Feb 14, 2024 | Service Automation, Provider Automation, and Analytics RNs

Core modules

Analytics Standard. You no longer need to select the desired filter on every standard Contractor Scorecard 2.0 dashboard. Here, we've added the ability to retain selected filter options when you switch between tabs.

Dashboards. From now on, upon creating a work order and answering interactive troubleshooting questions, you can select the date in the date picker if required.

Dashboards. On the Request Confirm tab of the dashboard settings, the Display Assigned Technician option has been added. Use it to see or hide the Technician Assigned section on the Service Request Confirmation page.

Dashboards. The currency codes are now presented in alphabetical order on the General tab of the dashboard settings.

Dashboards. We've added the Action Required Select Provider Email option on the Note tab of the dashboard settings. With this option enabled, the assigned provider appears as an email recipient on the New Work Order Note emails when you select the Action Required checkbox while adding a new note.

Invoices. To avoid confusion, the Click for Details link is now available for a provider to open the invoice line item report in the following sections on the My Account > Contractor & Supplier Automation Invoice Details page: the Invoice History section > the Invoice Details overlay in the Grand Total field, and the Pending Invoices section in the Total field.

Invoices. We've added the ability to download and upload the MS Excel I.17 line item invoice template on the invoices list view page. Use it to complete a work order outside the US or Canada.

Add-on modules

Analytics Premium. The following measures are now available under the Check In Log section in the Work Orders Explore:

• Count of Check-in Compliant
• Count of Check-in Non-Compliant
• Count of Check-out Compliant
• Count of Check-out Non-Compliant
• Count of WO with Compliant Labor Hours

 Use it to indicate the work order compliance level.

Core modules

Analytics Standard. The bubble charts were not visible on various dashboards. We've brought it back.

Analytics Standard. The Total Charge section on the standard Refrigerant Tracking Dashboard under Pilot Dashboards miscalculated the data. No more data mismatch!

General. Employees whose ServiceChannel accounts were created via template had an issue with setting their passwords. The invitation email was sent out to them with a link to create a password. The link was said to expire after 14 days, but it became inactive after 24 hours.

Invoices. After you saved the new filter combination as a default on the invoices list view page, filtered invoices did not appear until you reselected the filter in the My Saved Filters drop-down. We've tackled the issue.

Work Orders. On the work order list view page, when you tried to edit work orders in bulk, the page could get stuck on loading, and there was no ability to move on. Now you can update a bunch of work orders without a hitch.

Add-on modules

No bugs for add-on modules.