This release delivers several enhancements across the Urbanise FM platform.
Document repository for job plans
This update includes the ability to store documents against location job plans and asset job plans.
Operator agents assigned with permission 'Update Locations/Import' will have the ability to upload, edit and delete documents
Operator agents without the permission 'Update Locations/Import' will have the ability to view the documents list and download documents
Re-assign agent permission
A change has been made to the 'Re-assign' permission under the Operations group.
Previously, enabling this permission for an agent allowed assigned jobs and work orders to be reassigned. In this update, the permission has been split to allow the functions to be enabled separately.
Changes to existing functionality
The previous 'Re-assign' agent permission has been renamed to 'Re-assign jobs'
A new agent permission 'Re-assign work orders' has been added
The Role Category screen to includes new permissions
The Agent export file includes the new permissions
IMPORTANT: After the update, both permissions will automatically be enabled for operator agents with the previous 'Re-assign' permission enabled.
The logged in operator's 'Re-assign jobs' and 'Re-assign work orders' permissions will be validated in the following areas of the platform:
Work order details page
Job details page
Request & Job list screen
Bulk re-assign action
Read-only supplier flag
A new option has been added to limit supplier agents from editing their supplier details via the Ops Centre.
To configure the 'Can edit supplier details' option for suppliers, navigate to Suppliers > Permissions details.
When the Can edit supplier details' option is unselected, the supplier can add new agents and documents, but the following screens will have read-only access:
Supplier edit screen
Supplier permissions page
Supplier banking screen
Retire supplier link
Operations - edit
Agent - edit
Supplier invoicing
A new system capability has been added to allow or limit whether a supplier agent can add job invoices within the FM Platform.
IMPORTANT: After the update, the new supplier role 'Suppliers can invoice' will automatically be enabled for all suppliers to maintain existing behaviour. To configure this capability, please contact Urbanise Support.
When this option is disallowed for your FM environment, suppliers can continue to view existing invoices based on their permissions and the following changes apply to other areas of the FM Platform:
Job page - the menu option to 'Prepare Invoice' will be hidden
Job page - existing invoices cannot be edit, for example supplier reference, invoice date
FORCE App - the option to invoice jobs and update invoices is removed
Asset List screen filtering
The Asset List screen has been enhanced to recognise the logged in agent's regions settings. The following conditions apply when viewing the asset list screen:
The logged in operator agent's results will include all assets matching the agent's allocated regions
The logged in operator agent's results will include assets with no region and no location
The logged in operator agent's results will include all assets when the agent has no allocated regions and/or locations
Planned Work planner export
An option has been added to export the data from the Planned Work planner screen.
When multiple assets exist on a single job, the exported data will display over multiple rows to display the asset names and the job details.
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