Last Activity Added to User Record
Path: Admin > User Management > Records / Identity Tab
Path: Reports > Report Writer / Identity Tab
Path: Reports > Report Writer / Layout Tab - Add Field
The User / Identity Tab now includes a Last Activity field to show the last time the user was active in the system.
Previously, you had to search through the Session Logs for this information.
If someone logs in at 8:00 and works continuously until 11:10, the Last Activity field shows 11:10. This is the same information found in the Session Log.
The date is tracked whether the login was to the main application or the WebTMA Mobile application (not WebTMA GO or mobileTMA GO).
This view is also available for Direct Database Connect, writing queries within the application, and report development.
For example, you can create a report in Report Writer to see who is using the system and who is not. Use the Report Form for User to list all active users in your system with the last activity date for each user.
This is the August Voice of the Customer enhancement. We would like to thank Graham Houser at the University of Illinois-Urbana/Champaign for submitting this suggestion. Many clients also voted for this in the UC25 Election for direction. 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.
UFI Budget Codes for Contractors
Path: Organization > Lookups > Vendor Types
A new Budget Code field on the Vendor Types window applies to Credit Account Codes for Contractors. This relates to the UFI module.
The Budget Code only affects Work Orders where a Contractor performed the work and there are Contractor Costs.
When Work Orders are closed and posted for a Contractor with a Vendor Type that has a Budget Code, the charges are shown as credits when exported from UFI.
If the Contractor Type record does not have an assigned Budget Code, no Vendor Credits are exported. The related cell on the exported data file is empty.
As before, Debit charges look to the Budget Code for the Task used on the Work Order. These are set in Lookups > Task Types.
Email Template Enhanced
Path: Admin > Email Settings
or
Path: Organization > Repair Center > Records / Email Settings
The Email Template Entry flyout has been enhanced to show the general recipient of the email.
The new To field is read-only and changes based on the contents of the Transaction Type and Event fields.
In the example, when the Transaction Type is Work Order and the Event is Schedule Tech, the To field indicates the message will be sent to a Technician.
Other combinations follow these rules:
- If the Transaction Type is Approval Routing, show Authorizer.
- If the Transaction Type is Survey Response, show Notification Recipients.
- If the Transaction Type is Work Order and the Event is Schedule Tech, show Technician.
- If the Transaction Type is Work Order and the Event is Schedule Trade, show Trade.
For other combinations, display Requestor.
Capital Request Revisions Updated
Path: Transactions > Capital Requests > Capital Request Revisions
The Capital Request Revisions window now automatically populates the Work Elements on the Details Tab.
When you add a new Capital Revision record and select the Capital Request on the Identity Tab, all Work Elements associated with that Request are automatically loaded into the grid on the Details Tab.
Funding can be edited from the Details Tab.
You can add new Work Elements using the Add Work Element link.
More Work Orders Included in Service Request Searches
Path: Admin > Form Attributes > Service Request Portal – Searches Form
Work Orders not connected to a Work Order requisition are now included in the search results.
Other rules still apply. The Work Order number in the Request # or WO # field must be affiliated with the Requestor Email that is entered.