreadsheet has only two columns:
When you have completed and saved the spreadsheet, return to the Custodial Template Bulk Copy window.
Click the Upload button at the upper left of the window and select the spreadsheet you saved.
If all entries are valid, click the Bulk Copy button at the lower right of the window.
The new templates are now available, and the window is clear.
Go to Custodial > Custodial Template and review the list of Records to view and amend your copied Templates.