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Overview of The New Features

Overview of New Features

  • Work Programmes (Cyclical Works)
  • Search Sites and Contacts
  • QJC User Rights
  • Stock User Rights
  • Stock Orders
  • Search with Job Events
  • Scheduler Display Changes
  • Performance Improvements

 

Work Programmes (Cyclical Works)

This new function allows users to set up cyclical work in Oneserve, with appointments created automatically. So if you need to perform annual service visits or maybe monthly grounds maintenance tasks, Work Programmes takes all the hassle away.  See the help centre for more information on setting up Work Programmes for your organisation.

 

Search Sites and Contacts

Sites and Contacts have been added to the Search page, users will now have the option to use Job, Asset, Site or Contact. Views can be created, saved and shared

 

QJC User Rights

New user type rights have been created to control the different fields on the QJC. You can restrict users access from modifying site details or make the coding and your ref fields mandatory. For a full list of job rights please review the user rights section 

Stock User Rights

New user type rights have been created to control different aspects of the stock management module. For more information please review the user rights section.

Stock Orders

Using a user type right you can prevent the same user creating a good receipt for a purchase order they created. The right is 'Goods receipt - receive parts from own POs'

 Search with Job Events

Using advance searching you can now use event codes to display the date the event occurred and the name of the user who added the event to the job.

 

Scheduler Display Changes

Rules controlling how different appointment types display on the scheduling screen have been simplified to eliminate confusion. Appointments now always take precedence and display over the top of all other time types. We have also altered the display of appointments so that underlying time types are always visible.

Performance Improvements

In order to improve performance, several improvements have been made to the way certain data is stored and used in the database, and to the way data is cached on the application. In addition, we have removed legacy features which were no longer in use.

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