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About this Release
This release represents a major improvement to our web management console.
Minimum System Requirements
Mobile Application
- iPhone running iOS 13+
- iPad running iOS 13+
- Android phones and tablets running Android 9.0+
- Devices (including laptops, desktops, tablets, etc. ) running the latest versions of Chrome or Edge
Mobile Application Release Notes
New Features
NEW Work order signature capture requirements can now be overridden at an account location level.
NEW Service Mobility now supports different job types for jobs that have been received from ServiceOperations. This allows a servicer to still maintain their own list of private job types for their own customers, while also using the standard job types when accepting a job from ServiceOperations.
NEW ServiceMobility now supports advanced time constraints associated with jobs. Previously ServiceMobility only supported a single appointment window range.
Resolved Issues
FIXED Resolved an issue where the signature capture screen was not properly rendering on Android devices.
ESB Release Notes
New Features
NEW JSON Web Token (JWT) authentication is now support for all REST APIs. Please review the REST Integration Guide for complete details on JWTs.
Excel Data Import API
NEW New API allows Microsoft Excel spreadsheets to be used to import data. The following object are currently supported: accounts, account locations, users, work orders and products.
Application Changes
Account API
CHANGE The POST operation now supports upserts. An upsert means it will wither update an existing record or insert a new record if none exists.
Inventory Load API
CHANGE No longer requires an association to an active user.
CHANGE No longer allows changes to an existing shipment.
CHANGE Now validates that all serial numbers within the shipment are unique.
CHANGE 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.
Product API
CHANGE Now supports the DELETE operation.
CHANGE Increase the Desc length to 100 characters.
CHANGE Deleted and IsBatch fields are now optional.
User API
CHANGE Password field is now optional.
Work Order API
CHANGE Now accepts the new time constraint format. Please see REST Integration Guide for complete details.
CHANGE Allows updates to work order tasks in POST operation.
CHANGE Allows updates to work order assets in POST operation.
CHANGE Now allows products that aren't in the product catalog to be added to a work order.
Work Order Export API
CHANGE JWT authentication is now supported.
Web Management Console Release Notes
New Features
Inventory Management Module
This new module allows for the management of inventory storage locations and shipments.
NEW Inventory Storage Locations Management Module
An inventory storage location represents an area where inventory will be maintained and consumed from. The most common example of a storage location is a vehicle that a mobile worker drives. New storage locations can be created, assigned to a mobile worker, deleted or searched.
Storage Location List Screen
Storage Location Detail Screen
NEW Inventory Shipments Management Module
Inventory shipments are used to replenish an inventory storage location with additional parts, products or assets. When an inventory shipment is created it must be assigned to an existing inventory storage location. A shipment will contain one or more products/parts/assets with appropriate serial numbers and batch numbers when required.
Shipments List Screen
Shipment Detail Screen
Product Management Module
NEW Product Catalog Management Module
The Product Catalog provides provides visibility to all products in the system through advanced filters, search, sort, and export capabilities. Other capabilities include adding, updating, and deleting products in the catalog.
Product Catalog Screen
Product Detail Screen
Work Order Module
NEW Appointment Windows
When creating a new work order, an appointment window can be associated with the work order that specifies a start and end time.
Work Order Screen - No Window Specified
Work Order Screen - Appointment Window Specified
NEW Manage Flex-Views
When creating a work order you can now add one or more Flex-Views. Flex-Views are read-only values that are grouped into user defined categories and displayed on the mobile application. Flex-Views are used to present any additional work order information to the mobile worker.
Work Order Screen - Flex-Views
NEW Work Order Assets
Assets can now be associated to a work order. This includes asset-specific details, Flex-Views and Flex-Forms.
Add Asset Detail
New Work Order - Associated Assets
NEW Work Order Tasks
Work order tasks can be viewed, created, edited, and deleted from the web management console. This includes task-specific details, Flex-Views and Flex-Forms.
Add Task Detail
New Work Order - Associated Tasks
NEW Create a Follow-up Work Order
Follow-up work orders can now be created for work orders that have been marked with a status of Closed-Incomplete. These work orders are associated the original work order, which can be seen in the work order detail screen.
Work Order Detail - Follow-up Work Order Button
Work Order Detail - Follow-up Work Order
Admin Functionality
NEW Admin Menu
As the administration options and sub-modules continued to grow it was decided to move them to their own menu. Clicking on the new Admin Menu option in the left-hand navigation panel will switch the standard navigation menu options to the admin menu options. At the bottom of the Admin Menu is a option Exit Admin Menu that is used to return back to the standard navigation menu options.
Standard Menu
Admin Menu
Data Import Module has been added to the system. This module allows a system administrator to import data via a Microsoft Excel spreadsheet. The following data types are currently supported with the data import module:- Accounts
- Account Locations
- Users
- Work Orders
- Products
Note: This module requires administrator rights and can be accessed from the Admin Menu.
Excel Data Import Templates Screen
Data Import Dashboard
Integration to ServiceOperations
ServiceMobility is now integrated directly with ServiceOperations. Existing ServiceOperations servicers can, optionally, have their work orders sent directly to ServiceMobility. Servicer can then manage the entire work order process from ServiceMobility. This includes accepting or rejecting the work orders, assigning work order to a mobile field worker and allowing the field worker to use the ServiceMobility mobile application. All work orders updates will seamlessly flow back up to ServiceOperations with no servicer intervention required.
NEW Ability to accept or reject work orders received ServiceOperations.
NEW Change work order sub-statuses.
NEW Completed work orders automatically flow back up to ServiceOperations.
NEW Direct Linking to ServiceOperations Skills page from the Admin Menu.
Application Changes
CHANGE Searching now begins after entering one character. Previously you had to enter a minimum of three characters before searching would being. This is a global change for all search boxes.
Work Order Module
CHANGE When adding a new work order the priority field is now optional
CHANGE Update the Work Order Status once in Progress
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.
Account/Account Location Module
CHANGE Account Detail Page Changes
- The Account Number is now displayed on the detail page.
- The Longitude and Latitude fields are hidden if they are not populated.
Account Detail - Old
Account Detail - New
CHANGE Account Location Detail - Associated Work Orders Changes
- Hide the location field
- Make Order Number the first column in the list
- Make Priority field unsortable
- Add Work Order Total (dollar amount) as the last column in the list
- Sort the list by the following:
- Actual End Date (if available)
- Planned Start Date (if available)
- Order Date
Work Order Detail - Associated Work Orders - Old
Work Order Detail - Associated Work Orders - New
Fixed Issues
FIXED New users were not always receiving welcome emails.
Gantt View
FIXED The gantt current timeline was not being properly updated (moved).
FIXED Closed / un-assigned work orders were being imcorrectly displayed in the Unscheduled Work Orders table.
FIXED The work order hyperlink was not working for work orders in the Unscheduled Work Orders table.
For more information, email us at info@servicepower.com.
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