General Inspection Individual Check Validation Added
Path: Organization > General Inspections > Inspection Form / Layout Tab
You can now make individual General Inspections checks required before task closure. This is done from the Inspection Form / Layout Tab.
The required fields are applicable within the application and for legacy mobile products (WebTMA GO and mobileTMA GO).
Previously, the only way to require checks was the global setting that required ALL checks to be completed before closure. This is made at Admin > Client Info / Preferences - General Inspections global setting “Require all inspection checks to be done before closing/finishing work order”.
To mark a check as required, go to Organization > General Inspections > Inspection Form / Layout Tab and expand the second tier. Mark the check boxes in the Required column for any checks you want to require.
The required checks are designated with a red asterisk (*). Until all required checks are completed, the inspection cannot be marked as completed.
This is the July Voice of the Customer enhancement. We would like to thank Marshfield Clinic, Inc. for submitting this suggestion. We saw an opportunity to redevelop the feature to be more user-friendly. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
AI SmartScheduler Now Available
Path: Transactions > Time Manager > AI SmartScheduler
The new WebTMA scheduling tool, AI SmartScheduler, gives you the option to have AI create a schedule for those who uses Time & Attendance.
You have the option to accept or revise the results. You also control the Tasks and Trades that are included in a schedule.
Using the AI feature saves you time but still gives you control.
To enable the feature, grant your users appropriate permission to use the module. Go to Admin > User Management > Records / Window Access Tab and add permission for AI SmartScheduler in the Time Manager section.
While the AI SmartScheduler windows are fairly intuitive to use, good results are only achieved if your data is prepared.
Task Preparation: The AI SmartScheduler requires an estimate of Task duration to generate and manipulate a work schedule. Be sure your Tasks have times to complete in hours. The system looks first at the Labor Standard field or if the field is empty to the Average Time field.
Technician Preparation: Any Technician assigned to Tasks by the AI SmartScheduler must be assigned the correct Trade or Trades and must also be assigned a Shift. The shift must be defined for the start and end shift times as well as days of the week that are worked.
Once your data is ready, the AI SmartScheduler window offers information about existing Tasks and Hours assigned to your Trades as well as an opportunity to immediately create schedules with or without the assistance of AI.
Scheduler Window Quick Filter Changes
Path: Transactions > Time Manager > Scheduler
When you set criteria in the Scheduler in the Quick Filter section to review Technicians assigned to a Work Order, two new fields have been added, and the Zone field has been moved and relabeled.
New fields labeled Building Name and Department Name are available on the right side of the Quick Filter section.
Originally, a field labeled Zone was on the right. It has been moved to the left and labeled Technician Zone to clarify that the field is to filter technicians.
The grid below the Quick Filter section also includes Department and Building columns.
Requestor Name List Added to Service Request Portal
Path: Admin > Form Attributes > Service Request Portal
The block palette on the Form / Submissions Tab of the Service Request Portal has a new Requestor option: Requestor Name List.
Previously, the Requestor Name was the only option, but this field lacks the option to select from a list of requestor names.
The new Requestor Name List field is a free text field and drop-down that allows your user to select a requestor.
Connecting the Requestor Name List field to Location fields auto-populates those Location fields once a requestor is selected.
When using an anonymous user, auto-populate may not work as intended due to the selected anonymous user’s assigned access to Location data.
NOTE: The Requestor Name field is available and is still the default name field when creating a new Form. Either the Requestor Name or the Requestor Name List can be used in a Form, but not both. Use the Requestor Name field if you do not want your users to see other requestor names.
Work Order Contract Quick Information
Path: Transactions > Work Order > Records / Identity Tab
If a Contract is assigned to a Work Order, you can easily view Contract details with one click.
For single-task jobs, click the Information icon next to the Contract # field. For multi-task jobs, click the Contract # link in the grid.
The flyout that opens when you click either the icon or the link shows the following information about the Contract:
- Contract #
- Contractor Code
- Contractor Name
- Contract Type
- Award Date
- Agreement
- Comments
Task Sheet Rich Text Is Now Optional
Path: Organization > Task > Records / Identity Tab
The Task Sheet section of the Task / Identity Tab now defaults to Plain Text with an option to Use Rich Text (formatted text).
While many customers want to add formatting to the Task Sheet, this is not true for all.
By default, the Task Sheet section now uses Plain Text. To format the text, you can check the Use Rich Text box.
Note the highlighted alert above the Task Sheet field when you check Use Rich Text. It alerts you that:
“Saving as Rich Text could result in MarkDown characters being printed or displayed in reports.”