New Tekumo Features
03/26/2025 | Updated 03/27/2025
NOTIFICATIONS
Improved the UI of certain notifications for unread Messages and incomplete Internal Tasks 
Disabled the 26-hour notification that was being sent to Pomeroy whenever the (SCC) step was purple
INTERNAL TASKS
For Internal Tasks that are past their due date, they will turn pink. The pink will now be a bit darker but not too dark so that we can see it against red cells
Internal Tasks will no longer require dispatchers to enter a note twice. If a user entered a note already on an internal task, then tried to mark the task as "complete", it will no longer ask the user to enter a note again
Added a "Tasks" icon next to the notifications bell that will show dispatchers the number of incomplete tasks
o Clicking on that icon will open a list of incomplete tasks that will be sorted by priority and due date (“High” priority tasks will be at the top of this list) 
o Clicking on the arrow icon will open a full list of “My Tasks” in a new tab
o The refresh icon will simply refresh the list of tasks
o Clicking on this link icon will open the associated work order in a new tab
o Clicking on this pencil icon will open a pop-up with the task details. This is how a dispatcher can mark the task complete or modify it directly from here
o A task can be quickly marked as “completed” by clicking on the checkmark icon
WORKFLOW
Create (CR8) Stage
o Removed the Draft (D) step
o Kept the Publish (P) step since "Draft" is really the “In Progress” status of "Publish"
o Statuses under the Published (P) step: 
§ Not Started (white)
§ In Progress (yellow) - Automated: Once an order has been accepted, (A) turns green, (P) turns yellow (In Progress/Draft status)
§ Pending Customer Response (purple) - This is manual
§ Completed (green) - Automated: Once a work order has been published, (P) turns green
§ Has Issue (red) - Automated: When a work order has failed to publish on FN/WM (such as when the ticket goes into “Draft”), this step will turn red
Sourcing (SRC) Stage
o Removed the Auto Dispatch (AD) step 
o Renamed (S) step to Assigned (AS)
Before After
§ Renamed the status "Sourcing (Auto Select)" to "Sourcing (Auto)"
o Added a Reschedule (RS) step
§ Linked changes on the (RS) step to the "Schedule" card, so that when one of them is updated, it will be reflected on the other
§ The (RS) step will have the following statuses:
(RS) Statuses:
White = Not Started
Yellow = In Progress
Green = Completed
Red = Has Issue
Important Note:
Moving forward, the “Reschedule Reason” is going to be a mandatory field. If the dropdown list is missing a reason, the admin can add a new reason under the Admin menu > Revisit Reasons
§ Added the following sections under this step:
· Added the ability to reschedule directly from this step and have this information populate the “Schedule” card on the work order
o This new date/time will be sent to the tech, and (RS) turns yellow and (AS) remains green
o This will automatically create a follow-up task as a reminder to check on tech’s response with a default due date of 2 hours after task creation (assigned to "working on it")
· Added a “Reschedule History” that shows the full history related to rescheduling (scrollable). The reschedules will show the date/time of the new reschedules, the reschedule reason, the user who performed this action, and the date/time of when this action was done 
Escalate (E) Step
o Renamed "Needs Customer Approval" to "Pending Customer Approval" under the Escalate (E) step
Made all purple statuses be the THIRD status on all applicable steps
o Escalate (E) step
o Requirement (RQ) step
o Billing (B) step
o Invoicing (I) step
§ Also moved "Not Invoiceable" to be at the bottom of the list
When hovering over workflow steps within a ticket, dispatchers can now see the note on each step (as applicable)
Our system will no longer automatically change the Review (RVW) stage to yellow after the tech checks out. Instead, after the Complete (C) step turns green, the stage will automatically move from COMP to RVW
For the On Hold (H) step, we have added a new status titled:
“Pending Customer Approval”
o This will turn the (H) step purple and restrict dispatchers from publishing the order in any platform
ORDER DETAILS
Removed from work order UI the "Dispatcher" field
Before After
Child Tickets will now reference each other
o Dispatchers now can view ALL "previous" and "next" order IDs on every child order. For the last child ticket, it will only show the parent order and all previous orders
o For example:
If we had a parent ticket with 3 child tickets, then child #3 will reference the Parent ticket, Child #1, and Child #2
Child #3 would show the following:
Parent Order ID: Parent
Previous Order ID(s): Parent, Child #1, Child #2
o The same logic will apply when we have “Separately Billable” AND “Non-Separately Billable” Child Order IDs
o Capitalized the "Id" in the "Previous/Next Order Id" to "Previous/Next Order ID"
TTT Messages
Modification to the Second Message: 30 mins before standard time (TTT)
Since the first message is skipped on orders that are only 1 hour long, the second TTT message was mentioning that the tech needs to "...answer 1-4.." but techs did not know what those options were since the first text was skipped, so we needed to correct the verbiage of this second TTT message to the following:
“There are 30 minutes left on your current assignment allotted time. Will you be able to complete your assignment within the next 30 minutes? An immediate update to Tekumo of any potential delays is required. No time over the ${ttt_time} hour mark will be approved if tech fails to update accordingly."
When an order is rescheduled, all system-generated messages that are related to the order schedule will follow the updated schedule
ACCOUNT DETAILS
Renamed the main heading “Account Details” to “Accounts”
Renamed the subheading “Account Details” to “Users”
Renamed “Account Role” to “Role”
Added “Account Specialties” where a user can have a customer or multiple customers listed on their profile. In the future, this information will be used for ticket allocation
After
o These “Account Specialties” will also appear under “Team Members”. In the future, these can be used in automated ticket allocation
SCHEDULE CARD
Added "Standard TTT" under the “Schedule” card. This will appear only if a Billing Code was chosen on a work order AND the TTT field had been completed on that Billing Code
Billing Rate settings:
CUSTOM FIELDS
Renamed "Ticket Details" card to be "Additional Information" and moved it to be below "Work Order Details" 
Separated Custom Fields into two main categories: Standard Fields and Custom Fields
o When all customers/projects are selected (under Admin > Custom Fields), the field becomes a "Standard Field" on the "Additional Information" card within the “Order Details” tab
o When specific customers/projects are selected, the field becomes a "Custom Field" on the "Additional Information" card within the “Order Details” tab
LOCATIONS
The "Specific Location" field will now appear on work orders. This will give a more descriptive location within a suite or unit (i.e. Unit 102, Second Floor Office). This used to only appear on the Locations page
o After saving this card on a work order, it will appear as part of "Address Line 2" so we can easily publish this to FN/WM. In short, the “Suite/Unit #” and “Specific Location” will get merged
DEVICES
Changes to the “Device” card under work orders
o Added a few missing fields on the “Device” card
o The "Contract Start Date" will no longer turn red 
Changes to the “Device Profile”
o Added the ability to delete a device from our database directly from the Device details page
Note: When a user chooses to delete a device, they will see this popup: "Are you sure you would like to delete this device?" 
o Made the project(s) hyperlinked so the user can click into them directly from this Device Profile page and it will open the Project Details page in a new tab 
o Added the ability to add/remove a project from the “Device Profile” page directly
§ This change will also be reflected under the Project Details page
“Details” tab > “Devices” card
o Added ability to upload a device photo under the “Device Profile” card
o Renamed the following fields:
§ "SLA Type" to "SLA Code"
§ "Warranty Date" to "Warranty End Date"
Changes to the main “Devices” page
o Added ability for dispatchers and customers to save a default view
o Made ALL columns searchable (with auto-hint feature), filterable (as applicable), and sortable
o Added two columns on the Device list for “Location” and “Other”
Inactive device “Manufacturers” will no longer appear on dropdown menus when adding a new device under Device Add, Order Details (Device Add), and Project Device Map sections
TECH FEEDBACK
Made the "Comment" field optional
Allowed users to click on the checkbox for either "Tech is no show" or "Tech is late" directly on the card without having to click on the edit button first
o The same 2 fields of “Tech is no show” or “Tech is late” will appear on the “Labor Vendor Details” card. This will allow the dispatcher to easily mark either one directly from this card OR by going to the “Tekumo Tech Feedback” card 
Note: When one is marked, it will be reflected on the same checkbox under the “Tech Feedback” card
TEKUMO TEAMS & NOTIFICATIONS
Stopped notifications for all “Leads”, unless they're listed as "Owners" on work orders
o The role “Lead” = “Owner” on work orders and they will still receive notifications related to their own work orders
Introduced a new role for "Manager on Duty" (aka “Backup Lead”) where if the "Owner" OR "Working on It" are offline, notifications will also go to the "Manager on Duty"
o Managers on Duty will have shifts. For example, Group 1 might have 4 Managers on Duty (6-hour shifts):
Shift 1: 4 am – 10 am
Shift 2: 10 am – 4 pm
Shift 3: 4 pm – 10 pm
Shift 4: 10 pm – 4 am
While Group 2 might have ONE Manager on Duty (24-hour shift).
Made the following changes to the Teams management page: 
o Added a column for “Account Specialties” where dispatchers can display customer name(s) that they specialize in 
§ If a dispatcher has many Account Specialties, the user will need to click on “…see more” to view all of them 
o The role “Backup Lead” or “Manager on Duty” will receive backup notifications during their MoD shifts and will have a MOD badge next to their Roles
Note: If a shift is highlighted in green, it means that it is the current one. If it is the future or past, it will not be highlighted. The MOD badge only appears during active (green) shifts
Leads and Backup Leads will be required to enter their work shifts
Leads can choose their backup Manager on Duty (MOD) 
Added the ability for managers to add work schedules of dispatchers
o This can be done either directly from the user’s account profile or from the Team management page (For now, only managers will be managing these schedules)
Account Profile:
Team Management Page:
o Once these days/times are set, they will repeat every week until changed
o Added a “Calendar” tab to view overall work schedules for different dispatchers with monthly, weekly, and daily views available to help managers visualize team schedules
BILL TRACKER
Bill tracker will now show cancelled parent orders that have “rollable” child orders (NOT separately billable child orders)
INVOICE TAB
Added two validations on the "Invoice" tab
o For now, ignore the first validation that is under the “Customer Billing Timecard” since it is comparing absolute hours between the Vendor and Customer Timecards. With rounding rules that are part of the Customer Timecard, these two numbers will not match
o Added a check that appears in green if the “Customer Time” matches the “Invoice Time”
§ If they do not match, we will see a red “X”
An example of not matching:
Customer: 5 hrs, 30 mins
Invoice (Quantity): 4.5
Bugs
§ Fixed an issue with repeating messages on FN and WM
§ Completing custom fields will also complete corresponding technician tasks
§ Fixed an issue with not being able to delete documents on templates
§ Fixed 3 issues with teams
o Fixed an issue with sorting not functioning within a team’s page
o Noticed that after deleting a team, the team label remained on a user's profile and we could not remove it
o Fixed an issue where after a user was removed from a team or when they are no longer "working on it" or "owner", notifications from these work orders remained on that user's list. After removing that user from the team or ticket, their notifications will get cleared for this specific user and not for everyone else sharing the same notification
§ Fixed an issue when using Revisit (RE) and using the same work order, all previous steps got the same Revisit "Note". Now, when dispatchers choose to use the Revisit (RE) step and choosing the "use existing ticket" option, all previous steps that get reset (change to white color - "Not Started") will also have the notes reset
§ Fixed an issue where the billing approval admin was no longer receiving a notification when there was an SLA/Billing Code that they needed to review and approve
o Hovering over an approved SLA/Billing Rate will show the DATE of the approval as that was missing before 
o Also fixed an issue where these approval emails were being sent out to different users to approve new or edited SLA/Billing codes when the creator has that permission enabled already and does not need approvals
§ Fixed an issue on the customer portal where the visibility of “Tech Tasks” were not following the customer's settings by default. Now, tech tasks visibility on work orders will always default to the Technician Task visibility settings under the customer settings page
§ Fixed an issue with the following:
When a ticket is assigned, the stage goes to CONF but the “Labor Vendor Details” did not update
o Also, after the dispatcher force resyncs that work order, the “Labor Vendor Details” card updates but the overall stage was going back to SRC
