WebTMA mobile has new updates also worth a look. You can see them all here.
NOTE: A .pdf file for years 2025 through 2022 are available here.
VOC - PM Templates for Mass Import
Path: Admin > Mass Import > Import Dashboard–Templates
You can now upload PM Schedules using Mass Import.
Two new templates let you upload many PM Schedules at once. Choose one of these templates:
- PM – Calendar template
- PM – Calendar and Meter template
The two templates share many columns and requirements, but they also have differences. Scroll to the right to view all columns. You can also use the Calendar and Meter template to import meter-only PMs.
Next Date is not required for meter-only PMs. If you enter a Next Date on the meter template, you must also enter the interval and frequency to import Calendar and Meter PMs.
NOTE: At this time, you cannot update PM schedules with Mass Import. The templates also do not currently support RRule frequency.
This is an October Voice of the Customer enhancement. It is a feature requested by University of Iowa Health Care. 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.
New WO PM Failure Codes and Corrective Work Orders
Path: Transactions > Work Order > Records *Not available in Classic UI
Failure Code actions for PM Work Orders are now available in the new Work Order interface.
Use the Failure Codes that you define in Organization > Lookups > Failure Codes. A Corrective Work Order is created when:
- the Work Order Type for the original Work Order is set to PM
- the Task on the original Work Order is marked as complete
When a PM Work Order fails, click the Complete icon at the upper right of the Task Completion section.
Select a Failure Code, and then select the Failed PM check box.
Click Save in the Finish/Complete Task dialog. If the conditions for a corrective Work Order are met, the default values appear in the Review corrective work order defaults dialog.
Review the default values and make any changes needed. Click Submit. A confirmation message displays the new Work Order number.
New WO Copy Feature Enhanced
Path: Transactions > Work Order > Records *Not available in Classic UI
When you copy a Work Order from the new Work Order interface, you can choose to keep the original in view or display the copy.
Previously, when you copied a Work Order, the screen refreshed and automatically displayed the copy.
You can now choose which Work Order to view. In the success dialog, click the button to view the copy, or Close the dialog to continue viewing the original Work Order.
New WO General Inspection Results Section
Path: Transactions > Work Order > Records *Not available in Classic UI
If you use the additional General Inspection module, the new Work Order interface now includes an Inspection Results section. You can use this section to enter some or all inspection results.
Click the pencil icon at the right to open the Inspection dialog and add available results. You do not have to add all results at one time.
You can also use the Pass All button when appropriate.
When you click Close button in the lower right corner, the Review corrective work order defaults dialog opens.
Make any changes needed and click Submit.
A message confirms that the corrective work order was created.
NOTE: The new Work Order interface ignores General Inspection checkout; however, if checkout occurs in the Classic mode, you cannot edit from the new interface until the inspection is checked in.
New WO Item Warranty Alert
Path: New Work Order *Not available in Classic UI
When you create a new Work Order using the new Work Order interface, an alert appears for items that are still under warranty.
Enter a partial ID or Description. When an item is selected and the item is under warranty, an alert appears immediately below the Item field.
New WO Assign Multiple Technicians from Add Task Dialog
Path: Transactions > Work Order > Records *Not available in Classic UI
When you use the Add Task icon to add more Tasks to an existing Work Order in the new Work Order interface, the Add Task dialog now lets you assign multiple Technicians to the new Task.
Previously, the dialog only allowed you to add one Technician.
Select the Plus button at the upper right of the Task Information section.
Use the Technicians drop-down list to select multiple names.
NOTE: The Scheduled Start Date is the current date.