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Release Notes : Enterprise

Click this link for a downloadable version of the Enterprise Summer Release Notes..

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  

Work Type

Work Type Details

The work type page has been redesigned to make it easier to configure and manage work types, we have introduced modals against several fields to allow users to create new values whilst they are in the work type page to avoid navigating back and forward to the separate admin pages.

New work types will be created with the active flag set to true by default, the work type will not be available on jobs until it has been linked to a work log type. 

The old work type page had a couple of description fields which we have updated to make it clearer what the values are for. The old description field has been changed to be the name field and the long description has been called description. The values within these fields for exisiting work types will remain the same.

A couple of fields have been removed as they are no longer required, the fields are 

  • Short Description 
  • Export Jobs
  • Include Cost Code 

User Type Rights: Work Types [WEL]

Work_Type.png

 

Work Type Documents

The document tab against work types has been updated to follow the new format, the document tab is used to assign the different types of documents that appear in the export button against a job (Eg job sheet, invoice)

User Type Right: Work Type - Documents tab [WTDTR] work_type_document.png

Work Type Clients 

Controlling work type - clients use to have a separate page against the work type, this tab has been removed and the ability to associate clients to the work type has moved to the main details page. Previously the client to work type relationship did not affect the job creation process so users could create a job against a work type where the client hadn't been linked. We have introduced this functionality with the new upgrade. If you would like to turn this new setting on please raise a support request here

The setting will check the client against the site selected in the create job form before it loads the work log types. This will be useful if you have contracts with your clients to only deliver work for particular types of jobs. 

The application Setting is called RESTRICT_WORK_LOG_TYPE_BY_CLIENT 

 Work_type_client_mapping.png

Impact - To prevent jobs failing to create after the upgrade due to work type configuration we have added the client to work type filtering as a on off setting. By default the setting will be disabled, once you have confirmed your work types have the correct clients mapped our support desk can enable this setting for you. 

 

Work Type Cost Adjustment/Minimum Order Value

The MOV tab against Work Types has been renamed to Cost Adjustment and the page has been redesigned. 

Work_Type_-_Cost_Adjustment.png

Impact - All exisiting values on the old MOV tab will remain on the new Cost Adjustment tab. Your job will continue to use these values. 

 

Event Types and Job Events 

Our custom right functionality has been expanded to cover event types, now you will be able to assign rights to individual event types which will be linked to your user types. The rights will determine if the user can use the event types on the Job History tab after selecting Add Ad-Hoc Event button.

This change will allow users to be restricted from applying events to the job history for reason such as, triggering event based interfaces, affected reports using particular events and removing events that only particular teams should have access to.

event_types.png

Impact - After you receive the upgrade a new custom right will be created using the Event Type name and automatically assigned. All user types who have access to the Ad Hoc Event button on the job history tab will receive the new custom rights. This will allow your users to continue working once the upgrade has been completed. To maintain this functionality you can open the Admin menu and select Custom Events. Use the Custom Event Right filter to select the rights you need and manage the assigned user types. 

The Add Note and Ad hoc Event button has moved to the top of the job history tab.

Job_History.pngScheduler  

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_parts.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. You will need to go into the user type right page and assign the rights mentioned above.

 

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_tab.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.

Confirm_requested_parts.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. If you open the user type right admin page you will be able to assign the rights to the required user types to use the functionality 

 

Part Cost Right 

A user type right has been created to control whether the cost field will be displayed on the Request a part option for a job. By removing this right from user types you can prevent users changing the default part cost when they are not in the position to do so. 

Right name is Display cost on Job Parts [JOB_PARTS_DISPLAY_COST]

 Job_part_without_cost_field.png 

 

Job_part_with_cost_field.png

Impact - By default all user type accessing the job part tab will have this new right assigned, this is to prevent users losing access they had before the upgrade. Please use the user type right page if you would like to start removing the cost field from user types 

 

Add Part Right 

A new user type right has been created to control the plus icon on the job parts tab. Without this right the plus icon will not be visible.The users will still have the access to request parts against a job.

Right name Add parts used on job parts JOB_PARTS_ADD_PART

Add_part_right.png

Impact - Users who have access to this page will have the new right assigned, this will allow the users to experience the same behaviour after the upgrade. You will need to use the user type right page to remove this right to restrict particular users.

 

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_Request.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_Application.png 

 

Impact - By default this user type right will not be assigned to any user types therefore it will not affect any users until you manually assign the right. 

 

 

Oneserve Analytics 

Your self-service analytics module will be upgraded as part of the Summer upgrade. For the release notes please click here

 

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. 
Document Template The document template builder allows you to create letter and survey documents. The page can be accessed under the admin menu. It use to require HTML to build the template but it has been enhanced to add front end edit tools to make it easier to create the template. Existing document templates on your system will not be affected but if you edit or create new templates you will see the new edit options. 
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. 
Mobile Timeout Two new settings have been reconfigured to allow our support team set the mobile time out for your application. Setting number 1 is for the activity timeout which will control how many minutes the user can be inactive on the mobile application before the user will be required to re-enter their password. Setting number 2 controls how many minutes/hours the user can be active on the mobile application before the user is required to complete a full login.

Setting number 1 has a default value of 7 days.

Setting number 2 has a default value of 60 days.

If you would like to alter these values please submit a support request

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.
User Type Right - Search Data Export A new user type right called 'Allow Data Export' has been created to control access for export icons on the search pages. This will cover the following search tabs Jobs, Sites, Contacts and Assets All Users will have this right after the upgrade so it will continue with the same behaviour your users have now. After the upgrade you will be able to remove this right from user types if you would like to take away the search export functionality
User Type Right - View Work Log The right called View Incident VIN has been renamed to View Work Log. This right controls the access to view work log details by clicking on the Work Log Ref from the job details screen. Users who had the right called VIN will still have access to view the job work log. Using the User Type Right page you can find the right in the list of preallocated rights or use the search box to allocate it.
User Type Right - Create Job If the user type right called QJC - Make Ref Mandatory [QJC_REF_MANDATORY] was assigned to a user type it was preventing the users from creating a job on the create job screen. This has been fixed which will allow this right to be used. If a user type had this right before the upgrade they would have been prevented from creating a job, after the upgrade the users will be able to create new jobs.
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.
Workflow Against the workflow transitions, new validation has been created to prevent a user turning both options on for Create Version and Submit Version, a transition can either create a version or submit because both settings on together would not provide useful functionality Creating a new transition for a step in the workflow will disable one of the version options for create or submit depending on what setting was enabled. If you have preconfigured your transitions to create and submit on the same transition please speak to our support team.
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