Sessions

All sessions provide details related to the differences and advancements made with WebTMA 7.

Accounting in WebTMA Basic/Advanced

This session will review the WebTMA accounting structure and demonstrate how you can easily track costs whether you charge back to other departments or not. Learn how to establish accounts, post costs, and use chargeable work orders. Gain an understanding of the TMA Universal Financial Interface (UFI) and how financial data can flow between WebTMA and your accounting package (Workday, Banner, PeopleSoft, etc.).

Capital Planning Module

Properly managing the strategic plans related to your capital investments is an important facet of your job. This session will focus on how the Capital Planning module helps you achieve this goal. The session kicks off with capital planning theory and moves to the basics of how the product works. Learn how you can use this powerful tool to get a clear picture of your future capital funding needs by combining future cyclical renewal needs with your maintenance backlog. Import facility condition audit information, generate FCI's and FCIN's on buildings, create cost estimates with the optional RSMeans licensing, and prioritize and organize Work Elements into Capital Requests and WebTMA Projects.  If accompanied by the Capital Projects module, Work Elements can also be linked to Capital Project Requests and Capital Projects. This module will help you define and prioritize the data to make funding requests understandable and justifiable.

Capital Projects Module

Understand how the Capital Projects module can improve project planning and accelerate project schedules for generating the highest returns for capital projects and programs. Easily identify funding priorities, reduce project schedule overruns, streamline project cost accounting, and provide the integrated processes and analytics necessary for managing your capital expenditures. Manage direct expenses, meeting minutes, issues, and progress reports. Quickly post labor, services, and materials to a project. Designate project team members, authorize accounts, designate funding sources, track task requirements at component levels and completion of tasks, and convert tasks into internal work orders. Most importantly, manage schedules and track milestones toward completions. The module integrates with WebTMA Capital Planning to allow importation of work elements.  

Custodial Module

TMA’s Custodial Management module continues to evolve as an effective tool for custodial operations. Recent advancements include more streamlined workflows, use of the latest APPA standards, the inclusion of CDC disinfection tasks, and suggested dashboards for managing your custodial operations. The module is easy to implement and simple to use. Most importantly, see how using mobileCustodial Inspections and WebTMA GO can improve your efficiency. 

General Inspections

Gain an understanding of how your organization can effectively take advantage of the General Inspections module. Learn what General Inspections are, why you would use General Inspections, and how they can most effectively be set up. Learn the basics of how to create a General Inspection form, how to create inspection checks that need to be completed, and how to associate equipment with your checks. In addition, see the efficiencies that can be generated using mobile devices  with WebTMA GO or mobileTMA GO for General Inspections.

Grounds Module

TMA’s Grounds module is a new module that was developed based on the demands of a host of clients. The module is a great tool for managing your grounds and landscaping services by tracking and scheduling all grounds services and costs within WebTMA. The module offers streamlined workflows, the latest ISSA standards, and a variety of preconfigured dashboards for managing your grounds operations. The module is easy to implement and simple to use. Most importantly, see how using mobileGrounds Inspections and WebTMA GO can improve your efficiency.            

Key Management                                            

In today's security-conscious environment, maintaining accountability for your organization's keys is paramount to the safety of everyone throughout the organization. The Key Management module has the features and functionality to manage vital security information concerning key holders and key access. Learn how to initiate the use of this module and how the Core Management tool works. The session will wrap up with tips and best practice processes that have been found to be most effective when using this module and the new user interface for requestor and key holder import.

Materials Management – Basic/Advanced

Learn how to organize and track inventory in an efficient and effective manner. In this session, the presenter will discuss what information and processes should be considered when setting up spare parts inventory within WebTMA. See the steps necessary for getting started such as: parts setup, inventory techniques, warehouses, and purchase order basics. You will also be presented with some of the advanced features such as parts allocation, stock replenishment wizard, part transfers, setting part requirements for PM schedules, selling parts using sales orders, and parts requests as they relate to the application and mobile devices.

Mobile Technology – A Review of TMA Solutions                                 

Mobile technology is significantly improving productivity and customer satisfaction levels for business organizations in many industries. TMA offers a wide variety of options and platforms for mobile devices. Understand how these mobile applications can enhance productivity by enabling your personnel to electronically manage work orders and other facility information on handheld devices. In this session, gain a better understanding of the differences, advantages, and disadvantages of WebTMA GO, mobileTMA GO and the simplified WebTMA Workbench.

Mobile Technology – mobileTMA GO

mobileTMA GO & WebTMA Workbench are powerful tools for your organization. This session provides a general overview of these products and demonstrates their features and functionality. The session focuses on how the products can improve efficiencies within your organization by allowing technicians to spend their time completing work orders, performing PMs, taking inventory, updating meter readings, and completing inspections instead of filling out paper forms or re-typing data. Gain an understanding of the differences and advantages of these dynamic products.

Mobile Technology – WebTMA GO

WebTMA GO is TMA’s most robust mobile solution. Gain an understanding of the most effective way to use and implement this technology. See how your organization can best accommodate the technology and which processes need to be reinvented to create the greatest efficiencies for your technicians and supervisors. Most importantly, understand how this technology can change the way your organization performs their daily work.

Preventive Maintenance Concepts – Basic/Advanced                                                     

This session will take an in-depth look at Preventive Maintenance. Understand how an effective PM program can save your organization money, promote efficiency, and significantly improve up-time for your critical equipment. The session will focus on how to plan, design, and implement a completely new PM system or improve your current PM system. Learn how to manage your PM program using tasks, how to properly use master checks and failure codes, and how load balancing works.

Project Management – Managing Facility Projects                                                                    

Learn how the Project Management module can help you easily and effectively manage facility maintenance projects that require multiple work orders, budgets, and requisitions by tracking all costs, internal work, and purchases against these projects. Gain an understanding of the features and functionality of this module and the requirements necessary for implementing and completing a project. To wrap things up, we will show examples of proper dashboards and reports that will make managing your projects a simple and seamless process.

System Administration – Basic & Advanced                                                                

The administrator of the WebTMA Solution has immense power to improve the user experience for the entire team. Learn the basics of how to accurately manage your data, how to properly manage user access, and how to effectively communicate with your users and customers. In addition, understand how to simplify system forms to create greater efficiency for your site’s workflows – how to easily hide unused fields, form tabs, and action menu links, and how to rename labels and records (to match your own nomenclature). In addition, you will review how to create required fields, read-only fields, and special customized forms for different Repair Centers, Security Groups, or Individual Users. The session will also cover how to establish automatic notifications and how to share information via MyPage and Dashboards.

WebTMA 7 – Overview

Gain an understanding of WebTMA 7, TMA’s revolutionary new maintenance management offering. This product is a total redesign of the windows and workflows of WebTMA for maximum efficiency and usability. The development is focused on the suggestions of our clients and users. WebTMA 7 is lightning fast and honed to provide superior security. This is a simple yet versatile product that can meet your demanding needs. In addition to a new user interface, upgraded core framework, a variety of new features and functionality, there are a host of new enhancements such as a new Request Portal and a modern online Help System. Come see how you can increase your efficiency with WebTMA 7.

WebTMA 7 – Tips & Tricks

The new processes in WebTMA 7 provide many options to use this powerful work order system efficiently and effectively. This popular session provides some quick-and-easy shortcuts to efficiently perform everyday tasks when using WebTMA 7. This session will provide you direction on how to take full advantage of those features not always obvious to the casual user that can save you time every day.  

WebTMA 7 – Managing with My Dashboard and Executive Dashboard

My Dashboard and Executive Dashboard are powerful tools that provide an interface that simplifies the day-to-day use of the software and provides real-time information for making timely, data-driven decisions. The session will walk you through the basics of building various controls, including bar graphs, pie charts, and digital gauges. Additionally, this session will provide an overview of the pre-configured (by TMA) Executive Dashboards and their workflows. Gain an understanding of how these tools can be implemented to provide accountability, transparency, and ease-of-use for your organization.

WebTMA 7 – Preparing for Your Upgrade

Upgrading from WebTMA 5 to WebTMA 7, like all moves, takes careful thought, consideration, and planning. This session will review tips for cleaning up your data prior to the upgrade, options available during the upgrade, and the best way to start using the variety of new features after the upgrade.

WebTMA 7 – GIS for Facility Management                   

The GIS capabilities have been completely rebuilt to integrate mapping technology more effectively with modules such as the Scheduler and Work Order. Gain an understanding of how this technology can integrate with your assets, infrastructure, and other features in a geospatial manner with WebTMA 7. Learn how linear asset mapping and references can provide improved maintenance and management of transportation and utility infrastructure assets.

WebTMA 7 – Facility Scheduler, Event Scheduler, and Fleet Management

See how WebTMA 7 has revamped the Facility Scheduler, Event Scheduler, and Fleet Management modules with a variety of new features and functionality that will help you efficiently manage, use, and schedule your organization’s valuable resources. Understand the benefits of each of these modules and how you can transform and improve your operational environment using them. Most importantly, see how these re-tooled modules will improve your user experience. 

WebTMA 7 – Request Management Solutions                                                              

WebTMA has a variety of request management solutions for processing work more quickly and efficiently by streamlining the management and tracking the disbursement of work requests. Learn which request process best fits your organization. This session examines the features, functionality, and workflows of the multiple solutions available. The session provides the basic information you need to make the correct choice. Gain an understanding of the Service Request module. The session will also review the Auto Attendant module that can be incorporated in your workflow.

WebTMA 7 – Report Manager & Report Writer

See the restructuring of WebTMA’s Report Manager and Core Reports. These are a comprehensive set of reports that are the foundation for managing your organization. The reports can be used as is or can be easily modified to meet your specific needs. If you need to create a report, the new Report Writer has been redesigned with a more intuitive workflow and an easy to use drag-and-drop editor that will help you create professional reports. These enhancements help keep relevant and valuable decision-making data at your fingertips.

WebTMA 7 – Report Writer

Improvements to the workflow of the Report Writer within WebTMA 7 make the process much more intuitive and efficient. With an enhanced Report Criteria, you have the same easy-to-use criteria structure as the rest of WebTMA 7, allowing you to create reports as specific or as general as you would like. In addition, the report layout also has a simple drag-and-drop editor, along with the ability to quickly mass-edit headings, styles, and properties. With fewer pages to navigate, a simplified UI, and a more intuitive solution to building reports, see how much easier it is to create a report with the new imbedded Report Writer in WebTMA 7.

OPENING PRESENTATION

Tuesday, April 13th, 2021
9:45 AM - 9:50 AM CST


CONFERENCE SESSIONS

Tuesday, April 13th to
Thursday, April 15th, 2021
10:00 AM - 4:50 PM CST


BONUS ONLINE EVENTS (WITH PRIZES!)

Tuesday, April 13th, 2021
5:00 PM CST
Live Music (Tune in to enter drawing)

Wednesday, April 14th, 2021
5:00 PM CST
Casino Night (Play John’s hand and win!)