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 - MileStoneStatus Available in Platform API
You can map `jobStatus’ to ‘MileStoneStatus’ for a product integration through Platform API.
MileStoneStatus is now added to the Platform API list type endpoint.
Previously, MileStoneStatus was not available as a list type and only gave individual responses.
It has been added to the Swagger document (https://yourclientname.webtma.com/platformapi/swagger/index.html) and returns the generic Work Order status.
This change improves polling performance.
This is a November Voice of the Customer enhancement. It is a feature requested by University of Texas at Arlington. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
VOC - AP Payments Endpoints in Platform API
API endpoints were added for the AP Payment window added.
Platform API functions to GET a single record or a list of AP Payments were added.
Platform API function to POST an AP Payment were added.
This supports integration efforts with external systems and for reporting.
This is a November Voice of the Customer enhancement. It is a feature requested by Concordia College. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Repair Center Preference Label Changed to 'Default to WO Chargeable'
The Repair Center Preference for chargeable Work Orders has been changed to Default to WO Chargeable.
The previous label, Most WO Chargeable, defaulted only on the Work Order window. Updated behavior applies this preference consistently.
When the Repair Center is selected for a Work Order and Default to WO Chargeable is True, Work Orders default to chargeable when created.
PM Schedules follow this same process when added; however, WebTMA respects the Chargeable status set on the PM Schedule flyout.
Capital Planning Building Inflation
Path: Organization > Building > Building / Capital Planning Tab
Path: Admin > Batch Management / Capital Planning Process
The Building record and Batch Job for Capital Planning now inflates the Building Replacement cost to the current date when the record is saved.
Previously, you were required to use the Budget Year from Setup.
With this enhancement, the Inf. Replace Cost field shows the replacement cost as of the date the record is saved.
When you run a Batch Job for Capital Planning, the replacement cost is also inflated to the current date.
PM Mass Import Improved Error Messages
Error messages for the PM Mass Import template are now user-friendly.
Previously, a calendar row with a Next Date as a weekend for a 5-day Repair Center showed "Errors: DataType" for Next Date and RC Code.
With this change, the error code for the example above reads, “This Tepair Center schedules PMs on weekdays only; choose a weekday for Next Date."
New Interface Global Search Enhanced
Path: Upper right on New Interface menu bars
Results for more modules are offered when you use Global Search from the new interface windows.
Previously, this feature searched Work Orders and Equipment. You can now search for Tag # for these modules as well:
- Vehicle
- Biomed
- Group (MWI)
- Asset
- Building
- Floor
- Repair Center
- Facility
- Area
More modules will be added in future releases.
Project Field Can Link to a Project
Path: Transactions > Work Order > Records *Not available in Classic UI
You can add existing Work Orders to a Project from the new Work Order interface.
The Project field is in the General Information section.
In Edit mode, you can select from eligible Projects. This mimics the same rules for WebTMA Classic.
The Work Order inherits all Project behavior.
If you create a Work Order directly from a Project, the Project field is filled in with that Project’s name and number.
Display Real-time Critical Alarm Status
Path: Transactions > Work Order > Records *Not available in Classic UI
When a Work Order comes from a Virtual Facility alarm condition, the current alarm status appears in the new Work Order interface.
If you have purchased the Virtual Facility application, a banner above the General Information Section shows the related alarm status in the new Work Order interface.
Here you can see a live view of the changing status at any time without logging in to Virtual Facility.
Post Work Order on Action Menu
Path: Transactions > Work Order > Records *Not available in Classic UI
From the new Work Order interface, you can post costs for chargeable Work Orders that have unposted costs.
To finish financial transactions, you can initiate posting the Work Order, triggering batch processing, and updating accounting records.
Select Post Work Order from the More Actions menu to open the Post Work Order dialog.
Mark the Release to Pending Charges check box to release the charge batch when posting is finished. The charges appear as Pending Charges that you can see. If unmarked, the charges are posted, but not visible to the user.
If your Admin > Client Info / Preferences – Advanced Accounting has Enable Pending Charges Dispute Granted, the Notify Customer check box is visible. Mark the box to send an email to users that notifies them that Pending Charges are ready to review. This box is disabled unless you have marked the Release to Pending Charges check box.
NOTE: The More Actions entry is only available if your WO is chargeable and has an unposted cost.
Service Contract Alert
Path: Transactions > Work Order > Records *Not available in Classic UI
When you create a Work Order that is linked to an active Service Contract, the system shows a notice in the new Work Order interface.
The alert appears when you use an Item/Location that is covered by a Service Contract.
As in WebTMA Classic, you are notified when the Item or Location are covered by a Service Contract.
Multi-Currency Supported (WebTMA Plus)
Path: Admin > Client Info > Preferences
If you use the Multi-Currency module, you can view and save currency data for more than one currency from the new Work Order interface.
Mark your Multi-Currency options in Client Info / Preferences.
The underlying currency is always United States Dollars (USD). To choose how currency is displayed, use the Default Display Currency field on the Identity Tab of your User record.
You enter exchange rates in the Accounting/Currency window in WebTMA Classic.
PM Failures Added
Path: Transactions > Work Order > Records *Not available in Classic UI
You can mark a PM Work Order as Failed from the new Work Order interface.
When you select the Fail Work Order icon, you can deactivate the item or create a corrective Work Order.
The feature is available for MWI (Maintenance-Worthy Item) PM Work Orders.
A drop-down from the icon shows two options to process the MWI records and Work Orders:
- Deactivate Item
- Create Corrective Work Order
You can choose either option.
When you click Deactivate Item:
- The Work Order is Closed including a date in the Closed Date field.
- The Work Not Done and Failed PM fields in the Task Completion section are marked True.
- The MWI record is deactivated, i.e., the Active check box is cleared.
When you click Create Corrective Work Order, a review dialog opens. Once you complete and save the dialog, an alert shows success with a link to the corrective Work Order. On the new Work Order:
- The Source is shown as Failed Work Order.
- The Reference Number displays the original Work Order.
- The original Work Order Task Completion section shows the Completion Date, while Work Not Done and Failed PM are marked True.
- The MWI record remains Active; however, dates are not changed in the Last Calibration and Calibrated Through fields until the corrective WO is closed.