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Release date 18xx-03-2023 |
Changes
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Key
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Release note
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UST-004754
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Financials:
A meter can now be associated to a list of areas by using an areaset. This can be applied for correctly associating costs to rentable areas within a service charge settlement.
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UST-004807
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Financials:
Meters can now be added to area sets
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UST-003625
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Other (Functionals):
The field 'initials' on the object 'Person' had a maximum of 10 characters. This limit has been removed, such that longer initials can also be filled in
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UST-004064
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Other (Functionals):
The function 'Archive' gave an error if not all mandatory fields on the object that was being archived were filled in. This check has been removed.
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UST-004818
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Other (Functionals):
It's now possible to define a user interface skin on user level. This used to be only possible on profile level.
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UST-004864
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Other (Functionals):
In an object selection field (as opposed to a pulldown) it is possible to type a few characters and get suggestions.
The code limits the number of suggestions based on a client value (Client.useAutoCompleteSearchTreshhold). This setting can contain a value between 1 and 50. If this field is left empty, the code defaults to '15'. This has been changed to 50 (The maximum value)
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UST-004893
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User Interface:
The tabs on instance pages, dashboards and includes have been redesigned so that they follow material design guidelines
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RFP-002256
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SystemGroups:
Only active system groups are shown in all places where system groups can be found or assigned to users or profiles.
SystemGroups are active based on module settings (E.g. Request related system groups are only active if the request module is enabled)
N.B: Client-specific groups are always active
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RFP-001378
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Suppliers:
It is now possible to register a deviating postal address for a supplier organization. The postal address is only shown if the supplier has a deviating postal address (This can be indicated on the page of a supplier). This deviating postal address can also be imported via the default import template.
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RFP-002346
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Reservation settings:
A new setting is added (Approval specific items) to the general reservation settings. Only if this setting is enabled (True) the field on specific reservable objects (Reservable) to enable approval of the item becomes available.
Next to this, group 4. approval reservation items will become active as a mandatory group in all system group overviews.
This setting is automatically enabled for clients that already used this feature (Reservation item approval)
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RFP-002297
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Reservations:
When creating a reservation, the end time field was not mandatory, even though it is necessary to fill it in in order to get available objects to reserve. This field is now made mandatory (added the *) to make this more clear
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RFP-002254
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Requests:
When creating a request, the property field is a pulldown type of field. Since this is not very user-friendly if a customer has a lot of properties to choose from it is possible to change this to an object selection screen via a new general setting.
(Request settings tab. Setting: 'Use object selection for properties in request'
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RFP-002243
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Properties import from O-Prognose:
There is now a default import mapping available for the properties which have been exported from O-Prognose. The property export from O-Prognose can be saved as a .csv file and directly imported into Workplace/Maintenance Management.
This can be used by a consultant if a new Axxerion customer already uses O-Prognose to quickly import all the properties that are already in O-Prognose
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RFP-002264
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O-Prognose interface:
The setting on a property (ExportToOPrognose) which is used to indicate if a specific property should be interfaced towards O-Prognose was not yet displayed on a property. This field is now added to the process setting tab of a property.
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RFP-002267
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O-Prognose interface:
If the interface with O-Prognose is active, a new buttonbar is shown on the administrator startboard which has the following buttons:
1: O-Prognose integration information: This will open the documentation related to this integration.
2: O-Prognose reports: This will show all the reports that are used in this integration. These can be used to check which data is available in the integration towards O-Prognose.
3: Properties to O-Prognose: This will show an overview of all properties including the setting (per property) to indicate if the property should be interfaced with O-Prognose
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RFP-002018
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Masterdata
It is now possible to directly show all results in each of the master data search screens (Organizations, contacts, properties, assets, catalog items) when opening the search screen (instead of having to search first).
Since this is only desirable if the total number of results is limited (e.g. less than a hundred as it would otherwise take (a lot of) time to load while still needing to search) a new general setting is added in which this number should be set (if left empty, no results are directly returned and the user can directly start a search).
N.b: For new clients, this setting is automatically set to 100. It is advised to leave this setting empty if the number of master data objects (for any of the types) is very large.
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RFP-002327
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End user overviews:
The end-user overviews on the startboard have some additional columns:
My Future reservations now also shows:
-End time of the reservation
-Property of the reservation
-The reservation type
My open requests now also shows:
-Problemtype ('Concerns' field)
-Request type (Wish, complain, etc)
My expected visitors now also shows:
-Expected end time
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RFP-002335
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Corrective work orders:
The field 'requestor' from the linked request is now also displayed on the corrective work order page.
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RFP-002253
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Corrective work orders:
The field 'ProblemType' from the linked request is now also displayed on the corrective work order page.
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RFP-002225
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Corrective work orders:
It is now possible to indicate if a document linked to a corrective work order should be added as an attachment in the work order mail sent to the contractor. This can be done via a new field in the document list (Add as attachment for contractor)
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RFP-002148
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Corrective work orders:
An include is added where (if found) active contracts are shown which have an active contract item linked to the same asset as the work order.
The user (a service desk employee) will need to have access to view contracts for this include to show results.
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RFP-002193
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Consultants: Setting up a new client
When setting up a new client, a default e-mail logo (Workplace logo) and announcement is generated in the initialization wizard.
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RFP-002252
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Areas:
A new category has been added to the area categories: Meeting room
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RFP-002330
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Administrator: Solution-based rollouts:
User profiles are no longer generated in the solution-based rollouts. Since user profiles are often created apart from activating a new module, this part has been moved to the new user profile dashboard as a stand-alone option.
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RFP-001960
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Administrator: Solution-based rollout - Maintenance solution:
A solution-based rollout for the Maintenance solution is added. This rollout guides the administrator through the setup of the process, with all process-relevant options and settings directly available from the rollout.
N.B: The Maintenance solution contains multiple modules (Properties, Assets, Request, work orders, contracts) and also the integration with O-Prognose
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RFP-002176
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Administrator: Solution-based rollout - Energy meters:
A solution-based rollout for Energy meters is added. This rollout guides the administrator through the setup of the process, with all process-relevant options and settings directly available from the rollout.
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RFP-002175
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Administrator: Solution-based rollout - Cobundu simple ticketing:
A solution-based rollout for Cobundu: Simple ticketing is added. This rollout guides the administrator through the setup of the process, with all process-relevant options and settings directly available from the rollout.
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RFP-002173
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Administrator: Solution-based rollout - Checklists:
A solution-based rollout for Checklists is added. This rollout guides the administrator through the setup of the process, with all process-relevant options and settings directly available from the rollout.
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RFP-002272
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Administrator: Settings:
The general settings are split into two parts (Also on the admin startboard and in the navigation menu):
-Client settings (The settings that are not related to specific modules, but general). This option is not available for level 1 admins (See admin levels release note)
-Module settings (All settings related to specific modules, in a tab per module). This option is available for every admin level (however, not every specific setting might be available to level 1 admins)
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RFP-002332
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Administrator: One startboard
A new startboard is created that contains tabs for every functional profile (E.g. Servicedesk employee, Reservation coordinator, reception employee). Users only see tabs based on the authorizations they are given.
If an admin creates a new user profile, this will automatically get this net starboard. This makes managing user profiles a lot quicker and easier as it is no longer needed to create a specific startboard per (Functional) profile.
N.B: Existing profiles will of course keep their current startboard and using custom startboards will still be available if desired
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RFP-002348
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Administrator: New user-profile dashboard
A new dashboard is available (which replaces the admin button bar option 'Create user profile) to manage user profiles even better.
This dashboard will show a comprehensive overview of the existing user profiles, an option to quickly create new user profiles, and overviews of system groups that are enabled (based on activated modules) distinguished between optional and not optional groups (Some groups should always be assigned as to not get stuck in a process, other groups are more optional) and already assigned vs not yet assigned groups.
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RFP-002255
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Administrator: Admin levels:
Until this release, an administrator could enable 'Additional admin options' and based on that setting, have access to customization options. This has been changed to 'Admin levels'. On the user page of administrators, a new field is available: 'Admin level'.
This can be set to the following 3 levels:
-Level 1: Useful for daily admin work (corrections, taking over users, basic module settings)
-Level 2: Admins with level 2 also have access to configuration (enabling new modules, generating user profiles, tenant settings)
-Level 3: Admins with level 3 also have access to customization options (similar to the previous 'Additional admin options'
Level 1 admins cannot see this field and can thus not upgrade their level and can also not take over higher level admins
Each next level always includes the rights of the previous level
All existing admins have been set to level 2 and if 'Additional admin options' was enabled, this is set to level 3
Bugs
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Key
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Release note
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UST-004288
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Financials:
When a bank account was specified on the invoice item, this was not taken into account for displaying eligible invoices when trying to add an invoice manually to a collection batch. This is now taken in account.
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UST-004771
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Integration:
When booking on behalf of someone else in Workplace Experience, the invite for the relevant room should be sent to the person that was booked on behalf of instead of the person that used the app to create the booking.
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UST-004886
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User Interface:
The search button on search screens only registered a user click when the text was clicked and not on the edges of the search button. This has been fixed so that the entire search button can be used.
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UST-004899
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User Interface:
Several security related changes were made to mitigate cross-site scripting vulnerabilities.
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RFP-002280
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User management:
Users with the group 'User management' were unable to archive a user if that user was linked to an external app (used in case of integration with the Workplace App / Workplace experience). This has been solved.
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RFP-002339
Checklists:
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2024 |