Format Task Sheet on Task Window
Path: Organization > Task > Records / Identity Tab – Task Sheet Section
You can now add formatting to the Task Sheet Section of the Task window.
Using standard formatting tools, you can insert:
- Headings
- Bold, Italics, and strike-through text
- Lateral lines
- Quotation marks
- Bullets and numbered lists
- Links
The formatting is converted to plain text in our legacy mobile applications and reports. The WebTMA Mobile application does reflect this format.
This is the May Voice of the Customer 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.
Order Sequence Column Added to Task Check Group
Path: Organization > Task > Task Check Group
A new column (Order #) has been added to the Task Check Group window.
Previously, the only way to determine the sequence that checks were listed was to add them in the order wanted. Now you can enter the Checks in any order and change the sequence using this new column.
In Edit mode, click the line edit button to open the Task Check Group Sequence flyout.
Enter the sequence number desired, click Save on the flyout.
When you Save the full record, the lines are re-ordered.
You can also change the order later if needed.
Task Check List Reflects Changed Group Check Sequence
Path: Organization > Task > Records / Task Check List Tab – Task Sheet Section
Group Checks added to the Task / Task Check List reflect any changes you make to the sort order described in the previous topic.
Note that the Order # column on the Task Check List Tab reflects the same number for each Group line, but if you change the line sequence on the Task Check Group window, the lines within the Group are re-sorted on this Tab as well.
Work Order Check Results Reflects Sequence Numbers
Path: Transactions > Work Order > Records
Path: Transactions > Work Order > Records - Check Results
The Work Order Check Results flyout reflects the list of tasks in the latest sequential order until the results are saved.
Where the Task / Task Check List shows the same number for each line in the Group, the Check Results list follows a normal 1, 2, 3… sequence.
Changes made to the sort order on the Task Check Group window are reflected on this flyout until it is saved. Once you click Save on the flyout, the sequence remains fixed.
Any changes made on other windows after the list is saved are not reflected on the Check Results flyout.
The sequence is also shown on the mobile applications.