Check Group Alerts
Path: Organization > General Inspections > Inspection Check Group
Path: Organization > Task > Task Check Group
If you attempt to delete the final check from an existing check group, a message now pops up to alert you to the consequences. This applies to both General Inspections and Tasks.
For either window, deleting all checks from a group check disassociates the record from all other records where it is used.
In the past, when all checks were removed, the check group record was automatically disassociated even before you clicked Save.
You now receive the warning shown at left when you delete a final Inspection Check or a final Task Check from the group record.
Click Cancel to retract your action and preserve the check group’s association with other records.
Project # Retained for Corrective Check WOs
Path: Transactions > Work Order > Records / Identity Tab
When Corrective Work Orders are created for General Inspections or Master Checks, the new Work Order now carries forward a related Project # if present.
Project numbers are now carried over to Corrective Work Orders created from failed checks. This applies to:
- Failed Master Checks (if Create Corrective WO is marked)
- Failed General Inspection Checks (single task)
- Failed General Inspection Checks (multi-task via Task grid button)
This behavior also applies to WebTMA mobile.
Additional Options for the Custom Field in SRP
Path: Admin > Form Attributes > Service Request Portal–Forms
When you create Forms in the Service Request Portal, the Custom Text Field block in the Block Palette now has more options for the Field To Affix Value To.
In addition to Additional Comments, you can also add the following to the Custom block:
- Requestor Name
- Requestor Email
- Requestor Phone
- Status
Report Form for WO Has Keys Criteria Options
Path: Reports > Report Writer – Work Order
Path: Reports > Report Writer – Criteria
The Work Order Report Form in Report Writer now has details about Keys available for Criteria selection.
When you click the Add Criteria link in the Report Criteria section of the window, you now have the option to select any of the following Key details for your report:
- Key Description
- Key Holder ID
- Key Holder Name
- Key Number