MBS ROAD MAP - CDGCDG would like to build a function that allows Completed or Canceled sessions to...
Transcript of MBS ROAD MAP - CDGCDG would like to build a function that allows Completed or Canceled sessions to...
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MBS ROAD MAPMike Chalk – MBS DevelopmentTerri Hunt – MBS Development
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In this session, we will discuss some of the important MBS enhancements that in the upcoming 4.10 release of MBS, as well as the release scheduled for late this year.We’ll also discuss future plans for MBS, beyond the next release.
WELCOME
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Please plan to attend our MBS Open Forum session tomorrow at 11:00 am in Savannah B.
BREAKOUT SESSIONS
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COMING IN 4.10
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Custom attributes for Elements, Circuits, and Wire Centers.Element Hierarchy.Core network support and circuit hierarchy.Port channelization support.Circuit sequence on all included elements.Management of attached CPE.Circuit and element templates.Circuit history.
* Plant data conversion required (and scheduled)
NEW PLANT MODULE
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ELEMENT SEARCH SCREEN
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ELEMENT DETAIL SCREEN
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CIRCUIT SEARCH SCREEN
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RELATED CIRCUITS SCREEN
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CIRCUIT DETAIL SCREEN (CORE)
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CIRCUIT DETAIL SCREEN (CUSTOMER)
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Added support for Region-based routing.Added support for technician task/ticket skill assessment when making assignments.“Smart-check” functionality added to Tasks, so that custom rules can be embedded into tasks for handling child tasks. (coming soon!)API updates:
Support region and skill updates from 3rd party applications.Support attachments to tasks and tickets.
TASK MANAGEMENT / TROUBLE
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When a Task Department has Region relationships, Region on task is automatically assigned based on customer city or zip code.Task required skills are automatically assigned to task, optional skills need to be selected. Possible assignee list is based on region/skill.
TASK MANAGEMENT / TROUBLE
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Optional product and service address filters by:MarketSubscriber typeAccount structureCircuit information (coming soon!)
PRODUCT / ADDRESS FILTERING
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PRODUCT FILTERING – SETUP
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SERVICE ADDRESS FILTERING – SETUP
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PRODUCT FILTERING
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SERVICE ADDRESS FILTERING
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Tree view now expands with the window!
TREE VIEW NOW EXPANDS
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COMING IN A FUTURE RELEASE
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CDG would like to build a function that allows Completed or Canceled sessions to be set back to Incomplete, with these limitations:
Must be the most recent completed session.No billing must have occurred since the session was last touched.SAM and external party considerations will need to be addressed manually, as needed.
SESSION UNDO
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CDG is exploring two methods of generating an “on-demand” bill, to satisfy the various requirements we’ve heard from our customers.
From MBS: We plan to create a function to generate a bill-like statement that will include: balance information, unbilled payments, adjustments, non-recurring and prorate charges, and taxes – this statement can be used to help a new user understand their first bill.From Cash Drawer: We are looking at using Cash Drawer to generate a one-time invoice, and show that invoice and balance in MBS and E-Care – paying that invoice would complete the Cash Drawer transaction.
ON-DEMAND BILL
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Create document templates.Rules for filling out…Integration with 3rd party signature capture solution.Attach to customer in MBS via API.
DOCUMENT MANAGEMENT SOLUTION
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Billable tickets support.Track actual hours and technicians.Add NRCs.
Additional, custom status field (Hold, etc.).More information on tickets (Maintenance contracts, etc.).Escalation, ticket countdowns.Email ticket updates to customer. Scheduled end timestamp, actual timestamps.Truck roll indicator.Copy function.
TROUBLE
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CDG will be employing a new Dashboards technology to replace Flash with HTML5.New gadget idea - MBS activity:
Today / This week / This monthNew installsDisconnectsTroublePaymentsUsage files processedExternal party files created…
DASHBOARDS
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QUESTIONS?