What's New in this Release?



Castor Release (August 2018)

The following new features were included as part of the Castor release:


Coresystems Now

QR-Code Print Layout

Starting with this version, it is now possible for Admins to generate a PDF document which includes selected QR-Codes.

Branding is considered as well and, if needed, the cloud report can be adjusted individually.

Several Security Improvements

With this release, we have made several security enhancements.

Here are the most important:

  • Global Login: User need to key in credentials before using Service Assistant if activated
  • Service History is hidden if not logged-in
  • We show more or less details in Service Request if logged-in/not logged-in
  • Guarantee access only if user is matching with related Business Partner
  • If no login is required, sensitive data needs to be entered everytime (location, contact details)

Redesign of Service History

We included several adjustments to provide a better user experience:

  • Improved layout and design of List-View
  • Included origin Service Request in details
  • Service Report now opens in a new tab

Workforce Management

History Log on activities

Easily track the changes on service calls and activities. Review when a certain activity has been assigned to a technician and when it has been released. The lifetime of your service call and activity at your fingertips!

AI-Powered Best Matching Technician

Finding the best matching technician is very challenging, especially when different parameters play a role, such as technician availability, already-scheduled activities, the duration of an activity, and reservations and skills. This complex computation is now resolved using our AI-Powered Best Matching Technician feature. Another important towards the Intelligent Enterprise.

The example below shows how the AI-Engine would extend an activity with a duration 9 hours in case a selected technician has non-working hours and reservations that do not allow him to complete the activity without interruption. This would impact only the earliest start and end date of the activity and will leave the estimated duration untouched.

Estimated Duration of Activity

Estimated time to perform an activity can now be defined. This allows for more accurate autoplanning, as well as the possibility to generate reports of estimated duration vs. effective duration, and therefore to optimize the planning of similar activities.

Imrpoved Filter Readability

Often customers have different entities which have the same name but are distinguished by a different code. Locating the right customer could be very difficult in such cases. Now, you can quickly identify your customer with a clean view containing the customer code, substantially reducing errors.

New Equipment Filter on Service Call List

It is now possible to filter equipment on the service call list by Equipment Name, Equipment Serial Number and Manufacturer Serial Number. This allows to quickly filter all service calls linked to the same equipment:

Don’t Allow Modification of Start or End Date for Activities Generated in Project Management

This feature reflects a modification of application behavior.

In order to better separate the responsibilities of the project manager and the planner, it is no longer possible to change the dates of an activity coming from the project management app in the planning board or on the activity sidebar.

Show Attachments on Service Call Detail Page

This feature reflects a modification of application behavior.

Attachments added in the ERP system can now be displayed and downloaded from the Service Call detail page.

Attention*: ensure that your connector supports this functionality.


Time & Material Journal

Customers often search using the activity code, causing the application to display all of the activities containing this code. This can make it difficult for the customer to find the best matching activity. To address this, we have improved the filter search logic to make sure the best matching activity displays on the top of the list.

Prevent booking of EMME on Closed/Unreleased Activity and Inactive Technician

You can now restrict effort, material, millage, and expenses creation ONLY on open activities. This will help customers avoid invoicing the wrong work time sheet to a customer. Inactive technicianss can also be filtered out to ensure that the service manager books the time sheet to the right technician.

Improve Time & Material Journal Setup

Time & Material Journal is now in alignment with with the Google material design standard. This helps users to more easily create, update and delete effort task types and expense types.

Add Two New Approval Work Flow Steps

Approval work flow steps are more flexible. They allow service manager to approve/reject effort, millage, expense, expense that are in change request status in case the technician is unable to perform the changes him or herself.


Knowledge Management

Improved View and Performance for the Table with Checklist Templates

In the past weeks, we have released several improvements for usability and performance related to checklist template management We have provided a new user interface with the option to search and filter templates by category.

Automatically Update References to Elements after Changing an Element ID

With this release, we focused on validation of element IDs when referencing an element in a visibility condition or calculation. Now, we automatically update all references when the user changes the ID of an element.


Analytics & Reporting

Define, Execute, Save and Share Queries or Export the Results

We provided a brand new module to define and execute queries in the Analytics & Reporting app. This allows administrators or team leaders to define queries which provide an overview of the collected data. We allow save the to execute them later on or share them with team colleagues. Also, we support the export of query results to CSV, Excel and JSON formats.


Administration

Display Event log for Actions and Changes Done in Admin

For auditing and trouble-shooting, we now capture and display any action or change that was done in the admin. The event log can be viewed by super users including the details who did the action when.

Allow Bulk Edit of Users for Improved Permission Management

We now have the option to assign user groups to several users with a few clicks. To provide this option, we display the user group in the list of users and provide a “Bulk Edit” function after selecting one or more users. With this action, you can assign the same permission to several users at once.

Filter by Different Columns in all Tables in Admin

With the improvements in user management and log access, we saw the need for having the capability to filter by several different columns in tables in Admin. That’s why with this new release we provided a simple filter which supports column filters for all tables that are displayed in Admin.

User Groups: Edit Permission of Single Data Object Faster

As we are introducing a more granular permission system, a first step to make this possible was to change the edit screen of the permissions in the user groups. You now get an overview per data object what permissions for the given user group apply. By clicking on the “Details” you can get an overview with the setup of all permissions.

Marketplace

Build Your Own Private Service Crowd Marketplace

Crowd owners can now build their service crowd marketplace. Only crowd owners can see all of the service partners they have invited.

Improve Service Partner Connection with Crowd Owner Wizard

Service partner can always open the connection wizard at any time to finish the connection onboarding with the crowd owner.


Mobile

iOS

Time Entry in Intervals

Based on on a company setting, time entry on mobile can now sped up by allowed users skip intervels of 10 or 15 minutes.

Hazard Warnings on Activities

Warnings labels set on activities, caution technicians working on hazardous activities

Effort on Service Calls

It is now possible to add an effort directly on the service calls

New Design for Checklist Instances

We introduced steppers and a new “Finish” chapter / page to better guide the technician when filling in and close checklists. Chapters or pages with required elements are now highlighted better in the stepper navigation and the last page displays and overview of missing information. The technician has now the option directly jump back to the page where the information needs to be filled in.

Furthermore we improved the design for series elements in checklist instances. Now it is clearly visible how many elements are filled in inside each instance of a series element and how to delete an instance of a series element.

List View UI updates

The UI of the listviews has been updated to user card views , which is part of Material Design

Quality and Stability Improvements

With the upcoming release we are happy to announce that we’ve focused on improving the quality of the iOS mobile application. Small features were also included, but the priority for this release was stabilization and bug fixes.


Android

Time Entry in Intervals

Based on on a company setting, time entry on mobile can now sped up by allowed users skip intervels of 10 or 15 minutes.

Hazard Warnings on Activities

Warnings labels set on activities, caution technicians working on hazardous activities

Multi-Effort Creation for Other Users

The technician who is the responsible user can no create an effort on behalf of other technicians for that activity, Saving other team members the time required to enter duplicate efforts.

New Design for Checklist Instances

We introduced steppers and a new “Finish” chapter / page to better guide the technician when filling in and close checklists. Chapters or pages with required elements are now highlighted better in the stepper navigation and the last page displays and overview of missing information. The technician has now the option directly jump back to the page where the information needs to be filled in.

Furthermore we improved the design for series elements in checklist instances. Now it is clearly visible how many elements are filled in inside each instance of a series element and how to delete an instance of a series element.

Configure Service Workflow to Perform Checkout without Report and/or Signature

Many technicians work in areas where internet connection is a luxury or sometimes not available. To enable these technicians to do the full service workflow including checkout completely offline we provide now the option to switch of the report preview during the checkout integrated in workflow steps. Technicians can then decide to show the report only in case they have internet before starting the checkout. If there is no connection technicians can show in the checkout the overview of effort, material, mileages, expences, checklists or feedback recorded on the activity and capture the signature directly without generating the online PDF report.

The configuration for the checkout with or without report and/or signature can be done in the Administration portal for the Service Workflow Step “checkout”

Quality and Stability Improvements

With the upcoming release we are happy to announce that we’ve focused on improving the quality of the Android mobile application. Small features were also included, but the priority for this release was stabilization and bug fixes.


Windows

Over the past few months, we have refocused our efforts to update the Windows Application, with the objective of closing the gaps that existed between the Windows App and the Mobile Clients. The Windows 7.0.0 release will contain the following:

Updated Design

Updated Material Design


Updated Efforts Creation Screen with Material Design


Update Checklist View with Material Design

Prevent booking of EMME on activities that are not assigned to the technician

You can now restrict Effort, Material, Millage, and Expenses creation on activity to only the responsible user, helping reduce errors and prevent changes to the activity by other users.

Quality and Stability Improvements

With the upcoming release we are happy to announce that we’ve focused on improving the quality of the Windows application. Small features were also included, but the priority for this release was stabilization and bug fixes.


User API

In Castor release, the new User API is available for 3rd parties.

The User API enables 3rd party systems to create and manage user records accross account and linked companies. With new API it is possible to create new users with access right to a specific company or to all companies in an account.

For more information please refer to the documentation.

</div> </div>


General Changelog

General Changelog


Prior Releases

For releases 6.0.0 to the previous release: Release Notes Archive
For information on releases 4.8-5.8: Release Notes 4.8-5.8