New Service Request Portal Module (SRP)
Path: Admin > Forms > Service Request Portal
A new, easy-to-use module has been added for creating your Service Request windows. This reimagination of the service request functionality will allow you to build better looking, easier to use service request pages for your infrequent users who need to place a service request.
Features include drag-and-drop design, quick previews of all your views (computer, tablet, and mobile), easy setup of Anonymous Users as well as authenticated users, and many more.
Example of mobile Preview
The pages will be fully WCAG 2.0 compliant and there are preview modes that allow you to see how the page looks on different sized devices.
This is the first edition of continuing development. More exciting changes will be coming soon.
If you have different types of users, you have the option to create numerous Service Request pages with unique URLs. You can also add links for several URLs to your own Service Request “landing page”.
Your requestors will receive confirmation of their request and have easy access to the Status.
Your designs can include default content for certain fields, and you can hide these fields to save space if needed. You can also “link” fields to restrict selections.
NOTE: The current service request functionality will continue to work side by side with this new feature. We believe once clients see the benefits of the new module, you will make the switch as soon as it is possible within your organization.
This is our December Voice of the Customer enhancement. We would like to thank California State Polytechnic University for submitting this enhancement suggestion. We saw an opportunity to redevelop the page completely to be more user-friendly in all areas. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
User Verification (eSignature) for Finishing/Closing WOs
You now have the option to force User re-authentication when a work order is Finished or Closed.
This enhancement ensures that the logged-in user is the person who modified the Work Order record when finishing or closing and is used to keep your records in CFR compliance.
Path: Admin > User Management > Records / Preferences
To invoke this change, grant the Require eSignature On Work Order when Closing/Finishing Preferences (Admin > User Management > Records / Preferences) for users who are allowed to close or finish records.
On the work order, the Finish Date and Close Date fields are disabled for users with this Preference. An information icon instructs users to select the Close WO or Finish WO commands in the Action Menu.
Path: Transactions > Work Order > Records
The process is as follows:
- Complete and Save the work order.
- Click Close WO or Finish WO on the Action Menu in View mode to open the related flyout.
- Complete the needed fields.
- Click Save on the flyout. The system refreshes and presents the Re-Authenticate login window.
- Enter login credentials
- Click the Re-Authenticate button.
Quick Post and batch close from WO Browse also require re-authentication. Currently it is not available on Mobile TMA.
This is also a Voice of the Customer enhancement. We would like to thank Röchling Medical for submitting this enhancement suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Uptime vs downtime by Facility Added to Report Manager
Path: Reports > Report Manager
A new report has been added to the Management category of the Report Manager to analyze Equipment Uptime and Downtime by Facility.
The title of the report is Uptime vs Downtime by Facility.
The report allows the selection of a Repair Center, a Facility, and/or Building and a Work Order date range. It displays the Total Uptime % vs Total Downtime % for the selected date range.
In addition to the percentages, it shows Total Uptime Hours for all Equipment in the selected RC, Facility, Building, the Total Downtime Hours, and the Average Downtime Hours.
Finally, it provides context by showing the Total Equipment in the Facility, the Current Equipment Up, the Current Equipment Down, and the Total Instances of Downtime in the selected date range.
The report is identified as Special, which means it cannot be copied and recreated.
Survey Endpoints Enhanced in Swagger
In an ongoing response to our customers’ requests, we continue to enhance the endpoints.
In this release, we have added platform endpoints to retrieve surveys sent as well as receive survey responses.
These new endpoints have been added to help retrieve data for the surveys that are sent and to see survey responses.
Having these endpoints available allows you to share survey results on public performance metrics or outside Business Intelligence (BI) tools.
AP Payment Window Now Includes UDF Section
Path: Accounting > Accounts Payable Invoice > AP Payment
A UDF section has been added to the AP Payment window.
If you need to track information that is not on the window, this feature allows you to add as many fields as needed.
You can set up your UDF fields from Admin > Form Attributes > System Form Attributes. Open APPayment and scroll to the bottom of the window where you can create, name, and establish the layout for UDF fields on this window.
Search Functionality Added to Repair Center Assignment
Path: Admin > Repair Center Assignment
The Repair Center Assignment window allows Administrators to upload a populated template with the Lookup Types and Lookup Codes that are accessible from within a selected Repair Center.
The results grid now includes Search, Filter, and Sort options like other grids in WebTMA.
The window is easy to use. Simply Download Template from the window.
Once you have completed the Template, select a Repair Center and click the + Upload button on the window to select your completed Template.
The resulting grid includes options to Search, Sort, and Filter.
Click the Filter icon to see a search popup.
Request Log Now Filters Tasks by Repair Center
Path: Transaction > Request > Request Log
Those who use the Request Log window and are knowledgeable about Task Codes will find this new feature useful.
The selections in the Task Code drop-down are limited to the named Repair Center if one is entered.
If no Repair Center is entered on the Request Log, Users see Task Codes for all Repair Centers to which they have access.