WebTMA Mobile Now Available for iOS and MDM
The WebTMA mobile product for Android was made available to On-Premise clients in June. WebTMA mobile is now available for iOS and MDM as well.
For more information about the features, see WebTMA Mobile Overview and related topics.
ContractorHub Now Available
The ContractorHub is a dedicated work order access for contractors that is easy and intuitive.
It is designed to benefit both your administrative staff and your contractors. In addition, it is a less costly approach than the current WebTMA method of contractor assignments.
Your administrative staff can assign work orders in batch to the Contractor.
Contractor Managers enter the names and email addresses of their Contractor Technicians and assign the work orders.
When assigned, the Contractor Technicians receive an email with a link to a simplified version of the work order that the technician can view on a mobile device (phone or tablet).
As work progresses, the technician can enter basic information such as arrival time, status, and comments.
The Contractor Manager updates the tickets rather than burdening your staff with the task. They can also attach a .pdf copy of their invoice if needed.
The ContractorHub requires a separate license. Please contact your Account Manager for more information.
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.
Landing Page WOs Open in New Tab on Right-Click
Work Order records shown on the Landing Page can now be opened in a New Tab or New Window using the right-click drop-down menu.
This applies to Work Orders on both Landing Page Tabs (Work Orders and Active Tasks).
Hold the mouse pointer over the Work Order number and right-click.
Select your choice from the drop-down window to see the Work Order record in a new Tab or Window.
This allows you to see details without closing the Landing Page.
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
Validate PMs Based on Season Start and End Dates
PM Schedule Entry Flyout
PMs for items that use Season Start and Season End Dates are checked to assure that at least one of the dates falls within the season.
You are alerted if the next PM date is set outside the season dates.
Previously, setting a PM outside season dates meant the PM was not generated.
When dates are entered the following rules apply:
- Season End cannot occur before Season Start
- Both Season Start and Season End dates are required fields
- At least one projected next PM date must occur between the Season Start and Season End dates. This applies to both fixed and floating PMs.
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.
Time & Attendance Labor Adjustment Icon
Path: Transactions > Time Manager > Time & Attendance
If you make Labor Adjustments to a Work Order, a gold dollar sign icon now displays on the Time & Attendance list of labor lines.
Click the icon to open the Labor Adjustment View flyout to see details about the adjustment.
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 Schedule Start Date on SRP Status Tab
Status Tab of a Service Request Form Path: Admin > Form Attributes > Service Request Portal
The Block Palette on the Service Request Form now includes a field named Work Order Schedule Start Date on the Status Tab of the Form.
When used, the system looks to the earliest Technician’s scheduled start date to populate the information.
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.”
P-Card Transaction Added Columns on Card Flyout
Path: Material > P-Card > P-Card Transactions
When adding a new Card to the window, the Card flyout that opens when you click the ellipsis icon for the Card # field now has additional columns.
Previously, this flyout window showed Issuing Bank and Last4Digits.
With this release, you can see the following:
- Card Holder
- Card Type
- Card #
- Issuing Bank
- Expiration Date
- Last 4 Digits
The Card Holder column relies on information added to the P-Card Entry flyout on the Technician’s record (Repair Center > Technician / P-Card Tab). Be sure to add Technician’s name as the Primary Name on the flyout.
API Endpoints Enhanced
Our Work Order endpoints now show the last person who closed a work order.
To use the endpoints, do a Get on the WorkOrder/{id} found in the Swagger WebTMA Platform API.
This applies to APIs only.