Release: 16th November 2021

Release Topics

1. Settings - Numbering Convention Feature
2. Site Import - Bulk Import Warning Notices
3. Mobile Forms - Set Frequency for General Forms

Release Details

1. Settings - Number Convention Feature

• A new 'Number Convention' feature has been introduced, by which Joblogic users will be able to Configure Number Conventions for Jobs, Quotes, Invoices, Purchase Orders and PPM.
• Ability to set prefixes, the next number, and next queued number has been added.
• The Job type settings area has been moved to this new ‘Number Conventions’ area
• Users can set Default Service Time (Minutes) for Job Type number conventions.
• The option to mark a specific Job Type as default has been introduced.

For a user guide on this feature, click here.

2. Site Import — Bulk Import Warning Notices

• Joblogic back office users have the option to upload warning notices in bulk against Sites.
• New Warning Notice columns have been added to the Joblogic Sites Import Template.
• If required, the warning notices can be edited/changed from within the back-office system, under Info>Warning Notices.

3. Mobile forms - Set Frequency for General Forms.

• Users will have the option to set the frequency in days, for General forms (the Vehicle Checklist and the COVID-19 Engineer Daily Form), based on which the selected form will appear on the engineer’s mobile device.
• These forms can be viewed under the Form section, within the Main Menu page of the mobile app.

For a user guide on this feature, click here.

Improvements and Bug Fixes

Improvements

• Back office users can set default Account/Nominal codes that can be automatically applied when receiving payments.
• Improvements have been made to the Non-Productive Time template, which enables users to add Start Time and End Time details to the Start Date and End Date columns.
• Improvements have been made to ensure that Tags added within the Job/Quote screen, are saved and displayed in the same order as they were selected.

Bug Fixes

• Non-functioning of ‘End Date’ search filter within the PPM Quotes section, has been resolved.
• Display of PPM Tags instead of Note Tags under ‘Add Tag(s) to Note/Attachment’ within the Notes & Attachments section of the PPM Quote has been fixed.
• The issue with the system displaying all the Jobs, even when a specific Job Type filter has been applied, has been fixed.
• An issue with the system automatically exporting all the parts, though only a specific part library was selected, has been resolved.
• Non display of Annual service Date for PPM Tasks, marked as 12 monthly instead of annually, has been fixed.
• Display of incorrect round off number for negative hours, under Planner/Timeline section, has been fixed.