What's New in this Release?

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


6.0.0 Release

The following new features are included as part of the 6.0.0 general release:


Master Data Management

The following new features are available in Master Data Management as part of the 6.0.0 release:

Support concealment of Attachments, Addresses, Contacts Details Pages

It is now possible to use the screen configurator to hide or display attachments, addresses, and/or contacts on the master data detail screens. This is supported for the business partners, equipment, people, and items’ details screens.

Enable display UDFs on Advanced Filter Based on Customized Screen

If a user has customized UDFs that are displayed, the system will only display those visible UDFs as a filter dimension in the advanced filter.

Enable Multiple Service Call Recurrences for Equipment in Single Service Contract

When a user creates a service contract record with multiple equipment associated with it, you can now define different rates of recurrence for each equipment. The system will then automatically generate service calls for each equipment based on this rate of recurrence.

Configure Auto-generated Recurrence Rate for Service Contracts

Users can now configure when to auto-generate maintenance service calls on service contract recurrence. This feature is available in the advanced settings and helps user to dynamically plan maintenance service calls as early as possible, for improved results.


Workforce Management

The following new features are available in Workforce Management as part of the 6.0.0 release:

Close Activities That are Checked-out but not yet Closed on Planning Board.

In certain cases, activities are not closed at checkout. This is done so that they can be closed later (e.g. after reaching the HQ). In certain cases, it is required that the planner close the activities that are checked-out but still open in order to mark them as “technically complete”. This procedure would otherwise not be allowed if there were open activities for the service call.

Display Overdue Time if Activity Not Closed within Given Timeframe

In order to have better visibility of the activities which have not been closed within the planned time a new functionality allows to display the overdue time of activities. In order to activate such functionality a company setting named CoreSystems.ResourcePlanner.AssignmentStatusMaximumOverdueTimeInMinutes should be defined and set.

Note that the maximum growth displayed is 24hours. Any setting higher than this will not be considered. Note as well that the overtime is displayed only for released activities as those represents activities that have been handed over to technicians.

Change Position of Planning Board and Planning List

Switch position of planning board and planning list. When working with multiple screens or by user preference, some users prefer to have the planning list next to the planning board instead of displayed at the bottom. In the setting of the planning page is possible to switch the dock side of the planning list between “dock to bottom” and “dock to left”. The planning page will then be rendered as follows:

Dock at Bottom

Dock at Bottom

Dockt at Left

Dock Left

Natural Sorting in Planning and Service Call Lists

The Planning List and Service Call List now use natural sorting.

New Two-Week View for Planning Board

As many of our customers plan using a two-week window, we have introduced a new two-week view to support their planning needs.


Project Management

The following new features are available in Project Management as part of the 6.0.0 release:

Define Skills on Activities

During the preparation phase of a project, it is now possible to define skills on activities within the project. This means that it is no longer necessary to navigate out of the Project Management app to define skills for activities.


Knowledge Management

The following new features are available in Knowledge Managment as part of the 6.0.0 release:


Coresystems Now

The following new features are available in Coresystems Now as part of the 6.0.0 release:

Supporting Optical Character Recognition (OCR)

With the new OCR feature, you can simply take a picture of the equipment serial number. The serial number will be read and recognized, and the Service-Bot will be automatically launched.

Redesign of Open Service Request list and details

With this redesign, the end customer will get a more detailed, insightful overview of open requests.

Improvements on Workflow Assignment

With this release, it is now possible to assign workflow step to all status types. Additionally, icons can be adjusted as well to suit your needs.

Supporting Dutch

We now speak Dutch.

Allow end customer to choose preferred date/time (Wish Date)

If time slots feature is not used end customer can still handover a preferred time for service.

Allow to update Equipment Address

End customer is now able to update his equipment address.

New input fields for Service Request

Two new input fields for problem description help to provide a better service experience.

Adjustments of Service History screen

We extend this screen by adding image and further information like Request No. and Problem type.

Background image

Give your Self Service Portal a personal touch by adding a background image.

Support for Sub- and Custom Domains

With this release, it is now possible to use subdomains or have your own domain name supported.


Admin & Configuration

The following new features are available in Admin & Configuration as part of the 6.0.0 release:


Reporting & Analytics

The following new features are available in Reporting & Analytics as part of the 6.0.0 release:

Crowd Service Marketplace

The following new features are available in Crowd Service Marketplace as part of the 6.0.0 release:

Display companies in the marketplace

It is now possible to enable crowd markplace to build your own service crowd.

Connect company in the marketplace

It is now possible to see different companies in the marketplace. User can connecte the companies joining his service crowd.

Invite new company in the marketplace

User can invite new company join his servie crowd.

Company setup wizard

It is now possible to use wizard to help user set up company when he first time register in the FSM solution.

Company connection wizard

It is now possible to use connection wizard to connecte to your partners and get jobs from the partners.


Mobile

The following new features are included in 6.00 general release:

iOS

The following new features are available in the iOS app as part of the 6.0.0 release:

Passwordless Authentication

You can now request a link that will enable you to safely log into the application. No need to manually enter and remember long, complex passwords.

Edit and Delete Objects

It is now possible to edit and delete Effort, Material, Mileage and Expense records on service calls and activities that have not yet been processed.

Checkout flow

We added a new checkout flow that is integrated into Workflow Steps for the Standard Checkout (excluding the Group Checkout for this first release). For information on how to configure this, please see our online documentation https://docs.coresystems.net/mobile/integrated-checkout.html.


Android

The following new features are available in the Android app as part of the 6.0.0 release:

Passwordless Authentication

You can now request a link that will enable you to safely log into the application. No need to manually enter and remember long, complex passwords.

Edit and Delete Objects

It is now possible to edit and delete Effort, Material, Mileage and Expense records on service calls and activities that have not yet been processed.


Windows

The following new features are available in the Windows app as part of the 6.0.0 release:

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