TMA Systems

Conference Session Descriptions

UC18 (As of March 6, 2018)

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.

Tim Prado & Kathy Yu, TMA Systems

Promenade B – Tuesday, 10:00am to 11:15am

Directors Row 4 – Thursday, 8:30am to 9:45am

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.

Tim Prado & Kathy Yu, TMA Systems

Directors Row 4 – Wednesday, 1:00pm to 2:15pm

Room 315 – Thursday, 10:00am to 11:15am

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.

Luis Pino & Jerry Capps, TMA Systems

Directors Row 5 – Tuesday, 10:00am to 11:15am

North Tulsa Ballroom – Wednesday, 1:00pm to 2:15pm

Building Information Modeling (BIM/Revit)

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 Western Michigan University

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.

DeVon Miller & Anand Sankey, Western Michigan University

Patrick Smith, TMA Systems

Directors Row 4 – Tuesday, 10:00am to 11:15am Directors Row 5 – Wednesday, 10:00am to 11:15am

Building Team Power Through Collaborative Leadership

Learn the techniques for unleashing the collaborative power of teams for increased productivity and

results. Acquire the basic tools and skills to manage your teams through collaborative leadership –

tapping the creative and innovative potential of all members, regardless of their level in the

organization.

John C. Smith, TMA Systems

Room 315 – Wednesday, 2:30pm to 3:45pm

Room 315 – Thursday, 2:30pm to 3:45pm

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.

Jeremy Spires, TMA Systems

Room 315 – Tuesday, 1:00pm to 2:15pm

Capitalize on WebTMA in a Healthcare Setting

This session focuses on features and functionality developed to support your Facilities and Biomedical

departments. Understand how Make/Model and Type/Sub Type templates can be applied to your

operations to assist in the standardization of data, as well as discover some of the new features in

WebTMA that assist in documenting work orders. Examples include: equipment-in-use, Alternate

Equipment Maintenance Programs (AEM), tools and test equipment, and not-located equipment.

Andrea Weber, HSS & Kurt Seifried, TMA Systems

Directors Row 5 – Wednesday, 2:30pm to 3:45pm

Directors Row 4 – Thursday, 10:00am to 11:15am

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.

Gary Schaecher & Todd Schaecher, TMA Systems

Directors Row 5 – Wednesday, 8:30am to 9:45am

Executive – Thursday, 8:30am to 9:45am

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.

Gary Schaecher & Todd Schaecher, TMA Systems

Directors Row 4 – Tuesday, 1:00pm to 2:15pm

Executive – Wednesday, 1:00pm to 2:15pm

Case Study: Real Life with mobileTMA GO (New)

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.

Johnny Flores, University of Texas at San Antonio

Promenade D – Wednesday, 8:30am to 9:45am

Executive – Thursday, 10:00am to 11:15am

Case Study: The Value of Planned Maintenance (New)

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.

Jean Leslie, University of the West Indies

Room 315 – Wednesday, 8:30am to 9:45am

Room 315 – Thursday, 8:30am to 9:45am

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.

Richard VanSchoonhoven, University of Wisconsin – Whitewater

Promenade B – Wednesday, 8:30am to 9:45am

Executive – Thursday, 1:00pm to 2:15pm

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.

Brent Brimacomb & Matt Sunday, TMA Systems

Promenade C – Wednesday, 8:30am to 9:45am

Promenade C – Thursday, 8:30am to 9:45am

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.

John C. Smith, TMA Systems

Room 315 – Wednesday, 10:00am to 11:15am

Room 315 – Thursday, 1:00pm to 2:15pm

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 accessible 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.

Adam Deatherage & Bill Musick, TMA Systems

Promenade A – Wednesday, 10:00am to 11:15am

Promenade D – Wednesday, 2:30pm to 3:45pm

Promenade B – Friday, 9:00am to 10:30am

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.

Adam Deatherage & Ryan Rodkey, TMA Systems

North Tulsa Ballroom – Tuesday, 10:00am to 11:15am

Promenade D – Thursday, 8:30am to 9:45am

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.

Joel Embry & Greg Dorholt, TMA Systems/RiskPartner

Directors Row 5 – Tuesday, 1:00pm to 2:15pm

Directors Row 5 – Wednesday, 1:00pm to 2:15pm

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.

Wade Quinton & Greg Paden, TMA Systems

Promenade D – Wednesday, 10:00am to 11:15am Promenade D – Thursday, 10:00am to 11:15am

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.

Gaby Tapia, TMA Systems & John Young, Patrick Engineering

Executive – Wednesday, 8:30am to 9:45am

Promenade A – Thursday, 8:30am to 9:45am

Implementing MyPage Controls with Trades and Technicians (New)

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.

Nathan Vasquez, San Jose State University

North Tulsa Ballroom – Thursday, 10:00am to 11:15am

Directors Row 4 – Thursday, 1:00pm to 2:15pm

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.

Frank Lucas, UNLV (Retired)

Promenade A – Tuesday, 1:00pm to 2:15pm

Promenade A – Wednesday, 2:30pm to 3:45pm

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.

Dan Maddux & Pete Carper, TMA Systems

Directors Row 4 – Wednesday, 8:30am to 9:45am

Executive – Thursday, 2:30pm to 3:45pm

Key Management – New and Improved (New)

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.

Derek Edward, TMA Systems

Directors Row 4 – Wednesday, 10:00am to 11:15am

Directors Row 5 – Thursday, 8:30am to 9:45am

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.

Matt Sunday & Tim Prado, TMA Systems

North Tulsa Ballroom – Wednesday, 10:00am to 11:15am

Directors Row 5 – Thursday, 2:30pm to 3:45pm

Managing Your Organization with 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.

Laura Drake & Tammy Hilmer, TMA Systems

Promenade A – Wednesday, 8:30am to 9:45am

North Tulsa Ballroom – Thursday, 2:30pm to 3:45pm

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.

Adam Deatherage, TMA Systems

Promenade C – Wednesday, 1:00pm to 2:15pm

Promenade B – Thursday, 10:00am to 11:15am

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.

Ryan Rodkey & Jenny Pino, TMA Systems

Promenade B – Wednesday, 10:00am to 11:15am

North Tulsa Ballroom – Thursday, 1:00pm to 2:15pm

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.

Jenny Pino & Ryan Rodkey, TMA Systems

North Tulsa Ballroom – Wednesday, 2:30pm to 3:45pm Directors Row 4 – Thursday, 2:30pm to 3:45pm

Mobile Technology – A Review of TMA Solutions (New)

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.

Derek Edwards & Lenore Marlow, TMA Systems

Promenade C – Tuesday, 10:00am to 11:15am

Promenade D – Thursday, 1:00pm to 2:15pm

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.

Darren Brown & Michael Webb, TMA Systems

Promenade B – Tuesday, 1:00pm to 2:15pm

Promenade B – Thursday, 8:30am to 9:45am

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.

Darren Brown & Michael Webb, TMA Systems

Promenade B – Wednesday, 1:00pm to 2:15pm

Promenade B – Thursday, 1:00pm to 2:15pm

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.

Adam Deatherage & Brent Brimacomb, TMA Systems

Executive – Tuesday, 1:00pm to 2:15pm

Promenade D – Thursday, 2:30pm to 3:45pm

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!

Patrick Smith, Kathy Yu, Tabor Ellison, TMA Systems

Promenade A & B – Tuesday, 4:00pm to 5:00pm

Promenade A & B – Wednesday, 4:00pm to 5:00pm

Reorganize WebTMA for Enhanced Efficiency (New)

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.

Joe Westright & Dennys Bayona, University of Miami

Executive – Wednesday, 10:00am to 11:15am

Directors Row 5 – Thursday, 10:00am to 11:15am

Report Manager and Core Report

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.

Austin East & Josh Moore, TMA Systems

Promenade C – Wednesday, 10:00am to 11:15am

Promenade A – Thursday, 1:00pm to 2:15pm

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.

Dan Maddux & Jeff Banks, TMA Systems

Executive – Tuesday, 10:00am to 11:15am

Room 315 – Wednesday, 1:00pm to 2:15pm

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.

Laura Drake & Tammy Hilmer, TMA Systems

Promenade D – Tuesday, 1:00pm to 2:15pm

North Tulsa Ballroom – Thursday, 8:30am to 9:45am

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.

Tim Prado, TMA Systems

North Tulsa Ballroom – Wednesday, 8:30am to 9:45am

Promenade B – Wednesday, 2:30pm to 3:45pm

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.

Matt Sunday & John Kurtzweil, TMA Systems

Promenade A – Wednesday, 1:00pm to 2:15pm

Promenade C – Thursday, 10:00am to 11:15am

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.

Tina Kramer, University of Wisconsin - Stevens Point

Promenade C – Wednesday, 2:30pm to 3:45pm Promenade C – Thursday, 1:00pm to 2:15pm

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!

Timm Lyons, Brigham Young University

Promenade D – Wednesday, 1:00pm to 2:15pm

Promenade B – Thursday, 2:30pm to 3:45pm

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.

Greg Paden & Katrina McKire, TMA Systems

Promenade C – Tuesday, 1:00pm to 2:15pm

Directors Row 4 – Wednesday, 2:30pm to 3:45pm

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.

Darren Brown & Michael Webb, TMA Systems

Promenade A – Tuesday, 10:00am to 11:15am

Promenade A – Thursday, 2:30pm to 3:45pm

Promenade A – Friday, 9:00am to 10:30am

WebTMA GO – The Power of the iPad (New)

WebTMA GO is TMA’s most robust mobile solution. Gain an understanding of how handheld technology

can change the way your organization performs their work duties by making your technicians more

efficient. Learn how they can create work orders and requests, take inventory, maintain quality

inspections, manage data, and many other tasks with an iPad.

Lenore Marlow & Jerry Capps, TMA Systems

North Tulsa Ballroom – Tuesday, 1:00pm to 2:15pm

Promenade C – Thursday, 2:30pm to 3:45pm

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.

Patrick Smith & JT Young, TMA Systems

Executive – Wednesday, 2:30pm to 3:45pm Directors Row 5 – Thursday, 1:00pm to 2:15pm

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.”

Jenny Pino & JT Young, TMA Systems

Promenade D – Tuesday, 10:00am to 11:15am

Promenade A – Thursday, 10:00am to 11:15am

Conference 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.

Tammy Hilmer & Laura Drake, TMA Systems

South Oklahoma – Tuesday, 10:00am to 11:15am

Diplomat – Wednesday, 1:00pm to 2:15pm

Diplomat – Wednesday, 2:30pm to 3:45pm

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.

Adam Deatherage & Jerry Capps, TMA Systems

South Oklahoma – Monday, 3:00pm to 5:00pm

South Oklahoma – Wednesday, 8:30am to 9:45am

South Oklahoma – Thursday, 1:00pm to 2:15pm

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.

Luis Pino & Jerry Capps, TMA Systems

South Oklahoma – Wednesday, 10:00am to 11:15am

South Oklahoma – Thursday, 10:00am to 11:15am

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.

Derek Edwards & Josh Moore, TMA Systems

South Oklahoma – Wednesday, 2:30pm to 3:45pm South Oklahoma – Thursday, 2:30pm to 3:45pm

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.

Luis Pino & Patrick Smith, TMA Systems

Diplomat – Tuesday, 1:00pm to 2:15pm

Diplomat – Thursday, 8:30am to 9:45am

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.

Luis Pino & Patrick Smith, TMA Systems

Diplomat – Monday, 3:00pm to 5:00pm

Diplomat – Wednesday, 8:30am to 9:45am

Diplomat – Thursday, 2:30pm to 3:45pm

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.

Jeremy Spires & Pete Carper, TMA Systems

Diplomat – Tuesday, 10:00am to 11:15am

Diplomat – Wednesday, 10:00am to 11:15am

Diplomat – Thursday, 1:00pm to 2:15pm

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.

Jenny Pino & Lenore Marlow, TMA Systems

South Oklahoma – Wednesday, 1:00pm to 2:15pm

South Oklahoma – Thursday, 8:30am to 9:45am

South Oklahoma – Friday, 9:00am to 10:30am

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.

Gaby Tapia & Austin East, TMA Systems

South Oklahoma – Tuesday, 1:00pm to 2:15pm

South Oklahoma – Tuesday, 4:45pm to 6:00pm Diplomat – Thursday, 10:00am to 11:15am