Case 7.218, Dec 7, 2020

The main focus of this release has to do with enhancing usability for Service Providers and minor defect fixes. 

• All Users
  • Feature Removal: News & Upcoming Trainings Sections 
• Service Providers
  
  • Error Message When Using Workflow-Assign to Assign a Case to a Username with Special Characters 
  • Mileage and Engine Hours Auto-Save Function
  • Mileage and Engine Hours Fields Improvements 
  • Additional Job Roles Available When Creating a New User or Contact

All Users

Feature Removal: News & Upcoming Trainings Sections 

With this release, we will remove the News and Upcoming Trainings sections from the Portal page in Case. Both sections have consistently shown low usage, and the information highlighted in these sections can be found elsewhere, e.g., our online Knowledge Base, Resource Center, and via other prevalent links within the application. Training will continue to be offered, and you can easily find them to sign up within the Resource Center. 

Service Providers

Issue Fixed: Error Message When Using Workflow-Assign to Assign a Case to a Username with Special Characters 

Prior to this fix, service providers encountered an unexpected error message when using the Workflow-Assign feature to assign a case to someone whose username contained special characters, such as accents. 

Now service providers can assign cases to usernames containing special characters, and the Workflow-Assign feature will work as expected.

See also: Assign a Case to Another User

Mileage and Engine Hours Auto-Save Function

After entering your new mileage or engine hours data, a green check mark will display next to the updated field to indicate the information entered has been successfully saved.

NOTE: You must select either Miles or Kilometers when updating the mileage, or else the updated data will not save properly.

Mileage and Engine Hours Fields Improvements 

We have improved the user experience on case pages by ensuring that the Mileage and Engine Hours fields are clear when a service provider creates a new case. Previously, these fields were sometimes populated with data from previous cases, which led to data quality issues. For assets that have been serviced in the past, the last updated data will be shown in this section, so it can be used as a reference by the user.

With this new implementation, Mileage and Engine Hours fields will only accept characters, that way the users won't have to worry about entering erroneous data.

Additional Job Roles Available When Creating a New User or Contact

Service providers now have the ability to choose from a range of additional Job Roles that can be added to the User Details section of the Create User page. These new options include:

• Field Service Manager
• Field Service Advisor
• President
• Owner/Operator
• Owner
• Billing/Accounting
• Account Manager
• Mobile/Remote Technician
• Parts Warehouse