Spring 2012 Release - CorrigoNet Version 7.6a

7/30/2019 Spring 2012 Release - CorrigoNet Version 7.6a

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Corrigo Incorporated Proprietary & Confidential Page 2

CONTENTS

Upgrade Availability....................................................................................................................................................... 1

Highlights ....................................................................................................................................................................... 4

Enhancements to Customer/Store Portal ..................................................................................................................... 5

Access to Documents ................................................................................................................................................. 5

Show Customer Documents .................................................................................................................................. 5

Request Approval Extensions .................................................................................................................................... 8

Example Scenario ................................................................................................................................................... 8

Contact Request Limit Setting ............................................................................................................................. 10

Theme Settings for Workflow .............................................................................................................................. 11

Approving a Request ............................................................................................................................................ 12

Enhacements to the customer portal assignment ................................................................................................... 14

Assignment Settings & Configuration .................................................................................................................. 14

On Upgrade.......................................................................................................................................................... 15

New Work Order Table Fields .................................................................................................................................. 16

Improvement To the Last Step of the Wizard ...................................................................................................... 16

Enhancements to Back-Office/Corp App ..................................................................................................................... 17

Email Based Quote Approval ................................................................................................................................... 17

Configuration ....................................................................................................................................................... 17

Use Scenario ........................................................................................................................................................ 18

Possible Scenarios ................................................................................................................................................ 20

Specialty Groups & Dispatch Board Specialty Group Filter ..................................................................................... 20

Configuration ....................................................................................................................................................... 21

Financial Reporting Periods ..................................................................................................................................... 23

Disallow Vendor Invoice Authorization when WO is Active .................................................................................... 24

Tenant COI Extensions ............................................................................................................................................. 24

Change to Customer Theme Settings Layout .......................................................................................................... 24


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Logged In User Access to Stock Locations ............................................................................................................... 24

New Materials Management Setting ................................................................................................................... 24

Log in to Portal from Contact Details page .............................................................................................................. 25

Tablet Extensions ......................................................................................................................................................... 27

Support for Providers .......................................................................................................................................... 27

Display Flags ........................................................................................................................................................ 28

Quote Approval ................................................................................................................................................... 29

Email Work Orders ............................................................................................................................................... 30

WO list on Customer Page ................................................................................................................................... 30

Limit creation of Grandchildren ........................................................................................................................... 31

Select List of Other Enhancements/Defect Fixes ......................................................................................................... 34

WSDK Changes ............................................................................................................................................................. 35

Import/Export Changes/Enhancements ...................................................................................................................... 36

Glossary: Terms Used in this Document ...................................................................................................................... 37


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HIGHLIGHTS

This release contains a number of tweaks and not many significant items. Some of the more important tweaks

include:

Several enhancements to the workflow associated with the Customer/Store Portal, including:

o Access to Customer & Customer Group Documentso Helpful new work order table fieldso Extensions to assignment & request approvals

Extensions to the tablet interface, including:o The Work Order Network with Vendor/Provider assignmento Visibility to flagso Quote visibility and approval

Email Based Quote approvals the ability for a user to receive quotes from providers via email alerts andapprove or reject the quotes by replying to the email

The ability for a back-office administrative user to log in to the customer portal from the CustoemrContact details page

A Specialty Group Filter for the Dispatch board to better support functionally segregated back-officeteams


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ENHANCEMENTS TO CUSTOMER/STORE PORTAL

Several significant enhancements are available to the Customer Portal in 7.6a.

ACCESS TO DOCUMENTS

Clients have often requested the ability to make documents like site maps, maintenance procedures, pictures, etc.

available to customers via the portal.

SHOW CUSTOMER DOCUMENTS

A new setting is available in the theme settings page under the Home Page View, as seen below.

Figure 1: Detail from Customer > Customer Portal Admin > Themes

When this is enabled, a new documents option appears in the View dropdown of the Home Page, as shown in

Figure 2.


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Figure 2: View Documents dropdown on Portal Home Page

Pressing the Go button takes the user to the following page:


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Figure 3: Documents page: showing 3 documents associated with this particular customer

The documents displayed are those associated with the Customer or Customer group. The example above shows

the documents associated with that customer, configured in the Customer Details page of the Corp. as shown

below.

Scope is whatever was

chosen on home page before

coming to this page.

Show All, will show all

documents across all

customers and customer

groups.

If a Customer Group was

selected, ONLY documents

associated with the customer

group will be shown.

Customerwill ONLY seedocuments related to the

customer, not docs

associated with the Customer

Group.

List of documents

associated with customer.


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Figure 4: Customer Details showing Documents

NOTE: CUSTOMER WILL ONLY SEE DOCUMENTS RELATED TO THE CUSTOMER, NOT DOCS ASSOCIATED

WITH THE CUSTOMER GROUP.

REQUEST APPROVAL EXTENSIONS

A number of changes have been made to the Request Approval to better support various client workflows

including the need in commercial property management for hierarchical approvals.

It is easiest to understand this through an example scenario. In it, a store manager places a request that exceeds

his/her limit (according to the Work Orders NTE). When this workflow is turned on, the work order is placed On-

Hold, and someone with sufficient authority (e.g.: Regional Manager) is notified to review and approve the

request. When approved, the work order is then sent to the assigned resource.

EXAMPLE SCENARIO

The system must be setup appropriately which includes:

Theme settings include

o Enable request approvals - Ono Automatically send any work orders in the new status - On

Notifications are turned on. Specifically the Request Needs Authorizingo Type is enabledo According to the theme, the Regional Manager shall be sent the notification (e.g.: send to

Customer or Customer Group Primary)

Contacts are set-up


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o Store Manager the work flow will only be enabled when a request is placed on a WO thatexceeds the managers limit

o Regional Manager has sufficient authority to approve AND their notification threshold is belowthe NTE

NTEs are set upScenario:

1. Store manager places a request via the portal2. Contact selects to get the work done 3. On the confirmation page, the manager see a note that the work has been created by not yet sent as seen

in Figure 5.

Figure 5: Confirmation page of Service Request Wizard

4. The Regional Manager will now receive a notification: New Work Order Requires Sending5. Regional Manager logs in and sees the work order needs her attention (Figure 6)

Figure 6: Portal Home page showing work needing attention

6. RM presses Review Request and sees a dialog box (Figure 7)


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Figure 7: Review Request dialog

7. RM approves the request8. The WO becomes New9. The WO is automatically sent to the assignee

CONTACT REQUEST LIMIT SETTING

The Customer Contact field Send Limit has been renamed Request Limit as shown inFigure 8

Figure 8: Detail of Contact Details showing Request Limit setting

Note:

Send limit restricts the work a contact may request from a vendor based on NTE


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Authorization limit restricts the value of invoices the contact may authorize.

THEME SETTINGS FOR WORKFLOW

Prior to 7.6a, there was a single Theme setting called Send Provider Work Orders which had an option ofBased

on Send Authority. This has been replaced by 2 settings:

Enable request approvals Automatically send any work orders in the new status

as shown below.

Figure 9: Customer > Customer Portal Admin > Themes > [Theme] > Settings

ENABLE REQUEST APPROVALS

This setting is used to restrict a contacts ability to send work to vendors. When it is enabled AND a work request is

created new (as opposed to an estimate or deferring the work) the WOs NTE is compared to the contacts Request

Limit. If limit is insufficient (NTE>Limit) then the work order is placed On Hold with a reason Request needs

customer approval.

AUTOMATICALLY SEND ANY WORK ORDERS IN THE NEW STATUS

When this is enabled, New work orders are automatically sent to service providers. When a work order enters the

New status via the portal (i.e.: it is created, approved, re-assigned, etc.) then its automatically sent.

Work Orders will be sent whenever:

Work order is created in the New status When a work order is approved When a work order is re-assigned and the status becomes New When an estimate is accepted When a work order is un deferred


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WORK FLOWS SUPPORTED

The setting is there to support the two primary use cases; where the customer portal communicates directly with

the vendors and needs to automatically send work orders or where the customer portal communicates with a

facility group who then communicates with the vendors.

Workflow Enable Request Approvals Automatically send any wo

order in the new status

Store managers (contacts) have full authority to manage all

maintenance for their stores.

Off Yes

Store creates requests but work is actually dispatched to

vendors by a facility team.

Off No

Store managers have limited authority. At a certain $ level

their requests must be approved before being dispatched

to vendors.

On Yes

Store creates requests, at a certain $ level requests must

be approved. After approval, a facility team performs the

dispatching.

On No

APPROVING A REQUEST

When a work order is put on hold due to request approvals being on, the reason is Request needs customer

approvaland the customer notification Request Needs Authorizing is triggered.

The notification is a tweaking of a prior notification and can be seen in the configuration pages shown in Figure 9

and Figure 10.

Work orders in this state will appear with a Review Request action button in the Customer Portal as seen in

Figure 6.

Figure 10: Customer > Notifications > Types


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Figure 11: Customer > Customer Portal Admin > Themes > [Theme] > Send Notifications

APPROVAL LIMIT

If the user does not have a sufficient request limit to review a request they will see a warning dialog showing the

default string The NTE in this work order is greater than the maximum dollar amount you are allowed to approve.

Someone with a higher request limit will need to login to approve it.

ON APPROVAL

The work order is re-opened and:

The note entered is added as the re-open comments The work order is sent, If:

o The work order is assigned to a connected Provider, ANDo Customer portal theme setting Automatically send approved work orders = yes

REJECT

The work order is cancelled with the reason Customer Cancelled Request and the contents of the text area used

to populate the reason for the cancellation.


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ENHACEMENTS TO THE CUSTOMER PORTAL ASSIGNMENT

Feedback from clients was that they wanted the ability to not allow assignments to their s tores initially, but to

allow reassignments. They wanted their stores to not have a choice initially forcing them to use the primary

vendor - but to be able to react if the vendor rejects.

Prior to 7.6a, there were 2 portal theme settings:

Allow assignment/re-assignment with options:

No To preferred providers only To any provider

And another Allow auto-assignment from the customers portal with options:

Yes No

There was a problem in that the 2 were interconnected: If Allow assignment/re-assignment is set to any valueother than No then the Allow auto-assignment from the customers portal setting was ignored.

ASSIGNMENT SETTINGS & CONFIGURATION

To fix this, 2 new independent settings Assignment and Re-assignment were created as shown below:

Figure 12: Detail of Themes settings page

ASSIGNMENT SETTINGS

None - The assignment selection page is not shown in the wizard and auto-assignment is switched offwhen the work order is created. The resulting work orders will always be unassigned.

Automatic- The assignment selection page is not shown in the wizard and the work order is auto-assigned when created. The resulting work orders may or may not be assigned.

Assisted (to preferred providers) - The assignment selection is displayed, showing only preferredProviders

Assisted (to any provider) - The assignment selection page is displayed showing all ProvidersRE-ASSIGNMENT SETTINGS

None - There is no re-assign option in the available actions dropdown on the work order details page.Work order rejected notifications are not sent.

Assisted (to preferred providers only) - There is a re-assignment option and work order rejectednotifications are sent.


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Assisted (to any provider) - There is a re-assignment option and work order rejected notifications aresent.

HOW WE EXPECT THE SETTINGS TO BE USED

We expect the settings to be used as follows

Policy/Organization Supported Assignment Re-assignment

Operations has a high degree of decision making and handles all

assignment decisions down at the store level

Assisted Assisted

Operations are required to use preferred providers but can re-assign in

the case of exception (e.g. the work order is rejected or the provider is

non-responsive)

Automatic Assisted

All assignment/re-assignment handled by a facility team and the

assignment process is invisible to operations

None/Automatic None

NOTE THE AUTOMATIC/ASSISTED CONFIGURATION (2ND ROW ABOVE) DOES NOT EXPLICITLY PROHIBIT

STORES FROM ASSIGNING WORK FOR REASONS OTHER THAN EXCEPTION BUT IT IS EXPECTED THAT THIS

WILL BE ENFORCED THROUGH COMMUNICATION OF COMPANY POLICIES, OUTSIDE THE CONTEXT OF THE

SYSTEM.

DEPENDENCIES

The Notification: Work Order Rejected is now dependent on Re-assignment setting NOT being None The release action will only be visible when the re-assignment option is not None.

ON UPGRADE

The old settings are migrated as follows

Old Settings New Settings

Allow Assignment/Re-

assignment

Allow AutoAssignment Assignment Re-assignment

No No None None

No Yes Automatic None

To preferred Dont care To preferred To preferred

To any Dont care To any To any


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NEW WORK ORDER TABLE FIELDS

A few new fields have been added to the Portal Work Order Table. These include:

Figure 13: Customer > Customer Portal Admin > Themes > [Theme] > Work Order Table Configuration

Agethis is X day(s); e.g. days only: 1 day or 2 days Needs Attention this is the age of the highest priority work order action that the user has visibility to,

i.e. it is how long the work order has been waiting in the contacts needs attention list.

Detailed Status - When the status is either Needs Attention or On-Hold, this field shows the reason,otherwise it shows the status. This is expected to be used in place of the status, not in addition to the

current status.

Figure 14: New fields shown

IMPROVEMENT TO THE LAST STEP OF THE WIZARD

When the Last Step in the wizard displays multiple options and the work order priority is emergency selecting

some of these options takes the user to a page explaining that they cannot select this option. It has been pointed

out that this is not very friendly allowing the user to make a mistake and then telling them to go back to correct

it.

Instead if the request is an emergency disable all radio selection except I just want thework done and then put

an explanation next to the work done option (see below)

How long WO has been

waiting on actionAge of WO

Detailed status


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ENHANCEMENTS TO BACK-OFFICE/CORP APP

EMAIL BASED QUOTE APPROVAL

This enhancement allows system users to approve submitted quotes and requests for NTE increases by replying to

the received quote alert.

The configuration and use described below should give a good idea of how these feature gets used.

CONFIGURATION

Requirements

Quote Submitted/NTE Increase Request Alert is enabled (Figure 15) User (not customer contact) has access to the locations for which a quote is being requested User must be subscribed to alert (Figure 16) and have properly configured alert address User role has sufficient authority to approve the quote amount (Figure 17)

Notes

To ensure integrity or responses, users replying to approve the work order must have an email addressthat is unique to that user.

Figure 15: Detail of: Work Orders > Settings > Alert Settings showing the Quote submitted/NTE increase request alert

Figure 16: Detail of User > Manager Users > [Name] > User Details showing Alert subscriptions.


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Figure 17: User > Role List > [Role] > Role Name edit page

USE SCENARIO

The very simple usage scenario is as follows:

1. A service request is created, assigned to provide2. A quote is requested and the WO is sent to a provider3. Provider fill out the quote and submits it4. User receives an email alert Quote of NTE increase request on WO#... as shown inFigure 185. User replies to the email with the word approve or reject (Figure 19)6. System receives the reply and processes it as an approved Quote (Figure 20)7. User will receive an email confirmation (Figure 21)

If there is a problem processing the approval/rejection, an email will be provided informing the user, the different

scenario s that may occur are described following the screen captures below.

Figure 18: Email alert requesting quote approval


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Figure 19: Email Reply

Figure 20: Action log of Approved Work Order

Figure 21: Confirmation Email


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POSSIBLE SCENARIOS

When a user replies to quote approval request, the following scenarios are possible:

Success - replying user had sufficient authority found and the Approved or Rejected action wassuccessfully executed

In sufficient authority email reply was successfully processed but the user had insufficient authority Action Error - an error occurred when taking the approve / reject action User not valid reply email was successfully processed, but the sending email address could not be

associated with a valid user (this will also occur if there are 2 users in the system with the same email

address)

Already performed when the approve/reject had already been taken

SPECIALTY GROUPS & DISPATCH BOARD SPECIALTY GROUP FILTER

With the introduction of the updated Store Portal, clients are beginning to co-mingle other types of work orders

such as IT work orders with traditional R&M.

In one example, 3 different internal organizations are using the Corrigo Customer portal to support service

requests. In this situation, work orders from 3 distinct functional groups are co-mingled. However, each of these

functional groups wants to manage their work orders to the exclusion of work orders from the other functional

groups.

To achieve this, a Specialty Group Filter is provided on the dispatch board, as seen in Figure 22.

A specialty group will be made up of a collection of specialties. A specialty group filter will give users a short-cut to

easily hide work orders that are not of interest to themselves.

Figure 22: When Use Specialty Group setting is enabled, filter appears as seen above. Clicking on it opens the dialog seen in Figure 23


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Figure 23: Specialty Group Dialog

NOTE: SPECIALTY GROUPS ARE NOT INTENDED TO CONTROL DATA, THEIR OBJECTIVE IS TO HELP THE USER

HIDE USELESS INFORMATION, NOT RESTRICT ACCESS TO A SUB SET OF WORK ORDERS.

This enhancement creates the ability to create groups of specialties and provides a short-cut for users to filter out

work that is not within their domain. For a client who has a large number of specialties, users will much more

easily be able to filter the dispatch board by deselecting all other specialty groups and choosing a single group

when compared to the current model where they have to deselect all specialties and select the 40 specialties that

they care about.

When enabled, the specialty group filter allows users to select from the list of specialty groups as opposed to the

individual specialties.

CONFIGURATION

Specialty groups are configured as part of the knowledgebase (Figure 24) N specialty groups can be defined for any set of specialties in the system Unknown Specialty is treated as its own specialty and may be included or excluded from any group Access to Specialty group page is controlled by the existing privilege: Company KnowledgeBase A Dispatch Board setting: Use Specialty Groups must be enabled (Figure 26)


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Figure 24: Access to the Specialty Group Definition

Figure 25: Define Specialty Group

Specialty Group Name

Specialties belonging to group


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DISPATCH BOARD SETTING: USE SPECIALTY GROUPS

Figure 26: Setting to use specialty groups: Work Orders > Settings > Dispatch Board: Use Specialty Groups

FINANCIAL REPORTING PERIODS

The following additional standard reporting periods were added to the system:

Last 48 hours Next Week Prior 7 days Prior 30 days

These options appear in report parameter time frame as shown in the example below.

Figure 27: Detail from report view page showing a couple of the new time frame options.

These are intended to help clients provide more appropriate reports, especially with subscriptions.


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DISALLOW VENDOR INVOICE AUTHORIZATION WHEN WO IS ACTIVE

A new global setting disallows Vendor Invoices to be set to a Read-Only status when the Work Order is NOT yet

competed.

Figure 28: Financial > Settings > General

This allows legacy behavior of the system which was relaxed in 7.5 in order to support Vendor pre-bills.

The relaxation of the constraint became problematic for some upgrading clients who require work orders to be

completed before the invoice may be authorized (or set to another appropriate Read-Only status)

ON upgrade, default the setting to Yes.

TENANT COI EXTENSIONS

Support was added for two COI use cases:

1. Tenant submits more than one Acord 25 form, since the different insurance categories may be distributedacross multiple COI documents e.g. one COI for general liability and one COI for workers comp. In our

original design we assumed just a single COI document.

2. Tenants submit an additional form for Commercial Property Liability. In our original design we assumedthat the Acord 25 form was the only form used.

CHANGE TO CUSTOMER THEME SETTINGS LAYOUT

Over time we have incrementally added more and more settings to the customer portal settings page. This has

resulting in the grouping and ordering of the settings becoming "haphazard". The customer portal settings were

updated in a more logical and consistent order.

Additionally, many of the settings (labels and options) have been improved for consistency and comprehension.

LOGGED IN USER ACCESS TO STOCK LOCATIONS

Prior to 7.6a, a user of the corp interface could only selects parts and materials from THE ASSIGNED TOusers

stock locations, when adding a material item in actual costs to a work order.

There is a different use scenario for stock locations where the corp user should always be able to select parts &

materials from within their own scope of stock locations, not necessarily the assigned to user. .

NEW MATERIALS MANAGEMENT SETTING

A materials setting:Grant corp user access to Stock Locations has options of:Assigned to Useror Logged In

User, as shown below.


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Figure 29: New Materials Management Setting

The default setting shall be Assigned to User, which is the way the system functioned previously.

When the setting is set to logged in user, a user (on the Corp UI ONLY) will see in stock (and out of stock)

locations within their own scope, not the assigned to user.

LOG IN TO PORTAL FROM CONTACT DETAILS PAGE

The Customer Service representative Request Wizard (CSR Wizard) is being deprecated beginning in version 7.6a.

In its place, a user will now be logged in to the customers portal when placing a request from the Contactpage, as

shown in Figure 30 and Figure 31, below.

This makes for a more consistent usage between CSR and Customer contact. It also allows the CSR to take

advantage of the Portals many new features that were not available via the CSR wizard.

2 important notes:

1. On upgrade, the CSR Wizard should be turned off. However it is still available for creating a request fromthe customer details (as opposed to the contact details) page. The recommendation is to leave this turned

off as the Wizard will be going away in future release

2. If/when a User places a request on behalf of a contact through the customer portal UI as described, thataction may be tracked to the user as they appear in the action log.


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Figure 30: Detail of Contact Details page showing Portal log in button

Figure 31: Customer Portal home page

Clicking here opens a new

window with the customer

portal, shown below.


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TABLET EXTENSIONS

The tablet interface received several important enhancements that round out its capabilities for field mangers.

These enhancements are listed below. Each of them, like the tablet UI itself, are straight-forward and easy to use.

SUPPORT FOR PROVIDERS

Assignment and reassignment to vendors/providers may be made from the assignment dialog. Clicking Assign or

Re-assign (Figure 32) opens the assignment dialog which has a vendor tab, as seen in Figure 33.

Selecting the vendor tab brings up the list with zip code and specialty based filters as seen. Select the provider and

press the apply button.

Figure 32: Action button showing re-assignment and send options

Figure 33: Assignment dialog, vendor tab selected


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NOTE: THERE IS NOT A SINGLE ASSIGN AND SEND OPTION AVAILABLE SO THE USER MUST ASSIGN

AND THEN USE THE SEND COMMAND TO SEND THE WORK.

Clicking on send (Figure 32) brings up an editable send note dialog (Figure 34) which also allows a request quote

option. Pressing Send sends the work order to the vendor.

Figure 34: Send Note dialog with Quote option.

DISPLAY FLAGS

There is a Home navigation button that provides a quick way for users to see all flagged work orders as shown

below.

Figure 35: Tablet home screen with Flagged Work option.

Work Order flags are visible in the list of work orders, along with the reasons (Figure 36), allowing users to quickly

see the work orders that may need attention.


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Figure 36: Flagged Work Order(s) - In this example, Quote submitted from provider

FROM THE ACTION BUTTON, USERS MAY ALSO CLEAR FLAGS.

QUOTE APPROVAL

A quote submitted by a vendor will be visible due to the flag as seen in the example image above. Clicking on the

Vendor Quote button brings up details of the quote (Figure 37) and the action button allows the user to approve or

reject the quote.

Figure 37: Vendor Quote Details

CONFIGURATION NOTE: THE VENDOR QUOTE NAVIGATION BUTTON MUST BE ENABLED. FOR AN ADMIN

USER WITH APPROPRIATE PRIVILEGE, THIS IS AVAILABLE ON THE CORP UI AT: OUR COMPANY > MOBILE

CLIENTS > DISPLAY CONFIG > CONFIGURATION OF NAVIGATION BUTTONS FOR MOBILE TABLETS .


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EMAIL WORK ORDERS

Clicking on the Action Icon,

users may now email work orders directly from the tablet.

After pressing the icon, a dialog like the one shown below will appear. The work order will be sent as a cover email

with a .htm attachment.

Note: There is a new setting that defines the print template attached to emailed work orders from the tablet. It

can be found at the bottom of: Work Orders > Settings > Details

Figure 38: Detail of Work Orders > Settings > Details page

WO LIST ON CUSTOMER PAGE

The Customer/Contact page, accessed from a navigation button on the tablet WO Details, now displays a pane for

Work Orders, as shown below.


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Figure 39: Customer page showing list of work orders

LIMIT CREATION OF GRANDCHILDREN

To improve usability with work plans/child work orders, grandchild work orders may no longer be created on the

tablet. If a user presses Create Work Order from within a child work order, the option they will see is Create Child

from Parentas seen in Figure 40


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Figure 40: Child Work Order showing Create Work Order options

In the example above, WO#TL0020.01 is already a child. Creating a child from parent will create the next serialized

child WO. In this case, TL0020.02, as shown below.


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Figure 41: Child Work Order created from context of another child


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SELECT LIST OF OTHER ENHANCEMENTS/DEFECT FIXES

JIRA

Issue# Issue Type Component/s Summary

Change

Request Reports

Prior to 7.6a we only supported custom permissions for

report folders. Now, custom permission are available on

reports as well.

CN-2137

Change

Request

Subscription

Reports

To better support subscription reports for large

customers, Customer Group has been added as an initial

scope selection parameter to work order and financial

report templates.

Allows creation of reports for specific customers

corresponding to a customer group. Very useful for

Facility Service Provider clients.

CN-2247

Change

Request Administration

Minor Corp Theme/Color Issues:

1. Separate color controls for: a. Table Header

Background, and b. Alt Text/Control Box (see attached)

2. Allow .png files to be used as logos

CN-2254

Change

Request Administration

Changes made to customer portal logo configuration

pages. Simplifies the page and contains upload to an

image size that will fit.

CN-2283

Change

Request WON

Modify WON translation so that the Work Done

Description in WorkTrack is copied to both the Work

Completion comments AND the Invoice Comments in

CorrigoNet

CN-2397

Change

Request

Corporate

Web

Extend Customer Group import/export to include: Portal

Theme setting

CN-2407ChangeRequest

CorporateWeb

Remove WYSIWYG HTML editor option from Customer

Portal Label Updates as the new portal will not supportmore complex custom layout changes.

CN-2419

Change

Request

Corporate

Web

On Customer Group Search Page, default selector to

"Group Name" starts with as there is no other option,

there is no reason to have to select it every time.

CN-2427

Change

Request

Corporate

Web

Increase the length of customer special instructions to

1024

CN-2479

Change

Request

Corporate

Web Remove the customer portal setting "Backup Phone"

CN-2490

Change

Request

Corporate

Web

Replace the organization dropdown on the Provider

details page with a type ahead dropdown, this better

supports clients with thousands of organizations.

CN-2493

Change

Request

Visits,

Notifications

Verification notifications shall not apply to visit work

orders

CN-2533

Change

Request

Corporate

Web

Expose Vendor Price List Import/Export in WON mode

(previously it was dependent on pre-WON module)

CN-2608

Change

Request

Corporate

Web

Apply auto-routing routine when WO is assigned On

Hold status upon creation


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CN-2424

Change

Request

Customer

Portal

On the Service Request Wizard Last Step, if the

request is an emergency, disable all radio selection

except I just want the work done and present an

explanation.

CN-2434

Change

Request

Customer

Portal

A new customer portal theme setting show/hides the

"contact us' link on the home page.

CN-2470

Change

Request

Customer

Portal

"Customer" and "Customer Group" grouping labels in

the CP scope selector have been added as theme labels

CN-2475

Change

Request Auto-login

Support for passing login credentials as part of form +

POST request as opposed to only via URL parameters

CN-2476

Change

Request

Customer

Portal

Display OnHold/Needs Attention reasons on the

customer portal work order details page

CN-2482

Change

Request

Customer

Portal

Hide Passwords on the customer portal preferences

page when they are read-only

CN-2307

Change

Request Reports

When computing total width of tabular report, include

grouping columns

CN-2361

Change

Request Reports

Add "Issue to" to the Parts and Materials Inventory >

Transactions report wizard

CN-2318 Defect

Corporate

Web

Fixed: PM generated work orders don't include

Description text in "Work Description"

CN-2410 Defect

Corporate

Web

Fixed: When a user is assigned to several teams, a wrong

team is used during auto-assignment

CN-2412 Defect

Corporate

Web

Fixed: Work Order Import with FireAlert field set to No

still sends out alerts to assigned users

CN-2430 Defect

Corporate

Web

Fixed: When a user changes Weekly PMRM schedule

occurrence to Monthly via excel import, the systemshould automatically change RecurranceFrequency field

value to "1"

CN-2437 Defect

Corporate

Web

Fixed: Problem with uploading Customer Portal Logos of

TIF format

CN-2440 Defect

Corporate

Web

Fixed: "You cannot APPROVE .... " message is shown if

user without sufficient permissions tries to REJECT

quote.

CN-2527 Defect Tablet

Fixed: A print out is not attached as a separate file in

emails sent from Tablet

WSDK CHANGES


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CN-2469 New element to CustomerInvoice object

Name: Specialty

Type: String

Length: 40 (same as WorkOrder.Specialty)

CN-2472 Add EstimatedCost, EstimateDetails to CustomerInvoice Object (read-only)

CN-2489 For Provider Imports, when Action="delete", suspend the Provider

CN-2567 Add IsRelatedTo field to Specialty imports (both Excel and WSDK)

CN-2362 Fixed: WorkZone import containing xml name space does not associateportfolios to the imported workzone

CN-2531 Support for 4-digit rates submitted from WorkTrack as part of providerInvoice

IMPORT/EXPORT CHANGES/ENHANCEMENTS

Customer Notes - import/export for customer notes: There is one row per note. It has the followingcolumns: ID, CustomerNumber, DateTime, Note, ByUserID, NoteType

Announcements Import/Export - import/export for announcements. On export, export ALLAnnouncements.


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GLOSSARY: TERMS USED IN THIS DOCUMENT

Due to the flexibility of the CorrigoNet/Work Order Network that allows it to serve several different industries, the

meaning of some the generic terms used in this document are not always recognizable to all Corrigo Clients.

Additionally, use in this document, particularly in the screen shot images, may not be consistent with the language.

The below list of the generic terms used and their possible equivalents is provided in hopes of enhancing

comprehension of this document and the Work Order Network.

Term Equivalents MeaningCompany Requestor, Client, Corporate User, Back

Office User

Corrigos customer using CorrigoNet, who is

usually a Service Requestor on the WON.

Contact User, Internal Customer Contact,

Tenant Contact, Service Requestor,

Customer Contact

A Customerend user who may request service.

(often by logging in to the Customer Portal)

CorrigoNet WON, Work Track Facility Management,

FM

The application used by Service Requestors to

access the Won and manage their facilities.

Customer Tenant, Store, Location, Restaurant,

Building

A flexible organization object that typically refers

to the entity for whom work is being done. A

Customer only exists within a single work zone.

Customer Group Customer, Tenant Group, Lease Group A collection ofCustomers.

Customer Portal Portal, Tenant Portal, Store Portal Interface that Customer Contacts log in to torequest and view work.

Location Site, Space, Unit, Lease, Store A conceptual object that can be thought of as acontract that links Customers to the buildings,

assets, equipment or services that they use and

may request service on.

Portfolio Region, Division, All, Management Area,

Management Team, Group

A collection ofWork Zones- used a means to

rollup/view data across multiple workzones

Service Request Work Order, Request, Service Order,

Ticket

A specific type ofWork Orderinitiated by a

customer contact, typically generated via thecustomer/tenant/store portal

User Employee User, Tech, Dispatcher,

Admin, Manager

Someone with login credentials to the system.

(not the Portal)

Vendor Provider, Service Provider,

Subcontractor

An outside resource who is assigned work via the

Work Order Network. Vendors can be either

connected or non-connected. During the

transition to the WON, they were referred to as

Service Providers.

WON Work Order Network The system that connects Service Requestors(entities with a need to get work done) and

service providers (entities that perform work.)

Work Order Work Ticket, Service Request, WO A description of work at a specific location that is

assigned to a resource.Work Zone Property, Project, Store, Region/State,

Dispatching office, SubDivision

A core organizational object in the system that

typically refers to a specific address, logical

grouping of customers/locations, or a general

geographic area.

Spring 2012 Release - CorrigoNet Version 7.6a

Documents

Transcript of Spring 2012 Release - CorrigoNet Version 7.6a