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 a 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 a 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.
VOC - Total View Enhancement
Path: File > Total View
The Total View window now shows both the Code and Description as well as Type and Subtype if it exists.
If your naming conventions or descriptions are generic, the additional information helps you identify the correct item and location.
This is a Voice of the Customer enhancement. It is a feature requested by New York State Department of Environmental Conservation. 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 - Lease Records Show Tenant & Landlord Simultaneously
Path: Organization > Lease Management > Records / Identity Tab
Both the Tenant and the Landlord are visible on all Lease records.
Previously, either the Tenant was visible for a Landlord record, or the Landlord was visible for a Tenant record.
This change allows you to generate a Report that includes both or to make a printed copy.
This is a Voice of the Customer enhancement. It is a feature requested by University of Minnesota College System. 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 - Linked Documents Enhancements
Path: Linked Document List flyout
The Paper Clip icon on the toolbar of any record that has Linked Documents has been improved to make it more meaningful and easier to use. Labels have been revised for clarity.
Details:
When you click the Paper Clip icon , it opens a read-only flyout grid that shows the document details, a thumbnail, and the document type.
Click the thumbnail in the first column to do the following:
- File icon – Download the file
- Image icon – Open a full size image in a new browser tab
- Link icon – Opens the link in a new browser tab
Two column labels have been reversed for better understanding. The Category is now Type and Document Type is now Category. In the Category, your selections include options from Lookups > Document Types.
This is a Voice of the Customer enhancement. It is a feature requested by clients converting from WebTMA 5 to WebTMA 7 as well as others in the Community. 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.
Linked Documents Section Enhanced
As a follow-up to the Linked Documents grid released on May 12, the Linked Documents section in the Navigation panel has been improved.
Details:
Previously, the section could be displayed in two states using the toggle icon :
- Grouped by file Type
- Grouped by Entity (e.g., WO, Asset, etc.)
The revised view can be displayed in three states:
- Grouped by file Type
- Grouped by Entity (e.g., WO, Asset, etc.)
- Grouped by file Category
The toggle icon has been changed to a cyclical icon .
Workday Procurement Integration
Path: Admin > Workday > Integration Log
Path: Material > Purchase > Purchase Requisitions
A new turnkey Workday integration for Procurement is now available. This is an additional module.
If you are a Workday client, you can use this new module to automatically integrate and sync your purchasing workflow between WebTMA and Workday. The two are fully integrated. No setup coding or IT involvement are needed. All you need are a few portal keys from Workday.
The module does the following for WebTMA 7 records that have a Workday reference:
Validate Vendor. Connects WebTMA 7 to Workday to authenticate Vendors in WebTMA and ensure vendor data consistency between both systems. Polled daily.
Validate Part. Connects WebTMA 7 to Workday to validate Part records and maintain alignment of inventory across platforms. Polled every 10 minutes.
Export Purchase Requisitions. Export Purchase Requisitions from WebTMA 7 to Workday and streamline requisition processing in Workday. Polled every 10 minutes.
Import Purchase Order. Import Purchase Orders created in Workday into WebTMA 7 and ensure visibility of Workday-generated POs in WebTMA. Polled every 10 minutes.
Export PO Change Order. Modify the Workday Purchase Order after it has been sent to Workday by exporting a PO Change Order from WebTMA to support change order processing and synchronization between systems. Polled every 10 minutes.
Export On-Hand Adjustment. For received items, automatically send adjustment lines from WebTMA 7 to the related Workday Purchase Order to align inventory and financial data following adjustments. Polled every 10 minutes.
Export Invoice Information. Send Accounts Payable Invoice information from WebTMA 7 to Workday and facilitate financial processing and tracking in Workday. Polled every 10 minutes.
See a Consolidated View. The Integration Log in WebTMA 7 shows a list of every inbound or outbound action that has taken place between WebTMA 7 and Workday for traceability and troubleshooting of integration activities..
The following windows include a Workday section like the example above:
- Purchase Requisition
- Purchase Order
- Vendor
- Accounts
Enabling this interface creates a seamless integration between Workday and WebTMA 7, which eliminates manual data entry and reduces the risk of discrepancies between systems. This ensures that procurement and maintenance operations stay aligned in real time.
Please contact your account manager for details on acquiring this new module.
Dashboard Queries Enhancement
Path: Files > My Dashboard
If you use Executive Dashboard graphic displays, you now have the option to Show only distinct values from the query’s result for records which previously appeared to give “duplicated” results.
When you mark the Show only distinct values from the query’s result check box, only one count is included.
Previously, if you had a Dashboard Control with Work Orders and a column for multi-tasks or schedules, a value for each instance was returned. For example, a Work Order with three Tasks was counted three times.
When you opt for distinct values, you can drill down to Task level of the record for details about a Work Order.
If the query has no multi-task or schedule records, it returns the same data with or without the “distinct” check box marked.
This enhancement applies to all four graphic types: Bar Chart, Pie Chart, Digital, and Dial Gauge. It has been requested over the years in many Community suggestions.
CAD Import Queries Available to Dashboard Controls
Path: Dashboard / Add New Control
If you have the Space Management module, you can now select CAD Import for your Dashboard controls.
The Base Window drop-down list now includes CAD Import.
Previously, the selection was not available.
Reminder: This option is only visible if you have the Space Management module.
PO Counters Available by Repair Center
Path: Organization > Repair Center > Records / Identity Tab–Preferences Section
You now have the option to set Automatic Purchase Order Counters and Prefixes by Repair Center rather than globally.
Three new fields have been added to the Preferences section of the Identity Tab: Auto PO Counter, PO Prefix, and Counter.
When you mark the three fields, Purchase Orders with that Repair Center populated on the record use the prefix and count value designated on the Repair Center Preferences.
If you need to track purchases by Repair Center, this new feature is a quick and easy way to do so.
You also have the option to set the global counter on the Admin > Client Info / Counters Tab. If both are set, the Repair Center settings are used.
New Repair Center Preference - Populate WO Estimated Hours
Path: Organization > Repair Center > Records / Identity Tab
A new Populate WO Estimated Hours check box has been added to the Preferences section of the Repair Center window.
When the box is checked, it enables automatic completion of the Estimated Hours field on the Work Order window.
See the next auto-complete topics for a discussion of this feature.
Auto-Complete Estimated Hours for Non-PM Work Orders
Path: Transactions > Work Order > Records / Identity Tab
If your Repair Center has the Populate WO Estimated Hours Preference checked (see the previous topic), the Estimated Hours field on the Work Order window can be completed automatically.
WebTMA uses values from the Task window Labor Standard field.
If the WO has multiple Tasks, WebTMA calculates the sum of Labor Standard values from all Tasks.
With this new feature, you know at-a-glance the hours needed to complete the work.
When the conditions are met, the feature also applies to Work Orders created using Auto Attendant or Inspection Findings.
If you manually enter a value in the Estimated Hours field, the feature does not override your entry.
Auto-Complete Estimated Hours for PM Work Hours
Path: Transactions > Work Order > Records / Identity Tab
If the PM Repair Center has the Populate WO Estimated Hours Preference checked, the Estimated Hours field on the Work Order window can be completed automatically.
WebTMA looks to the Est. Time field on the PM Schedule Entry flyout for a value.
If no value is entered on the flyout, the Labor Standard from the Task window is used.
With this new feature, you know at-a-glance the hours needed to complete the work.
If neither of these windows contains a value, the WO Estimated Hours field remains blank.
If you manually enter a value in the Estimated Hours field, the feature does not override your entry.
WO Audit History Shows Time & Attendance Labor Cost
Path: Transactions > Work Order > Records-Show Audit History
The Show Audit History on the Work Order Action Menu now includes entries that are made from the Time Manager > Time & Attendance window.
We have expanded the Work Order - Show Audit History window to include information from Time Manager > Time & Attendance. With this enhancement, you can now see labor entered from this window.
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 labor cost entries on the Audit History window that originated from the Work Order / Costs Tab and the Time & Attendance window.
Cost Unit of Measure for WO and QP
Path: Transactions > Work Order > Records / Costs Tab-Post Other
Path: Transactions > Work Order > Records / Costs Tab-Work Order Cost Entry
The Post Other costs option on the Work Order / Costs Tab and in Quick Post > Quick Post Other Charges now have the option to indicate the type of Unit for non-maintenance-worthy items.
Previously, the field only allowed you to select rental time periods.
If you leave the default Item Tag on display and do not select an MWI item, you can enter your own Description and choose a Unit that corresponds to the object.
The selections available are those that you have created in Organization > Lookups > Units of Measure.
This new feature allows you to enter the appropriate unit for more than just rental of MWI items.
Acknowledgement Enhancements
Path: Transactions > Work Order > Records (Single Task)
Path: Transactions > Work Order > Records (Multi-Task)
Path: Transactions > Work Order > Records-Find
The Acknowledgement fields for Work Orders have been relabeled and enhanced for clarity and better visibility.
The Acknowledgement label on the Work Order / Identity-Task Information section has been changed to Acknowledgement Required.
For single-task Work Orders, Acknowledged By has been added as a read-only field below the Acknowledged Date field. These two fields are visible on the single-task Work Order only when they are populated.
In the Find flyout on the Work Order window, the Acknowledged User Initial query option has been replaced by Acknowledged By.
These fields are populated when a Work Order is acknowledged from either the main application or WebTMA mobile.
Creator Column Added to WO Results Tab Comment Section
Path: Transactions > Work Order > Records / Results Tab
Path: Transactions > Work Order > Records / Results Tab
A new Creator column has been added to the Work Order / Results Tab in the Comment Section. This identifies the person who made the comment. The column was also added to the Find Criteria list.
Previously, comments made from WebTMA mobile were not seen in the main application. With this new column, the creator of the comment is identified.
In addition, the new column has been added to the Criteria drop-down, which makes it searchable and reportable.
Work Order Customer Survey Improvements
Path: Transactions > Work Order > Records-Action Menu
Flyout for Enter Survey Results
A new Work Order Action Menu link (Download Survey Results) and a relabeled link (Enter Survey Results) have been added to the Work Order Action Menu.
When you click the new Download Survey Results link, WebTMA automatically downloads the results in a .pdf file to a browser tab.
The previous Survey Results label was renamed Enter Survey Results for clarity. When clicked, the Survey Result flyout opens to allow you to enter results manually if needed.
These changes help you be more efficient by providing quick access to the completed survey data directly from the Work Order without having to open other windows or perform manual data extraction.
Request Conversion to Project Includes Linked Documents
Path: Transactions > Project > Records
When a Request is converted to a Project, any linked documents with the Request are also attached to the Project.
Previously, the attached document was not added to the Project record.
This allows all information made with the Request to be included on the Project record. These can include linked documents and images provided by a requestor for projects like event planning and large remodels.
Requests Converted to Projects Now Include Estimates
Path: Transactions > Request Log
Path: Transactions > Project > Records
When a Request Log record has an attached Estimate and is converted to a Project, the new Project inherits the associated Estimate.
Previously, the system did not include Estimates attached to a Request. Now, if the Request Log has an Estimate, the Project inherits the Estimate from the Request Log.
You can identify the presence of an Estimate by looking at the Action Menu. If the Estimate link is bolded and bounded by asterisks (*Estimate*), it alerts you that the record has an Estimate.
Note that any changes to the Estimate must be made from the Project record. Changes made are not reflected on the Request Estimate record.
Transfer Parts Budget Code Criteria Added
Path: Material > Parts > Transfer Parts
The Transfer Parts query window now includes Budget Code as a criterion.
This addition allows you to set up a query to track or search for specific Budget Codes or for transfers without a Budget Code.
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.
Custom Item Type Labels Now in SRP
Path: Admin > Text Management
The SRP (Service Request Portal) now displays Text Management Item Type label customizations.
Details:
Previously, when a client renamed Item Type labels in the application (e.g., "Equipment" renamed to "Asset"), those changes were not reflected in the SRP.
You can now see Item Type custom text in the SRP Item Type dropdown.
To add the custom labels:
- Go to Admin > Text Management.
- Enter New UI Forms in the Form Name field.
- Click the Search button to see all lines.
- Click the Control column filter. See illustration at left, to filter for Item Type > List.
- Follow the standard procedure to add new labels to the Custom Text column.
Any custom text entered here is now reflected in the SRP drop-down.
More information about adding custom text is available here.
Custodial Template Query Additional Fields
Path: Transaction > Custodial > Custodial Template
More fields have been added to the selection drop-down for the Custodial Template window.
The following have been added for selection:
- Active
- Repair Center Code
- Repair Center Name
- Repair Center Preferred
For those who use the additional Custodial module, this provides a way to search for records for the specific characteristics.
Technician Role Now Has 'Add' for Request Log Window Access
Path: Admin > User Management > Records / Window Access Tab
‘Add’ permission has been included in the Technician Role selections for Request Log on the User / Window Access Tab.
Previously, the only options were Read, None, or Not Determined.
This enhancement was made to allow Technicians who use WebTMA mobile to use the Request function.
Previously, only those with a User Role could add a request from WebTMA mobile.
NOTE: Technicians who log in to the main application can also add requests directly to WebTMA when this permission is added.
New Client Info Preference for Inspections Pass All
Path: Admin > Client Info / Preferences Tab–Work Orders
If you use the additional General Inspections module, you have the option to show or hide the Pass All check box on the Inspection or Item Check List flyouts.
When the Show Pass All on Inspections Preference is Granted, the Pass All check box is shown.
If you want to allow your Technicians to use the Pass All option, Grant the Preference.
This applies only to General Inspections in the web application because the web version of Master Checks does not have the option.
For WebTMA mobile, this applies to General Inspections and Master Checks because the option is available for both on the mobile device.
Copied User Groups Now Retain Preferences/Privileges
Path: Admin > User Management > Groups / Preferences Tab
When you copy a User Group record, the copied record now has the same Preferences and Privileges.
Previously, a copied Group record did not save the contents of the Preferences Tab.
With this enhancement, you can clone different Groups without having to add new Preferences or Privileges. Of course, you can always make changes to the copied record but having a base will save time.