Nov 14, 2024 | Service Automation and Provider Automation RNs

Features and improvements




Core modules

Admin. To clarify, we've added the number of options selected in each section of the user profile's Access Based on Location Notes tab.

Dashboard. The With Attachments toggle has been added on the View All Work Orders page. Use it to filter work orders with and without attachments.

Add-on modules

No features and improvements for add-on modules.

Bug fixes




Core modules

Dashboard. You couldn't create a work order if interactive troubleshooting questions were set up for the selected issue list combo. Upon submitting an answer to the first question and clicking the Next button, the system didn't respond. The interactive troubleshooting questions are now functioning as intended.

Invoices. Upon creating, viewing, and printing an invoice, you might have noticed that the address in the Bill To field was not fully displayed. We've brought it back.

Planned Maintenance Manager. Due to some internal issues, a user with the Planned Maintenance Admin secondary role couldn't upload the MS Excel PM template. The Upload Template button on the PM Templates page was grayed out. We have returned this ability for the Planned Maintenance Admin secondary role.

Planned Maintenance Manager. On the Planned Maintenance > PM Services > Overview page, when you tried to generate a big MS Excel PM report with excluded closed locations, the page got stuck on loading, and the report wasn't generated. We've fixed it.

Planned Maintenance Manager. You couldn't view and attach closed locations to PM services on the Planned Maintenance > PM Services > Overview page. We've tackled the issue.

Add-on modules

No bugs for add-on modules.