WebTMA 7 September 3, 2024 Release Notes SaaS

Request Log Security Enhancement

RelNotes_RequestWindowAccessUser.png

Path: Admin > User Management > Records / Window Access

To tighten security on the Request Log page, new rules have been established. These changes ensure that the rules are enforced on both system windows and custom windows.

WebTMA looks at the User and/or Group Window Access and applies the following rules.

Window Button Requirement 1 Requirement 2
Accept Edit on Request Log Add on Work Order
Convert to Project Edit on Request Log Add on Project
Convert to Audit Edit on Request Log Add on CP Audit (Capital Planning)
Reject/Hold Edit on Request Log  

As an example, to use the Accept button, a user’s Window Access must be at least Edit for the Request Log window and Add for the Work Order window.

Signature Detail for Lines in Key Adjustment Forms

RelNotes_SignatureDetail.png

Path: Reports > Report Writer / Identity Tab

When you create a new report in Report Writer, the Report Criteria drop-down list now includes two Signature selections.

This applies when you use the Signature feature for applicable windows.

On the Key Adjustment Form, the Signature criteria pulls Signatures for the Header, i.e., one signature for several lines.

The Signature Detail selection pulls signatures for individual lines.

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.

Key Holder History Tab Enhanced

RelNotes_KeyHolder_History.png

Path: Material > Key Management > Key Holders / History Tab

The Key Ring column on the Key Holders / History Tab now displays the Key Ring Tag #.

Previously, this column showed the Key Ring Description.

Contract Window Offer # Field Now Editable

RelNotes_ContractOffer.png

Path: Organization > Contract > Records

To allow more flexibility, the Offer # field on the Contract window can be edited even after a Contract is awarded.

WebTMA removed the restriction to assist clients who need to make modifications to the field. The Offer # can now be adjusted after the fact.

Pending Charges Review/Dispute Location Enhanced

RelNotes_PendChgLocation.png

Path: Accounting > Post Charges > Pending Charges Review/Dispute

The Location column on the Pending Charges Review/Dispute window now shows the Location ID.

Previously, this column displayed the Location Description.

Criteria Added to Entity Window Selection

RelNotes_EntityCriteriaSelection.png

Path: Organization > Entity

A new criteria field selection is available on the drop-down selection list for the Entity window using Advanced Find (Show the Search Panel).

You can now choose Repair Center Code when making your criteria selections.

Preference Label Change - Landing Page

RelNotes_UserPrefLandingPage.png

Path: Admin > User Management > Records / Preferences

Path: Admin > User Management > Groups / Preferences

When it was first introduced, the Landing Page was identified in Preferences as Use New UI/UX.

The label has been changed. To grant user or group access to the Landing Page, look for Landing Page in User or Group Preferences.

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