Asset Condition Assessment
Path: Organization > Task > Inspections
With the new additional Asset Condition Assessment module, you can create assessments that technicians then use in WebTMA Mobile to rate the condition of assets.
Use the web application to create the inspections that apply to a selected Task.
When you assign the related Task to a Work Order or PM, the questions appear in WebTMA Mobile in the Check List Tab / Inspection Subtab.
You can create as many questions as needed. These can be any kind such as Yes/No or full sentences. You also assign scores to each question.
The scores are used in the Formula step of assessment creation.
The Formula works like the Risk Factor Formula in Organization > Lookups.
You can build the assessment Formula with a simple Q1+Q2. You can also use numbers, operators (+, -, * /), and parentheses. Be sure to use each question at least once.
The values calculated by the formulas give you an overall view of an item’s condition.
You can see individual scores on the related Work Order. Each item has a history of scores on the item record. The Report Writer includes an ACA Report Form to view the scores.
P-Card Enhancements (WebTMA Plus)
Path: Material > P-Card > P-Card Transaction
P-Card purchases are now subject to Approval Routing. Transactions that require authorization must be authorized before they can be reconciled.
Setup begins by creating an Authorization Route, including a dollar range, from Admin > Approval Routing > Authorization Routes. P-Card Transactions now honor both Lower and Upper dollar limits. The criteria determines which route a Transaction uses.
Email settings for Approval Routing now includes P-Card Transaction.
A new Department field has been added to the P-Card Transaction window.
Saving a P-Card Transaction now runs Approval Routing, and the new Department field can be included in the match.
The determination of which transactions get routed for approval depends on the amounts set up in Authorization Routes and the Department.
In Report Writer, you can include Department Code, Department Name, Authorized, and Authorized By for the P-Card Transaction Report Form.
Unauthorized transactions cannot be reconciled if the transaction requires authorization.
New WO Export Entire Audit History
Path: Transactions > Work Order > Records *Not available in Classic UI
You can now export the full Audit History window for a Work Order in the new interface.
Select Audit History from the More Actions menu to see the history.
In the upper-right corner of the Audit History window, select the Export icon to export the records to an Excel spreadsheet.
New WO Customer Survey Functions
Path: Transactions > Work Order > Records *Not available in Classic UI
You can now view and download Customer Surveys in the new Work Order interface. Depending on User Preferences, Role, and other settings, you may also be able to enter, edit, and send surveys.
The same survey rules that apply to the Classic version apply to the new interface.
Design Questionnaires in Lookups > Customer Surveys.
In Organization > Repair Center > Records / Customer Survey Tab, select the questionnaire and set how often surveys are sent.
The More Actions
menu in the new Work Order interface includes two survey options:
- View Survey
- Send Survey
To use Send Survey, you must grant the User Management > Records / Preferences setting named Send Manual Customer Survey. This option is available only when the Repair Center email settings are not completed.
When you select the View Survey option, icons appear in the upper-right corner.
Select this icon to download the results.
Administrators can select this icon to edit the results in the rare cases when this is needed.
New WO Field Has Standardized Options
Path: Transactions > Work Order > Records *Not available in Classic UI
Fields in the new Work Order Interface with drop-down lists are now searchable. WebTMA no longer separates code and description, so the search applies to both. WebTMA searches both fields for ‘contains’ the exact phrase as shown in the example of at left.
Your search of eligible fields looks at both Code and Description at once using ‘contains’ for an exact match.
You can browse the list or type part of a known value to find it faster.
You can now find values quickly by typing or browsing the available options.
Our clients have asked for the ‘contains’ search and the new Work Order interface gives us the ability to support this.
New WO Location Info Enhanced
Path: Transactions > Work Order > Records *Not available in Classic UI
The Location Info popup window now shows key details about the assigned Location in the new Work Order Interface.
Previously, the Location Info window showed only the Facility, Building, Floor, and Area for the Location, when available.
The information and values shown depend on the Location level on the Work Order. The information is different for a Building level compared to a Floor level.
If you have permission to view the different levels, links are available. For example, an Area Work Order would have clickable links for the Floor, Building, and Facility. In the Classic view, the link was only available for the named level, not all levels.
The screenshot above shows an example of the kind of information available in the Location Info window.
This is another example of the enhancements provided by the new Work Order interface.
New WO Print Options Enhanced
Path: Transactions > Work Order > Records *Not available in Classic UI
When you select the Print button from the new Work Order Interface, you can now choose both Report Names and Format.
You now have the same report choices and format options as the Classic print version.