Release Notes WebTMA7

NOTE: A .pdf file for years 2025 through 2022 are available here.

 

VOC - Comments Added to Expense Ticket

RelNotes_ExpenseTicketsComments.png

Path: Transactions > Facility Scheduler > Expense Tickets

The Expense Tickets window has an added Comment Section and field.

Previously, we did not have a mechanism to record additional comments to Expense Tickets.

Now you can capture additional data about the expense. You can store information about why the expense was needed or other relevant data to better explain the expense.

This is an August Voice of the Customer enhancement. It is a feature requested by Northern Arizona 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.

VOC - Fuel & Oil Tickets Expose Time with the Ticket Date

RelNotes_FuelOilDateTime.png

Path: Transactions > Fuel & Oil

The Ticket Date field on the Fuel & Oil window now shows the Time as well as the Date.

Previously, the Ticket Date field only displayed the date.

This change allows you to see the time component to accurately track when fuel/oil transactions occurred especially when the information is imported from other systems like Gasboy.

If you use the Universal Interface, be sure to specify the Time component with the Date format.

This is an August Voice of the Customer enhancement. It is a feature requested by Northern Arizona 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.

Label Change on Work Order Search Criteria

RelNotes_ClosedWOTasks.png
RelNotes_OpenWOTasks.png

Path: Transactions > Work Order > Records

Criteria labels have been changed to accurately reflect the data used for the two options. It looks at the Task Completion Date vs. Work Order Close Date.

Previously, the drop-down showed:

  • Open Work Orders
  • Closed Work Orders

The new labels are:

  • Open Work Order Tasks
  • Closed Work Order Tasks

If you want to search for open or closed Work Orders, search Closed Date is empty or is not empty.

Keys Record Serialized Keys Check Box Change

RelNotes_KeysWindow_Serialized.png

Path: Material > Key Management > Keys / Identity Tab

When a Key record is created and saved, the Serialized check box can be updated when no keys have been created.

Previously, once a Key record was saved, the check box could not be toggled on or off even though no keys were yet created.

Now the Serialized check box is only locked when keys have been created.

This gives you more flexibility when creating your key records.

Key Adjustment Filters for Key Holder and Key Ring

RelNotes_ReturnKey_Code9_FilteredList.png
RelNotes_RemoveKeyRing_Code11_FilteredList.png

Path: Material > Key Management > Key Adjustments

When you add a Key Adjustment for Code 9 (Return Key) or Code 11 (Remove Key from Ring), the lists are filtered to apply to the selected Key Holder or Key Ring.

When you create a Code 9 – Return Key adjustment and select the Key Holder before you click the Key Code drop-down list, the system filters the list to show only keys assigned to that holder.

When you create a Code 11 – Remove Key from Key Ring adjustment and select the Key Ring before you click the Key Code drop-down list, the system filters the list to show only keys assigned to that key ring.

With this change we display only keys held by that key holder or on that key ring.

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