Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from space MOBUD and version 3

Introduction

This document contains the high-level release notes for ServiceMobility/Nexus 3.17.0.

Include Page
_Release Notes Grouping Statement
_Release Notes Grouping Statement

This release primarily focused on adding major new functionality to the web management console and adding seamless integration to our ServiceOperations product. 

Panel
borderColorgrey
bgColorwhitesmoke
borderStylesolid

Release Date: September 30, 2016

Panel

On This Page:

Table of Contents

Include Page
ALLDOC:_DISCLAIMER_AND_COPYRIGHT
ALLDOC:_DISCLAIMER_AND_COPYRIGHT

About this Release

This release represents a major improvement to our web management console. 

Include Page
_Release Notes System Requirements 3.14.1
_Release Notes System Requirements 3.14.1


 

Mobile Application Release Notes

New Features

Status
colourGreen
titlenew
 ServiceMobility now supports enhanced timecard functionality with alerts to the mobile worker on actions to the timecard.

Status
colourGreen
titlenew
 ServiceMobility now allows the payroll timecard functionality of check-in and check-out.  This functionality is configurable at the application level.  When enabled, the mobile worker is required to check-in prior to starting any work orders.  The mobile worker may also specify start and completion of break and completion of day (check-out).

Status
colourGreen
titlenew
 ServiceMobility now reports back timestamp and GPS location at a configurable interval so that the back office (ServiceScheduling, ServiceMobility Web Management Console, etc) would know that the mobile worker's device has connectivity. The default reporting interval is five (5) minutes.

Status
colourGreen
titlenew
 ServiceMobility now supports the ability to require a signature at the work order level given that the work order rule IsSigReq is set to true. Previously, ServiceMobility only supported signature capture requirement by application configuration.

Status
colourGreen
titlenew
 ServiceMobility now allows the mobile worker to manually change a line item's price, given that the work order rule CanSetPrice is set to true.

Status
colourGreen
titlenew
 ServiceMobility now provides the mobile worker to optionally make a line item chargeable when the work order is in warranty when the work order rule CanSetChargeable is true.

Status
colourGreen
titlenew
 ServiceMobility now empowers the mobile worker to manually select and apply one or more work order discounts when the work order rule CanEditDiscounts is true.  By setting a discount's isApplied property to true, the discount will be applied by default upon entry into the work order.  The technician may then manually change what discounts are applied.

Status
colourGreen
titlenew
 ServiceMobility now provides the ability to specify the maximum discount a customer may receive.  This max discount may be specified by percentage off or maximum dollar amount.

Status
colourGreen
titleNew
 ServiceMobility now captures when a mobile worker starts and ends travel to a work order.

Status
colourGreen
titleNew
 ServiceMobility now provides the technician with the ability to view an asset's service history.  This functionality is viewable within the history tab of the work order assets sub-module. 

Status
colourGreen
titleNew
 ServiceMobility now supports the ability to display a link within a FlexView field.


 

ESB Release Notes

New Features

Asset API

Status
colourGreen
titleNEW
 Insert/Update of an Asset now supported via PUTs and deletion through DELETE. 

Status
colourGreen
titleNEW
 Querying asset(s) now supported through GET. 

Status
colourGreen
titleNEW
 Service History of an asset now supported. 

Inventory Load API

Status
colourGreen
titleADD
 Now supports POST operation.

Status
colourGreen
titleADD
 Users imported through Excel template now receives email with login credentials.

TimeEntry API

Status
colourGreen
titleNEW
 Now supports advance query constructs.

Work Order API

Status
colourGreen
titleNEW
 Allows rule to indicate if signature is required for the job.

Status
colourGreen
titleNEW
 Added support for maximum discount rules for mobile worker.

Application Changes

Status
colourYellow
titleCHANGE
 Only JSON payload for REST APIs will be supported beginning this release.

Excel Data Import API

Status
colourYellow
titleCHANGE
  Now sends email with login credentials to users imported using Excel.

Shipment API

Status
colourYellow
titlechange
 Shipment numbers are now generated automatically if not supplied in a JSON payload.

Status
colourYellow
titlechange
 Now shipment numbers generated automatically for forced adjustments to an inventory.

Status
colourYellow
titlechange
 Now validates that all serial numbers within the shipment are unique.

Status
colourYellow
titlechange
 Now automatically applies a forced load (inventory adjustment) on the server and sets the status to 1002 (received). Previously the forced load would have to be received by the mobile device, auto applied, and then the adjustment transactions uploaded to the server. This delay could be confusing for a back office worker. 

Work Order API

Status
colourYellow
titlechange
 Now uses new discounts in JSON format when processing work orders.


 

Web Management Console Release Notes

New Features

Account/Account Location Module

This new module allows for the management of assets. 

Status
colourGreen
titlenew
 Added Service History tab in account location detail screen.

Asset Management Module

Status
colourGreen
titlenew
  Assets Management Module

This module provides visibility to all assets in the system through advanced filters, search, sort, and export capabilities. Other capabilities include adding, updating, and deleting assets to the inventory or to specific locations. Recently worked assets may be viewed using the convenient 'Recent Assets' link.

Assets List Screen

Image Modified

Assets Detail Screen

Besides viewing asset information, users may also review service history associated with the asset. Work orders for an asset can also be created while viewing asset details.

Asset Detail Screen

Asset Service History Screen

Time Reporting Module

Status
colourGreen
titlenew
  Time Reporting Module

This module provides visibility to authorized timecards in the system through search, sort, and export capabilities. Other capabilities include approving, declining, and reopening of timecards. 

Timecard Summary Screen

Timecard Detail screen

Work Order Module

Status
colourGreen
titleNew
 Work orders are now searchable by asset name.

Status
colourGreen
titleNew
 Assets if any associated with an work order now may be viewed directly from the work orders list.

Status
colourGreen
titleNew
 Work orders list may now be filtered by follow-up action.

Status
colourGreen
titlenew
 Assets Tab

When creating a new work order, existing assets at a location or newly created assets may be added or updated. When viewing/editing an existing work order associated assets are listed in this tab. These list is hyperlinked to view individual assets.

Work Order Screen - Assets Tab

Work Order Screen - Add Existing Asset

Status
colourGreen
titlenew
 Recent Work Orders

Provides a list of recently worked orders that may be searched, sorted and exported.

Recent Work Order Screen

Status
colourGreen
titlenew
 Tasks Tab

Details of Tasks within a work order may now be viewed in the Tasks tab.

Tasks tab in Work Order detail screen

Application Changes

Account/Account Location Module

Status
colourYellow
titleCHANGE
 Now provides ability to view, filter, sort and export assets associated with an account location. New asset may now be added from the account location detail screen.

Inventory Shipments Management Module

Status
colourYellow
titlechange
 Shipment numbers are no longer mandatory when creating a new shipment. The shipment number is now automatically generated if not provided.

Status
colourYellow
titleCHANGE
 Shipment number and expected delivery date have been removed from the Adjust Inventory screen. They are automatically generated for forced adjustments.

Work Order Module

Status
colourYellow
titleCHANGE
 All assets associated with the work order are automatically removed upon modifying the account location.

Resolved Issues

Work Order Module

Status
colourRed
titleFIXED
 First and Last name are now displayed under Contact information in work orders list.

Status
colourRed
titleFIXED
 When duplicating a work order, tasks associated with the newly created work order now restored to incomplete status.

Previously, once a mobile technician started work on a work order the back office was not allowed to change its status. This has been changed to allow the back office full control. 

Include Page
ALLDOC:_FOR_MORE_INFORMATION
ALLDOC:_FOR_MORE_INFORMATION