Technician Mass Import Now Supports Multiple Trades
Path: Admin > Mass Import / Templates
The new Technician Template for Mass Import now supports importing multiple Trades for Technicians.
This new feature allows you to save time by importing new or updated information about your Technicians such as multiple Trades and multiple Repair Centers.
Using this feature, you can easily update charge rates, reclassify your Technicians, or add new employees with a single import.
When you have multiple Trades or Repair Centers, separate the entries using the vertical bar or pipe (|) with no spaces between entries.
WO Show Audit History Includes Cost Events from Quick Post
Path: Transactions > Work Order > Records / Action Menu-Show Audit History
The Show Audit History on the Work Order Action Menu now includes cost entries that are made from Quick Post windows.
Details:
We expanded the Work Order - Show Audit History window to include information from Quick Post Cost, Time & Labor, and Other. You no longer have to track down information from several sources. Now you can see it in one place.
With this enhancement, you can see cost entries made from the Work Order / Costs Tab, the Quick Post windows listed above, and from the new WebTMA mobile application.
NOTE: Quick Post Materials will be a quick follow.
One Signature for Multiple Key Adjustments
Path: Material > Key Management > Key Adjustments–8 Issue Key
Path: Material > Key Management > Key Holder / History Tab
When you make adjustments to several keys for one person, you can select all key lines and the person only has to sign once.
The convenience and time saved by this feature is substantial. For example, when Technicians pick up several keys at one time, they only have to sign once instead of individually for each key.
Once the signature is added, the signature icon for each selected line has a different background color before the record is saved. You can click the icon to view the signature.
After the record is saved, the signature icon has a white background and can also be clicked to see the signature, but it cannot be changed.
NOTE: The signature carries over to the Key Holder / History Tab.
Browse Queries Window Now Has Print and Export
Path: Reports > Browse Queries
The central location for finding all your saved queries, the Browse Queries window, now has Print and Export capability.
Frequently, you need to send your query information to others. Being able to print or export all or part of a query gives you the convenience of looking through all system queries from a central location and printing or exporting whatever you need to anyone, anywhere.
Currently, the Print option is only available on the Work Order Form and returns the standard Work Order Report, but it will be available for others in time.
When you have selected a Form and Query, the resulting list includes Print and Export buttons at the top right of the page.
The Export button gives you the option to download a page or all pages to an Excel spreadsheet where you can review and manipulate the results.
On the Work Order Form, click the Print button to see check boxes for each row, and the Print button changes to Submit. Select the desired lines and click Submit to download a .pdf file of a Work Order Report.
Deactivation Change for Certain Records
Default information used for Corrective Work Orders for Master Checks or General Inspections now prevents you from deactivating certain records until those records are amended. If you clear the Active check box on the records, you are alerted that the action is not permitted.
This change applies to the following records:
- Priorities (Lookups)
- Work Order Types (Lookups)
- Repair Center
- Task
- Trade
For records included in one of the Corrective Work Orders processes (Master Checks or General Inspections), an attempt to deactivate the record results in an alert, and you are unable to deactivate the record.
We want to assure that defaults for these processes do not interfere with completing work requests from the new WebTMA mobile application.
Note that, if the record is no longer a default for Master Checks or General Inspections, it can be deactivated.
Client Info Fiscal Year Preferences Options Added for Utilities
Path: Admin > Client Info / Preferences
If you use the Utilities additional module, you can now add a Fiscal Year Description and include Fiscal Year Placeholders for the description of the Fiscal Year.
This functionality augments the Starting Month and Starting day of the Fiscal Year already in place. For now, this only applies to the Utilities module.
As illustrated in the following topic, the Fiscal Year field on the Utility Ticket window is autocompleted when you create a new record. It is based on these Fiscal Year settings.
The new fields give you more flexibility in the date format. Use the plus button to add Placeholder selections similar to using keywords in Email settings. Enter text in the Fiscal Year Description field followed by your desired Placeholder selection. See examples below.
Here are the abbreviations you can add from the Placeholders to the Description.
- {ys4} - year start with 4 digits: 2026
- {ys2} - year start with 2 digits: 26
- {ye4} - year end with 4 digits: 2027
- {ye2} - year end with 2 digits: 27
- {ms} - month start with 2 digits: 02
- {me} - month end with 2 digits: 01
Examples of description text entries:
- FY{ye4} - FY2027
- FY-{ys2}-{ms} - FY-26-02
Utility Ticket Fiscal Year Auto-Completion Added
Path: Organization > Utility > Utility Ticket / Identity Tab
The Fiscal Year field added to the Utility Ticket window is now completed automatically.
When you enter the Billing End Date on a new Utility Ticket record, the Fiscal Year field is auto-populated based on the settings made by your WebTMA system administrator in Admin > Client Info / Preferences as described in the previous topic.
Having a Fiscal Year identified is helpful in tracking your Utility records and when creating reports.