Next PM Date Added to Batch PM Update Window
Path: Admin > Batch PM Update
A new option, Next PM Date, has been added to the Batch PM Update window.
This addition makes it easy to mass update multiple PM schedules when a client needs to shift a batch to a different date.
Select the lines to change, choose the Mass Update button, and use the new field, Next PM Date, where you can change the date.
This change also helps with Load Balancing your PMs.
This is our August Voice of The Customer Enhancement. We would like to thank American Airlines, Tarian Group, and Johnson Controls for submitting this enhancement suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Trade No Longer a Required Field for Master Check
Path: Organization > Task > Master Check
Clients who use the Create Corrective WO option on the Master Check window and who also use the Client Info / Preference to Force a Trade for Each Task, were unable to change the Trade on the corrective Work Order.
This has been resolved by removing Trade as a required field on the Master Check window.
In addition, the Trade from the current WO is copied to the new WO that’s being generated. This applies if the field is not populated. If populated, the system will use Trade selected.
New Columns on Work Order Task Grid
Path: Transactions > Work Order > Records / Identity Tab
Multi-task Work Orders now include two new columns in the Task Information Section. the new columns added to the grid are Resolution and Failure Code.
These new columns give you at-a-glance information about Tasks that have failed as well as how they were resolved.
The feature helps ensure that a Failure Code has been entered, which is useful when closing and completing WOs.
WO Part Request Enhancements Added to WO Action Menu
Path: Transactions > Work Order > Records / Action Menu
Adding Requested Parts to an existing Work Order has been simplified. Just select Add Requested Part on the WO Action Menu to open the Part Request Entry flyout with one click. When selecting the Part, you can also choose the Warehouse where the Part is stocked.
With the desired Work Order in View mode, click Add Requested Part on the Action Menu. The system automatically enables Edit mode, moves to the Schedule Tab, and opens the Part Requested Entry flyout ready for you to request needed Parts.
These enhancements provide easier navigation when requesting a Part and allow you to select the Warehouse where the Part is located.
Vendor/Manufacturer/Contractor Mass Import Now Available
Path: Admin > Mass Import / Templates
A Vendor Template has been added to the Mass Import list of Templates.
You can import Manufacturers, Contractors, and Vendors using this Template, which can be useful in several ways. For example, when you build a new distribution center or add another campus. In some cases, our clients have separate Departments like Facilities and Housing. If these are merged, you can import data from one Department to another.
It is also a good way to update existing information such as addresses and contacts.
The Mass Import module is available for System Administrators to import new data or update existing data.
Full details about the module are found here.
Keys Module API Endpoints Exoabded
We have enhanced our suite of API’s by including several new Key related API endpoints.
The windows included in this release are: Key Adjustments*, Keys, Lock, and Key Holders.
The list of Key-related APIs includes the following:
Key
Key Access
KeyAdjWorkOrderTask
KeyAdjustment
KeyAdjustmentDetail
KeyAdjustmentSignature
KeyAuthorizer
KeyHolder
HeyHolderKeyRing
KeyHolderKeyRingKey
KeyInstanceSerialNumber
KeyTransactionSignature
The new Keys and Key Holder APIs are fully documented in our Swagger documentation here.
*Note: Key Adjustments are a ledgered system, that is, they do not set data. Rather they are a log of activity on that key; therefore, Swagger does not have Patch or Put.
Criteria Added to Requestor Window Selections
Path: Admin > User Management > Requestors
Additional criteria field selections are now available on the drop-down selection list for the Requestor window using Advanced Find (Show the Search Panel).
Look for Requestor Type and Title to facilitate your search.
Criteria Added to Contract Window Selections
A new criteria field selection is available on the drop-down selection list for the Contract window using Advanced Find (Show the Search Panel).
Look for Contract Type to facilitate your search.