Difference between revisions of "Release Notes"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| class="navigationTitles" colspan="4" | Release Notes 2024.06.28.0908
+
| colspan="4" | Release Notes 2025.6.16.000
 +
|-
 +
| colspan="4" | This major release contains new features, functional and styling changes.
 +
|-
 +
| colspan="4" | The grids in the back office were changed. The two images below displays the old grids and the new grids.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:GridOld.jpg|GridOld.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:GridNew.jpg|GridNew.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | Editing in the back office has been changed to only form based editing. The following two images displays the old inline editing and the new form editing.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:InlineEdit.jpg|InlineEdit.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:EditNew.jpg|EditNew.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | Report menu access has been restyled and extended.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:Menu.jpg|Menu.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | Reports links are now available under their feature menu option.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:ReportMenuUnderOptions.jpg|ReportMenuUnderOptions.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | A new Messaging feature has been added to the software.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:MessageAdd.jpg|MessageAdd.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:Messages.jpg|Messages.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | A new Routing Board has been added to the software
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:RouteAssn.jpg|RouteAssn.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:RouteUnassign.jpg|RouteUnassign.jpg]]
 +
|-
 +
| colspan="4" | Mobile users have a new route list.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:MobileRoute.jpg|MobileRoute.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | PM Processing and Renewals have been moved to a new combined form.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:PM JobProcessing.jpg|PM_JobProcessing.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:PM Renewals.jpg|PM_Renewals.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | Release Notes 2025.1.15.000
 +
|-
 +
| colspan="4" | Job Search: A new date search option has been added to the Job Search feature.
 +
|-
 +
| colspan="4" | [[File:JobSearch20250113.jpg|JobSearch20250113.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | Job Search date defaults have been added to the Software Setup feature. This allows the company to setup the default setting for job date searches.
 +
|-
 +
| colspan="4" | [[File:SD Jobs.jpg|SD_Jobs.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.11.06.000
 +
|-
 +
| colspan="4" | New Feature: Status Code level Conflict Prevention.  Conflicts can be determined by status code.
 +
|-
 +
| colspan="4" | [[File:Setup StatusCodes Add 202411050619.jpg|Setup_StatusCodes_Add_202411050619.jpg]]
 +
|-
 +
| colspan="4" | Workforce: New date search fields have been added to the Jobs, Dispatch Cards and Transactions tabs.
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" | New Feature: Users can now search for a batch by batch number.
 +
|-
 +
| colspan="4" | [[File:BatchMgnt 202411050545.jpg|BatchMgnt_202411050545.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.10.23.000
 +
|-
 +
| colspan="4" | New Filter buttons have been added to the Dashboard. These buttons provide the ability to set or clear default filters from the Dashboard.
 +
|-
 +
| colspan="4" | [[File:Dashboard.jpg|Dashboard.jpg]]
 +
|-
 +
| colspan="4" | New Filter buttons have been added to some of the reports. These buttons provide the ability to set or clear default filters from the report.
 +
|-
 +
| colspan="4" | [[File:Rpt JobTransDetails Grid 20241022.jpg|Rpt_JobTransDetails_Grid_20241022.jpg]]
 +
|-
 +
| colspan="4" | The Equipment Warranty report has been added to the menu. This report provides transaction details based on equipment warranty settings.
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.10.16.000
 +
|-
 +
| colspan="4" | Two new search fields have been added to the Job Search feature. Servicer and Schedule Date
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" |  
 +
|-
 +
| colspan="4" | The time fields in mobile have a new look.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:MobileTime.jpg|MobileTime.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.09.24.000
 +
|-
 +
| colspan="4" | A new Dashboard layout has been released. It includes advanced filtering and a printable report. The new dashboard also provides users the ability to create their own custom dashboard.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:NewDashboard.jpg|NewDashboard.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.08.23.000
 +
|-
 +
| colspan="4" | Reports options and filter defaults can be assigned by report type.
 +
|-
 +
| colspan="4" | [[File:PrintOptionsReportOptions.jpg|x200px|PrintOptionsReportOptions.jpg]]
 +
|-
 +
| colspan="4" | Reports now have a Date Range option that can be used to fill the date fields.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:DateRange.jpg|DateRange.jpg]]
 +
|-
 +
| colspan="4" | All of the software reports and report related features have been updated to a new format.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" |  
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:JobProfitReport1.jpg|JobProfitReport1.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:JobsinProgress old.jpg|JobsinProgress_old.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:JobInProgress1.jpg|JobInProgress1.jpg]]
 +
|-
 +
| colspan="4" |  
 +
|-
 +
| class="navigationTitles" colspan="4" | Release Notes 2024.08.12.000
 
|-
 
|-
−
| colspan="4" style="width: 265px;" |  
+
| colspan="4" | The following new features and feature changes will be released with this software update.
−
The following new features and feature changes will be released with this software udpates.
 
−
 
 
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" | New Features
 
| class="fieldGrayBackgrounds" colspan="4" | New Features
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | '''Daily Call Center:''' The Daily Call Center is a new dispatching board that presents the job data in a nine hour, 15 minute format.
+
| colspan="4" | [[Daily_Call_Center|Daily Call Center]] : The Daily Call Center board is a new board that is used to dispatch in 15-minute increments
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Feature List
+
| colspan="4" | [[Scheduling|Scheduling]]: The scheduling feature is used to manage servicers time off.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Color indication for jobs on Daily Call Center by Job Status, Priority, Due Within, Past Due and Job Type. The color indicator on Daily Call Center will be positioned
+
| class="fieldGrayBackgrounds" colspan="4" | Feature Updates/Changes
−
on the top, left, right or bottom of the job.
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Time off Management: Users can set time intervals when a servicer will be unavailable for dispatching.
+
| colspan="4" | Board Maintenance: The board maintenance feature has been updated to facilitate the new dispatching board, Daily Call Center.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Job label can be assigned to the Job Number or the Site Name.
+
| colspan="4" |  
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | '''Job Conflict Prevention:''' Prevents a user from double booking a servicer. (System wide change)
+
| class="navigationTitles" colspan="4" | Release Notes 2024.06.28.0908
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | New jobs will be evaluated to determine whether they conflict with existing jobs. 
+
| colspan="4" style="width: 265px;" | The following new features and feature changes will be released with this software update.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Changes to the schedule date for existing jobs will be evaluated to determine whether they conflict with existing jobs. 
+
| class="fieldGrayBackgrounds" colspan="4" | New Features
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Servicer Day Time Off Prevention: New jobs will be evaluated to determine whether they conflict with servicer time off.
+
| colspan="4" style="width: 265px;" | '''Job Conflict Prevention:''' Prevents a user from double booking a servicer. (System wide change)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | New jobs will be evaluated to determine whether they conflict with existing jobs. 
+
| colspan="4" style="width: 265px;" | 1. New jobs will be evaluated to determine whether they conflict with existing jobs. 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Changes to the schedule date for existing jobs will be evaluated to determine whether they conflict with existing jobs. 
+
| colspan="4" style="width: 265px;" | 2. Changes to the schedule date for existing jobs will be evaluated to determine whether they conflict with existing jobs. 
−
 
 
 
|-
 
|-
 
| colspan="4" style="width: 265px;" |  
 
| colspan="4" style="width: 265px;" |  
Line 40: Line 180:
 
| class="fieldGrayBackgrounds" colspan="4" | Feature Updates/Changes
 
| class="fieldGrayBackgrounds" colspan="4" | Feature Updates/Changes
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Item Maintenance: The search feature has been moved to a tab.
+
| colspan="4" style="width: 265px;" | '''Item Maintenance:''' The search feature has been moved from a drop-list to a tab.
 +
|-
 +
| Previous version
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:ItemMaintSearchTab2.png|ItemMaintSearchTab2.png]]
 +
|-
 +
| New version
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:ItemMaintSearchTab1.png|ItemMaintSearchTab1.png]]
 +
|-
 +
| colspan="4" style="width: 265px;" |    
 +
|-
 +
| colspan="4" style="width: 265px;" | '''PM Schedules:''' Users can now search for a PM Schedule by the PM number.
 +
|-
 +
| class="navigationTitles" colspan="4" id="top" | [[File:PMSearchBar.png|PMSearchBar.png]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | PM Schedules: Users can now search for a PM Schedule by the PM number.
+
| colspan="4" style="width: 265px;" |    
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Workforce: Servicer codes must be unique.
+
| colspan="4" style="width: 265px;" | '''Workforce:''' Servicer codes must be unique.
 
|}
 
|}
 +
  [[Category:Pages with broken file links]]

Latest revision as of 08:57, 13 June 2025

 

Release Notes 2025.6.16.000
This major release contains new features, functional and styling changes.
The grids in the back office were changed. The two images below displays the old grids and the new grids.
 
Editing in the back office has been changed to only form based editing. The following two images displays the old inline editing and the new form editing.
 
Report menu access has been restyled and extended.
 
Reports links are now available under their feature menu option.
 
A new Messaging feature has been added to the software.
 
A new Routing Board has been added to the software
Mobile users have a new route list.
 
PM Processing and Renewals have been moved to a new combined form.
 
Release Notes 2025.1.15.000
Job Search: A new date search option has been added to the Job Search feature.
JobSearch20250113.jpg
 
Job Search date defaults have been added to the Software Setup feature. This allows the company to setup the default setting for job date searches.
SD_Jobs.jpg
 
Release Notes 2024.11.06.000
New Feature: Status Code level Conflict Prevention.  Conflicts can be determined by status code.
Setup_StatusCodes_Add_202411050619.jpg
Workforce: New date search fields have been added to the Jobs, Dispatch Cards and Transactions tabs.
 
New Feature: Users can now search for a batch by batch number.
BatchMgnt_202411050545.jpg
Release Notes 2024.10.23.000
New Filter buttons have been added to the Dashboard. These buttons provide the ability to set or clear default filters from the Dashboard.
Dashboard.jpg
New Filter buttons have been added to some of the reports. These buttons provide the ability to set or clear default filters from the report.
Rpt_JobTransDetails_Grid_20241022.jpg
The Equipment Warranty report has been added to the menu. This report provides transaction details based on equipment warranty settings.
 
 
Release Notes 2024.10.16.000
Two new search fields have been added to the Job Search feature. Servicer and Schedule Date
The time fields in mobile have a new look.
Release Notes 2024.09.24.000
A new Dashboard layout has been released. It includes advanced filtering and a printable report. The new dashboard also provides users the ability to create their own custom dashboard.
 
Release Notes 2024.08.23.000
Reports options and filter defaults can be assigned by report type.
PrintOptionsReportOptions.jpg
Reports now have a Date Range option that can be used to fill the date fields.
All of the software reports and report related features have been updated to a new format.
 
Release Notes 2024.08.12.000
The following new features and feature changes will be released with this software update.
New Features
Daily Call Center : The Daily Call Center board is a new board that is used to dispatch in 15-minute increments
Scheduling: The scheduling feature is used to manage servicers time off.
Feature Updates/Changes
Board Maintenance: The board maintenance feature has been updated to facilitate the new dispatching board, Daily Call Center.
 
Release Notes 2024.06.28.0908
The following new features and feature changes will be released with this software update.
New Features
Job Conflict Prevention: Prevents a user from double booking a servicer. (System wide change)
1. New jobs will be evaluated to determine whether they conflict with existing jobs. 
2. Changes to the schedule date for existing jobs will be evaluated to determine whether they conflict with existing jobs. 
 
Feature Updates/Changes
Item Maintenance: The search feature has been moved from a drop-list to a tab.
Previous version
New version
   
PM Schedules: Users can now search for a PM Schedule by the PM number.
   
Workforce: Servicer codes must be unique.
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