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iiS Fast Track Upgrades
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FTHD&PPM v2.7 Upgrade |
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Significant Inconsistency Addressed
PPM Tasks cannot be deleted if they have ANY jobs
A safety mechanism exists so that PPM Tasks (including future forecasted
task dates) cannot be deleted while they have incomplete jobs in existence.
This mechanism was not working properly, in that it refused to work if ANY
jobs had been allocated against the PPM Task, not just INCOMPLETE jobs. If a
PPM Task has incomplete jobs, it cannot be deleted, but as soon as its jobs
are completed, it can.
New Mechanisms
PPM Job Ticket 2-part Cover page and Instruction List
A second Job Ticket file can be specified to allow a cover page with job
details and space for engineers to record in-the-field details, followed by
a list
of PPM Process Stages (instructions), which may roll over onto several
pages.
Call Logging Print Checkbox Default
Call Logging Print checkbox can be configured to default ON, default OFF
or REMEMBER (stays on if checked, off in unchecked).
Instant Document Email
Users can select documents from any of the document views, and include
them in an email with one click. Using the Documents data and report views,
users can search for, view and email documents in seconds.
SLA Manual Override at ANY Status
If given the appropriate permission, users can elect to invoke the SLA
Manual Override at any status, not just Requested. This means that if a job
has to put
on hold, its allowable completion time can be extended, after the applicable
responsible party is asked (intentional simplification) 'if you cannot do
the job now
when will you be able to do it?'
Chart Dashboards
A number of Dashboard Charts are now available to quickly show trends
and critical data. The four-per-page view can be adjusted by clicking a size
button for each chart, and expanding it to the full chart area.
Please note: the Chart Dashboards described here are not equivalent to the
Dashboard discussed for v3: the v3 Dashboard is interactive.
High Priority email flag auto-set when using SMTP emails
An application object flag can be set so that SMTP job emails go out
with the high priority flag set (the red ! appears in email programs).
Instant Document Email
Users can select documents from any of the document views, and include
them in an email with one click. Using the Documents data and report views,
users can search for, view and email documents in seconds.
SLA Manual Override at any Status
If given the appropriate permission, users can elect to invoke the SLA
Manual Override at any status, not just Requested. This means that if a job
has to put
on hold, its allowable completion time can be extended, after the applicable
responsible party is asked (intentional simplification) 'if you cannot do
the job now
when will you be able to do it?'
Expanded Filters for PPM Graphic Dates
Additional filter fields have been added to help manage large PPM asset
portfolios. Customer, Region, Sub-Region and Site filters have been
added. Use of this mechanism may require additional background data - please
consult with iiS or your official iiS agent to determine if you are
able to use the mechanism.
Job Mark-Ups and Margins
There are now three different methods of determining the job cost to
customers. Please note that this mechanism requires training for support to
be applicable. The methods are:
* LABOUR_RESOURCE_RATES - the longstanding method of specified standard,
overtime and doubletime rates against each labour resource.
* PER_CUSTOMER_MARGIN - a percentage mark-up for each of parts, labour and
other costs.
* PER_CUSTOMER_RATES - specified amounts for price and cost for each of
parts, labour and other costs.
Labour Time Tracking Analysis/Report
* A detailed report designed to provide a time sheet and cost analysis.
Arranged by Work Date and Contractor, shows for each labour code,
a series of entries for job code, building, total hours and total cost; also
an overall total for hours and costs.
* The report has filter fields for Contractor and Labour Resource, date
range (start and end dates) fields, and month jump buttons to quickly
move the month being analysed.
Follow-On Jobs and Job Code Look Up
* A mechanism has been added to the right-click Call Logging floating
menu, so that jobs can be looked up by typing a job number.
This mechanism augments the existing filters, and provides for occasions
when the filter value is not known, but the job code is.
* Any job/call can be used to create associated Follow-On Jobs, such as when
the processing of one job leads to a requirement
that another job/call is logged. Also QUOTE jobs can be used to create
FIXEDPRICE follow-on jobs.
Show Asset Document
Asset documents can be called up from Call Logging, Work Monitor,
Background Data and Report views. The document that appears must be recorded
as a row in the documents table, with the applicable asset recorded in the
asset code column. Can be used to open images, spreadsheets, movies,
word processing documents, etc.
PO Numbers for Miscellaneous Items can be auto-generated
When recording a PO number for a miscellaneous item, the user can type
in an Order number (such as if the order number came from a different
system), or get the next number from within Fast Track Help Desk & PPM.
Report enhancements and modifications
Labour Time Tracking Analysis/Report
* A detailed report designed to provide a time sheet and cost analysis.
Arranged by Work Date and Contractor, shows for each labour code,
a series of entries for job code, building, total hours and total cost; also
an overall total for hours and costs.
* The report has filter fields for Contractor and Labour Resource, date
range (start and end dates) fields, and month jump buttons to quickly
move the month being analysed.
Monthly Jobs by Contractor
Condensed Job List. This view shows jobs by contractor in a 3 or 4-up (3
or 4 jobs per page) style, which is convenient for printing jobs in a
condensed format, using less pages. The report can be filtered by any date
range, and has "month jump" buttons. There are also filters by contractor
and the type of job: ALL, PPM or HelpDesk.
Miscellaneous Additional Reports
A number of standard reports have been added, which include:
* On Hold Jobs
* On Hold Jobs w. Comms Logs
* Quote Jobs Older than 7 Days
* Open Jobs with Days Overdue
Customer Call Report
A Job report showing basic information such as create date, status,
completion date, requestor, etc., with filters by customer, status and work
type.
Customer Call Report With Logs
Contains the basic job information, plus the comms logs (communication
logs), for a "everything you need to know about this customer's jobs" view.
Has filters by customer, status and work type.
General Inconsistencies Addressed
SLA Response Phase Datetime Backfill
In certain situations, it was noticed that the SLA Response Phase update
datetimes were not being backfilled, such as Completion Date not being
filled in of jumping from Contained to Closed. |
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