Release Notes WebTMA 7

VOC - Mass Import Technician Template

RelNotes_TechImportTemplate.png

Path: Admin > Mass Import / Templates

A new Technician Template has been added to Mass Import.

You now have the opportunity to save time by importing new or updated Technician information such as Charge Rate, Repair Centers, and many other fields.

Currently, only one Trade is imported; however, that will change soon.

This is the February Voice of the Customer enhancement. It was a feature request from the WebTMA Knowledgebase Community and had several up votes. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.

Mass Import for MWI Now has GIS Fields

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Columns added to the Templates listed below

Several Mass Import Templates now include GIS-related fields for maintenance-worthy items (MWI).

Importing this information allows you to use the information with TMA’s internal GIS map and MapIt! function.

The GIS fields are:

  • GIS Id
  • Latitude
  • Longitude

The fields have been added to the following Templates:

  • Area
  • Asset
  • Building
  • Equipment
  • Floor

In addition, the Area Template now includes Area Function.

Report Writer New Form - Purchase Order Items

RelNotes_RptWriter_POItems.png

Path: Reports > Report Writer / Identity Tab

been added to the Report Writer window.

This Form was added to allow you to report on distributions for Purchase Order items so you can see what distributions are connected to the items.

If you have previously wanted to include these items in your Purchase Order reports, this Form gives you the resource to do that.

The new Form groups PO Item numbers in your report.

Service Vendor Field Added to Equipment Search

RelNotes_ServiceVendorFind.png

Path: Organization > Equipment > Record-Find

Service Vendor is now available for queries and column selections for Equipment search and browse actions.

This is a free-form text field in the Contact Information Section of the Equipment / Identity Tab.

If you use it to identify the Service Vendor by name, phone, or other detail, you can easily search and query the field.

NOTE: Your WebTMA Administrator has the option to include the Service Vendor field.

Building Work Orders Tab Enhanced

RelNotes_BuildingWOTab.png

Path: Organization > Building > Building–Work Orders

We have enhanced the Building / Work Order Tab to include child locations. You now have a wholistic view of all work orders affiliated with the Building.

Work Orders for Areas and Floors that are associated with a Building are now visible on the Building / Work Orders Tab.

Work Orders written for Areas or Floors within the Building are displayed on both the Areas / Work Orders Tab and the Building / Work Orders Tab.

Work Orders for related Areas, Floors, and Buildings are reflected on the Facility record as well.

 

 

 

 

 

 

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