Be sure to check the Mobile Release Notes for the latest addition to WebTMA Mobile.
Copy My Dashboard Tabs
Path: My Dashboard
An easy-to-use Copy feature has been added to My Dashboard. You can now copy an existing Tab using the Toolbar command.
Open the tab you want to duplicate and click Copy on the toolbar.
On the MyPage Tab flyout, change the name and description, click Save, and you have a new tab identical to the original.
If desired, you can change the number of Columns in Layout.
You can edit and adjust the new Tab if needed. You can use Delete on the toolbar to remove it if you copy a Tab in error.
This is the June Voice of the Customer enhancement. We would like to thank The Church of Jesus Christ of Latter-day Saints and other clients who spoke up in the TMA community for submitting this suggestion. We saw an opportunity to redevelop the page to be more user-friendly. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Equipment PM - Fail Work Order Options
Path: Transactions > Work Order > Records
Equipment PM Work Orders can use a new Action Menu link – Fail Work Order. The link opens a popup with two options to process the Equipment records and Work Orders:
- Deactivate Equipment
- Create Corrective Work Order
The Action Menu Fail Work Order option is only enabled for Equipment PM records.
When Fail Work Order is selected, you can choose either option shown on the Confirm popup.
The selections affect the Task settings on the original Work Order as well as on the Equipment record.
When you click Deactivate Equipment:
- The Work Order is Closed including a date in the Closed Date field.
- Any Tasks on the Work Order are marked as Work Not Done and Failed PM on the Work Order Task Entry flyout.
- The Equipment record is deactivated, i.e., the Active check box is cleared.
When you click Create Corrective Work Order, a copy of the Work Order opens.
- Change the WO Type Description (PM not allowed).
- Note the Source System is shown as Failed Work Order.
- After the new Work Order is saved, the Linked WO Tab displays the original Work Order.
- The Original Work Order is marked as Closed, the Closed Date is populated, and all Tasks Order are marked as Work Not Done and Failed PM on the Work Order Task Entry flyout.
The Equipment record remains Active; however, dates are not changed in the Last Calibration and Calibrated Through fields until the corrective WO is closed. Once the new WO is closed, the Closed Date of the corrective WO populates the Last Calibration field and Calibrated Through is calculated from the Last Calibration using the PM interval.
Manual Reset for Tasks Average Time
Path: Organization > Lookups / Time Types
WebTMA is hard wired to calculate the Task Average Time every night and insert this calculation in the Average Time field. Sometimes the resulting calculation does not match the desired value due to changes in labor hours that have already been calculated.
With this change, if you elect to include or exclude certain time types, e.g., travel times, you can choose the Time Types that are included in the calculation and manually reset the averages for all Tasks of that Type at one time.
Be sure to mark the Include in Task Time Averages check box on any Lookups / Time Type that applies.
To recalculate the averages for all Tasks of the marked Types, go to Admin > Client Info, and select Recalculate Task Time Average on the Action Menu.
This flags calculations to be made during the next update. Changes are visible the next day.
Path: Admin > Client Info
New RRule to Set Weekday Only PMs
Path: PMs Tabs and Batch PM Update
The Repair Center has an option to specify the PM Week when PMs are performed for either 5 or 7 days. If you use the new RRule Calendar Schedule, you can specify Week Days Only, for PM items, i.e., 5 days.
The new Week Days Only check box is only enabled when you mark the Use Modern Interval Pattern check box (the new RRule).
If the selected Repair Center for the item has a PM Week of 5, the Week Days Only check box is locked by default to conform to the rules for the Repair Center.
If you select multiple PM schedules to edit and any PM has Week Days Only marked, all PMs selected have the check box marked and locked.
The Week Days Only check box is locked as well for Make/Model if the Repair Center has a PM Week of 5.
Capital Setups Window Revised
Path: Transactions > Capital Setups / Identity Tab
The Budget Information Section on the Capital Resets window has been moved from the Worksheet Tab to the Identity Tab. Three fields are now required in this Section.
The required fields are:
- Budget Year
- Start Month
- Budget Type
These changes were made because the fields are required for the processes in the Capital Planning Process batch job to work correctly.
Capital Planning Batch Job Processing Time Reduced
Path: Admin > Batch Management / Capital Planning Process
To improve processing time, optimizations were made to the Capital Planning Process batch job.
In our testing, we were able to reduce processing time from a two-hour run time to 12-13 minutes.