Enhancements
Creating Projects Master Events – Front End
Functionality has been introduced so that we can allow users permissions to be able to manage the creation / update of master events from the front end.
FAL security has been added within the Timeline function so that users can be given Edit and or View options.
Tools > Site Admin > Functional Security > Timeline Template > Master Events
With the FAL access being given, users will now see the menu option and can manage Master Events
When the Master Events menu is selected, the following will be presented.
- Users can Export the Master Events List to an Excel format. These can also be used to re-upload back into the system
- Users can add new Master events
- Users can make the master event Active or Not Active by using the toggle switch
- Users can Edit the master event
- Users can drag and drop master events and move them into the correct sequence in the list
Exported Data
Add New Master Event
Once these events have been set up, these can then be selectable values within the dropdown list when creating the timeline on a project.
Remove the main photo from a record of any type within the system
When viewing an individual record, such as the record for a property, the main photo is displayed on the general screen.
This photo can be removed by navigating to the photo gallery.
Once in the photo gallery, the main photo will be highlighted.
The main photo can be right clicked and the option to “Remove main photo” will be presented.
Photo now removed on the ‘General’ tab for the record.
Remove populated Supplier and Supervisor field contents upon category changes on work order
When selecting a category for a work order, a supplier and supervisor may be automatically set by the system if a preferred supplier is assigned within the Property record.
So from the Work Order record
In the work order details, the category can be changed by clicking the “Select Category” button.
A prompt will appear and a category can be selected.
If a preferred supplier is not found, the fields will be left blank, and this prompt will appear.
As there is no preferred supplier or supervisor for this category, the fields are now blank so that they can be assigned manually.
New site modular landing pages
Modular landing pages have been introduced to make navigating the system easier and more user friendly. There are two options to chose from, ‘Classic’ and ‘Enhanced’ and is user dependant on preference.
These can be controlled as to what the user initially sees upon logging in via the Admin Configuration setting. The user can then switch to the opposite option if they wish to.
These can be activated by clicking on the user name and selecting ‘Switch to enhanced mode’ if Classic is showing.
When enhanced mode is enabled, a new interface will open when interacting with applicable modules.
- The name of the module is displayed at the top of the enhanced landing page
- Some information about the module is also visible.
- Shortcuts to parts of the module are available. There are large buttons which will navigate the user to that part of the module when clicked.
- The (i) button shows and hides the information shown in [2]
- An image which represents the function of the module is displayed.
Changes to lease record linked contacts to include organisation
Functionality has been developed to allow the user to either link/populate a contact name or an Organisation within the following Lease record fields, Landlord, Tenant and Landlord’s Agent. Functionality has been developed so that the fields now have a dual option they can select from.
The user can now use the lefthand icons to select which type of record they want to populate within the fields. This is the same for all 3 fields.
As an example, the user will see that the create buttons change to whichever type is chosen. Below shows what will be seen if the Organisation option is chosen.
The user will be able to add 3 characters in the field and a corresponding list will appear for them to choose the record they are looking for
Note: The create buttons are there if what the user is looking for does not exist.
Lease Record Enhancements
The Lease development introduces functionalities that will allow users to manage financial transactions related to the records. The functionality is controlled via Admin users giving relevant access against the user profile to allow users dependant on the operations they carry out within the business operations. The functionality allows additional financial transactions against the Lease record.
New Lease record FAL items
The following FAL options have been introduced to control which profile/s can access/interact with the new functions.
Tools > Site Admin > Power Menu > Functional Security > Select Profile > Lease
What will users see with the Lease developments
If a user is given access to the new Lease functionality, they will see the following
New Menu Option
If this new menu option is selected, the User will see the following widget. From here, users are able to add default line items for Lease Payments, Lease Premiums or Deposits. The following two default screens will be seen.
- Transaction Lease Default
- Transaction Recurring Event Lease Default
Transaction Lease Default widget
By the user selecting the +ADD NEW button on the Transaction Lease Default section, they can add the relevant details for the Transaction type selected. They would do this for all the types available in the list.
Note: The Payment window is the time that is being allowed for payment to be made after the Transaction Due date
When lines added to this widget, the Transaction Lease Default screen will look as shown below
Transaction Recurring Event Lease Default widget
From the Transaction Recurring Event Lease Default widget, the users can add recurring financial transaction by selecting the +ADD NEW button, this action will set the recurring line items for the set period for each transaction type.
Note: The Payment window is the time that is being allowed for payment to be made after the Transaction Due date
When lines added to this widget, the Transaction Recurring Lease Default screen will look as shown below
Add Transaction Type
With permission, a user will be able to create a new transaction type which can then be used when creating a Transaction event. This would be accessible through the admin menus and allow the following to be controlled.
To add a document to the line item
If a document is required to be added to the line item, the user would click on the add icon. The user is then presented with the following screen. The user can then select the document from where it is saved, either in the DMS or locally. The folder where they want to save into is selected and then the ADD button is selected. At this point a link to the document is seen in the Document column
When an existing Lease record is viewed, the Financial transactions screen that is populated will look as shown below. Any defaults that are set up will auto populate with the correct sequence if there is a recurring event set up.
The user, if given permissions, will see the relevant buttons to be able to action the financial transactions accordingly.
Allow Property to be associated to a Legal Entity
A field has now been added to the Property record so that it can be associated to a Legal Entity. The field has a dual purpose in that the user can either associate a contact or an Organisation whichever is available. The button also changes to the correct record type if the user requires to add a missing detail
International Localisation support within iSite
Development has been completed to allow iSite the ability to capture phone numbers outside of the UK, where there is a phone field in the record type. There was a request to capture phone numbers from New Zealand as shown in the example.
Admin Screen for adding/setting Work Order Priority Response Times
As each client will have their own Priority settings for their SLA’s, we have introduced an Admin function to enable specific Priorities to be set for each client. This function has the ability to switch off the priorities that come with the standard build on Work Orders.
The ‘Work Order Priority Response Time’ menu option is security controlled under the Maintenance > Maintenance Work Order FAL option
Giving access to these options, will give the user the following menu option within Reactive function
Adding a New Priority
There is now the ability to add Priorities specific to the clients requirements. By selecting the + ADD NEW Record button, the user can specify the SLA requirements such as Target Start and Finish Frequency and the units (the frequencies relate to). They can also use a Working Pattern to work against (if one is set up). This will detail the business hours to apply the SLA’s to. They also have the ability to flag if priority is to be active or not. Both of these are controlled via the sliding buttons.
The system now has an option to attached a Supplier Performance KPI widget to their Homepage. This is FAL controlled to give the user profile the ability to access it and add to their Home screen. This widget allows the user to see performance scores achieved when a Supplier Questionnaire has been assigned and completed. Each questionnaire is RAG rated with defined settings, this allows the user to review and manage supplier performance
Tools > Site Admin > Power Menu > Functional Security > Dashboard
From the Home page, select from the Add Widget dropdown list and Add to Dashboard
The following widget can now be seen on the users Homepage. Completed questionnaires will be seen in this widget. This gives the user an overview of how the supplier is performing. The widget shows the RAG after the most recent questionnaire, the Average RAG over the last 5 events
The results are calculated by the following definition and are calculated upon the questionnaire being saved
>0 , <=33 – RED
>33 , <=66 – AMBER
>66 , <=100 - GREEN
Occurrence Recurrence Scheduling Changes
The system now has the ability to be more flexible when setting up recurring dates. There is an introduction of a new recurring button within the Planned Maintenance Checkpoint screen. The new addition allows the users to be more specific in their date selections as to when actions need to happen.
When the recurring button is selected, the user is presented with the following screen that allows them to schedule recurring settings for Daily, Weekly, Monthly and Yearly periods.
If the user uses this method, then the ‘Schedule Occurrence based on completion’ and ‘Schedule occurrence on end of month’ check boxes become over-ridden by the recurring setting and the screen will reflect the Advanced recurring setting and will not be able to be used
Ability to take Photos from Mobile on WO for RM and PPM
It is now possible to take photos from within the mobile app and attach them to a work order. This can be achieved by selecting the camera icon in the work order detail screen.
The device may warn the user that the application wishes to use the camera, this can be safely approved.
Once this has been done, the user will see the following screen.
- The ‘Take Photo’ button will capture the photo, provide a preview of the photo and ask the user to name the image (see next screenshot)
- The ‘Flip Camera’ button will switch the preview between the front and rear cameras on the device
- A preview of the image being taken can be seen
After the photo is taken, a preview of the image can be seen, then the image can be named and uploaded. The image can then be seen in the ‘attached files’ section of the mobile application, or in the attachments on the main iSite platform. From this section the image can be downloaded to the device’s camera roll.