Added the ability to delete line items on the Purchase and Invoice functions on the work order record. This action is FAL controlled so that it can be managed in a controlled way.

Asset Maintenance Required Y/N flag

Introduced a 'Maintenance Required' field to the Asset record. This allows users to see if an asset needs to be included in planned maintenance schedules and whether these will be seen in any asset filtering when raising SR's and WOs.

This field can also be updated via the imports and bulk edit via the shelf

Import

Shelf

New Access Principle classification

Added two new Classifications to the Access principles. This action function is controlled by giving relevant user profiles to either include or exclude the options.

Adding Child Assets

We've enhanced the Assets module to allow better controls and visibility when assigning child assets to a parent. Users can now add a child asset by selecting the '+Add Child Asset' button in the child asset widget.

The button takes users to the create asset screen. Once the record has been saved, the user will be returned to the parent asset screen and can see the child asset appear in the list.

How to view Parent asset on the child asset record (Vice Versa)

If the user is on the child asset record, then they will be able to see the Parent asset details as shown below and vice versa. User can navigate to and from assets using the links.

Note: A child asset cannot also be a parent.

Adding multiple working patterns

Added the ability to set up different working patterns so that these can be applied to relevant priorities, such as business hours during the day/week and out of hours overnight and weekend hours. This will then give flexibility to apply appropriate SLA's against priorities

To access the working patterns section, user will require admin privileges

From Tools > Site Admin > Calendars > Working Patterns

Setting up a new working Pattern

The following admin screen is displayed. Select 'ADD PATTERN' to create a new working pattern

Populate the required fields to build the pattern, and then finally select 'Apply' to save

To edit a pattern, select the 'Edit' button next to the working pattern. The 'Assign' button is to allocate a working pattern to a contacts working schedule

How to use the working patterns on priorities

Maintenance > Reactive > Work Order Priority Response Times

When setting up priorities, select the Working pattern and flip the toggle in the Use working pattern column, this can be done on new priorities or on existing ones.

The Target Start and Target Finish Dates on the Work Orders will take in to account the working pattern hours when calculating the dates.

Inserting a Website URL/Web Address Link into a UDF Field

Users are now able to insert web URL or website links within UDF fields.

This is for both regular UDF fields and Tabular Ones

Users will need to add a title and URL in to the UDF section to create a clickable link.

Engineer Assign/Re-assign During Absence

This functionality allows users to search for work assigned to an individual and then either individually or bulk assign to other resources accordingly.

FAL control

Tools > Site Admin > Power Menu > Functional Security > Maintenance > Maintenance Work Order>

Helpdesk Re-assigning

A new menu has been introduced as shown below

This takes us to a new screen which shows all work orders that are currently un-assigned. Once the work orders are assigned, they disappear from this list

Users can individually assign or bulk assign to supplier/engineer.

The main screen will not consider the following statuses (For Reactive and Planned types)

· Work Done

· Completed

· Cancelled

· Closed

· Complete

· Skipped

· Superseded

· Obsolete

· Forecasted

Notifications for P1 and Self-Serve Service Requests

We've introduced notifications for when a Priority 1 and Self-Serve service requests are raised, so that key individuals are kept informed.

A new config key has been added to switch on SR mailing groups

Tools >Sys Admin> Content> Configuration

FAL setting for Mailing groups access

Setting up mailing groups for notifications for P1 and Self Serve SR's

To set up the mailing groups so that the required individuals are notified when P1 and self serve Sr's and P1 work orders are raised

Go to Subscriptions > Manage Subscriptions

Then select the '+ADD NEW ITEM' button

The new Mailing group add option is displayed. The user will set up two mailing groups to cover for the P1 and Self Serve SR notifications groups, selecting update button after each

1. P1_ServiceRequestNotificationMailingGroup

2. SelfServe_ServiceRequestNotificationMailingGroup

Note: ensure you enter the underscore

Add contacts to the mailing groups

To add contacts to the mailing groups, to select the relevant group by checking the checkbox next to the item. This then allows you to add contacts in the Manage Members section

Once the contacts have been added to the members section, select the Save changes button. Notifications now will be sent when the relevant SR's are created. P1 will be driven by the priority and the Self serve SR will be driven by the SR type.

Note: Also, if the self serve is a P1, then both notifications will be sent out

Email Types Generated

The email notifications that are sent are dependent on which way the SR / WO is created

Raising a Help Desk Service Request = Priority 1

P1 Service Request Email content will say - This is a notification that a P1 Serve Service Request, reference - SRXXXX, has been raised.

If a P1 Work Order is created from this SR, the email content will say - This is a notification that a P1 Work order, reference - WOxxx-x, has been raised.

Raising a Self-Serve Service Request and/or is a P1 Service Request

Self Serve SR = P1, email content will say - This is a notification that a P1 Self-Serve Service Request, reference - SRxxxx, has been raised. This requires to be Triaged before assigning to a work order for assignment

If a Work order = P1 is created from these Self-Serve P1 Service Requests, then email content will say - This is a notification that a P1 Work order, reference - WOxxx-x, has been raised.

Self-Serve Service Request - Non P1 type

Self-Serve SR any other priority (Not P1) email content will say - This is a notification that a Self-Serve Service Request, reference - SRxxxx, has been raised. This requires to be Triaged before assigning to a work order for assignment

No WO notification email will be received in this instance

Creating a P1 Work Order

When creating an ad-hoc Work Order, the engineer is auto assigned, and an associated SR is created in the background

WO email content should say - This is a notification that a P1 Workorder, reference - WOxxx-x, has been raised.

No SR email is required

Email Notification received by user nominated in mailing group

The following is received by the users nominated to receive notifications when a P1 SR/WO and a Self Serve SR are raised

Reviewing / Reading notifications

When selecting the 'Click Here' link, you are directed to the Notifications widget which shows a list of the Service Requests/ Work orders that have been raised for P1 and Self Serve. You can then review each by clicking on to see the detail. When viewed, these will be marked as 'Read'

Ability to Delete Access Principles

We have introduced a new admin function the ability to delete access principles

To get to the menu option, the user would navigate via Tools > Site Admin > Power Menu > Access Principles

Upon selecting the 'Delete' button, the user will be presented with a couple of alert pop up messages. These are dependant on if the Access Principles are associated to a System Role or not

With system role associated

Or without a system role associated

In both cases, the user can select 'Delete' or 'No, Close' buttons

Work Order Basket bulk change confirmations

When bulk changes are made on work orders, users will now see a Before and After confirmation pop-up message that displays the changes that have taken effect.

Shelving Terminology Update

We've updated our terminology from 'Shelving' to 'Basket' across all record types for better user understanding.

Increase character value for Special Condition field on Lease Clause

The character value within the Special Condition field on the Lease Clause has been increased to allowing users to enter more detail in this section

Remedial Work Order - Stop the Clock

Users now can set a remedial type of work order to an 'INVESTIGATE' status so that these can be reviewed before a decision is made to carry out work before submitting to external systems

When selecting the Investigate option, users have the option to add a comment.

To progress the work order, select 'APPROVE AND SUBMIT' (the tick)

If there is an issue with submitting to external systems, the status will be updated accordingly, and a pop up shown to the user. Users will have to use the Approve/Submit option again to resend.

Note: Users can set up a widget to show all remedial Work Orders that are at Draft, Investigate and Submission Failed to monitor these submissions.

Development Areas

Site Administration - Label Management Improvements