SAP Field Service Management "Castor" Release

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What’s new in “Castor” Release?

San Francisco, Aug 16, 2018

Highlights and User Impact:

  • Security 2.0: to comply with the demanding and constantly growing security requirements of large enterprises, we consolidated our platform capabilities in regards to security. This includes improved audit logs, security fixes, more granular permissions, and feature to view the history of changes
  • Help our customer to make the field service journey safer by raising technician's awareness: we now released our first functionality that should help you to reduce accidents in field service. Check out our new safety label on activity - more will come soon with the safety checklist elements
  • We focused on a unique technician's user experience: improved checklist design and navigation, time entry based on defined intervals, improved list views or multiple effort creation to only mention a few of them: based on your feedback, we invested in making the field service journey more efficient and enjoyable

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.

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Several Security Improvements. With this release, we have made several security enhancements like protecting the Service Assistant as well as show only a subset of data when not logged-in. 

Workforce Management

History Log on activities. Easily track the changes in 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!

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AI-Powered Best Matching Technician. Finding the best matching technician is very challenging, especially when different parameters play a role, such as a 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 step towards the Intelligent Enterprise.

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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.

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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 filtering of all service calls linked to the same equipment quickly.

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Time & Material Journal

Improved Filter Search. 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.

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.

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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 saving the queries 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.

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Administration

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.

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Mobile

Hazard Warnings on Activities. Warnings labels set on activities, caution technicians working on hazardous activities.

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Time Entry in Intervals. Based on a company setting, time entry on mobile can now speed up by allowing users to skip intervals of 10 or 15 minutes.

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New Design for Checklist Instances. We introduced steppers and a new "Finish" chapter/page to guide the technician better 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 an overview of missing information. The technician has now the option to directly navigate back to the page where the information needs to be filled in.

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

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

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

Release Date

The majority of the changes are already released, and the latest one will be available by the 28-Aug-2018.

Release Notes

For further details on all improvements and bug fixes, please refer to the "What's New in this release?" and Changelog for the respective product at docs.coresystems.net

*Castor (13864 ft) is a mountain in the Pennine Alps on the border between Valais, Switzerland and the Aosta Valley in Italy. It is the higher of a pair of twin peaks, the other being Pollux, named after the Gemini twins of Roman mythology.

 

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