NOTE: A .pdf file for years 2025 through 2022 are available here.
Acknowledgement Icon Added to Landing Page - Active Tasks Tab
Path: Landing Page / Active Tasks Tab
Success Popup
Technicians have the option to use the new Acknowledge icon on the Landing Page to let others know they have received a Work Order.
Since not all Technicians use WebTMA mobile, this allows all Technicians to use the Acknowledge feature.
When clicked, a popup ‘Success’ reminder displays. In addition, the current date is added to the Work Order - Task Information section in the Acknowledged Date field. Once clicked, the icon is disabled to prevent multiple acknowledgements.
Note that this Acknowledgement is not dependent on the Notification and Escalation rules and any user can mark these lines as Acknowledged.
Source Field Now Available in SRP
Path: Admin > Form Attributes > Service Request Portal
The Service Request Portal (SRP) has a new Source field you can add to your forms.
Our clients want to identify their SRP requests using the terminology they create in Organization > Lookups > Sources.
Use of this field gives immediate information about the source.
Adding the new Source field to a Form saves both manual effort and extra clicks to see this information.
AI SmartScheduler Dashboard Enhanced for Supervisors
Path: Transactions > Time Manager > AI Smart Scheduler
The AI SmartScheduler now filters Trades for Supervisor users.
Previously, the Supervisor saw every Trade available through their Repair Center access.
Now the system checks if the logged-in user has a Technician record marked as Supervisor. When this is true, the Trade list is filtered to show only Trades where the user is assigned as Supervisor.
With this enhancement, Supervisors only see the Trades they oversee, which helps reduce the amount of data they must review. It makes use of the tool faster and easier.
This change is based on feedback from the TMAi Board, and we appreciate their insight and suggestions.