Central Locations for Favorite Saved Queries
Path: Any Window > Browse Panel
You now have a way to mark as Favorite any of your saved queries and view a list of Favorite queries rather than scrolling through the individual Browse windows.
The process of marking a query as a Favorite is like marking other records as favorites.
On the Browse Panel window, select the query and click the Star icon. Favorite queries are then identified by a solid blue icon
.
Path: Reports > Browse Queries
You can also use the Bookmark icon on the new Reports > Browse Queries window (described in the next topic) to mark a selected query as a Favorite. NOTE: The User’s record must be updated from Admin > User Management > Records / Window Access Tab to see this new window.
You can see the list of your favorite Browse Queries in the Navigation Panel Favorites section where they can also be deleted like other favorites. The list is also visible from the Landing Page using the drop-down menu of the Favorites icon.
Path: Navigation Pane > Favorites Section
Path: Landing Page and Browse Queries
When you click a Favorite query in the list, it automatically opens in the new UI.
This is the December Voice of the Customer enhancement. We would like to thank the University of Northern Colorado for submitting this suggestion. We saw an opportunity to redevelop the page to be more user-friendly in all areas. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
New Window for Browse Queries
Path: Reports > Report Manager
The Browse Queries window is available to select and view results for all queries in one place. It also allows you to see a list of Favorite queries (see previous topic).
To see this option on the Reports > Report Manager menu, the User’s record must be updated from Admin > User Management > Records / Window Access Tab.
Simply select a Form, and the queries created for that window are available for selection in the Query field. When you choose a query, the results are immediately displayed.
In addition to reviewing all queries, you have the option to mark or remove a query as Favorite using the Bookmark icon when you have selected a query to view.
= Not Favorite
= Favorite
The Favorites drop-down menu is also available on this window.
You can also hide the Favorite Browse Queries list everywhere. Click the Star icon to hide the Favorites Browse Queries on the Favorites drop-down menu on this window, the Landing Page, and on the Navigation Panel Favorites section.
The Favorite status is not deleted. This toggle feature merely hides the access. To unhide the feature, click the Star once more.
When you click to hide, you are alerted with the notice below.
ECRI Integration
If your medical facility subscribes to the UMDNS™ data provided by ECRI, you can select the items you use and have them available in the WebTMA database.
This additional module applies only if you have also purchased UMDNS standard nomenclature and computer coding data from ECRI.
Setup includes creating records in Lookups > Device Types.
In addition, records are required for the product manufacturers in Organization > Vendors.
Please contact your account manager for details on acquiring this new module.
AI SmartScheduler Task Filter Updated
Path: Transactions > Time Manager > AI SmartScheduler
The Task display on the AI SmartScheduler dialog has been revised.
Tasks are now grouped based on the Task Code and can be filtered by Work Order Type.
They can also be filtered by Location: Facility, Building, and Floor only.
AI SmartScheduler Allows Manual Scheduling of No-Trade Tasks
Path: Transactions > Time Manager > AI SmartScheduler
You can now manually schedule Tasks that do not have a Trade assigned.
Tasks without a trade are identified with a different color. If a no-Trade Task has been previously scheduled, it is removed from the schedule and put in the hopper.
You can now run the AI SmartScheduler regardless of whether a selected Task has a Trade or not.
WO Location Information in SRP for Status and Search
Path: Admin > Form Attributes > Service Request Portal
When using the Status and Search pages of the Service Request Portal, the Location information is taken from the Work Order if the Work Order is not connected to a Request.
Previously, this information was not included in the Status and Search pages if the Work Order was not connected to a Request.
Automatic Department Links for SRP
Path: Admin > Form Attributes > Service Request Portal
When records are associated with a Department, the Department field automatically populates on the Request record.
The hierarchy is as follows:
Building -> Department
Requestor -> Department