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.
UDF Field Block Now 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.
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 .
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.
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.