Map Based - Route View
If you are using our coordinates functionality from the previous release you will be able to benefit from the new Route View page.
This page will use the coordinates for your sites and resources to display the locations on a map. This will provide insight as to how far your mobile workforce are traveling each day and identify any crossovers between resources which could indicate if a particular appointment could be rescheduled to reduce time spent on driving.
Appointments displayed on the map will use the planned appointment dates and the sequence they have been scheduled to display the routes.
For more information please review the help center Guide
In the Autumn release we introduced Coordinates into our application, for this release we have made a number of improvements which have been listed below. If you would like to activate coordinates on your test or live application please contact your account manager.
The desktop application has been improved to display coordinates information if they have been set against a site or resource account. Our coordinate service provided by Google will use the address field to generate the coordinates and populate the latitude and longitude fields with the results. If your address has information in all address lines and a postcode the coordinates information will be more accurate but it will still try and generate the values on postcode alone.
If you prefer to supply your own coordinates you can now add the latitude and longitude details to a site or resource using the desktop application.
The edit page for Sites or Resources will have an option to select 'Supplied', this will allow the Latitude and Longitude to be available for edit. You will need to enter coordinates within the UK for the page to accept the values.
If you would like to move the coordinates but are unsure on the exact values you can select the red pin on the map whilst you are in edit mode and move it to the correct location. The coordinates will update automatically for you.
Coordinates on the Mobile
If you are supplying your own coordinates for sites the details will be sent to the mobile application. This will be a benefit to your users if you're working with non-addressable points. The longitude and latitude will be displayed on the appointment details page and the values will be used when the direction button has been selected.
Coordinates for APIs
If your application has the coordinate functionality enabled and you are using our Site API you will benefit from the following
- Coordinates can be generated for new sites using our Google service.
- If you send a request to update the site address information the new coordinates will be generated again from our Google service.
- You can supply your own latitude and longitude values within the site API. A setting can be enabled against individual sites to prevent the coordinates being updated by our Google service.
GDPR Data Field Guidance
With the upcoming General Data Protection Regulation (GDPR) specific 'free text' fields within the desktop and mobile application have been improved to include a warning label. This will provide clear guidance to service users of any obligations and 'good practices' around the storing and management of 'personal data'.
- Increase awareness of GDPR and general data protection across your mobile workforce
- Reduce the risk of ‘personal data’ being entered and stored in inappropriate fields.
Below is an example of what the new GDPR label and the pop up containing a brief description. The label will link to our help center which will contain additional information regarding GDPR.
Working Area Management
The addition of the new Working Area functionality will make it easier to setup and manage the area your mobile workforce can work within. Previously postcode coverage was managed by teams and resources individually. Working areas will allow you to specify Areas and Districts as groups and then the group can be used against multiple teams and resources.
By using working areas you can benefit from the following:
- Providing you with greater control on where your mobile workforce can operate
- Easier configuration and ongoing administration
- Reduced risk and configuration errors
- Easier onboarding of new resources, teams and expanding operating areas
For more information on how Working Areas can be used please click here
Team and Resource Improvements
The create, edit and view detail pages for the admin pages used for Team and Resources has been redesigned to improve your use of these pages.
The admin page for resources can now be accessed via the Admin page as well as the normal resource tab under a team. This will reduce the number of required steps to access a particular resource account making it quicker to carry out admin tasks.
- Help text has been added to a number of fields to offer guidance about what impact the configuration can have
- The new working area feature has been added to the working area section for both teams and resources
- Easier to navigate between pages for the team section using the new left-hand navigation panel
- A map view has been added to the Resource page to show the home location
Small Enhancements and Bug Fixes
|ID||Application or Service Function||Description of Enhancement or Bug Fix||Changes to Operational Practices|
|OSD-7578||Admin - Activities||A fix has been introduced to prevent the activity group field on the activity screen from being overridden when you perform a bulk update of activities. Previously it would use the activity group from the first activity in the list and apply it to all of the selected activities. This functionality can be reviewed using the following steps 1. Open the Activities page from the Admin menu 2. Use the tick box down the left-hand side to select multiple activities 3. Click on the edit button 4. Make a change to one of the fields except for activity group and save the changes. The activity groups against the activities should remain the same||The activity group for existing appointments will not be altered. If you use the activity bulk update post upgrade it will no longer update the group unless you set a different group during the editing process.|
|OSD-7391||Admin Priority||A new user the right has been created to control the plus icon to create a new priority. The priority page can be found under the admin page. Priorities will be used for every job to determine the jobs target dates.||The new user type right is called Create Priorities [CPRI]. This right will automatically be assigned to all user types who currently have access to the priority page (Right code is PRS). If you would like to remove the access to create new priorities you will need to complete the following steps. 1. Open the admin menu 2. Select the User Type Right page 3. Select the relevant user type in the first drop-down 4.Once the rights assigned to the user type has loaded you will need to find CPRI. 5. Use the bin icon to remove the right 6. If you need to assign the right to a user type complete steps 1-3 but instead of step 4 use the second drop-down to search for the right which has a code of CPRI|
|OSD-7673||API - getJobByRef||One of the fields within the getJobByRef API is called assetID. Previously if an asset hasn't been assigned to the job activities the results would return an empty string instead of NULL. We have changed the field with the API to return a NULL value if the activity doesn't have an asset.||If you are currently using the getJobByRef API you will see the field returning NULL if it doesn't have a value. This will affect the API calls straight after the upgrade without the need for any configuration changes.|
API - add
|The addAppointment API has a duration field which is mandatory. This means you have to supply the appointment duration manually before you can create the appointment which doesn't align with the behavior on the scheduler pages. The duration field has been improved to change it to non-mandatory. If you don't specify the appointment duration the system will calculate the value using the unassigned and incomplete activities for the job. Activities in Oneserve hold individual durations against each record so the calculation will use this data. If you need to review your activity durations you will need to open the Admin menu, select the Activity page and open one of your activities to see what durations have been used.||Existing jobs prior to this upgrade will not be affected. New calls using the API post upgrade will continue to work the same if you supply a value in the duration field if you start to send API calls without specifying the duration the system will determine the duration for you during the appointment booking process.|
|OSD-7698||API - Scheduler||The appointment API has been amended to include a flag to control the behavior around 'Override Priorities'. By default, the addAppointment API will always override priorities so you will need to pass through a false value to prevent this occurring. The new field within the API is called overridePriorities: and the values can be 0 to prevent the override priorities setting and 1 to use the option||Override priorities is one of the scheduling options which can be used if a user is required to book an appointments into an allocated time type that hasn't been configured for the job priority. Allocated time types is a page under admin menu which will be used to create the Holiday/Sickness/Overtime type, against each type you can decide if certain job priorities should always be allowed with the time record. If you have further questions about how this works for your set up please get in touch with your Oneserve account manager or the support desk|
|OSD-7551||API GetAppSlots||The getAppSlots API has been modified to filter out the jobs deleted activities to prevent the activities affecting the overall appointment duration.||There are no changes to the fields within the API because the change has been applied at the system level.|
|OSD-7841||Auto Appointment Button||The Pooled scheduler will have a button called Auto Appointment. This can be used if your job is within the target date to auto select an available slot. A change has been applied to prevent this button being selected multiple times.||The Auto Appointment button will operate in the same way. The change will prevent users clicking on the button multiple times to prevent it creating multiple appointments with 0 activities.|
|OSD-7506||Calendar View||The Calendar View page will provide a view only display of the scheduler. You will be able to view scheduled appointments for individual resources or team along with any allocated time events. Previously if you hovered over the allocated time records (Eg emergency, sickness or holiday) it would refer to it as Holiday time, this has been modified to show the name of the event so if its Emergency you will now see Emergency in the hover over. At the top of the allocated time event you will now see C, T or R this indicates if the time has been added to the Calendar, Team or Resource level.||This is a design change so it will not affect the functionality on this page|
|OSD-7679||Clone Job||The clone job functionality will allow a user to change the selected site before creating the new job. The clone job page will only allow sites to be selected if the Client and Usage Type fields match the values for the existing job. We had an issue where the clone job page didn't return all sites that matched the criteria. The check against Usage Type used the value from the contact record instead of the sites usage type. This has been changed so all sites with the same usage type and client will be available.||After the upgrade, you could potentially notice additional sites being returned to the site search box on the clone job page. It will be showing all of the relevant sites that can be used for the cloned job.|
|OSD-7022||Clone Job||Validation has been added to the clone job page when a user submits the form. It will now check if the activities have an active cost for the client, work log type and the current date if the activity cost has expired the validation message will appear at the top of the page to explain what activities have caused the issue.||This change will prevent cloned jobs using expired costs which could lead to issues on the job cost tab. The clone job option will be available for all jobs so a user could clone a job that's a couple years old. Activities usually change on a yearly bases so the new validation will alert the user if there is a problem and they can use the cross icon to remove the activity and add in new activities before creating the job.|
|OSD-7564||Contact Salutation||On the create job and create contact pages you will have the option to set a salutation for the contact. This list has been increased to include new options||Existing contacts will keep the current salutations as we will not be updating records during the upgrade. After the upgrade, you will see new options within the drop-down if you need to change the option when you are creating/modifying contacts|
|OSD-7871||Create Client||The create client screen has the option to copy the setup of existing clients for Library Activities and Work Type Mappings. A new option has been created to allow Codings to be copied. This will allow your users to quickly create a new client if you already have a client set up with the same values.||The create new client process doesn't require an existing client to be copied so it will be your decision to use this functionality. If you need to copy an existing client but don't need to copy the coding you can untick the box to prevent this from happening|
|OSD-7691||Job Activity||On the job activity tab you will have the option to bulk update activities, if you use job versioning you will need to open a new version for this option to show. After selecting a couple of activities you will have the option to bulk update Team, Quantity, Completed Quantity, Site Location, Cost Type. We have created two new options within these dropdowns for the Team, Site Location and Cost types. These options are called Keep Existing and Clear. Previously if you used this functionality but you didn't set any values for the drop-down fields all the values within that field would be removed from the job activities. The new option for 'Keep Existing' will be the new default for the dropdowns to prevent information from being removed by accident.||After the upgrade the bulk update option against job activities will default to 'Keep Exiting', the users can change the selection to 'Clear' if they would like to clear the values within the column or select one of the values from the list to update the activities.|
|OSD-7892||Job Cost - Reverse||Against certain job cost entries you will have the option to reverse the job cost which will add another line to the job cost table with a negative value. This functionality has been updated to remove the requirement for the client ref against the job cost entry to be empty. The job cost reverse will not appear against Activity and Labour costs because they need to be managed on the relevant job tabs||The functionality the job cost reverse feature provides will remain the same but it will be available against more job cost rows so your users can benefit from the functionality|
|OSD-7688||Job History||If you are using job versioning you will see events within the job history called 'Version Submitted'. This event will list the activities from the previous version and the job activities on the new version. The process that creates the list has been changed to add the same order by that we use on the Job Activity tab so the activities will appear in the same order.||The version submitted events that have already been applied to the job history tab will not be altered but new events created when versions are submitted will have the new activity order by|
|OSD-7716||Job Resource||On the Job resource tab you will have the option to view and record operatives working hours. These records will all have a working time type such as Working, Travel, Collecting Materials. The drop-down to select the working time type has been updated so it will now show active records only. You can control the options within this list using the Working Time Type page under the admin menu||Existing working time records against jobs will not be affected. Your users will notice the change when they open the Job Resource tab, scroll down to the time section and start to create a new record.|
The new nightly optimiser has been modified to ignore milliseconds for appointment start and end times. This will prevent the optimiser failing for a team/day combination if conflicts occur between appointments or appointments and non-working time at a millisecond level. The desktop application doesn't show these conflicts because milliseconds are not displayed.
|The change will not impact the output from previous optimiser runs but it will prevent the optimiser failing for the millisecond reason after the upgrade has taken place.|
|OSD-7796||Optimiser - Data Alerts||The Data alerts page that was introduced in the Autumn 2017 release has a separate tab to record the output from the nightly optimiser. This page was set to show the optimiser outcomes if the schedule date was in the future. The date restriction has been modified so it will now include the information for the current date and any date in the future. Optimiser details for days in the past will not display. This will be a benefit if you are running the optimiser for the next day because you will be able to see the results in the morning for the changes applied to that day.||The optimiser data alert page will continue to display the same information but you will see the optimiser information for the current date and dates in the future|
|OSD-7777||Optimiser Job History Event||If an appointment has been rescheduled by the nightly optimiser an event will be applied to the Job History tab. The event is called Appointment Optimised. Previously this event only showed the resource name for the original appointment but this event has been improved to include the resource name who the appointment was rescheduled to.||
The process to assign the Appointment Optimiser event to a job will remain the same but the layout of the text within the job event has been reordered and improved. You will now see the following
Previous Appointment Resource:
New Appointment Resource:
Job and Appointment ID:
|OSD-7866||Report - Timesheet Report||Under the report section there is a standard report called Timesheet report - simple. This report had a job coding column included in the report but it wasn't used for the export. If you export the report post upgrade you will see the coding column on the exported document||
The report settings have remained the same. It is the export file that has been updated to include a column the report already used.
|OSD-7811||Scheduler - Appointment Availability with Allocated Time Types||
If you are using working allocated time types with no priorities it failed to calculate the resource availability correctly. Scheduling fixed appointments after the working time caused the appointment to calculate the drive time from the resource home postcode whilst the appointment was dragged onto the scheduler, after dropping the appointment against a resource the drive time would recalculate using the previous appointment address. This has been resolved so working time on the scheduler will now show resource availability correctly when the appointment has been dragged on the fixed schedule.
This change will affect you if you have been using allocated time types with no priorities. To check your configuration follow these steps. 1. Open the admin menu 2.Click on the Allocated Time Type page 3.Open one of the time types 4. Check if priorities have been assigned when the details are shown in the right-hand panel.
This change is a fix so your users should now see appointments being scheduled correctly around additional working time events on the scheduler
|OSD-7558||Scheduler - Appointment Duration||A change has been applied to keep the override duration value during the appointment rescheduling process for the following scenario. 1. Create a Pooled appointment and enter a new duration value, 2. Reschedule the appointment as a Fixed appointment - this will keep the correct duration. 3. Open the Scheduler page, double-click on the appointment and change the type to be pooled 4. Open the Job and on the Resource tab select reschedule against the appointment, previously the appointment would default to the activity duration but now it will keep the same duration that was entered in the override field.||The duration of existing appointments will not be altered. New appointments booked or rescheduled post upgrade will maintain any override duration during the rescheduling process instead of defaulting to activity duration|
|OSD-7938||Scheduler - Colour for Emergency Slots||If you have a team or resource with allocated time against their calendar you would see a different colour of appointment slots on the Pooled scheduler. If the allocated time type doesn't match your job priority you will be required to select the 'Override Priorities' button. By overriding priorities, it will refer to the time as emergency because you are trying to schedule an appointment within a time slot that it wasn't configured for. Previously the slots would change to a green colour but as this is used for the 'Best Fit' slots it could cause some confusion over what slot should be the preferred time. The slots will now change to an orange colour and the key on the scheduler has been updated to show that orange means emergency time||The functionality behind the pooled scheduler and scheduling appointments within allocated time events has remained the same. This improvement is a change to the colour the user will see on the pooled scheduler after they have selected the override priorities button.|
|OSD-7700||Scheduler - Insufficient Drive Time Colour||If an appointment couldn't calculate the correct drive time it will be displayed with a purple outline on the scheduler. The purple line represents insufficient drive time. This could be caused by the Resource not having a postcode set for their home address or a site is missing a postcode. The shade of purple used previously didn't match the purple colour used for the scheduler key. The purple colour has now been updated so appointments will match the key||This is a change to a colour used on the scheduler so functionality will not be affected. It will make it easier for users to identify what the colour line on the appointment is representing when they open the key|
|OSD-7735||Scheduler - Late Starting Appointment||
We have resolved an issue where appointments were not showing the correct duration if the previous appointment was started late. The problem could occur if one appointment was started late by a resource because it caused the next appointment to display the wrong end time, this was due to both appointments being displayed within the duration of the first appointment. Eg Appointment 1 was scheduled for 09.00 to 10.00. Appointment 2 was scheduled for 10.00 to 11.00. If Appointment 1 was started at 09.30 making it 30 minutes late the duration would take it up to 10.30, this caused a conflict for appointment 2 and changed the end time to be 10.30.
|This issue has been resolved so appointments will show the correct planned or actual times. If an appointment started late it will continue to show a conflict with the next appointment but it will not reduce the time available for the appointment. By the end of the day the scheduler will display the actual appointment durations so the conflicts will be removed.|
|OSD-7720||Scheduler Next Day Arrow||The Pooled and Fixed scheduler has the options to move the date forward or backward using the arrows next to the date picker. The fixed scheduler will add horizontal and vertical scrollbars when they are required. When this happens the browser also displays an additional scroll bar which pushed the next and previous date arrows to the left slightly. The browser scrollbar has now been suppressed which will stop the arrows moving.||This change will not add additional functionality to the system. It will benefit users who use the arrow to navigate through multiple days because the scrollbars were moving the arrows which meant a user would be skipping a week by mistake.|
|OSD-7721||Scheduler - Override Priorities||Scheduling multi-day appointments overnight into a time slot which uses allocated time types required the override priorities button to be selected for this to work. Even if the allocated time type had the correct priorities mapped from the job the override was required every time. This has been resolved so if your allocated time type has a priority that matches your job you will no longer need to override priorities.||No impact on existing appointments or jobs but if you schedule multi-day appointments within an allocated time type with the correct priorities you will no longer need to select the override priorities button anymore.|
|OSD-7949||Scheduling with Efficiency||
If you are using our efficiency ratings for services at a team or resource level you could have encountered an issue where fixed appointments were scheduled over non-working time. This was due to the drag and drop functionality because the efficiency wasn't calculated until the appointment had been dropped on the scheduler for a time and resource. When the efficiency value was applied the appointment duration could increase causing a conflict with other appointments or non-working time. The sheduler has been altered to include efficiency values when the appointment is being dragged from the holding area or moved from another resource.
To review service efficiency you will need to open the Admin menu, click on the Team or Resource page. After selecting a Team or Resource you will be able to click on the Service/Rate tabs. Efficiency will be a column for every service.
Users will see a difference when they are dragging and dropping appointments on the fixed scheduler, the duration of the appointment can vary depending on what resource it has been allocated to. If the efficiency is a negative value the appointment duration will increase. If the efficiency is a positive number the appointment duration will decrease.
|OSD-7681||Search Results||An issue for the search views has been resolve to prevent search results changing after tabbing through 50+ records. This could have occurred if you built a search view, selected a row to open the details page and used the arrows to go to the next or previous record. After moving through 50 records the results could have been different to the search criteria. After the upgrade, you will be able to use the next and previous arrows on a job or site and you will only see results that match your search criteria||Functionality remains the same to move to the next or previous record but you can be sure that if you were to tab through results you would be looking at the correct data set.|
|OSD-7217||Survey Signatures||Surveys can be configured for a work type to appear once automatically once the job has been created or per appointment. Job surveys can still be completed via the mobile application but it will not have an appointment ID linked. This has been improved to allow the mobile application to send the appointment id that the job survey has been completed on, this will allow the surveys to be printed with the signature from the correct appointment.||No changes to the setup or functionality from the desktop application. If you currently don't have signatures printing against your surveys but you would like this functionality please contact the support desk or your account manager so a change request can be created.|
|OSD-7622||Teams||We have resolved an issue where amendments to the working/ non-working time events at a team level didn't clear the application cache automatically. This resulted in the scheduler not displaying the correct availability if you tried and booked the appointment using our appointment API. We have resolved the cache issue so it will be cleared after the working/ non-working time changes.||This is not a change to functionality but it is a behavioral change to allow the API to return the correct availability on the scheduler. You can continue to use the API in the same way|
|OSD-7449||Work Type||On the Work Type page which can be accessed via the Admin page there are two fields called Causes and Usage type. The text within these fields whilst they are empty have been updated to reflect the new name for the fields. The field will now say Select Usage Types and Select Causes||This is a design change only to allow the text within the field to match the field label, it doesn't provide any changes to the functionality|