What's New in this Release?

Source: This article refers to What's New in this Release?


December Release

The following new features are included as part of the December release:


Master Data Management

The following new features are available in Master Data Management as part of the December Release:

Enable Map Assistant for Valid Addresses

It is now possible to use the map assistant when there is a valid address for the employee, business partner and/or equipment record. Additionally, we now also support geolocation for equipment if the address does not exist.

Support localization of distance unit

When the user uses USA localization, the system will auto switch distant unit to miles.


Workforce Management

The following new features are available in Workforce Management as part of the December Release:

Display Cockpit Menu Entries Based on Permissions

It is now possible to define which menus are visible or not visible depending by permission. The visibility is defined as follows:

  • The Activities menu is only displayed if the user has UI permission “visible” set for “ACTIVITY”
  • The Settings menu is only displayed if the user has UI permission “visible” set for “Company Settings”
  • The Project Management menu is only displayed if the user has UI permission “visible” set for “PROJECT”
  • The Service Calls menu is only displayed if the user has UI permission “visible” set for “SERVICE CALL”
  • The Business Partners menu is only displayed if the user has UI permission “visible” set for “BUSINESS PARTNER”
  • The Contacts menu is only displayed if the user has UI permission “visible” set for “CONTACT”
  • The Equipment menu is only displayed if the user has UI permission “visible” set for “EQUIPMENT”
  • The People menu is only displayed if the user has UI permission “visible” set for “PERSON”
  • The Items menu is only displayed if the user has UI permission “visible” set for “ITEM”
  • The Skills menu is only displayed if the user has UI permission “visible” set for “SKILL”
  • The T&M Journal menu is only displayed if the user has UI permission “visible” set one of the following objects: “EFFORT” or “EXPENSE” or “MATERIAL” or “MILEAGE”

Manually Sort Technicians on Planning Board

For existing customers that were using scenarios in the past to handle sorting of technicians, they can keep using the functionality in the new WFM solution. The ordering will be taken by existing scenarios defined and can be chosen by the user under the user settings area. Note that this functionality is used to guarantee backward compatibility and will be extended in the future with a different approach. For customers that do not have scenarios defined, this setting will not be shown.

Enhanced Map

A completely redesigned map allows you to view technicians, activities, equipment, and customers. Please note that the map is released in beta in order to collect customer feedback before a definitive switch from the old map feature to the new map feature. In order to access the new map, it is necessary to first login to Workforce Management and then navigate to the following: https://apps.coresystems.net/service-map/.


Project Management

The following new features are available in Project Management as part of the December Release:

Define Team on Project

It is now possible to define and assign a team to a project from the project details section beside the Project Planning Board. Teams can consist of two or more technicians and ensures that only team members associated with the project can be assigned to related activities.

Define Permission for Team Management

In the store, there is a new TEAM business object. Create, read, update and delete permissions can be assigned to this object. This permission uses the following logic:

  • Users with Create = ALL can create team
  • Users with Create = OWN can create team
  • Users with Create = NONE cannot create team
  • Users with Read = ALL can read any team
  • Users with Read = OWN can read only the teams he belongs to or teams he created
  • Users with Read = NONE cannot read any team
  • Users with Update = ALL can update any team
  • User with Update = OWN can update only teams he belongs to or or teams he created
  • User with Update = NONE cannot update any team
  • Users with Delete = ALL can delete any team
  • Users with Delete = OWN can delete own team he belongs to or teams he created
  • Users with Delete = NONE cannot delete any team

Knowledge Management

The following new features are available in Knowledge Managment as part of the December Release:

Define Colors for Table Column Header and Row Descriptions

With the new version, it is now possible to highlight specific columns or rows by changing the font and/or background color of table column headers and row descriptions in checklist templates.

These colors are displayed in the iOS and Android Field Service Mobile Applications. This new feature helps to visually highlight specific rows or columns and aid in filling in checklists.

Organise your Checklist Templates with Labels

In the Knowledge Management application, it is now possible to add labels to checklist templates and filter the list of templates using labels.

This is just the first step to improve checklist template management. In future releases, labels will also be extended to the Field Service Mobile applications and Workforce Management when creating new checklist instances.


Coresystems Now

The following new features are available in Coresystems Now as part of the December Release:

Supporting Best Matching Technician API

Starting with this version, following data is considered for timeslot calculation:

  • No overlaps with exclusive reservations, absences or other activities assigned to technician
  • Worktime pattern
  • Skills

What’s new?

With this version our Release Notes are accessible in the Coresystems Now Backend.

Supporting new languages

We now speak Portuguese and Spanish.


Crowd Service Marketplace

The following new features are available in Crowd Service Marketplace as part of the December Release:

Support to terminate connected service partner in my connection list

It is now possible to have the overview of my connected service partners. The user also can terminate connected service partners.

Support to terminate invited service partner in invitation list

It is now possible to have the overview of service partners who are invited to the crowd. The user also can terminate the pending service partners.

Support adding valid duration of technicians’ skills

It is now possible to add valid skill duration when the user maintains technicians’ skills in connection wizard.


Mobile

The following new features are included in December release:

iOS

The following new features are available in the iOS app as part of the December Release:

Integrated Group Checkout Now Available on Field Service iOS application

We now support also group checkout and finish work in the integrated checkout on iOS. Review our online documentationfor details.

Note: for Beta users we also provide a new version of the Field Service Windows application that supports the integrated checkout.

Better integration with 3rd party thanks to the Auto-detection of URLs in Labels and Values

The new Field Service Mobile recognizes the URL in labels and values on a detail screen. The technician can then select any URL which opens the corresponding external application to view the link, helping you to better integrate.


Android

The following new features are available in the Android app as part of the December Release:

Better integration with 3rd party thanks to the Auto-detection of URLs in Labels and Values

The new Field Service Mobile recognizes the URL in labels and values on a detail screen. The technician can then select any URL which opens the corresponding external application to view the link, helping you to better integrate.


Archive

For information on features deployed in previous releases, please refer to the following:

Archive

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