March 2019 - Website Release

Article author
Maddison Taubert
  • Updated

New

  • Accreditations module revamp (Enterprise customers only):  The Accreditations module will now allow you to filter and download your accreditations, as well as allowing you to add documents against each accreditation.
  • Task Status transition change: When you change the status of a task via the web, you were required to go to the edit page of the task, now you can click on the status and transition it like you would for a Defect Quote or Purchase Order. App users and the bulk edit function on the task list will not be affected by this change.

Improved

  • Customer portal Task List - clients will now only be able to see the following fields: task ID, description, property, due & inspected date, authorisation ref, assigned technician and status. Task status will be grouped into just Scheduled (Not Ready, Ready, Scheduled), In Progress and Completed (Completed).
  • Improved errors when dispatches fail
  • Removed character limit of ESM standard fields (standard of Maintenance, Installation and Performance)
  • Dynamic forms created on tasks will now also display on the property Forms tab.
  • The Signoff module was improved when processing disclaimed signoffs.
  • A technician is now required on an appointment.

Showcase

Accreditations Module

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Task Status

Screen_Shot_2019-03-14_at_3.02.55_pm.png

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