Overview
The WebTMA 7 integration template provides a standardized configuration for creating and updating work orders between Virtual Facility (VF) and WebTMA. This default configuration defines the fields used during work order creation and viewing, default values applied by the integration, field relationships, normalized field mappings, and work order status mappings.
Organizations may customize individual mappings and translations to align with their WebTMA environment. The configuration described below represents the standard template used for WebTMA 7 work order integrations.
Note: The information contained in this article is specific to the WebTMA 7 integration with VF and is intended to help client administrators understand and manage their configurations. While there may be some similarities to the way other CMMS integrations are likely to be configured, there is no default standard integration for other CMMS integrations, nor is this article designed to provide specific guidance about those integrations. If you have a different system, please speak with your Client Success representative for support.
Required Work Order Fields for Creation
The following WebTMA fields are required by the standard integration configuration when creating work orders.
| WebTMA Field | API Field |
|---|---|
| Facility | FacilityId |
| Repair Center Code | RepairCenterId |
| Building | BuildingId |
| WO Type Description | WorkOrderTypeId |
| Priority Description | PriorityId |
| Task Description | TaskId |
| Action Requested | Action Requested |
| Request Date | RequestDate |
| Notify Me | NotifyMe |
The standard WebTMA 7 integration requires these fields to be configured and available for successful work order creation.
Default Field Behavior
Several fields are automatically populated by the integration to reduce user input requirements and improve consistency.
| Field | Default Value |
|---|---|
| Request Date | {{currentDateTime}} |
| Created Date | {{currentDateTime}} |
| Requestor | Virtual Facility |
| Notify Me | TRUE |
These values are automatically supplied to WebTMA when a work order is created through the integration.
Standard Work Order Layout
The standard WebTMA template uses separate layouts for creating and viewing work orders. This allows important data-entry fields to be prioritized during work order creation while emphasizing status and completion information when viewing existing records.
Create Display Order
When creating a new work order, fields are presented in the following order.
| Create Display Order | Field |
|---|---|
| 0 | Facility |
| 1 | Repair Center Code |
| 2 | Building |
| 3 | WO Type Description |
| 4 | Floor |
| 5 | Priority Description |
| 6 | Area |
| 7 | Department |
| 8 | Equipment |
| 9 | Due Date |
| 10 | Task Description |
| 11 | Technician |
| 12 | Action Requested |
| 13 | Trade Description |
View Display Order
When viewing an existing work order, additional status and completion-related information becomes available. The standard WebTMA 7 integration template uses the following display sequence.
| View Display Order | Field |
|---|---|
| 0 | Facility |
| 1 | Repair Center Code |
| 2 | Building |
| 3 | WO Type Description |
| 4 | Floor |
| 5 | Priority Description |
| 6 | Area |
| 7 | Department |
| 8 | Equipment |
| 9 | Closed Date |
| 10 | Task Description |
| 11 | Due Date |
| 12 | Trade Description |
| 13 | Technician |
| 14 | Action Requested |
| 15 | General Comments |
| 16 | Task Comments |
Note: Fields without a configured View Display Order value are not included in the standard work order view layout. The display sequence shown above reflects the fields explicitly configured in the default WebTMA 7 integration template.
Work Order Description Template
The Action Requested field is automatically populated using a standardized template that includes information from the originating VF alarm or work ticket.
- Work Ticket Objective
- Alarm Category
- Problem Details
- Alarm Details
- Link to the originating VF Work Ticket
This information helps technicians access relevant issue details directly from the WebTMA work order.
Location and Asset Relationships
Several WebTMA fields use parent-child relationships to guide valid selections and improve data accuracy.
| Child Field | Parent Field |
|---|---|
| Area | Building |
| Floor | Building |
These relationships ensure users are presented with location values relevant to the selected building.
Standard Normalized Fields
The standard WebTMA template includes several normalized fields that allow VF operational data to be linked to corresponding WebTMA records.
| WebTMA Field | Normalized Field |
|---|---|
| Area | LOCATION |
| Equipment | ASSET |
| General Comments | RESOLUTION_NOTES |
| Task Comments | RESOLUTION_NOTES |
| Trade Description | SHOP |
These normalized fields support synchronization of location, asset, shop, and resolution information between the two systems.
Work Order Status Closure Mapping
The standard integration includes a default status mapping for closed work orders.
| Internal Value | Translation Direction | Match Type |
|---|---|---|
| CLOSED | EXTERNAL_TO_INTERNAL | IS_SET |
This mapping allows closed work orders in WebTMA to be recognized and processed appropriately by the integration.
Best Practices
- Review required field mappings before enabling work order creation.
- Verify that Facility, Building, Repair Center, Priority, Work Order Type, and Task values exist in WebTMA prior to deployment.
- Use normalized fields where available to improve consistency between VF and WebTMA records.
- Maintain location hierarchy integrity by ensuring Area and Floor values are correctly associated with Buildings.
- Test work order creation and closure workflows after making any mapping or translation changes.