VOC - eSignature Added to User Record
You can now store a signature with a User record that can be applied to a specific Purchase Order report.
Path: Admin > User Management > Records (Edit mode)
The Signature link on the User record Action menu is available in Edit mode. Click the link for the same standard Signature Entry process used with Keys and other modules.
Purchase Order records that are approved are stamped internally with the authorizer’s User ID.
When you run the report named Purchase Orders with Authorized Signature (available on the Purchase Order window), the authorizer’s signature is automatically applied to the report if it is authorized by a user with a stored signature.
Path: Material > Purchase > Purchase Orders-Reports
This allows you to print an electronic or paper report with a signature.
This is an April Voice of the Customer enhancement. It is a feature requested by Empresas Fonalledas. We saw an opportunity to redevelop the page to be more user-friendly. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
VOC - SRP Building & Area Fields Include Second Line
When you use a Building or an Area field in your Service Request Portal forms, a second line is automatically included.
Path: Admin > Form Attributes > Service Request Portal
The Building selection drop-down includes the contents of both the Building Name field and Address Line 1 field as seen on the Organization > Building / Identity Tab.
The Area selection drop-down includes the contents of both the Area Location ID and the Area Description as seen on the Organization > Areas / Identity Tab.
This change helps your Technicians easily locate the site where work is to be performed.
This is an April Voice of the Customer enhancement. It is a feature requested by Banner Health. We saw an opportunity to redevelop the page to be more user-friendly. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Service Request Form Forwarding to Service Request Portal
The Service Request Form (SRF) is not WCAG 2.1 compliant; however, Service Request Portal (SRP) forms are compliant. If your request forms need to be WCAG 2.1 compliant, you can now forward an existing URL to an SRP.
We have created this option for clients who don’t want to deploy new URL links or pages to users or a web site. A new field on the SRF window allows you to forward the URL to an existing SRP form.
The first requirement is that you have forms in the new Service Request Portal. You can redesign or reuse the layout from your previous forms.
The Service Request Portal forms meet the new accessibility standards.
Go to the Admin > Form Attributes > Service Request Form window:
- Open the desired record.
- Edit the form.
- Use the new Forward to Service Request Portal form field drop-down.
- Select one of the SRP forms.
- Save.
Path: Admin > Form Attributes > Service Request Form
The SRP form uses the original URL sent to your users for Service Request Forms.
NOTE: This does not apply to those who use the Requestor Login.