Jan 31, 2024 | Service Automation, Provider Automation, and Analytics RNs

Features and improvements




Core modules

Analytics Standard. The Year-Over-Year Cost Comparison - Preferred Currency and Provider Cost Comparison - Preferred Currency standard dashboards are now available under the SC Preferred Currency Dashboards. Use it to see and convert your data in the preferred currency.

Work Orders. Filtering work orders by region is now faster since you can select multiple regions simultaneously. On the work order list view, click a three-line ☰ icon next to the Region drop-down and choose the needed regions.

Work Orders. We've added the ability to update the number of technicians when you add or edit check-in/out records on a work order. 📞 Contact your Customer Success Manager to enable the feature.

Add-on modules

No features and improvements for add-on modules.



Bug fixes




Core modules

Locations & Provider Assignments. When attempting to retire providers from location and trade in bulk, you saw the following error message: Update Relationships Failed. You can now easily retire providers from a location and trade in bulk without receiving error messages.

Work Orders. Previously, you could manually change the work order status while the WO status update auto process was running. This resulted in inconsistencies in the work order status. We've made some changes that prevent you from updating the work order status while the WO status update auto process is in progress.

Add-on modules

No bugs for add-on modules.