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 a 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.
UDF Field Block Available in SRP
Path: Admin > Forms > Service Request Portal
In the Service Request Portal, the Request Details section of the Block Palette now includes UDF Field.
The UDF fields are those set up on the Request Log window. To make them available, the UDF fields must be configured from Admin > System Form Attributes for RequestLog.
These fields might be used to capture data needed to process the request or for the type of Form in use, such as event seating, an alternate contact, or an Account Index that is not tied to account numbers.
Hierarchy Alerts in SRP Linked Blocks
Path: Admin > Forms > Service Request Portal
When you link Location blocks in the Service Request Portal Form, new warning and information
icons are available to assure the needed hierarchy blocks are in your design.
Move your cursor over the warning icon to see a list of the connections expected by this block as illustrated at the left.
The information icon provides details about the block such as the Building information illustrated at left.
Note that, once you have linked the blocks, you have the option to move them to other areas of your design Form.
Customize Attached Files Text in SRP
Path: Admin > Forms > Service Request Portal
The Links and Attachment section in the SRP Block Palette includes a File Upload block.
It can be edited when you want to modify the wording on the button and/or the placeholder text.
You can change the text for NO-FILES PLACEHOLDER and SELECT FILES BUTTON TEXT in the Edit Block Settings popup for your File Upload block.
You have the option to change the text for both the button and the placeholder.
By default, the button shows Choose files. The Label for that section of the block palette is Attached Files.
If desired, you can also remove all text on the button. The remaining indicator is the upload graphic .
SRP Searches Block for Work Order Cost Summaries Report
The Searches form in the Service Request Portal (SRP) now includes a Report block named Work Order Cost Summaries.
The Report is easy to use. It provides WO costs and does not require a login to WebTMA.
You can build an SRP Searches page with the report as the only component. Your regular themes are applied, and the published report resembles the following illustration.
The published report grid shows work order transactions with many details. Scroll across to see several costs columns. The default report is a 90-day time frame, but it can be changed.
On the published report, use the filters to find lines you want. Published reports can be exported to Excel if needed.
This is a Voice of the Customer enhancement. We would like to thank Villanova University for submitting this suggestion. We saw an opportunity to redevelop the page 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.
Improved Space Management for Requestors
Path: Admin > User Management > Requestors / Identity Tab
Path: Admin > User Management > Requestors / Location Tab
Requestors can be associated with Areas as Occupants. Previously, Occupants could only be associated with a single Area, but now they can be associated with multiple Areas. As an example, a university professor can be associated with both an office space as well as a classroom space.
Enhancement of several windows in WebTMA now allows for a full list of people related to a space.
This gives you insights into the current landscape of your campus planning, and Requestors can quickly see all spaces that relate to them.
Principal Investigators were added to provide a tracking tool of people using the space and the ability to report on that usage for reporting and recording purposes.
These changes are represented or available in the following windows:
- User Management > Requestors (Identity Tab and Location Tab)
- Organization > Areas > Records / Occupants Tab
- Transactions > Request Log (auto-completes related location information assigned to the Requestor)
- Transactions > Work Order > Records (auto-completes related location information assigned to the Requestor)
- Reports > Report Writer
- Search/Find window options
The Preferred setting is made on the Requestors / Location Tab.
A percentage of “ownership” is determined on the Areas / Occupants Tab.
Once assigned, these are available in the other windows mentioned to use, search, and report on.
Client Info URL Login Usage Visible
Path: Admin > Client Info / Session Log Tab
A new column on the Client Info / Session Log Tab indicates that the session was started using a URL login.
A check in the URL Login column shows the login lines that are attributable to a URL Login.
The information does not indicate the individual who has logged in, but it does show administrators if someone is logged in via the URL login.
Browse Panel Enhanced
Queries on the TMA Browse Panel for any window can be personalized for the logged-in user. Simply click-and-drag to resize and rearrange columns.
Click the Save Layout button to save these changes for the user; however, the default layout is still in force for others who open the Browse Panel.
Click the Edit button on the revised query to open the Find window (overlaid on your TMA Browse). On the Display Column Tab, you can see the default Column Name and Width.
Select the Find button on this window, and the grid reflects how others see this query.
Equipment Serial # Search in Fast Find
Path: Equipment > Records
The Fast Find – Search field at the top of the Navigation Panel is an easy way to search for records when you know a record number (whole or partial).
On the Equipment window, you can now use the Fast Find field to search for a record by Serial #.
This offers the option for a quick search by Serial # as well as Tag #.
Parts Location Tab Now Has Enabled WO Link
Path: Material > Parts > Records / Locations Tab
The Audit Trail flyout on the Parts / Locations Tab is opened when you click the Eye icon to see all details about a Part line.
The Work Orders column on the Audit Trail displays all Work Orders that have the Part assigned. The Work Order # is now an enabled link so you can review the associated Work Order with one click.
Work Order Labor Extended Retail Field Available (Report Writer)
Path: Reports > Report Writer / Report Form (Work Order Labor)
When you create a report in Report Writer and select Work Order Labor for your Report Form, the Extended Retail field is now available for selection.
On the Layout Tab, click the Add Field button to open the Select Display Fields flyout. You can now select Extended Retail from the list of available fields.
UDF Now Available for UPI - AP Payment Import
Path: Admin > Universal Interface Setup
Use the UPI – AP Payment Import Transaction Type to import payment records using the Universal Interface framework.
Your UDF fields are now included on the Add Column flyout in the Universal Interface Setup window.
When you click the Add Column link to open the Entry flyout, you can select your UDF fields from the WebTMA Column drop-down list.
Be sure to add the UDF fields to Admin > System Form Attributes for the Purchase Order page to see the fields.
This is our January Voice of the Customer enhancement. We would like to thank Jefferson Health 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.
UI Receivings (Staging) Import Enhancement
Path: Admin > Universal Interface Setup
The Receiving (Staging) Import UI transaction is used to import Receivings from your ERP. The information is held in the database until it is approved from the Receiving Staging window.
However, not all clients require the extra approval action. To avoid this step, mark the new Auto Receive check box when the Transaction Type selection is Receivings (Staging) Import.
When using Auto Receive, you bypass the review process.
If all Parts on a Purchase Order are auto-received, the PO is automatically closed.
NOTE: The function cannot auto-receive serialized Parts.
New Selections for UPI PO and PR in Universal Interface
Path: Admin > Universal Interface Setup
Clients that use the WebTMA Universal Interface module sometimes have processes for importing POs and exporting PRs that differ from the usual WebTMA process.
To allow you to choose the import or export function that matches your workflow process, two new selections have been added.
Look for the following new Transaction Type selections:
- UPI - Purchase Order Export
- UPI – Purchase Requisition Import
The screenshots below show available fields for Purchase Requisitions Import and some of the many fields available for Purchase Order Export.
Other fields that are available for Purchase Order Export include PO#, RC Code, Line Quantity, and UDF fields.
Available Fields for Purchase Requisition Import
New UFI Setting to Retain Trailing Segment Separators
Path: Accounting > Universal Financial > UFI Segment
The default for the UFI Segment is to remove trailing separators from account strings; however, some users require that they be retained.
A new Keep Trailing Separator check box on the UFI Segment window gives you that option.
If your process requires the inclusion of trailing separators to indicate empty segments, mark this new check box.