NOTE: A .pdf file for years 2025 through 2022 are available here.
VOC - Linked Documents Enhancements
Path: Linked Document List flyout
The Paper Clip icon on the toolbar of any record that has Linked Documents has been improved to make it more meaningful and easier to use. Labels have been revised for clarity.
When you click the Paper Clip icon , it opens a read-only flyout grid that shows the document details, a thumbnail, and the document type.
Click the thumbnail in the first column to do the following:
- File icon – Download the file
- Image icon – Open a full size image in a new browser tab
- Link icon – Opens the link in a new browser tab
Two column labels have been reversed for better understanding. The Category is now Type and Document Type is now Category. In the Category, your selections include options from Lookups > Document Types.
This is a May Voice of the Customer enhancement. It is a feature requested by clients converting from WebTMA 5 to WebTMA 7 as well as others in the Community. 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.
Dashboard Queries Enhancement
Path: Files > My Dashboard
If you use Executive Dashboard graphic displays, you now have the option to Show only distinct values from the query’s result for records which previously appeared to give “duplicated” results.
When you mark the Show only distinct values from the query’s result check box, only one count is included.
Previously, if you had a Dashboard Control with Work Orders and a column for multi-tasks or schedules, a value for each instance was returned. For example, a Work Order with three Tasks was counted three times.
When you opt for distinct values, you can drill down to Task level of the record for details about a Work Order.
If the query has no multi-task or schedule records, it returns the same data with or without the “distinct” check box marked.
This enhancement applies to all four graphic types: Bar Chart, Pie Chart, Digital, and Dial Gauge. It has been requested over the years in many Community suggestions.
Acknowledgement Enhancements
Path: Transactions > Work Order > Records for Single Task
Path: Transactions > Work Order > Records for Multi-Task
Path: Transactions > Work Order > Records-Find
The Acknowledgement fields for Work Orders have been relabeled and enhanced for clarity and better visibility
The Acknowledgement label on the Work Order / Identity-Task Information section has been changed to Acknowledgement Required.
For single-task Work Orders, Acknowledged By has been added as a read-only field below the Acknowledged Date field. These two fields are visible on the single-task Work Order only when they are populated.
In the Find flyout on the Work Order window, the Acknowledged User Initial query option has been replaced by Acknowledged By.
These fields are populated when a Work Order is acknowledged from either the main application or WebTMA mobile.
Work Order Customer Survey Improvements
Path: Transactions > Work Order > Records-Action Menu
Flyout for Enter Survey Results
A new Work Order Action Menu link (Download Survey Results) and a relabeled link (Enter Survey Results) have been added to the Work Order Action Menu.
When you click the new Download Survey Results link, WebTMA automatically downloads the results in a .pdf file to a browser tab.
The previous Survey Results label was renamed Enter Survey Results for clarity. When clicked, the Survey Result flyout opens to allow you to enter results manually if needed.
These changes help you be more efficient by providing quick access to the completed survey data directly from the Work Order without having to open other windows or perform manual data extraction.
OTTO Now Searches the Knowledge Base
OTTO, the new AI Work Order Assistant, now draws from the WebTMA Knowledge Base to help answer your questions.
When an appropriate article is found, OTTO gives you a summary of how-to steps as well as a URL to see the complete article in the Knowledge Base.
Custodial Template Query Additional Fields
Path: Transaction > Custodial > Custodial Template
More fields have been added to the selection drop-down for the Custodial Template window.
The following have been added for selection:
- Active
- Repair Center Code
- Repair Center Name
- Repair Center Preferred
For those who use the additional Custodial module, this provides a way to search for records for the specific characteristics.
Transfer Parts Budget Code Criteria Added
Path: Material > Parts > Transfer Parts
The Transfer Parts query window now includes Budget Code as a criterion.
This addition allows you to set up a query to track or search for specific Budget Codes or for transfers without a Budget Code.