Open Distribution on Batch Closed WOs Now Has Alert
Path: Transactions > Work Order > WO Browse
When you batch close work orders from the WO Browse window, the system now gives you an alert for open distributions in the same way it does when closing from the Work Order window.
When you close one or more work orders from WO Browse that have open distributions, you receive an alert and can select from the following:
Proceed: Clear all Distributions and close all Work Orders
Close Only: Close all Work Orders and Distributions remain open
Skip: Close all Work Orders selected without Distributions
Cancel: Do not Clear Distributions and do not close selected Work Orders
This is our October Voice of the Customer Enhancement. We would like to thank Colgate University and University of Massachusetts - Amherst for submitting this enhancement suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Pending Charges Review/Dispute Export Lines
Path: Accounting > Post Charges > Pending Charges Review/Dispute
This new development for the Pending Charges Review/Dispute window gives you the option to export some or all the transactions.
You can check lines on the grid to use the Export Selected Transactions button or you have the option to Export All Transactions.
Since there are different transaction types in the grid when exported to Excel, each type has its own worksheet. The same is true for the accounts.
Edit UDF for Accepted Inspection Findings
Path: Transactions > Request > Inspection Findings
By default, an Accepted Inspection Finding record cannot be edited. UDF fields are now an exception.
With this change, you can double-check that the inspection has been completed by entering data in your UDF fields.
Login URL Reminder Added
Path: Admin > User Management > Records
The feature that allows selected Users, Requestors, and Technicians to log in without using an ID and Password was revised earlier this year.
A reminder has been added to the Login URL flyout to remind administrators that the link expires.
The change resolved a security vulnerability, and the links expire in 24 hours.
Mass Import Biomed Equipment Template Has Preferred RC
Path: Admin > Mass Import > Import Dashboard / Templates
When using the Mass Import module for Biomed Equipment, you can now include a Preferred Repair Center when needed.
A new Preferred Repair Center column has been added next to the Repair Centers column. If a Repair Center is added to the new column, the Biomed / Repair Centers Tab will have a check mark in the Preferred column for imported records.
Reminder: Only one Repair Center can be entered in the Preferred Repair Center column.
Report Manager Reports Linked to Dashboard
Path: Dashboard (Add New Control in Edit mode)
Most reports in Report Manager are now eligible for selection on the Dashboard.
This applies to reports that do not have a record set on the Window Toolbar.
Contract Find Enhanced
Path: Organization > Contract > Records
The Criteria drop-down list now includes Contract Type as a selection when you create your Contracts search.
With this addition, you can add Contract Type as a display column in your Contract queries.