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Release Notes : Enterprise

Delivering against our Roadmap

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.

The Oneserve Autumn 2017 Release delivers in-line with our published product Roadmap which is available to view in our Help Centre

Release Highlights

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

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

 

Reading Guide

Oneserve's roadmap is developed in close collaboration with our Partners, prioritises key enhancements and improvements that you and your organisations have identified and is designed to help deliver value and benefits for your customers.

These release notes provide a high-level summary overview of the new product features as well as minor product enhancements and bug fixes available within this quarterly release. 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.

For more information on upgrading to this feature please click here


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.

 

Screen_Shot_2017-10-19_at_21.50.21.png

 

Your Schedule, Better Optimised

(Opt-In Feature)

Benefit: Giving you the most optimal schedule possible, whilst still maintaining your commitments

Challenge & Solution: In this release, we’re excited to launch our new appointment optimisation service. Our powerful new engine uses advanced algorithms to efficiently find the optimal solution for your day's appointments; significantly increasing scheduling efficiency, reducing drive time, operative fatigue and costs, all of which increase the ROI.

Example of a day within the scheduler before the optimiser runtime

Before_new_optimiser_large.png

Example of the scheduler after the new optimiser has been executed. You will notice multiple appointments have been rescheduled to reduce overall drive time. It can leave resources without any appointments for the day or a whole day division, this will make it easier for your scheduler users to find appropriate space to schedule additional appointments for that day.

After_new_optimiser_large.png

The New Optimiser runs at scheduled points out of hours to optimise your upcoming appointment schedules for each team-day. Should any appointment, resource or site not include the required information or data accuracy needed to ensure the optimisation engine can calculate the best possible solution for your schedules, you will be notified with the relevant information that may require adjustment or refinement via the new Alerts Feature (see below).

For more information on upgrading to this feature please click here

 

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 and Optimiser features. 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 optimisation 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.

Screen_Shot_2017-10-22_at_10.30.28.png

 

Our alerts page also provides you access to review all scheduling optimisation results, whether they be optimisation gains that the New Optimiser has delivered for your organisation or adjustment required for user review to enhance the efficiency of your schedules in any upcoming optimisation engine runs.

For more information on upgrading to this feature please click here

Screen_Shot_2017-10-20_at_10.30.37.png

 

Small Enhancements and Bug Fixes

* Items marked in bold and blue font are amendments to this release after our testing period. These items will be included in your live upgrade

 
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-7225 Admin - Priority The admin page for 'Priority' has been enhanced to include a field called 'Client Ref'. We have made available this field to allow users to set their own references. Functionality around priorities has not been altered, however, the field has been exposed for users to modify. It is a non-mandatory field.
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-6942 API - Asset/Attribute The 'Asset/Attribute' results returned by the API has been altered to display if the attribute is active or inactive. New API calls after the upgrade will return a value to identify the active flag against the attribute.
OSD-6943 API - Contact The contact API will now accept 'false' against the 'isPreferred field'. This API will also update existing contacts against the site to remove the preferred flag if the new contact has the flag set to 'true'.This will stop sites having multiple preferred contacts. The change will not impact existing site contacts but any new requests using the contact API will use the new behaviour. 
OSD-7511 API - GetAppSlots We have changed out getAppSlots API so it excludes deleted activities on your job. This will prevent the appointment duration increasing for activities that will not be visible or relevant for the appointment No impact on existing jobs but new jobs where you are using the getAppSlots API will have appointments scheduled with the correct activities and duration 
 OSD-6866 API - Job Events A new API has been created called 'Job Events'. After you supply a 'Job ID' it will return the job events from the job history.   Please contact our Customer Success Manager if you would like to discuss the options to use this API in more detail.
OSD-4631 API - Stock Transaction We have improved our Stock Transaction API. This API will now assign a supplied 'Job Reference' to a 'Purchase Order' if a new 'Purchase Order' has to be created as part of the process.

This will prevent 'Purchase Orders' from missing a 'Job Reference'.Previously on some occasions if the 'Purchase Order' had to be created via the API it wouldn't go back and assign the 'Job Ref.

It will not have an impact on previous 'Purchase Orders' but it will have an impact on 'Purchase Orders' created post the upgrade. 

OSD-7215 API - Update Job The 'UpdateJob' API will now accept 'Asset IDs' to link to the Activity. Previously you could achieve this through the application and the 'CreateJob' API so we have expanded the functionality to the 'UpdateJob' API. If the 'Asset ID' is set to '0' it will allow an asset to be removed from the activity. It will not affect existing jobs but new 'UpdateJob' API calls will allow the asset to be assigned to the activity.
OSD-5170 Attributes

The order for attributes against the 'Asset Type' and 'Survey' pages used to be alphabetical. This has been changed to use the 'ID' to allow the attributes to appear in the order they were created.

Users usually create the attributes in the order they should appear on the survey so ordering by 'ID' will make this easier when it comes to assigning attributes to the survey in the same order. Once you allocate the attributes to the 'Asset Type' or 'Survey' you will have the option to reorder.

The development for this task will not change the order for attributes already assigned to 'Asset Types' or 'Surveys' but it will affect the order for attributes that haven't been assigned.
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-6593  Job Activity On the 'Job Activity' tab you have the option to assign 'Assets' to individual activities. This use 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 option within the dropdown 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-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'.


The 'Job History' tab it use to display the term 'Damage' on the 'Job Details Changed' event.
This has now been updated to say 'Cause' to prevent confusion amongst 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-6817 Job History

The 'Job History' tab would cause an error if the 'User Type' for the 'logged in user' didn't have a description.


This issue has been resolved so users will not experience a problem accessing 'Job History' moving forward.

This is a 'bug fix' and not a functionality change.
You would not have experienced this issue unless you have created 'User Types' without entering a description.
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-7541 Notifications Against the admin Notification page you have an option for retry attempts. This function was not processing SMS notifications correctly should the SMS notifications profile ‘retry attempts’ value be set to 0 (zero) The value needed to be 0 or higher.

The issue has been resolved to accept 0 values. Oneserve still recommends the retry value to be set above 0, the default is usually 3.  

OSD-7255 Scheduler The 'Pooled Scheduler' has the option to queue notifications.
This 'tick box' to enable this, is usually determined by the 'Work Type' and 'Priority' configuration, however, users can override this setting.
We have improved the behaviour of this 'tick box' to ensure it honours the selection or deselection by the user.

If your users select the 'Notification' box on the 'Pooled Scheduler', this will queue letters that have been configured for the type of job.
If the user removes the 'tick', it will stop notifications from being queued.


Remember the users will need to select the 'Refresh' button after making changes to the field.

OSD-7060 Scheduler 

A new 'User Type' right has been created to control the option to 'drag and drop' appointments on the scheduler. The right is called 'Manage Fixed Scheduler [MFS]'. Users will require this right if they need to create fixed appointments or reschedule fixed appointments.

Without this right, users will not have the option to drag appointments out of the holding area, move an appointment already in the schedule or make any changes to the appointment details panel on the schedule (the panel that appears when you double click on the appointment).

By removing this right, you can now create a 'view only' user who can access the scheduler without the ability to make amendments.

The new right will be automatically assigned to 'user types' who currently have access to the 'Scheduler [RE4]' or 'Create a Fixed Appointment [CFA]' rights. This will prevent your users noticing a change after the upgrade.

If you would like to remove the right from 'User Types', you have the option of creating a 'view only' user who will not able to create or reschedule any appointments.

To achieve this, you will need to open the 'Admin' page, select the 'User Type Right' page and then select the required 'User Type'. Using the 'bin' icon, you can remove the right. Users may need to logout of the application for the changes to take effect.

OSD-7055 Scheduler  Existing 'User Type' rights are determined if a user could create a fixed or a pooled appointment.
These rights were not included in the 'Reschedule Appointment' process which resulting in users accessing a 'Scheduler' page they have not been approved to access.
Amendments have been made to prevent users rescheduling appointments if they are unable to create an appointment of that type (Fixed or Pooled).
Please view the linked documentation to view the 'User Type' rights that will now control the option to reschedule appointments.
Depending on your 'User Type' rights, your users could be prevented from rescheduling certain appointments which they could have rescheduled before the upgrade.
This change affects the 'Reschedule' option against the 'Job Resource' tab.
Please view the linked documentation to see what 'User Type' rights you require for the different setups you could create.
 
 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-6897 SMS

Two new 'SMS Tags' have been created for appointment times.


The tags are called: 'Planned_Start_Time' and 'Planned_End_Time'.
 

The new tags will not impact your current 'SMS' configurations unless you edit the notification to include these new tags. 
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-7137 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'. 
 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-7154  User Type Right

A new 'User Type' right has been created to control the 'Auto Appointment' button on the 'Pooled Scheduler''.
This appears next to the 'day selectors'.


The new right is named 'Auto Appointment AAP'.

The new right 'AAP' will be assigned to all 'User Types' who currently have the 'Create a Pooled Appointment CPA' right.
This will prevent users losing functionality after the upgrade.


If you would like to remove this access for users, you will need to access the 'User Type Right' page from the 'Admin' menu, then select your 'User Type Name' and click on the 'bin' icon next to the 'APP' right.
 

OSD-5128  User Type Right A new right has been created named 'Job - Edit Coding Field [JOBCO]'.
This will determine if a user can change the 'Coding Field' on the 'Job Details' page.

If the 'User Type' has the right called 'QJC - Edit Coding Field [QJCJOC]', the new right will automatically be assigned to prevent users losing their correct access post this upgrade.


You will be able to manage this right by opening the 'Admin' page, selecting the 'User Type Right' page and against your 'User Types' you can either 'assign' this right or use the 'bin' icon to remove it.
 

OSD-6928 User Type Right The 'User Type' right named 'Modify Site Assets [MSA]' has been expanded to affect the 'Asset Details' page.
This right will allow users to use the 'Edit' link against the 'Asset Ref', 'Status', 'Condition' and 'Location' fields.
 
If the 'User Type' had access to the 'MSA' right prior to the upgrade, they will still have the ability to 'Edit' the 'Asset' on the 'Asset Detail' page.
If your 'User Types' lose this 'edit access', you will need to add this right to their 'User Type'.
 
OSD-6928 User Type Right

Two new 'User Type' rights have been created to control the 'Attributes' tab against the 'Asset' page.


The rights are named 'Modify Asset Attributes [MAA]' and 'View Asset Attributes [VAA]'.
This page can be accessed by opening a 'Site', then selecting the 'Asset' tab, then selecting the asset to 'Edit'
When the 'Asset' page opens the relevant 'attribute', you can use the 'Asset Search' page.
Select the 'Asset' and then you will see the 'Attribute' tab.

The two new rights will be assigned to 'User Types' who already had the 'Display Site - Asset Tab [SAS]' right. 
OSD-6305 User Type Right

A new 'User Type' right has been created named 'Update Job Parts in Measured State [UJPME]'.


This right allows users to add and request parts against a job along with the ability to open the 'Edit' panel when they click on a 'Job Part'.
'Measured' is an option against 'Job Status' when your workflow which should represent the 'Stage that a Job' should not be modified after, e.g. 'Ready to Invoice' or 'Invoice'.

This will be assigned to you 'User Type' who already have the 'Display Job - Parts Tab [VJP]' right.
You will need to use the 'User Type Rights' page via the 'Admin' menu if you require to remove or add this right to your 'User Types'.
 
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.
 

OSD-6914 Work Type

 The 'Work Type' page under the 'Admin' screen has two fields named 'Default Priorities' and 'Default Service'.
We have removed the mandatory flag against both of these fields.


It could be that some 'Work Types' cannot have 'Default Priority' applied because it will affect the 'job creation' process by pre-setting the 'Priority' field to this value without the user's input.

Existing 'Default Priority' or 'Default Service' values will remain against your 'Work Types', however, if you were to edit a 'Work Type' then you will be able to remove the values and save the changes. 
OSD-7429 Work Type Client

The filtering on work types using clients has been amended. This feature works by filtering the work log types on the create job screen depending on what work types are linked to the client for the selected site.The work log types were filtering correctly but if it was linked to multiple work types it didn't assign the correct work type to the job. 

This has been improved so if you would like to use the Work Type Client filtering with work log types assigned to multiple work types it will now work correctly 

This feature needs to be enabled by Oneserve before you can filter new jobs to use particular work types for different clients. 
OSD-7160 Work Type Documents

Against 'Work Types' on the 'Admin' page, you will have the option to 'Assign Documents'. This will allow users to download the document against individual jobs.


Part of the setup requires the 'File Name' and any 'Insert Documents' to be selected.
Previously, we experienced an issue where the 'Insert Documents' would not show the file extension which caused an error when you tried to print the document against a job.
The 'Insert documents' setting is typically used on an 'Invoice' or 'Quote' to create the table of costs within the main document.
 

This will not impact documents already configured on your 'Work Type', however, if you were to edit your 'Work Type' document or create a new entry it would save the correct file name post upgrade.

 

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