WebTMA 7 July 23, 2024 Release Notes SaaS

New Key Adjustments and Locks Endpoints

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Key Adjustment and Lock endpoints are now available. These APIs allow you to effectively manage access control and security within your facilities. They are fully described in our Swagger documentation.

If you use any of the following types of software, you can use these APIs to connect with a broader range of services and enhance overall utility.

  • Key Management Software
  • Access Control Systems
  • Locksmith Dispatch and Scheduling Software
  • Inventory Management Systems
  • Customer Relationship Management (CRM) Software

The Key Adjustments API facilitates the management of key assignments and inventories. This is crucial for operational security and efficiency.

The Locks endpoint is focused on managing locks installed on doors and other access points.

An additional endpoint for Key Adjustment creation will be available in a later release.

Click Key Adjustments or Locks to see lists of the API field names and corresponding default langstrings.

Keys and Key Holder API Endpoints Expanded

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We have expanded our Swagger documentation for Keys and Key Holder API endpoints and Schemas.

This change provides comprehensive documentation for Keys and Key Holders. They have been updated to document the full response schema.

The endpoints now map to CREATE (POST), UPDATE (PUT and PATCH), DELETE, LIST (GET with no ID), READ (GET with ID).

These APIs are fully described in our Swagger documentation.

Click Keys or Key Holders to see lists of the API field names and corresponding default langstrings.

Edit Budgets for Projects with Estimates

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Projects with Estimates in WebTMA 7 now allow you to manually adjust the budget lines for Labor, Parts, and Other in most cases.

Previously, this action was prevented if the Project had an Estimate.

The following rules apply:

  • If an estimate is attached and authorization is not required, you can edit the budget lines.
  • If an estimate is attached and authorization is required but not yet approved, you can edit the budget lines.
  • If an estimate is attached and authorization is required and approved, you cannot edit the budget lines.
  • Budgets for Projects without an estimate can always be edited.

Signature Field Available in Key Management Report Forms

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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.

The selection is available for the following reports:

  • Key Adjustment
  • Key Adjustment All
  • Key Adjustment Detail

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.

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