Jan 9, 2020 | Service Automation and Provider Automation RNs

Admin. A few changes are waiting for internal providers in User Management. When creating or updating a user profile, they can no longer assign Directory (aka Fixxbook) permissions as well as set a user as primary contact.

Asset Manager. We’ve disallowed adding custom attributes that are named the same as standard attributes found in the assets report. Here are the names to avoid: “Facility Name”, “Replaces”, “ReplacedBy”, “Status” as well as “Deactivated Date”, “Age (months)”, and “User Info”.

Proposals. Next time you reject a proposal, you'll notice that rejection reasons are listed in alphabetical order.

Proposals. To filter proposals by multiple location notes, find the desired location note header (LNH), and enter the notes separated with a comma. For you to have this hint close at hand, we’ve placed it into a tooltip. Hover over the LNH field to view it.

Proposals. When you are filtering proposals, it’s way easier for you to pick all employees at once from the User dropdown. The new All Users option is right there!

Admin. Overlays in the WO Properties section suffered from an interface glitch. The buttons didn’t look right, and some overlays had no title whatsoever.

Asset Manager. You may have run into an error when adding or updating assets with custom attributes that belonged to the multiple-choice list type. A large number of options you selected for such attributes posed the problem. With this release, pick as many options as you need.

Dashboard. When creating a work order, some employees updated the not-to-exceed (NTE) amount, but the WO got generated with the default NTE. They thought that an error crept in, but it turned out these people didn’t have permission to change the NTE. From now on, we disable the NTE field if people have no right to edit that value.

Dashboard. You added a WO note in Dashboard 1.0 and opted to notify your colleagues about that. Alas, not all of them received email alerts. To avert the issue, we now reveal the emails of all selected recipients in the Or Enter Email Address(es) Here field and warn you when they’re listed incorrectly. P.S. Emails must be separated with a semicolon.

General. For providers using Microsoft Edge, the top navigation menu occasionally got lost from the WOs list. We’ve found it and got it back.

General. Some people couldn’t sign up for Provider Automation. They got an error saying a valid phone number was required — though it was correct. A plus sign + before the phone number was the root of all evil. Good news: we made it possible to enter phone numbers with or without a plus sign. The thing to consider is that the number should be 9 to 18 digits long.

Invoices. In the invoice print version, long approval codes didn’t fit in one line sometimes. We’ve made room for them in the Firefox and Internet Explorer browsers. However, if you’re using Google Chrome or Microsoft Edge and the approval code is split, change the portrait layout to the landscape one.

Invoices. Strange things happened to the invoices list when you accessed it by clicking the Open/Reviewed invoice metric on the Actionable Landing Page (ALP). You saw invoices in all statuses instead of just “Open” and “Reviewed”. To boot, applying filters or switching between the status tabs atop the list gave no results.

Invoices. We’ve ironed out a problem with the multi-level invoice (MLI) approval. Employees assigned to the first level of an MLI rule — except for the default rule set — couldn’t take action on their invoices. The issue brought the work to a standstill, and we apologize for that.

Proposals. Some providers had no clue why the Copy & Create New Proposal button was inactive on the proposals list — the hint was too techy and didn’t help. We’ve corrected the hint so that providers can understand that their subscribers disallow creating proposals for WOs in certain statuses.

Webhooks. Once a work order was reassigned, the original provider got a notification about the WO creation event, which produced turmoil. Now we deliver correct alerts upon reassignment: one about a new note and the second one about the status change.

Work Orders. Excel reports on WOs sometimes contained incorrect check-in/out time. When there was no check-in/out for a WO, the FirstCheckIn and LastCheckOut columns in the file displayed labor performed info instead. Now if check-in time is not present, we leave the columns empty.