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Lite+ Summer Release Notes

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Security Enhancements 

Oneserve undertake the challenge of protecting your data assets very seriously, and as part of our continual investment in security we have made the following changes.

Deprecation of TLS 1.0
We no longer support the use of HTTPS TLS 1.0 encryption ciphers.  Transport Layer Security (TLS) 1.1 or higher is now a minimum requirement.  This will impact either; (a) users still utilising old internet browser versions and (b) machine to machine API interfaces, used for integration services, that are still utilising TLS 1.0.

Enforcement of HSTS
We now enforce the use of HTTP Strict Transport Security (HSTS) for all data communications with Oneserve. This is unlikely to impact any Oneserve users.

Enforced use of ‘authentication tokens’ in API calls
We no longer support the use of simple authentication for our API services, and thus no longer permit the use of username/password combinations for our API services.  We now support the use of authentication tokens for all API interconnectivity.  Please contact Oneserve for further support and guidance.

 

Application Enhancements  

If you would like to use any of the new user type rights mentioned in the sections below please contact our support desk. We will need to know what rights you would like to use and what user types they should be assigned to. Details on how to contact support can be found here

Scheduler  

The resource column on the scheduler screen has been improved to include a link directly to the admin resource account. This will allow users to access the resource configuration quickly and easily. The process of adding additional working time or sickness for a resource will be easier to complete. Users will need to click on the resource name which will be blue to represent there is a hyperlink. 

User Type Right - Resources - View Services [VIEW_RESOURCE_SERVICES]Scheduler.png

Impact - Users will notice a design change to the resource column on the scheduler if they have the user type rights required to access the admin team/resource page. This change will not impact scheduling appointments but it will provide a direct link to the job resource tab. 

 

Stock Management

Request Parts

A button called Request parts has been added to the mobile application to allow users to connect to the Job Part tab for the desktop application.

To use this option the user needs to select their appointment on the mobile device, click on the parts tab and select ‘Request Parts’ the desktop will open in a new browser tab

The users will need the following two user type rights

  • Display Job - Part Tab [VJP]
  • Parts [SMCPL]

Mobile.png

Impact - Unless your mobile users have the rights to access the parts tab on the desktop before the upgrade they will not notice any changes. Please contact our support desk if you would like to use this functionality. 

 

Part Status - Pending 

A new status has been created for Pending, this status can be used at the beginning of the request part process to check the parts before they are sent to your vendor. Two new rights have been created to deliver the configuration to use the pending part status. The first right will determine what status the requested parts will use and the second right will allow users to approve the pending parts.

  1. User type right called ‘Add Job parts as pending’ [JOB_PARTS_ADD_AS_PENDING]

If the right has been assigned to the user type the requested parts will be created/assigned to the job with a Pending status. Without this right parts will continue to be assigned with a Requested status

Job_Part.png

  1. User type right called ‘Job part confirm requested parts’ [JOB_PARTS_CONFIRM_REQUESTED_PARTS]

This right will add the ‘Confirm Requested Parts’ button to the job parts tab, this button will be used against requested parts with a status of Pending, once approved the parts will have a status of requested and can be sent to the vendor.

Part_Right.png

Impact - By default these new rights will not be assigned to any user types therefore after the upgrade you will not notice any changes. Please contact our support desk if you would like to use this functionality. 

  

User - Vendor relationship 

Against the user settings a new filter option has been created for Vendor, once it has been enabled the multi select vendor field will be available. You can use vendors against your parts to restrict the items in the part catalogue users can select from. 

Steps to see this, click on the admin cog - select users - select a user row or create a new user - add the bottom of the add/edit panel will be the vendor setup.

User_Vendor_Relationship.png

The user - vendor relationship will affect the Job Part tab. Both the add and request functionality will filter the available part list depending on the preferred vendor for the part. If the preferred vendor against the part does not match the logged in user to vendor relationship the part will not be visible

Job_Part_Rights.png 

Impact - By default this setting will be disabled for all users, after the upgrade you will have to manually enable the option for each user required for the functionality.

 

Mandatory Parts on the Mobile

New functionality has been developed to make the parts tab mandatory for the mobile applications. Users will be required to add one part or use the 'No parts Required' option before the Work Complete and Additional Appointment button are available. This option will be controlled by a user type right so you can control what users will need to complete the part section. 

User Type Right: Mandatory Parts on Mobile MPM

If the use has the right the parts tab will be highlighted as mandatory, once a part action has been performed the icon will be replaced with a green tick.

This functionality will be useful if your mobile users are not completing the job stock process or you are introducing a new stock process and worried about users not adapting to the change. 

Mobile.png 

Impact - By default this user type right will not be assigned to any user types therefore it will not affect any users. Please contact our support desk if you would like to use this functionality. 

 

Area Description Impact
Coding Rename Code to Coding for the admin page and search views This is a name change and not additional functionality for this page. When you look at the admin page the link to Code will now be Coding. The job search page will now reference Coding instead of Code, all saved job searches with the filter or column will be updated automatically. 
Create Job The option to select Activity Group on the create job screen has been reordered to display in alphabetical order If you use the Activity Group option on the create job screen the options will appear in a alphabetical order after the upgrade. This field is used to filter the activity dropdown whilst you are creating a job so it is not a mandatory field users have to use.
Create Job The unit of measure label has been added to the activity section on the create job screen. Once the activity has been selected from the search box the unit of measure will appear after the quantity field.  This improvement is a display change to add additional information to the create job page, it will not affect the functionality of this page therefore there will not be a direct change in behaviour. 
Job Activities Modifying and adding activities to the job activity tab applies rounding when the quantity includes a decimal place. In certain circumstances the quantity could display up to 12 decimal places, this has been fixed so it will only use 2 decimal places.  This change will affect the Job Activities page for adding activities or using the edit pencil to make changes to the quantity. After the upgrade you will be able to enter a quantity with a decimal place to go to 2 decimal places instead of it automatically updating to 12 places.
Link Job The search field on the link jobs window has been updated to exclude job references that have already been linked to the job If you use the link job functionality you will be use to the search box to find the jobs that need to be linked. This search will no longer display job references that have already been assigned to the job the user is on. The impact to users using this functionality would be that they could see job references not returning in the search box so they would need to go back to the job and check if it has already been assigned
Mobile Activity Unit The unit of measure has been added to the activity screens on the mobile application. This will allow users to select the activity that matches their requirements. The unit of measure will be visible on the page displaying the activities assigned to the appointment, the activity search page and the main details when the activity has been selected. 

Users will be presented with more information on their mobile device to improve the accuracy of the correct activity being selected. The details will be displayed after the activity name and description when the user is looking at the job activity tab or searching for activities to add. When the activity has been selected the details page will display the unit of measure after the completed quantity field name. 

This change is to display additional information instead of functionality changes therefore there will not be a direct impact on users. 

Mobile Delete Parts On the mobile application users will have the option to remove parts they have added to appointments. Previously this only removed the part cost line from the job on the desktop application but it left the pat on the job part tab. The delete part button on the mobile will now remove the job cost line and the part from the assigned job.   The mobile device will not show any changes to the user. The desktop will be affected as the part records will be removed from the job if the mobile user performs this action on their appointments.  
Mobile Signature The mobile application will accept one signature for the customer and one for the operative. If the user needs to update the signature they will need to clear the field before they can redo the signature because the update button will be disabled. Once the new signature has been entered the user will be able to update it against the appointment. If mobile users reopen the signature tab after submitting a signature they will notice the update button has been disable. The user will be able to use the clear button to reactive the update button if the signature required a change. 
Scheduler The field for Resources on the fixed scheduler has been changed to a multi select field. The new field type will make it easier to select a couple of resources to schedule appointments for instead of viewing the whole team at once. This brings it in line with the multi select used for the team field. This is a change to the scheduler design so it will not have a direct impact on scheduling functionality. If you open the scheduler page or create a fix appointment, open the resource dropdown and select multiple resources. You will need to click on the All option to unselect it if you are going to look at individual resources.
Scheduler - Pooled  The Auto appointment button will now deactivate if the activities have not been selected. This could happen if you create a new appointment, remove the selected activities at the bottom of the page and use the apply button. The issue was the auto appointment was still available and if it was used it would create appointments without assigning activities.  Users will only notice the difference if they remove all selected activities on the pooled schedule. The button will be reactivated after one or more activities have been selected.  
Stock Check The option for export against stock checks has been updated to include a sort order against the line ID, this was to prevent duplicates from appearing in the export. The stock check will continue to export the data from the system but the lines will appear in order by ID. Your users will still be able to retrieve the same information so this will not affect the functionality. 
User / Scheduling A new option against user accounts has been created to use the Mobile Team and Mobile Resource fields as defaults for the scheduler, with this setting the scheduler will use the values in these fields to pre populate the team and resource. This setting will restrict users to only schedule appointments to particular resources if they do not have the user right to change the team and resource fields By default all users will have this functionality disabled. If you would like to enable it you will need to open the admin menu, select the users page. Click on your user and the new Default Schedule Values will be towards the end of the edit user panel.
Users If the option for 'Apply Team Filtering' against a user account has been enabled the Mobile Team field has been changed to only display Teams assigned in the team field above.  If you are using the team filtering option against a user account it will have a impact on the mobile team field used to create a mobile login. After you switch team filtering on and select the teams the user can access it will filter the Mobile Team filed at the bottom of the user page to only display the linked teams. This will prevent mobile users being created with a resource within a team that user cannot access. Team Filtering will restrict the user to only see jobs, the job activities, appointments and costs assigned to that team as well as the options under the team dropdown on the scheduler page. This functionality was aimed at subcontractors logging into your system where they should only have access to their jobs and information.
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