Release : Week Commencing 21st February 2022

Release Topics

1. Engineer Shifts and Rota
2. Purchase Order Outbound Emails
3. New Purchase Order Data Fields

Release Details

1. Engineer Shifts and Rota

• An Engineer Shifts and Rota feature has been introduced
• This new feature allows users to create different shifts for engineers and a rota comprised of these shifts
• The shifts and rotas created inform both the Planner and Route Scheduler and can be used to incorporate holiday and any other non-productive times such as training sessions. This will provide users with an even more efficient, easily accessible visual indication of which engineers are available for work and at which times when planning and scheduling jobs

2. Purchase Order Outbound Emails

• A new ‘Outbound Emails’ area available against individual purchase orders has been created
• This feature will allow users to see the history and details of any emails sent to suppliers or other stakeholders for a particular purchase order allowing for more effective management of purchase order sharing and resharing

3. New Purchase Order Data Fields

• New purchase order data fields of ‘Subtotal’ and ‘Total Excluding VAT’ have been added within the purchase order module for line items
• These fields have been added as columns within the ‘items’ area of individual purchase orders and the ‘items’ area of individual purchase order templates allowing users to view this data within the system more easily
• Purchase order document template tags of @@Line_Subtotal@@ and @@Line_Subtotal_ValueOnly@@ have also been added allowing users to present this data via purchase order documents

Improvements, Modifications & Bug Fixes

Improvements and Modifications

• Further work has been conducted with regards the auditing feature throughout the system, specifically for the invoicing, crediting, payments and sites areas
• Work for an upcoming ‘Visit Quick Complete’ function on the mobile app has been implemented for the associated areas of the back office
• Work for an upcoming ‘No access once arrived onsite’ function for the mobile app has been implemented for the associated areas of the back office

Bug Fixes

• An issue within the Refcom module whereby searches via refrigerant type were showing incorrect results has now been fixed
• An issue with Portal Links being duplicated when inserted in an email has been fixed
• A problem with signatures not being cropped when synced from the Joblogic mobile app to the back office has been resolved
• An issue with cancelled purchase order notifications presenting incorrectly has been fixed
• An issue whereby parent and child sites were displayed incorrectly when adding a related site has been resolved