Executive Dashboard Reject Request Option
Path: My Dashboard
Those who use the Executive Dashboard module on My Dashboard now have the option to Reject requests.
Previously, managers only had an Accept option for requests on the dashboard.
The new Reject column contains a red X button (reject) next to the green check button (Accept).
This is a March Voice of the Customer enhancement. We would like to thank Jefferson Health 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.
PM Recurring Pattern Uses RRule*
Path: PMs Tabs
We have revised the Calendar Schedule section for PMs on the PMs Tab for both Tasks and Items.
For many years, our clients have requested a way to schedule for the third Tuesday, a given day of the week, or other specific pattern. You can do that with this new recurring pattern that is similar to MS Outlook or iCal.
The change allows you to be more precise in setting dates as well as selecting multiple days of the week for a single schedule. Previously, two different schedules were needed to specify different days.
The change employs an industry standard (RRule) in calendaring that implements the same standard recurring events you can see in email applications such as Outlook, Gmail, etc.
RRule is an industry standard in calendaring that implements the same standard recurring events you can see in email applications such as Outlook, Gmail, etc. This gives you more exact generation of PMs either by a date or a recurrence pattern.
The difference you see on the WebTMA interface is a few more options on the window. This update also provides projected dates.
When changing the schedule, you can see the next four projected dates to give you a sense of how this works. Be sure to test these settings to gain a better understanding of the process because it is somewhat different from the previous settings.
Following are examples of results when using a setting by Day or Day of Week:
Setting for Day 14 Would give the following dates:
Friday, Mar 14, 2025
Monday, Apr 14, 2025
Wednesday, May 14, 2025
Saturday, Jun 14, 2025
Setting for the Second Friday has the following results:
Friday, Mar 14, 2025
Friday, Apr 11, 2025
Friday, May 9, 2025
Friday, Jun 13, 2025
NOTE: Floating Schedules are NOT supported by the RRule. Currently, existing PMs use the old style, and new PMs follow the RRule. For new dual-based (Meter and Calendar) PMs, the calendar portion follows the new rules. In a future release, you will be able to change existing PMs to the new rule.
This was a February Voice of the Customer enhancement that was slightly delayed because of the complexity of the enhancement. We would like to thank Cencora 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.
* RRule refers to a rule or repeating pattern for recurring events.
Delete Sales Order Pending Items
Path: Material > Sales > Sales Order
Sales Orders are used to sell (charge) materials to various departments within your organization. If your order exceeds the amount on hand, items are back-ordered.
Pending Items on the Action Menu is used to see if back-ordered items are in stock. Line items only display when stock is available.
The Pending Items flyout now includes an option to delete items you do not need.
When you select a Department in the upper grid, the back-ordered items now available are visible in the lower grid.
Check the lines you want to delete and click the Delete link to remove them.
Service Request Portal Allows Dept.–Acct. Auto-Population
Path: Admin > Forms > Service Request Portal
The Service Request Submission and Material Request Submission Forms have default auto-populating behaviors for Department and Account blocks.
If the Form includes both the Department and Account blocks, an entry in the Department field causes the Account field to be populated with the Department’s Account number.
If the logged-in user accessing a Form has an assigned Department, the Department field is automatically populated with the user’s Department.
Mass Import Template for Meter Readings
Path: Admin > Mass Import
Our customers continue to request enhancements to the Mass Import module, and in response, WebTMA continues to add more templates.
With this release, you can now import Meter Readings.
Like other Templates for Mass Import, you can download and complete the spreadsheet before creating an import.
UPI – Purchase Order Export – Re-export
Path: Material > Purchase > Purchase Orders
The Purchase Orders window has a feature related to UPI-Purchase Order Export. If the export fails, you now have a way to re-export the files.
This feature is also available for UPI-Purchase Requisition Export.
A Re-Export link on the Purchase Orders window Action Menu is available when needed.
The Re-Export link on the Purchase Requisitions window Action menu has the same purpose.