NOTE: A .pdf file for years 2025 through 2022 are available here.
VOC - Requestor Email Search Enhancement on SRP Search Page
Path: Admin > Form Attributes > Service Request Portal
On the Service Request Portal (SRP) Search page, you now have the option to search by email alone - no Request # needed.
In addition to making the Request # optional, a new grid replaces the previous single-result redirect. The grid shows all requests tied to an email address.
The contents on the grid can be rearranged with filtering and sorting, similar to the Status page attributes.
Logged-in users see the results immediately if their email address matches the Request record.
Anonymous users enter their email address from the new Request Browse form to receive an email with a one-time link. When they click the link, they go to the page with all their requests. Note that this is required for anonymous users, but regular users can also use the form.
As long as the email address is on the original request both types of users see a list of all their requests.
This is the June Voice of the Customer enhancement. It is a feature requested by Azusa Pacific University. 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.
Task Average Hours Action Enhanced
Path: Organization > Task > Records
You can now reset the Task Average Time if needed.
Previously, you could update the field manually; however, the field reverted to its former value the next day. This is due to the automated Task Average Time batch job that runs every 24 hours and recalculates the average time using all historical labor data.
The Average Time (hrs) field is now read-only.
A new Average Time Start Date field has been added immediately below the Average Time (hrs) field.
This new date field controls the calculation window. The date can be any time in the past. When a date is entered, the nightly batch job only considers closed Work Orders completed on or after that date rather than all historical data.
This ensures manual overrides are preserved while still allowing the system to continue automatic recalculations going forward.
If the field is empty, the batch calculates across all history as usual.
NOTE: The Recalculate Task Average Time found on the Client Info Action Menu also respects the manual start date — it only uses labor history after the most recent manual update timestamp.
Acknowledgement Restrictions Removed on WO Action Menu
Path: Transactions > Work Order > Records – Action Menu
Use of the Acknowledge link on the Work Order window is available for use on all WOs. It is no longer restricted to Notification and Escalation settings.
Previously, the link was disabled unless it was tied to Notification and Escalation.
The constraint has been removed so all Work Orders can be acknowledged. If it is multi-task, you are asked if you want to acknowledge all. You have the choice to select the tasks you want to acknowledge.
Acknowledgement populates the Acknowledged By and Acknowledgement Date fields in the Task Section. The fields are read-only. For multi-task WOs, the information is completed in the same columns in the grid.
When all tasks are acknowledged, the Acknowledge link is disabled.
Note: You can continue to use the Require Acknowledgement check box on the Notification and Escalation window as before.
Virtual Facility (VF) Alarm Status Shown in request Log
Path: Transactions > Request > Request Log
If you use Virtual Facility to monitor alarms, the Request Log window Action menu will include a Show Alarm Status link.
Click the link to open the Alarm Details flyout. This gives you the information needed about the alarm without leaving WebTMA.
SRP Item Type Field Now Allows Restricted Values
Path: Admin > Form Attributes > Service Request Portal
When you build your Service Request Portal (SRP) Form, you can now control which values requestors see in the Item Type drop-down selection.
Rather than displaying all Item Types for your requestors, you can choose which values are applicable to requestors.
Click the gear icon to open the Edit Block Settings popup. Note that all available check boxes in the Available Options section are marked. This indicates that all options will be visible to the requestor.
If you want to limit the item types, clear the check box for any Item Type your user should not see.
Note: If all check boxes are cleared, the system views them as marked and will display all Item Types.