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January 2025 New Updates

Jan 17, 2025

Enhancements:

  • Users can now link documents from the document library to asset types
  • Add option to unallocate the stock levels from a job
  • Added a setting in the Configure System Settings to define which countries are included when entering an address in address fields in the system
  • Add Ability to add SI line items to a job & Account Code should use purchase
  • Added asset name to assets module
    • By default, there should be an optional field besides location in the assets module. This fallbacks to serial_number when not provided.
    • During insert in import, when asset name is blank it will fallback to serial number.
    • Hierarchal asset view prioritizes the display of asset name then fallbacks to serial number
    • Added a fix in import process where referencing numeric value as external parent asset id does not work.
  • Added import recurring jobs in the side menu
    • Users can only add up to 3 lines of job tasks
      • Only supported to link 1 checklist per line.
      • No validation was added when linked asset checklist was not meant for the given asset type.
  • Added resolution time to jobs
    • Resolution Time field is added in Jobs, which would show the time the job was completed from the date the job was created until it was completed
    • The Resolution Time field will be added when all tasks of the job have been completed
    • The Resolution Time field will be updated when a new task is added to the job (that has completed all the tasks prior) and then completed
  • Allow portal users to link assets related to the site.
  • Create or upsert job can now link checklists by id or external_id, and set the available_periods for asset checklists.
  • Update Job Report Download Name - Include Customer Name and Site Name
  • Add line items to the fields on Customer and Supplier Invoices

Fixes:

  • Show where stock level is from item hover
    • Move inventory level labels to headers
  • Fix “Number of Items Tested” in the Site Service Summary Report is based on the “# of completed asset”
  • Tags with very long texts will have a … and a tooltip is now shown for the complete tag name
  • Customer notifications are now working
  • When the request from the public api does not contain work_order_reference, the 500 error no longer occurs when opening the “Create Materials from WO”

Internal Notes:

  • Advance Report refactoring
    • Move inventory level labels to headersa

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