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 our February 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.
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.
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.
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 #.
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.