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23/May/19 | Service Automation and Provider Automation RNs

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Features and improvements





Work Order. On the page with the recall details, the tracking number of the original WO is a link now. Follow it to view the original request.



Work Orders. After you add an asset to a work order via the overlay for WO editing, you can change the WO trade if required. The Trade dropdown doesn’t get disabled anymore.



Work Orders. If you create an invoice from the new WOs list, you now stay on the same browser tab instead of being redirected to a new one.



Work Orders. In the emails your providers receive when a WO is created, we can remove the info on expediting the payment. Contact us if you need to hide this data.



 

Bug fixes




Admin. After you edited the inventory location ID, name, region, or district in the locations management section, this info wasn’t updated in Inventory Manager.



Admin. In Provider Automation, even after you added all required insurance documents for a client, the Insurance Documents section was still marked as incomplete, causing confusion.



Admin. In Provider Automation, when you update your company info in the directory profile and enter an email that already exists in the system, an error message pops up now informing you what’s wrong.



Admin. In the menu, the Site Access Rules section was missing if you wanted to access it from any page of the Asset (Equipment) module.



Admin. Technicians deactivated in the User Management section of Provider Automation no longer appear on the work order assignment page and no longer can be assigned a WO.



Dashboard. Sometimes invoices waiting for approval at your level in the MLI hierarchy didn’t show up on the Summary page.



General. Some of you received SMS alerts about new work orders being dispatched although you didn’t create any. Sorry for this confusion.



Planned Maintenance Manager. For work orders uploaded via PM template, the info on who created these WOs matches the info from the Source column of the template.



Work Orders. For invoiced WOs, material line items are no longer duplicated on the invoice details tab.



Work Orders. Sometimes it would take a few tries to download a regular report on WOs. Now you can do it without errors.


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