Release Notes WebTMA 7

NOTE: A .pdf file for all 2026 release notes is available here. Similar files for years 2025 through 2022 are available here.

 

VOC - Total View Enhancement

RelNotes_TotalView.png

Path: File > Total View

The Total View window now shows both the Code and Description as well as Type and Subtype if it exists.

If your naming conventions or descriptions are generic, the additional information helps you identify the correct item and location.

This is an April Voice of the Customer enhancement. It is a feature requested by New York State Department of Environmental Conservation. 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.

VOC - Lease Records Show Tenant & Landlord Simultaneously

RelNotes_LeaseMgmt.png

Path: Organization > Lease Management > Records / Identity Tab

Both the Tenant and the Landlord are visible on all Lease records.

Previously, either the Tenant was visible for a Landlord record, or the Landlord was visible for a Tenant record.

This change allows you to generate a Report that includes both or to make a printed copy.

This is an April Voice of the Customer enhancement. It is a feature requested by University of Minnesota College System. 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.

OTTO - AI Work Order Assistant

Otto_SinglePopup.png

Path: Landing Page-Single Work Order OTTO Popup

Our AI Work Order Assistant called OTTO gives you answers to questions about details, history, or other information about a Work Order. You can search for “how do I…” instructions and ask questions in real time. If you want to know what OTTO can do for you, click a starter question.

In addition to Landing Page access mentioned below, User records have a new Enable Otto setting in Admin > User Management > Records / Preferences that must be granted.

OTTO is an AI-powered assistant in WebTMA that helps users quickly get answers such as work order history, recurring issues, and other questions.

You can diagnose and resolve problems for specific work orders faster without manually searching through records or linked documents.

Currently, OTTO is available on the Landing Page and the Browse Query window (described in the next topic). If you have not Granted access to the Landing Page yet, follow the easy instructions here.

On the Landing Page, you can ask questions about a specific Work Order using this icon Otto_IconSingleWO.png found with other icons on the Work Order line.

For more general Work Order questions use this icon Otto_IconGeneralQuestions.png at the lower right.

A more comprehensive description of OTTO with tips for example prompts is here.

OTTO and Browse Queries

RelNotes_OttoBrowseQueriesList.png

 

RelNotes_BrowseQueryGraph.png

Path: Reports > Browse Queries

In addition to the Landing Page, OTTO is also present on the Browse Queries window.

Here the OTTO window opens once you select a Form and Query. Like other OTTO windows, you can ask questions about the data.

You can display the data in a list or graphically where applicable. Click the Otto_BrowseQueriesGraphIcon.png button once the list is displayed.

Technician Role Now Has 'Add' for Request Log Window Access

RelNotes_Tech_RequestLogAdd.png

Path: Admin > User Management > Records / Window Access Tab

‘Add’ permission has been included in the Technician Role selections for Request Log on the User / Window Access Tab.

Previously, the only options were Read, None, or Not Determined.

This enhancement was made to allow Technicians who use WebTMA mobile to use the Request function.

Previously, only those with a User Role could add a request from WebTMA mobile.

NOTE: Technicians who log in to the main application can also add requests directly to WebTMA when this permission is added.

New Client Info Preference for Inspections Pass All

RelNotes_ClientInfoPrefInspections.png

Path: Admin > Client Info / Preferences Tab–Work Orders

RelNotes_GI_HideAll_InspectionFlyout.png
RelNotes_GI_HideAll.png

If you use the additional General Inspections module, you have the option to show or hide the Pass All check box on the Inspection or Item Check List flyouts.

When the Show Pass All on Inspections Preference is Granted, the Pass All check box is shown.

If you want to allow your Technicians to use the Pass All option, Grant the Preference.

This applies only to General Inspections in the web application because the web version of Master Checks does not have the option.

For WebTMA mobile, this applies to General Inspections and Master Checks because the option is available for both.

Cost Unit of Measure for WO and QP

RelNotes_WO_Cost_PostOther.png

Path: Transactions > Work Order > Records / Costs Tab-Post Other

RelNotes_WO_CostEntryItemTag.png

Path: Transactions > Work Order > Records / Costs Tab-Work Order Cost Entry

The Post Other costs option on the Work Order / Costs Tab and in Quick Post > Quick Post Other Charges now have the option to indicate the type of Unit for non-maintenance-worthy items.

Previously, the field only allowed you to select rental time periods.

If you leave the default Item Tag on display and do not select an MWI item, you can enter your own Description and choose a Unit that corresponds to the object.

The selections available are those that you have created in Organization > Lookups > Units of Measure.

This new feature allows you to enter the appropriate unit for more than just rental of MWI items.

Request Conversion to Project Includes Linked Documents

RelNotes_ProjectLinkedDocs.png

Path: Transactions > Project > Records

When a Request is converted to a Project, any linked documents with the Request are also attached to the Project.

Previously, the attached document was not added to the Project record.

This allows all information made with the Request to be included on the Project record. These can include linked documents and images provided by a requestor for projects like event planning and large remodels.

 

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