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Release Notes : Lite

We are excited to be introducing a number of new features to our product in the Autumn 2017 Release that will assist in improving operational efficiencies across your organisation, as well as improving the experience for your staff and support them in delivering greater service and benefits for your customers. 

 

Release Highlights

We are releasing the following key features as part of our Autumn 2017 release. Please note these are all these features will be released to you on an 'Opt-In' basis, to allow you to migrate to using the features in a timeframe that works for you.  

  • Street Level Routing
  • Location Coordinates
  • Map View
  • Alerts Module

 

Preface

These release notes provide a high-level summary overview of the new product features as well as minor product enhancements and bug fixes.  Detailed functional information and usage instructions are provided separately via; the supporting release webinar slides and video as well as our online help guides and upgrade notes. 

 

Street-Level Routing, powered by GoogleTM 

(Opt-In Feature)

Benefit: Accurate calculation of drive times

Challenge & Solution: The accurate calculation of drive times is key for managing Field Service Operations, with overestimates leading to reduced workforce productivity and underestimates resulting in late arrivals, disappointed customers and increasingly disrupted schedules.

In this release, we’re excited to bring you more accurate drive time calculation using street-level routing in partnership with GoogleTM.


Improved Location Accuracy with Geo-Coordinates 

(Opt-In Feature)

Benefit: Access precise location information

Challenge & Solution: As part of our continual drive to help you deliver efficiency gains for your organisation, we are pleased to now support the use of geo-coordinates against sites and resources.

More precise location information will support street-level routing and allow for more accurate drive time calculations; ensuring your operatives get to exactly the right place, first time, every time.

For more information on upgrading to this feature please click here


Map Views for Job and Site Locations 

(Opt-In Feature)

Benefit: Improved geographic context around job and site locations

Challenge & Solution: Office-based users are now able to view the location of a site in map views on both the job and site pages, providing contextual location information, allowing users to make more informed decisions as well as better supporting operatives in the field. The interactive maps support features such as; expand to full screen, zoom, view alternative layers as well as view ‘Street View’ information.

Maps_on_Job_Details.png

 

New Alerts Page 

(Opt-In Feature) 

Benefit: Ensures your schedules and route planning remains precise and optimal

Challenge & Solution: Ensuring that all Sites and Resources have complete and accurate location information is critical to both effective and efficient scheduling as well as the enhanced outcomes from our new Street-Level Routing. Should any location information recorded against Sites or Resources be missing or inaccurate, these will be visually flagged for a user to correct or update. Ensuring data is kept up to date at all times will assist greatly in removing any barriers and drive greater operational efficiencies for your organisation.

Your users will be able to easily identify should any 'alerts' require attention via our highly visual alerts icon location within the main menu bar. Simply click on the 'alerts' icon to view and administer all active alerts.

Alerts.png

 

Small Enhancements and Bug Fixes

 
Bug or Enhancement ID Application or Service Function Description of Enhancement or Bug Fix Changes to Operational Practices
OSD-7061 Activity

User Team' filtering is an option against user accounts which will filter jobs depending on the team.One page that uses the filtering will be 'Job Activity'.

After completing an appointment with 'additional appointment required', it would remove the team from the activities which stop the activities being visible to users with the team filtering.

A new setting has been created against the 'Team' page under the admin menu called 'Keep Team Against Activities'. If you turn this setting on, the activities will keep the team assigned after additional appointment events, however, the resource will still be removed

By default, the new option against a team will be inactive. You will need to open your teams settings and use the modify option to enable this setting. Immediately, you will see activities to keep the team assigned after additional appointment events.
OSD-6848 Allocated Time Types

Allocated ‘Time Types’ are used to record additional working time or reduce the working time for teams and resources. This encompasses sickness, holiday, overtime and out of hours.

Allocated time types have a sub type of either ‘Working, Non-Working Time or Downtime’. We have made a change to disable the fields called ‘Release Within Hours’ and ‘Priorities’ against if the type is ‘Non-Working or Downtime’ as these these values are used for working time types to check if the job priority has been assigned to that type, if it doesn’t match, the override priorities field on the scheduler has to be selected before the appointment can be scheduled.

If you have any allocated 'Time Types' configured with the type of 'Non-Working or Downtime' you will notice the 'Release with Hours' field and 'Priorities' will be cleared.

If you attempt to create a new record, it will only allow you to enter values in the 'Release Within' and 'Priorities' fields if the type has been set to 'Working Time'.

OSD-7023 Clone Job

The clone job functionality has been improved to check your 'User Type - Work Log Type' relationships which will prevent jobs being raised incorrectly.

Previously if a user cloned a job which had a 'Work Log Type' that they didn't have access to create, jobs against it would create the job against the first 'Work Log Type' in the list of approved 'Work Types' for that user. This meant new jobs were not a true clone of the original job.

This change will not affect the 'Work Log Type' for existing cloned jobs on your system. The change will be visible when you click on the 'Clone Job' option and go through to the 'Job Creation' page. The 'Work Log Type' field will show the correct values from the original job.

This change will not affect the creation of new job so it will still restrict users creating new jobs against types they have not been assigned to.

If you would like to review your setup you will need to open the 'Admin' page, select the 'Work Log Type' page, after clicking on a row you will see what user types have been assigned to that Work Log Type'.

OSD-7488 Contact Considerations Creating a new contact using the desktop application will no longer populate the Consideration field with NULL Existing contact considerations will not be impacting. New contacts created post upgrade will no longer have the text NULL entered
OSD-6823 Contact Search The 'Contact Search' page has a column for 'Preferred Contact'. Previously this used to show 'true/false', however, this has been altered so it can show the contact details of the 'Preferred Contact' method. This field will now show the 'Phone Number' or 'Email Address' that has been marked as 'preferred'. If you have a 'Contact Search' view configured with the 'Preferred Contact' column, you will notice the data will change from 'true/false' to displaying the relevant text. 
OSD-6831  Create Job

The 'Create Job' page allows users to enter a 'Job Description' before a site has been selected, however, it used to clear the text in the description once the site was chosen.


A change has been applied to keep the 'Job Description' text when the site changes.

If your users enter descriptions before selecting a site, they will notice the text remains after the upgrade.
The 'Work Log Type', 'Activities', 'Priorities', and 'Causes' fields will still be cleared.
OSD-6847 Job Activities

We have added validation to the 'Edit Page' against 'Job Activities' to prevent the 'Completed Quantity' being higher than the 'Quantity' value.


To access this page, you need to use the 'Edit' pencil next to the 'Activities' on a job.

This will not impact the values entered against existing 'Job Activities'.


If you edit an activity where the 'Completed Quantity' is already higher than the 'Quantity', it will prevent you from making other changes until you change the values.
 

OSD-7439 Job Activity Cost

During the process of appointment scheduling or rescheduling the system will recalculate the cost of your activities. This is required as it checks if the team assigned to the activity has a different cost value. 

The recalculating cost process has been improved to check it's using the correct cost for the jobs work log type, client and date range depending on the jobs created date. This will ensure the costs are accurate and up to date.

This change will not have an impact on existing activity job costs. Post upgrades new appointments or rescheduled appointments will calculate the activity cost using the job settings. This impacts the cost column and not the sales value for the job activities. 

Activity costs can be created using the activity page on the admin page or in bulk via the support desk.

OSD-6896   Job History

The 'Job History' tab allows users to view or add notes against a job.


The display of 'Job Notes' has been improved to allow for line breaks.
This will make it easier to read notes that cover multiple lines.

If you were to review a 'Note Event' via 'Job History' you will notice the display of the text has improved if it covers multiple lines.


Functionality has not changed around 'Job History' notes.

OSD-7054 Job History

On the 'Job Details' screen you will see a 'Cause field'.
Throughout the application, 
this field is referred to as 'Cause'.


On the 'Job History' tab it used to display the term 'Damage' against the 'Job Details Changed' event.
This has now been updated to say 'Cause' to prevent confusion amongst your users.

This is a text change for the event on the 'Job History' tab.
The functionality will remain the same, however, if you look back at old 'Job Events' you will see 'Cause' appearing instead of 'Damage' in the 'Job Details Changed' event.
OSD-6861 Mobile Signature The mobile application has the option to capture signatures.
Previously, if you used the 'Enter' button on the keyboard after entering a 'Name', it would clear the signature.
We have stopped this occurring which will prevent the requirement to create the signature multiple times.

Mobile users will be able to use the 'Enter' button on the keyboard without clearing the signature field.


This will make it easier to use the functionality and prevent the need for signatures to be entered multiple times.
 

 OSD-6937  Search Views

The 'Search' pages will now return the user to 'page one' of the search results if the query filters are amended.


This change was required because if a user amends the 'search criteria', the results and pagination will be refreshed causing issues for the user when trying to use 'paging functions'.

There are no impacts to 'Saved Views', however, users will notice they are always returned to the first page on the 'search result' table if they make amendments to the search criteria.  
 OSD-7254 Search Views

The 'Search' pages for 'Contact' and 'Site' has a column called 'Consideration'.
Against this field, you can create advance 'OQL' searches.


Previously, after saving the 'search view', it would cause an error, however, this issue is now resolved.

Users can now create 'new searches' on the 'Site' and 'Contact' search tabs with filters against the 'Consideration' fields. 
OSD-6927 Search Views

We have resolved an issue where the data would not appear in 'OQL' columns for the first row of the search results.
'OQL' columns are 'custom columns' that can be created using the 'cog' icon on the search page.


Example of an 'OQL' column would be to display the date when a particular event happened on a job.
Please view the 'Search' section on our 'Help Centre' for more information if you would like to use this functionality.

If you have custom 'OQL' columns saved in your views, they will now populate the missing data for the first row in the result table.
OSD-6940 Search Views Sites

The 'text filter' box on the 'Site' search page has been altered to include the text 'Site Contact'.


The field was already referencing this data, so we have included the text to inform users what the search will be based on.
 

No alterations to the saving of 'Site Views' as the text box already filters on 'Site Contact' data.
 OSD-6992 Text format - Job Activities Post the '2017 Summer Release', the text format on the 'Add Activities to a Job Panel' wouldn't correctly display special characters in an appropriate format.
It was displaying the '&' symbols as ''s'.
We has been resolved, thus the text characters will now display correctly.
This will not have an impact on your jobs because the issue was a display issue only.
If you open the 'Job Activity' tab (if you have versioning activated you will need to create a version first), then select the 'Add Activities' option at the bottom of the page.
If you find an 'Activity' that contains characters such as '&' you will see the format will now be correct after post this upgrade.
 
OSD-7046 User Account An error was reported when users were trying to 'deactivate user accounts' using the desktop application.
This error has been resolved.

The functionality to 'deactivate users' has been restored. No alternative functionality or changes have been applied to the 'User Accounts' section.

OSD-5817 Work Programmes

A new field has been added to the 'Work Programmes' page named 'Appointment Delay Days'.


You can enter a number value to indicate how many days you would like to display the appointment from being booked, after the job has been created.


This will allow you to create the 'Job' before its required without the appointment being booked on the next day when you have a long SLA to book the appointment within.
 

As this field is a 'non-mandatory' field, you are not required to use it.


If you set 'Book Appointments' to be 'on', the new field will be available.
After the upgrade, this field will be 'blank' so that your 'Work Programmes' will not change.


You will need to open the 'Admin' page, then select the 'Work Programme' page and open your 'programmes' to set the 'delay days' if you would like to use this option.
 

 

  

Lite Plus Only

Bug or Enhancement ID Application or Service Function Description of Enhancement or Bug Fix Changes to Operational Practices
 OSD-6593 Job Activity  On the 'Job Activity' tab you have the option to assign 'Assets' to individual activities. This used to display the 'Asset Model', however, we have changed the format so it will now show 'Type:Manufacture:Model:Ref'.
This will provide additional information to your users so they can ensure they are assigning the correct 'Asset' to the 'Activity' when the site contains multiple 'Assets'.

This is purely a display change for 'Assets' against 'Activities'.
The functionality will remain the same.


You will see the difference when you select the 'Edit' pencil against the activity and use the 'Asset Drop-Down'.
The options within the 'Drop-Down' for 'Assets' when you search for 'Activities' to add to the job once the 'Asset' has been linked to the 'Activity', will show the new text format in the "Asset' column.

 
 OSD-5189 Stock - Store  A new field has been created against the 'Stock Store' page called 'Code'.

This field will be non-mandatory, therefore it will not have a direct impact to your processes following the upgrade.


This field will primarily be used by 'Stock Integration'.

 

 OSD-5189 Stock Invoices  

Against the 'Stock Invoice' page you will now have the option to 'Print an Invoice Document'.


Previously this would generate an error message when attempting to print.
To access this functionality, you will need to access the 'Stock Module', selected 'Part Invoice' and select an 'Invoice'.

This change will prevent an error occurring when attempting to print an 'Invoice Document'. 

 

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