WebTMA 7 September 17, 2024 Release Notes SaaS

New PM Load Balancing Reports

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The PM Load Balance report in WebTMA Report Manager is available to give you a view of your Preventive Maintenance program schedule throughout the year. This report helps you ensure you have the correct amount of staffing to address PM work orders.

The projected hours are based on the estimated hours on the PM Schedule.  Optional Report criteria is by Repair Center Name. Chart in the report provides a bar chart of work order counts that will generate in that month and the number of man-hours needed to complete based on estimated time. A further breakdown of PM work orders by Priority and Trade are listed in the grids.

Additional PM Load Reports are available from Reports > Report Manager, select All > PM.

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This is our September Voice of The Customer Enhancement. We would like to thank CKS for submitting this enhancement suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.

New Optional Fields for On-Hand Adjustment

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Path: Materials > On-Hand Adjustments

You now have the option to add as many as four different text fields to the On-Hand Adjustment Entry window to capture additional information about the inventory adjustment transaction (such as additional detail on why it is being made).

The fields are hidden by default.

The fields are labeled Option Field 1, Option Field 2, etc. as illustrated at left but can be renamed using Text Management (Admin > Text Management). These fields are alpha-numeric with a limit of 255 characters.

Since these fields may not be needed by all users, they are hidden by default. You can go to System Form Attributes to make one or more fields Visible.

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Path: Admin > Form Attributes > System Form Attributes (OnHandAdjustment – On-Hand Adjustment Entry)

Space Management Reject Pending (CAD) Update Added

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Space Management Comparison Table (Drawing to DB)

Using the Space Management – CAD integration (the AutoCAD add-on), you can view and export drawing updates for Room Numbers and SQF to a staging table in WebTMA.

You now have the option to reject the imported data before committing the changes to the WebTMA database.

The drawing changes made are:

  • Add a new room in the drawing (WebTMA can create a new Area record)
  • Remove an existing room in the drawing (WebTMA can inactivate the record)
  • Change square footage for an Area in the drawing (WebTMA can update the SQF for the Area record)

After the drawing updates are exported to WebTMA, they remain in a staging area for approval before committing the changes to the database.

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Path: Admin > CAD Import

From the CAD Import window, authorized users can either:

  • Import the new information to the database by clicking Import Areas on the Action menu
  • Reject the pending changes by clicking Reject Import on the Action menu to remove the transaction

If an export was made in error, the pending transaction record is deleted, and no changes are made to WebTMA Area records in the database.

Project Module API Endpoints Added

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Project API endpoints are now available to integrate with your external project management systems. The endpoints include Projects, Project Tasks, and Project Types. This will allow you to create, update and monitor project records in WebTMA from an external system thus reducing or eliminating repetitive data entry.

You have endpoints for Get, Put, Patch, Delete, and Post.

They are fully described in our Swagger documentation.

 

 

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