Add Occupants from Area Window
Path: Organization > Areas > Records / Occupants Tab
WebTMA Plus clients now have the option to assign Requestors as Occupants from the Areas / Occupants Tab. Previously, this action was limited to WebTMA Base clients.
In the past, WebTMA Plus clients were required to assign individuals from the User Management > Requestors window.
It is still true that when a Location is assigned from the Requestor record, the Requestor is automatically added to the Areas / Occupants Tab.
On the Areas / Occupants Tab in Edit mode, select the Add Occupant link on the grid to open the Occupants Entry flyout. Mark the desired check boxes and choose Add Selected. Once you save the record, the Occupants are added.
Languages Supported in WebTMA 7
Path: Admin > Client Info / Identity Tab
WebTMA now supports languages such as Hindi, Punjabi, and Vietnamese for default text labels, menus, and messages. Words entered by your users in text fields are not translated (Comment field, Name field, Request, etc.).
Your WebTMA Administrator determines the default language used in the application; however, individual users’ preferred settings can be made from the User record or from the File > Personal Info window. These settings override the Client Info selection.
Path: Admin > User Management > Record / Identity Tab
Path: File > Personal Info / Identity Tab
NOTE: If you change the personal or User record settings, log out of the system. When you log in again, you can see the language change.
The following list shows all the languages that are currently supported:
- English
- German
- Spanish
- Thai
- French (France)
- French (Canada)
- Portuguese (Brazil)
-
Portuguese (Portugal)
- Chinese (Simplified)
- Indonesian
- Hindi
- Punjabi
- Hungarian
- Vietnamese
Biomed Mass Import Template Enhanced
Path: Admin > Mass Import > Import Dashboard / Templates Tab
The Mass Import Template for Biomed Equipment has new columns. This increases the number of fields available for import.
Details:
Look for the following new columns:
- Original PO #
- Status
- Software Version
- IP Address
- HIPAA Frequency
- HIPAA Comments
- Annual Rate
- Usage Flat Rate
- Owner Department
- Lease Expiration
New Key Adjustments and Lock Endpoints
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 here to see lists of the API field names and corresponding default langstrings in the online help.
Keys and Key Holder API Endpoints Expanded
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 here to see lists of the API field names and corresponding default langstrings in the online help.
The langstrings are the default field labels. If your organization has changed the labels, check Admin > Text Management to verify the default name.
Edit Budgets for Projects with Estimates
Path: Transactions > Project > Records / Costs & Budgeting Tab
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.
Filter Parts by Vendor on PO/PR
Path: Admin > Client Info > Preferences
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.
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.
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.
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.
The selection is available for the following report forms:
- 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.
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.
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.
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.
The window displays a line-item list of the Source and New Template Codes and indicates if they are valid. This gives you the opportunity to amend the spreadsheet in case of errors.
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.
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.