Aug 23, 2023 | Service Automation and Provider Automation RNs

Features and improvements




Core modules

MLP. From now on, the User name will be displayed instead of User ID in the following places in Proposals: in the Assigned To field on the proposal list view, in the Changed By column in the Proposal History modal, in the User drop-down in the Assign / Reassign modals, and in the MLP Proposal Alert email.

Add-on modules

No features and improvements for add-on modules.



Bug fixes




Core modules

Locations & Provider Assignments. A system error message appeared when you tried to download the MS Excel provider assignment template. This happened when locations were filtered by open/closed locations. The error does not pop up anymore.

Planned Maintenance Manager. On the Planned Maintenance > PM Services > PM Frequency > Locations page, the MS Excel PM locations template wasn't loaded even if you see that location were updated. Now the MS Excel PM locations template successfully uploaded without any issues.

Work Orders. The Source column was empty in the Materials Used section under the Invoice & Materials / Parts tab on the wotk order detailed view page. We've fixed it.

Work Orders. When you added notes on work orders in bulk and selected the Notify Providers checkbox, you might have noticed that the Email column on the Add Note modal was empty, so it was unclear whether the notes were sent to the providers. Now, emails are displayed as they should be.

Add-on modules

Enhanced Inventory Manager. If the due date of the cycle count had passed, you didn't have the ability to modify or approve it. You can now update and approve cycle counts with past due dates and in the Created or In Progress status.