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Case #Description
SMS-1668

Task Codes and Task Lists can now be marked inactive at the "master" level while maintaining historical entity record integrity. Task codes are inactivated at the master level in the Task Code Setup window (Setup >Service Management > Lookup Setup > Tasks > Task Codes). Task lists are inactivated at the master level in the Task List Setup window (Setup > Service Managementement > Lookup Setup > Tasks> Task Lists). 

  • When a task code is marked inactive and already exists in a task list, the inactive task code is indicated with a red indicator .
  • Inactive task codes and task lists cannot be added to contracts, quotes, and/or service calls.
  • If using hierarchy with task lists, if a parent task is inactive, child tasks are also inactive on the task list. (Hierarchy child tasks are not automatically inactivated at the master level.)
  • Existing contracts, quotes, and calls, that have task codes or task lists, will not be affected by a task code being marked inactive.
  • When renewing a contract (single, master, or mass), users can print a new Inactive Task or Task List report prior to before renewing. If the contract has tasks that include inactive tasks and/or task lists, this report is automatically generated as well so that users can fix the data (reactivate the task code/task list or remove the inactive task codes or lists from the contract).

Reports

  • The existing Maintenance Task Codes report has been updated to include an Inactive column to indicate inactive task codes. See Maintenance Task Codes Report.
  • A new Task Code Task Lists report displays the task code along with the task lists the task code is currently on. Columns include the task code, task description, task list ID, task list description, inactive, use hierarchy, and protected list. See Task Code Task Lists Report.

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SMS-1697

We've added a new refrigerant equipment type of Refrigeration Equipment Type 6 for mid-size appliances (5 to 50 pounds), which is an EPA tracking requirement that does not require leak rate analysis.

Note
  • This new type is automatically inserted if there isn't a manually added Type 6.
  • Leak Rate Analysis Report: Refrigeration Equipment Type 6 is not included in the Leak Rate Analysis Report. This report targets only equipment that require leak rate analysis.
  • For MobileTech users: For Refrigeration Equipment Type 6 to be available in MobileTech, after upgrading Signature, you will need to refresh lookups in MobileTech Admin (MobileTech Admin > Tools > Refresh Lookups) and have technicians sync their devices.


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Case #Description
JC-416

The .NET Close Jobs window has the following functional changes. See Closing a Job, Additional Job Close Setup, and Signature Action Lists for JC.

  1. The process timeout has been increased to 120 seconds when redisplaying or filtering jobs available to close.
  2. Marking/unmarking jobs in the Available to Close grid will insert/delete from the k2aAddInJobCloseSchedule table immediately.
    • If the Save Schedule option is NOT ON, the marked jobs will stay in that table until you run close, unmark the jobs, or close the window.
    • If the Save Schedule option is ON, the marked jobs will stay in that table until you run close or unmark the jobs. Basically, the The jobs lines are automatically saved since they are in the table already.
    • A user could have multiple jobs marked for different schedule/posting dates in table k2aAddInJobCloseCloseSchedule.
  3. All jobs that display in the window are no longer temporarily made inactive. This provides an enhanced performance boost for users who also are using MobileTech.
  4. Selecting the Redisplay button will reload the list, keep the marked jobs, and those marked will appear first in the list. A user can mark jobs they find and then filter differently to find others. Each time the user clicks Redisplay the list will rebuild and show all marked at the top along with other unmarked available jobs that fit the filters on the window. A user will not lose the jobs that they have marked if they filter differently. In order to To discard wrongly marked jobs they have to unmark them or use Unmark All.
  5. If using the Save Schedule setup option, the Existing Schedule button now functions the same as Redisplay. See Additional Job Close Setup.
  6. The Existing Schedule button only displays when the Save Schedule option is on.
  7. Updates to the Available or Not Available Reports:
    • Filter fields have been added as parameters to the report.
    • When printing, the filters selected in the Close Job window are displayed at the top of the report window.
    • The Available to Close report will show marked jobs regardless if they fit the filter criteria passed from the window.
  8. Updates when opening the .NET Close Job window from the Job List (see Signature Action Lists for JC and Additional Job Close Setup):
    • If Saved Schedule option OFF - When a user marks a job in the Job List and then opens the Close Job window. The window will load with that job marked and other jobs available to close. If the user did not pick a job and clicked to open the Close Job window, the window will open with nothing displayed, which is the current functionality. Select Redisplay to populate the window.
    • If Saved Schedule option ON - When a user marks a job in the Job List window, the job will be added to the table, and display as marked in the Close Jobs window. The marked jobs will remain marked. The user will not receive a dialog to delete the already saved schedule. If the user doesn’t pick any additional jobs, the window opens with what the user saved before or just all available jobs (even if not marked).
  9. Removed the Save Schedule button from the Close Jobs window since records are stored differently and directly to the k2aAddInJobCloseSchedule table when a job is marked.
  10. Column sorting has been added to the Jobs Available to Close section. Select the column header to sort ascending, and select again to sort descending.

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