Batch Finish Added to WO Browse Window
Path: Admin > User Management > Records / Preferences Tab
Path: Transactions > Work Order > WO Browse
The WO Browse window now includes a Finish Selected button to batch update selected records as finished if a new User Preference is granted.
To see the button, first grant the Preference for your Users or Groups. If you are testing the feature on your own login, be sure to log out and log in again to see the new button.
The Finish Selected button behaves in the same way as the Close Selected button. Mark the check boxes of the desired records, click the Finish Selected button, choose OK, and select the date/time.
This is the April Voice of the Customer enhancement. We would like to thank Brent Critchley from Greece Central School District. His suggestion was added to the Election for Direction at the User Conference. Thank you to those attendees who also asked for this enhancement. 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.
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.
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.
UFI Account Segments Expanded to Fifteen
Path: Accounting > Universal Financial > UFI Segment
Path: Accounting > Accounts
If you use the Universal Financial module, UFI Segments have been increased from 9 to 15.
For imports, an error message alerts you if there are more than 15 segments in the account number.
The import fails and the log file shows “Maximum Account Segments Exceeded” with the offending Account number.
This change supports integration with the Workday application.
UFI Template Setup Has Additional Columns
Path: Accounting > Universal Financial > UFI Setup
Path: Accounting > Universal Financial > UFI Template Setup
If the Application field on the UFI Setup window is Workday Financials, the UFI Template Setup window includes separate Debit and Credit lines and columns.
You now have the option to use two columns rather than a single Debit/Credit column. The separate lines can be used depending on how your ERP handles debits and credits.
This change also supports integration with the Workday application.
UFI Template Assignment Has Added Upload Functionality
Path: Accounting > Universal Financial > UFI Template Assignment
The UFI Template Assignment window allows you to select .csv file names for upload. You can also choose to upload zipped files.
The Zip File box is checked by default to upload compressed files.
UFI Account Validation Added
Path: Accounting > Universal Financial > UFI Setup
This new UFI Account Validation process runs automatically each night. When the batch job begins a new Post Charges process, a forced UFI Account Validation will execute if at least 30 minutes have passed since the last validation.
The Batch Job Service calls the UFI Web Service.
The UFI Web Service is installed locally in your environment and configured to connect to your financial system database. It must be publicly accessible so that the WebTMA batch job service can connect.
Access to the UFI Web Service is secured via an API Key.
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.
Rental System Report Forms Include New Selections
Path: Reports > Report Writer
The Report Form selection window for Report Writer now includes two additional options.
You can now select the following Report Forms:
- Posted Rental Charges
- Rental
Flat Rate Applied on Work Order Costs Tab
Path: Transactions > Work Order > Records / Costs Tab–Work Order Cost Entry flyout
Calibrated MWI records that have a Usage Flat Rate on the item’s Rates Tab or the MWI Types / Rates Tab can now apply the rate using Post Test Items on the Work Order / Costs Tab.
Once the item is selected for the Work Order, the flyout Charge check box on the Work Order Cost Entry flyout is enabled. A mark in the box populates any of the following (if available):
- Unit Cost
- Unit
- Account #
Mark the Flat Rate? check box to change the Quantity field to a value of 1 and replace the Unit Cost with the Flat Rate value from the MWI or MWI Type record.
If the selected MWI has Usage Rate values these are used. If not, the MWI Type value is used. If neither have a Flat Rate, nothing is populated.
PM Interval Selection Defaults to Legacy
Path: PMs Tabs
When setting a PM Schedule, a new check box, Use Modern Interval Pattern, gives you the option to opt for the new RRule interval or use the Legacy version.
By default, the box is unchecked, meaning you are using the Legacy interval pattern.
Mark the check box to see the options using the new recurrence rules.
The Use Modern Interval Pattern check box is available on the PMs Tabs on MWI windows, Tasks, and anywhere PMs are scheduled, such as the Batch PM Update window when you use the PM Schedule Mass Update popup.
REMINDER: The new recurrence rules do not apply to Floating PMs.
Topaz Signature Pad Supported in WebTMA 7
If you use Topaz Signature Pads, WebTMA 7 accommodates the pads if they are plugged in. No other setup is needed.
Any time you click Signature on the Action Menu (for windows that have that option), WebTMA 7 recognizes the Topaz Signature Pad.
You may notice a flash of the smaller signature window before a somewhat larger signature box displays. Other than that, it works the same as the regular Signature box.
When you install Topaz from https://www.topazsystems.com/sdks/sigweb.html and, if you have an HSB Topaz device, be sure to choose HSB/HSX rather than HSB alone. HSB devices go to the HID device rather than a COM port.
HSB models work automatically, but BSB models may require you to select a specific COM port when you install SigWeb.
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.
Service Request Portal Access Notification
Applies to both Service Request and Material Request
Both the Service Request and Material Request Forms for the Service Request Portal have an indicator to show the type of access used.
The text of the button changes based on selected access.
Click the button to choose a different access.