MAINTENANCE MANAGEMENT SOFTWARE
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Session and Workshop Information

Sessions and Workshops are led by TMA staff and key client users. These comprehensive sessions and workshops will demonstrate basic and advanced features and functionality of TMA products.

The sessions feature both technical and application information. The goal is to provide you with the knowledge necessary to enhance your TMA user experience. In addition, management-focused sessions are offered to help you maximize the performance of your organization.

Stay tuned for additional information related to the basic and advanced session topics.

 

Conference Sessions:

Accounting in WebTMA – Basic    

Review the basic WebTMA accounting structure and learn how you can easily track costs whether you charge back to other departments or not. The session focuses on the basic use of the module, including establishing accounts, posting costs, and using chargeable work orders.

 

Accounting in WebTMA – Advanced                                                                     

Take a more in-depth look at the WebTMA accounting module. Gain an understanding of how the module is used to track your organization’s costs and how the data flows between WebTMA and your accounting system. In addition, the session includes a brief overview of the TMA Universal Financial Interface (UFI), which is used to transfer data to other financial packages such as Banner and PeopleSoft.

 

Benefits of General Inspections

Gain an understanding of how your organization can take advantage of this powerful tool.  Learn what a General Inspection is, why you would use General Inspections, and how to set it up. Learn how to create a General Inspection form, how to create inspection checks to be completed, and how to associate equipment with your checks. In addition, see the efficiencies that can be generated using General inspections with WebTMA GO.

 

Building Information Modeling (BIM/Revit)                              (Client to Confirm)

Gain an understanding of how your organization can benefit from the power of Building Information Modeling (BIM). In the past, BIM was used primarily by architects and designers working on new construction projects. This session focuses on how WesternMichiganUniversity positioned themselves to use more than 150 new and existing building models for Maintenance & Operations needs in their pursuit of the Total Cost of Ownership (TCO) approach to facility stewardship.

 

CAFM in WebTMA                                                                                                        

The CAFM module is an extremely valuable tool for viewing your CAD drawings, organizing critical data, and managing all levels of your facility. See how CAFM fully integrates your CAD drawings to the WebTMA database. Understand how you can organize, manage, or drill down to any CAD drawing with an easy-to-use tree list embedded in this module. Also, if you are utilizing WebTMA Enterprise, Move Manager coordinates occupants and asset relocation, facilitates tracking, and manages the changeover of assets and people by integrating all your information in a single transaction. 

 

Capital Planning Module    

The need for strategic planning for your capital investments has never been greater. The Capital Planning module is a powerful tool that helps you achieve that goal. The session starts with capital planning theory and moves to the basics of how the product works. Learn how this module can provide a clear picture of your future capital funding needs by combining your organization’s future cyclical renewal needs with your maintenance backlog. Have the data necessary to make funding requests understandable and justifiable.

 

Capital Projects Module                                                                              

Gain an understanding of how the new Capital Projects module improves project planning and accelerates project schedules. Properly utilized, it helps you generate the highest returns for capital projects and programs by assisting you in: identifying funding priorities, reducing project schedule overruns, streamlining project cost accounting, and providing the integrated processes and analytics necessary for managing your capital expenditures. 

 

Case Study: Real Life with mobileTMA GO      

mobileTMA GO is TMA’s most robust mobile solution. See how Johnny Flores has implemented mobileTMA GO as his handheld technology at University of Texas at San Antonio. Understand his implementation plan, training plan, and method for ongoing support. Learn how this technology has changed the way UTSA performs their work and how they have reinvented their processes. Most importantly, gain from their lessons learned.

 

Case Study: The Value of Planned Maintenance           

Organizations often overlook the value of planned maintenance. Their focus is on expenditures related to the services or products they offer. This session will present the data WebTMA can provide that will generate more organizational buy-in related to their investment in planned maintenance. Allow Jean Leslie from the University of the West Indies to present their approach to this perplexing issue. 

 

Concepts of a Good TMA Administrator  

One of the most highly requested and popular sessions every year! Allow Richard VanSchoonhoven, a CMMS administrator at University of Wisconsin – Whitewater, to provide his insights into why the TMA System Administrator is a key player when it comes to the successful implementation and utilization of TMA solutions. Richard will share his 25 years of experience as a system administrator and provide ideas and insights on how you can optimize the use of TMA products throughout your organization.  

 

Contract Management Module – An Overview  

The Contract Management module provides an easy way for you to manage your outside contracts and contractors by tracking work orders issued, contract history, and ratings related to past work performance. This session is an overview of the features and functionality of this module and how it can be applied to your contract-related operations.

 

Creating a Customer Service Mindset                   

Creating a “Customer Service Mindset” is challenging; however, it is achievable. Whatever type or size of organization you manage, you have the ability to create a Customer Service Mindset. The magic is understanding the difference between creating customer service rules and creating a Customer Service Mindset. Gain an understanding of what drives great customer service and how you can create a team that has a genuine desire to please and satisfy your customers. 

 

Creating Functional MyPage Tabs (includes Executive Dashboard)                         

MyPage tabs and Executive Dashboards can enhance workflows for technicians, supervisors, and other users. These powerful tools can provide critical information that is easily assessable on the log-in screen. This session walks you through the basics of building various controls from scratch. Most importantly, you will learn the best practices utilized by other clients through a demonstration of the various ways controls can be modified. 

 

Custodial Module – A Powerful Tool                                     

The Custodial Management module was re-written in 2016. TMA now offers either the Custodial Management module or the Custodial Management for Service Providers module (original version). The new module simplifies the implementation process by including the latest APPA and ISSA standards while adding more features and functionality for managing custodial operations. Using mobileTMA GO or WebTMA GO, the new tool can update custodial space/item records in the field, schedule inspections similar to scheduling PM’s, determine FTE’s, and more. The session will also present a suggested dashboard for managing your custodial operations. 

 

Effectively Managing Your Organization's Risk                                  

Let the power of your data help you manage your organization’s Risk Management Lifecycle.  Utilizing the asset information from TMA, learn how you can benefit from the power of RiskPartner.  Come hear how the RiskPartner products (Risk Management Information System – RMIS, Certificates of Insurance, and Enterprise Health and Safety) can minimize your organizational risk by tracking your assets, claims, insurance policies, corrective actions, vendor certificates of insurance and health, and safety program in one database.  

 

Facility Scheduler, Event Scheduler, and Fleet Management                                     

Facility Scheduler, Event Scheduler, and Fleet Management will be re-tooled with “Project Refresh.” A variety of enhancements are intended for these modules to improve the user experience. Gain an understanding of how these improvements will increase your ability to manage, utilize, and schedule your organization’s resources more efficiently. This session provides insight into the benefits of each of these modules and how you can transform and improve your operational environment using them.

 

GIS in Today's Maintenance & Operations Environment     

The GIS solution has been extensively re-tooled since last year. This session focuses on how GIS technology allows you to integrate your assets, infrastructure, and other mapped features within your WebTMA solution. Gain an understanding of how this powerful technology can add value to your existing TMA workflows by allowing you to create work orders and manage your work load spatially on a map. See how the new linear capabilities provide you visual images of linear assets such as streets, pipes, and power lines. 

 

Implementing MyPage Controls with Trades and Technicians

MyPage tabs are a powerful tool that can be customized to focus on technicians (centered on the WO Browse function), a supervisor (dashboard controls), or an administrator (reviewing RSS feeds and linking reports to controls). Allow Nathan Vasquez from San Jose State to walk you through his process for building various MyPage tabs from scratch and the steps they took to get buy-in from management, supervisors, and technicians. Understand how this real-time information is directly relevant to specific job requirements of various users within your organization.

 

Improved Outcomes Through Process Improvements

Adventist Healthcare Rehabilitation found that they were not achieving the outcomes that they desired with their maintenance operations. Through a variety of process improvements and real-time monitoring (utilizing thresholds) with WebTMA Dashboards, they were able to properly manage their workflows and achieve tremendous improvements in their performance. Get an update from Marya Sabalbaro and Joel Stottlemyer on how this process is proceeding.

 

Is Your Work Order Data Telling the Truth?

One of our highest-ranked presentations! Taught by Frank Lucas who retired from The University of Las Vegas (UNLV), this session is taught by an individual with more than 30 years of experience. Gain an understanding of what to consider when developing and executing a maintenance management strategy. He will discuss data collection considerations and management techniques for aligning your TMA efforts with organizational objectives. He will also bring the discussion full-circle by showing some of the ways this data can be used to make decisions, monitor performance, and manage the organization. This is a great way to increase your awareness of the subject and become familiar with practical ways to enhance your own maintenance operations.

 

iServiceDesk – A Powerful Tool                                                               

Improve your response times and ability to communicate with your customers via iServiceDesk. Gain a better understanding of how iServiceDesk can give your maintenance organization the ability to process work orders more quickly and efficiently. The session covers the basics of this dynamic tool plus some of the more advanced features such as, mobile iServiceDesk and the ability to utilize LDAP and security groups. In addition, understand what you can do related to modifying HTML within the module.  Note: This session does not include HTML training.

 

Key Management – New and Improved

Maintaining accountability for an organization’s keys is paramount to the safety and security of the organization. The Key Management module has the features and functionality to manage the vital security information concerning key holders and key access. Learn how to initiate the use of this module, including how the new Core Management tool works, and tips and processes that have been found to be most efficient and effective when utilizing this valuable tool. 

 

Maintaining Momentum after Implementation 

Any implementation can be tough; however, moving forward after the data is entered and training is complete has its own unique challenges. In the post-implementation phase, you need to be confident that all facets of the operation are working as designed or better. If this is achieved, there will be maximum buy-in from individuals at all levels of the organization. Most importantly, there will be a review of processes and tools that can be deployed that will keep momentum going and make you and your organization even more successful over time.

 

Managing Your Organization with the Executive Dashboards                                

TMA’s Executive Dashboard module provides the real-time information that empowers your organization to make timely, data-driven decisions. Understand how to build targeted dashboards from scratch or how to take pre-configured (by TMA) role-based dashboards and modify them for your specific needs. 

 

Mastering Custodial and Room Inspections in WebTMA  

TMA offers three modules for inspections: Room Inspections, Custodial Inspections, and General Inspections. This session will cover the unique differences between the Custodial Inspection and Room Inspections modules. Understand the tasks that are being accomplished by the features and functionality of each of these modules and the benefits for the end users.  Learn how these modules can simplify and streamline your custodial and room inspection process. There will be a special emphasis on the utilization of mobileTMA GO and/or WebTMA GO. Understand the efficiencies these handheld tools can provide your organization. 

 

Materials Management - Basic  

Learn the basics of how to easily 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 the WebTMA application.  It includes the steps necessary for getting started such as: optimal vendor, manufacturer, parts setup, inventory techniques, warehouses, and purchase order basics.

 

Materials Management – Advanced

This session reveals the more advanced features of the Materials Management module in WebTMA. Discover the advanced features such as parts allocation, reorder calculation wizard, stock replenishment wizard, part transfers, setting part requirements for PM schedules, performing batch updates, selling parts using sales orders, and parts requests as they relate to the application and mobile devices. It is recommended that attendees attend the Materials Management - Basic session or have a strong understanding of materials management in WebTMA.

 

Mobile Technology - A Review of TMA Solutions  

Organizations everywhere are seeing significant improvements to productivity and customer satisfaction levels through the utilization of mobile solutions. TMA offers a wide variety of options on a number of different mobile platforms. Understand how these mobile applications can enhance productivity by enabling your personnel to electronically manage their 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, mobileTMA, and other mobility options for WebTMA.

 

Preventive Maintenance Concepts - Basic   

Review the concepts that make up an effective preventive maintenance program. See an overview of how to plan, design, and implement a completely new PM system or improve your current PM system. The session focuses on scheduling preventive maintenance and managing the program using tasks to properly utilize master checks and failure codes. Special emphasis is placed on make/model capabilities in WebTMA.

 

Preventive Maintenance Concepts - Advanced  

For those of you who desire to take Preventive Maintenance to the next level, take a more in-depth look at Preventive Maintenance. Gain an understanding of how an effective program can save your organization money, improve efficiency, and significantly improve up-time for your critical equipment.  

 

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. We will present 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.

  

Project Refresh Update                                                                               

TMA continues to develop the next major release of WebTMA. The project entails a total refresh of WebTMA’s core product, associated modules, and interfaces. The development of this new version of WebTMA includes: a new user interface, upgraded core framework, improved workflows, and a variety of new features and functionality that enhance the product and your user experience. See what is in the works at TMA!

 

Reorganize WebTMA for Enhanced Efficiency

Over the past few years, the University of Miami has reorganized their structure, improved their processes for better efficiency, and dramatically enhanced their usage of WebTMA. Allow Joe Westright  to share the path they took, talk about the successes they achieved, and provide you guidance on how to minimize the possibility of failure. 

 

Report Manager and Core Reports                                                         

Gain an understanding of the comprehensive reports in WebTMA and how they are used to manage your organization as well as how to modify them for your specific use. Use these reports to make better decisions, run operations more efficiently, and achieve the ultimate goal of improving your organization’s financial performance. 

 

Request Management Solutions   

WebTMA has a variety of request management solutions to manage the submission, tracking, and disbursement of work requests. Learn which request management tool best fits your organization. This session examines the features, functionality, and workflows of the solutions available and provides the basic information you need to make the correct choice.  Gain an understanding of iServiceDesk and the Service Request Module. In addition, see how the Auto Attendant module can be incorporated in a variety of different tasks.

 

Simplify User Workflows with Form Attributes

This popular session focuses on how you can simplify system forms to create greater efficiency for your site’s workflows. Learn how to easily hide unused fields, form tabs, and action menu buttons. 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.

 

System Administration – Basic                                                                                 

Your organization needs to run at an optimum level. As the WebTMA System Administrator, you hold the key to success when it comes to assuring your team that WebTMA will allow your organization to achieve this goal. Learn the basics of how to properly manage your data, how to properly manage user access, and how to effectively communicate with your users and customers.

 

System Administration – Advanced                                                                       

The administrator of the WebTMA Solution has immense power to improve the user experience for the team. Learn how to easily modify WebTMA using a variety of advanced functions that allow you to customize forms, rename labels and records (to match your own nomenclature), monitor Work Order status, and share information with other Users. The session focuses on ways to customize WebTMA, establish automatic notifications, and share information via MyPage and Dashboards.

 

The Journey of Acceptance and Training of New Users

Change for any organization is a major challenge. Whether the change relates to personnel, systems, or processes, there must be acceptance by users and training related to the changes. Tina Kramer, from the University of Wisconsin – Stevens Point, will focus on real life challenges such as: what happens when you have invested time and resources in training your staff and a key member moves on, or what happens when you change processes such as the utilization of handhelds - how do you gain acceptance? Learn how to build a solid strategy for quickly and effectively communicating the changes and training new staff members.

 

The Power of the WebTMA Report Writer

Timm Lyons of Brigham Young University, Idaho guides you through the creation of a report utilizing WebTMA's report writer. He will illustrate techniques that will make it easier for you to create reports with this module. Most importantly, he will make your reports shine! 

 

Time Management in WebTMA                                              

You can easily schedule current and future work orders by technicians while graphically viewing their workload as a list view, on a calendar, or as a Gantt chart. Learn the most efficient way to utilize this module to manage and change both direct and indirect (sick time, training time, etc.) labor based on priorities, work type, start time, or end time. The session includes a review of Time Management, Review Assignments, and Batch Attendance features. In addition, this session will also give a brief glance at WebTMA’s Universal Interface for Human Resources, a powerful tool for passing timecard data to your payroll system as a single-entry process.

 

WebTMA Best Practices        

Take advantage of Darren’s knowledge and experience in implementing hundreds of clients during the last 20 years at TMA and Michael’s 10 years of experience in facilities maintenance using TMA products. They will present a variety of processes, policies, and procedures that can be implemented so you can use WebTMA more effectively. Utilizing these best practices, you will help your organization operate at the highest level and increase your organization’s overall return-on-investment utilizing TMA products.  

 

WebTMA GO – The Power of the iPad

WebTMA GO is TMA’s most robust mobile solution. See how to implement this solution for your technicians and supervisors. Gain an understanding of how to roll out the solution so they can perform their work duties in the most efficient manner with handheld technology. Understand how this technology can change the way your organization performs their work. See how the organization’s structure can best accommodate the technology and how processes need to be reinvented. Learn the most effective and appropriate way to use this new technology. 

 

WebTMA Interfaces and Integrations     

TMA has a variety of Interfaces and Integrations that allow WebTMA to be a more integral part of the work flow process of your organization. They allow your organization to operate in the most efficient manner possible by providing you the ability to integrate WebTMA with applications that span a wide variety of industries and platforms. WebTMA offers a variety of Universal Interfaces, they include: Universal Financial Interface, Universal Procurement Interface, Universal Interface for HR, and a variety of others. In addition, there are Integrations to specific products. These include: StarRez Interface, ECRI Interface, RSMeans Interface, BIM Interface, as well as others. Gain an understanding of how these interfaces work and how they can be of value to your organization.  

 

What's New in WebTMA   

TMA continually adds new features and functionality to WebTMA. Enhancements this year to our current product offering include improvements related to customer surveys, time card approvals, priority colors for mobileTMA GO and WebTMA GO, the Key Management module, and integrations with PublicStuff, ATG, StarRez and RSMeans. This presentation will review these and other enhancements that have been released since UC17 as well as discuss Engineering efforts on “Project Refresh.” 

 

 

Workshops:

Basics of MyPage Tabs and Dashboards 
(Workshop)                                                                  

Learn the basics of building professional MyPage Tabs and Dashboards. See how MyPage Tabs and Dashboard components can be customized to focus on different roles within an organization. Technicians can view lists of open work orders, supervisors can monitor work orders for all technicians and trades, and management can utilize high level performance indicators. Learn how real-time information in graphical views such as pie charts, bar graphs, and gauges can take your organization to the next level.

 

Custodial and Room Inspections in WebTMA 
(Workshop)

Custodial Inspections and Room Inspections are very powerful tools that utilize a significant number of features used by General Inspections. This workshop will provide you the basic information on how these inspection tools can simplify and streamline your Custodial and Room inspection process. You will learn how to use Custodial Inspections to quickly inspect the custodial services and Room Inspections to assess the condition of a room and its assets. Gain an understanding of how Custodial and Room Inspections can utilize the power of handheld tools such as mobileTMA GO and/or WebTMA GO.

 

General Inspections in WebTMA 
(Workshop)

The General Inspections module provides you with a tool for confirming and documenting tasks on a given list. In this workshop you will gain an understanding of how to set up inspection forms that integrate tasks, checks, and check items. Learn the best process for grouping inspections and determine the type of data to collect: time, items, readings, comments, and failures. See the efficiencies that can be generated utilizing WebTMA GO and/or barcode technology. 

 

mobileTMA GO – Making the Most of this Powerful Tool
(Workshop)

mobileTMA GO for iOS is a powerful tool for your organization. This workshop provides a general overview of mobileTMA GO and demonstrates the features and functionality of the product. It focuses on how the tool can improve efficiencies within your organization by allowing technicians to spend their time completing work orders, performing PM’s, taking inventory, updating meter readings, and completing inspections instead of filling out paper forms or re-typing data. Gain an understanding of the advantages of this dynamic tool.

 

WebTMA for Administrators
(Workshop)

The ability to administer WebTMA is paramount to the success of utilizing the solution within your organization. This workshop provides a hands-on experience with User Management - including the enhanced security group functionality and flexible user roles. In addition, learn how to streamline your work flows with System and Custom Form changes, how to change label nomenclature system-wide or form-by-form with Text Management, and how to implement Custom Email Notifications.

 

WebTMA for Advanced Users   
(Workshop)

Designed for advanced WebTMA users, the workshop offers participants the working knowledge of how WebTMA’s advanced features and functionality operate, allowing you to optimize WebTMA for increased effectiveness within your organization. This session will provide hands-on experience in setting up Users and Groups and the preferences that affect day-to-day work flow.

 

WebTMA for Users 
(Workshop)

New Clients and new users will appreciate this hands-on review of the fundamental and basic functions for using WebTMA. During this session, you will be in a hands-on environment that takes you from requests through closing a work order including options for entering data, basic reports, and resources for help when you need it. 

 

WebTMA GO – The Power of the iPad
(Workshop)

WebTMA GO is a powerful tool with a significant amount of advanced functionality. This hands-on workshop provides exposure to the features and functionality of this tool. See how your organization can save time and money with advanced maintenance management software on an iPad. iPads are provided to attendees to learn the basics of creating work orders, reviewing assigned work, converting requests, and attaching linked documents. Depending on the interest of attendees and time permitting, the presenter may cover scheduling work orders, taking item inventories, performing stockroom functions, and entering inspection results.

 

WebTMA Report Writer 
(Workshop)

A hands-on workshop that provides basic instructions on how to create reports from scratch or how to modify one of the more than 600 pre-existing reports within WebTMA. See the power of the WebTMA Report Writer, and understand how you can generate reports on screen, print them, e-mail them, download them as Microsoft Excel files, or save them in formats such as HTML, Image, or PDF. In addition, learn how to create and use sub-reports to expand the capabilities of your reporting.

 

***PDF Session Schedule – available at a later date

***Session and schedule information subject to change

 

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