Jun 18, 2020 | Service Automation and Provider Automation RNs

Work Orders. From the list of assigned WOs found in the Work Order Assignment section, providers can now assign additional technicians to a work order or reassign it to another tech. Providers need to click the desired WO and select or remove technicians in the overlay that appears. P.S. The list of assigned WOs opens once providers expand the section in the upper-left corner.

Work Orders. In the overlay for editing a work order, we’ve renamed the Check if sending a request via checkbox Resend Dispatch Email. This is the checkbox you select to notify the provider of the change. Another update worth mentioning: when you try to reopen a “Completed/Cancelled” WO, the checkbox gets automatically selected, which ensures that the provider will receive an email notification about the status change.

Admin. Phone numbers got lost when providers tried to invite multiple employees in bulk via template in User Management. Once the template was uploaded, employees’ phone numbers specified in the file didn’t show up on the page for submitting invitations.

Compliance Manager. The “Data reader” role assigned to employees in the Compliance Manager settings ⚙️ didn’t work correctly. With this role enabled, people could approve and reject insurance documents instead of just viewing them. No longer does this role give employees carte blanche to take action on these docs.

Locations & Provider Assignments. After filtering locations by several criteria, you couldn’t download a report on business hours for these locations — a problem occurred when generating your report.

Locations & Provider Assignments. Instead of user IDs, you now see usernames of people who imported templates in the Upload & Download section of the Locations page.

Locations & Provider Assignments. To edit the location Wiki text on the location details page, you should have the “Super Admin”, “Admin User”, or “Wiki Editor” role. Previously, we allowed employees without these roles to update the info but didn’t permit saving it, which was confusing. From now on, those who don’t have any of these roles can only view the location Wiki.

Work Orders. After you added check-in/out information via the overlay for WO editing, the Labor Performed section of the WO details page displayed only part of your username next to the check-in/out record. For example, if a James Smith created a record, we would display only James. Apologies to James and everyone else who faced the issue.