NOTE: A .pdf file for years 2025 through 2022 are available here.
New Work Order User Interface
A new conception of the Work Order module is now available from the Landing Page.
WebTMA created this version of the Work Order to include suggestions requested by clients, such as a query list of Work Orders rather than a random record. This query page is the first page seen when you follow the menu on the Landing Page (Path: Landing Page Menu > Transactions > Work Order > Records).
See the topics on the following pages for details about:
- Work Order from Menu on Landing Page
- Add New Work Order from Browse View
- Edit Existing Work Orders in New Interface
The new interface avoids moving as frequently between the Classic interface and the new interface. It also transitions away from the common TMA toolbar.
In addition, needed action icons are located near the information they affect to make it easier for you to intuit what you need to do. For example, you no longer need to go to a separate Action Menu because the icon for Fail PM is at the point where it is needed.
Currently, the default configuration respects anything Preference-based, but it cannot be changed. In the future, a Configuration Editor will allow you to make changes to match your processes.
Other features are being added and will be available in future releases.
Like the Quick Find field in the Classic version, the global Search field is available to search partial strings for Work Orders or other information as well.
Work Order from Menu on Landing Page
Path: Landing Page Menu > Transactions > Work Order > Records
When you follow the menu path on the Landing Page, the module opens with a Query page that displays your choice of a query.
You have the option to set the Default Query, but you can also choose any query from the drop-down list.
Use the Plus button on this window to Add a new Work Order (see the next topic for details on adding Work Orders).
Click any Work Order number in the query to Edit or review the record. See Edit Existing Work Orders in New Interface below for more information.
You also have the option of viewing Work Orders in the Classic View by clicking the icon next to the Plus icon .
Add Work Order to New Interface from Browse View
Path: Landing Page Menu > Transactions > Work Order > Records – Click
Click the Plus sign at the upper right on the Query page to Create Work Order.
This opens a popup where initial information is entered and saved.
Scroll down this Create Work Order window to enter all needed information before you click the Create Work Order button at the bottom right.
Edit Existing Work Orders in New Interface
The Work Order record opens when you select any existing Work Order number from the Landing Page or the Browse window.
Use the icons at the right of the sections to do the following as well as other actions:
- View
- Send Email
- Post Cost
- Complete
- Assign Tasks
- Schedule Tasks
- Add Comments
The number of tabs at the top of the record has been reduced.
Note the buttons and other actions available for selection at the upper right. You can click the Acknowledgement button, the Print Button, or the Vertical Ellipsis for more options.
NOTE: When you use Copy and click OK on the following message, the window refreshes and displays the new copy ready to be edited. A quick way to verify is the Request Date.