Service Management

...

...

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

• Inactive task codes and task lists are filtered out from displaying in any lookup.
• Inactive task lists cannot be copied.
• When a task code is marked inactive and already exists in a task list, the inactive task code is indicated with a red indicator Image Removed.
• When using hierarchy task lists, if a parent task is inactive, child tasks of that parent task are also inactive on the task list only. (Hierarchy child tasks are not automatically inactivated at the setup level.)
• Existing contracts, quotes, and calls, that have task codes or task lists will not be affected by a task code or task list being marked inactive.
• When renewing a contract (single, master, or mass), you can print a new Inactive Task or Task List report 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).
• When creating a new contract using equipment at the location, if the equipment type has a task list associated and you choose to automatically add task codes based on equipment type, only the active task codes will be added to the contract. 
• In Equipment Management:
  • Existing scheduled maintenance that has task codes or task lists will not be affected by a task code or task list being marked inactive.
  • When creating a service call from the On Rental Entry and/or the Rental Agreement Line Entry windows, only active task codes in the Equipment Model task list are added to the service call. (This task list is assigned to the equipment model in the Equipment Model Maintenance window.)
  • When processing scheduled maintenance to create a service call, only active task codes assigned in the Scheduled Maintenance Type Setup window are added to the service call.

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 and the task lists that the task code is associated with. 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.
  Image Removed
• A new Inactive Task Code or Task List Warnings report that can be manually printed from the Contract Quote, Maintenance Contract, Contract Mass Renewal, and Master Contract windows. The report will automatically generate when an inactive task code and/or task list exists on a contract that is generated from the contract quote and/or a contract is renewed. This report displays the inactive tasks and/or inactive task lists that are associated with the quote or contract. The information included in the report is the customer number, customer name, address code, location name, contract/quote number, equipment ID, equipment type, task list ID, task code, and the task code description. 
  Image Removed

...

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.

...

...

...

Users can now view service call history by accessing the Service Call Audit window from the Service Call window. The Service Call Audit window displays the history of the service call you are accessing the Service Call Audit window from and includes all the columns from the SV_3000 table. This feature requires the SQL Server Agent to be running.

To use this Service Call Audit feature, you will need to:

...

The Mobile Purchase Order Inquiry window has been updated with the following. For information on how to use the window, see Process MobileTech or Schedule Purchase Orders.

...

• If a vendor item number has been added to a purchase order in MobileTech but the vendor item does not exist in Signature, when you select the eConnect error, the message now displays "This item hasn't been assigned a vendor item number. Do you want to assign a vendor item number?" If you select Yes, the Vendor Maintenance window opens with the vendor item number auto-populated in the window. If you select No, you are returned to the Mobile Purchase Order Inquiry window.
• If a site has been assigned to an item in MobileTech but is not assigned in Signature, when you select the eConnect error, the message now displays "This site is not assigned to the selected item. Do you want to assign this site?" If you select Add, the Item Quantities Maintenance window opens with the item number, and the site ID auto-populated.

...

• eConnect Error: Select the eConnect error in the purchase order row to open a pop-up window to view the error message.
• Item Number: Select the Item Maintenance header to open the Item Maintenance window to view the item number information.
• Service Call or Job Number: Select the Service Call/Job Number header to open the Service Call or Job Maintenance window to view the information.
• Technician: Select the Technician header to open the Technician Lookup window to view the technician information.
• Vendor: Select the Vendor header to open the Vendor Maintenance window to view the vendor information.

...

The Mobile Purchase Order report has been updated to include the following columns:

• Appointment ID
• Job Number (The job number is a shared column with Call ID.)
• Cost Code Alias
• Product Indicator
• TRX Origin

...

Job Cost

...

We've added the capability to add attachments to a job appointment by selecting the paperclip icon to the right of the Appointment field. The attachment remains at the job appointment level. 

...

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. 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. 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.

TimeTrack

...

TT-107

...

...

TT-117

Users now have the option to import a comma-delimited text file. Previously, users could only import a .csv file. See Using the TimeTrack Import Feature. 

...