Release 6.4.1.0 - February 2025

The 6.4.1.0 release included the following:

Feature Description Hyper-link
Advanced Helpdesk The restriction to hide the Appointments tab when the Appointment Status is Not Required has been removed. Advanced Helpdesk
Concept Reports

New Concept Reports:

  • RQ-001 - Request Line Item Allocation Analysis

    • This report will look at the details of each line item in the Request and make recommendations for how the line items should be grouped and which Contracts they should be assigned to, based on a range of factors, including configuration (building coverage, category, instruction set, schedule of rate capabilities), availability, performance and costs.

  • RQ-002 - Request Details and Progress

    • This report will show the progress of the issued tasks, task actions and schedule of rates for the request

 Concept Reports
General Preferences

The Enable Hierarchical Grids preference has been updated as follows:

  • The check box has been replaced with a multi-select dropdown of system entities that can have hierarchical grids enabled, select all that are to displayed as hierarchical grids:

    • Assets

    • PPM Actions

    • Instruction Sets

    • Task Actions

    • Instruction Set Schedules

    • Requests

 General Preferences - Enable Hierarchical Grids
Request Preferences

Administrators can now define the system behaviour related to Requests in order to:

  • Control the Item Types that will be available when adding Items to Requests

Request Preferences

Requests

A Requests menu option has been added to the Task Management menu group.

The menu option will open a new Requests hierarchical grid. The hierarchy will be the parent Request records with sub-grids listing the child entity of Request Line Items.

The Requests input panel has been updated as follows:

  • New toolbar buttons have been added

  • The Details tab now has an expandable/collapsible/resizable splitter

  • The Tasks grid in the Details tab now contains Request Line Items instead of Tasks

  • A side panel for SLA information has been added

  • Two new Tabs, with new fields have been added:

    • Financial

    • Information

  • Certain existing fields have been reorganised within the page's tabs

  • New Request Line Item input panel, accessed via toolbar button, allowing users to create linked records with the following types (depending on the preferences set):

    • Schedule Of Rates

    • Task Actions

    • Tasks

  • New sub navigation options are available, containing entities linked to the Request:

    • Tasks

    • Mobile Audits

    • Sales Invoices

  • Certain updates to Tasks linked to Requests will update key information on the Request:

    • SLA Values

      • The values in the Request SLA performance fields will automatically be set based on data inserted and updated against the linked child Tasks

    • Request's Status

      • The Status of the Request will automatically be updated based on Status changes to the linked child Tasks

Requests

Shiftable PPMs and Shiftable Family PPMs An issue has been resolved that related to the system checking all PPMs to see if they are part of a Family. It was not catering for the special condition where the Family field is blank, therefore when the PPM Family of the Controlling PPM is blank, other PPMs (for the Same Asset and Contract) that also have a blank Family were being included in the shifting. This should not have been occurring and has been fixed. Shiftable PPMs and Shiftable Family PPMs