Done
- Order Details and Invoice changes
- Reformatted SLA Root Cause so that the delay reason and time appear below on separate lines
Before
After
- Hid the "Location Group" field from Ul as this is not being used by the OPS team
- Reformatted SLA Root Cause so that the delay reason and time appear below on separate lines
- Invoice Tab
- Removed the line for "Level: Customer Level (RURAL)" from all Billing Rate cards
- Removed the line for "Level: Customer Level (RURAL)" from all Billing Rate cards
- Customer Portal
- Customers can now filter by one or multiple "Stage(s)" on their Job Tracker
- Customers can see the following columns under their Job Tracker based on their customer settings/permissions
- Vendor/ Technician
- Customer Work Order
- Customer PO Number
- Customer Reference Number
- As a customer user, when creating an order through UI or API, if the template ID is not provided, but project ID is provided and that project has a default template, then the created order will get that default template data. This will be applied only for those fields where no data is set
- Added Failure and Repair codes under customer settings:
- Only admins can import these codes using csv file. The csv file will have two columns for “Code Label” and “Code Description.” After importing, admin can edit or delete these columns
- Added two checkboxes:
[] Failure code required and [] Repair code required
- In project create/edit page, added two checkboxes:
[] Failure code required and [] Repair code required
When creating a project and the customer has failure code(s) that are required, then it should be checked under Project settings. When editing project, it will show the saved values
- In the project template’s create/edit page and order details page, those checkboxes are added
Important Note: When the checkbox is marked in one place, it will be marked everywhere else under that customer/project. For example, if certain projects under the same customer do not require failure/repair codes, then the RC will have to uncheck the 2 boxes for these projects.
When completing the Parts Return (PR) step, we will see failure code and repair code options based on the two checkbox values in the work order
- Only admins can import these codes using csv file. The csv file will have two columns for “Code Label” and “Code Description.” After importing, admin can edit or delete these columns
- Customers can now filter by one or multiple "Stage(s)" on their Job Tracker
- Changes to Work Orders o Disabled the full Edit function on work orders as now each card can be edited individually
- Changed UI for the following boxes under Order Details (Internal Notes,
Checkout Process, and Closing Notes). They now have an elevated look like “Internal Tasks”
- Changed the font size of the headings so they are now all the same
- Changed UI for the following boxes under Order Details (Internal Notes,
- Renamed “Start Date“ to “Preferred Schedule Date“ under Customer Date
- Eliminated "Internal Tasks" verifications. When an Internal Task is completed, there will no longer require for admin to verify it
- Created an order property named "Priority" that is for customers’ purposes only.
The RC should not specify that priority level when creating an order - The priority levels under that will be the following: Critical, High, Moderate, Low, and Minor
- This dropdown can be found under the SLA card and the default priority is “Moderate.” Customers can change it when creating an order
Shipment description length is now limited to 80 characters to accommodate for WM’s and FN’s character limits - Added a zip code column on exported csv files
- TekCloud
- Added "Standard Time to Task" under Order Pay Rate(s) under TekCloud and Vendor tabs
Important Note: In order for this to display under “Order Pay Rates,” please make sure to update the “Standard TTT” for each SLA code under “Billing Rates”
- Customers can now be notified via email when certain steps have been updated. This feature is customer-specific and can be limited to certain updates only. This can be set up under: Customers > Information > Step Update Notification
The admin can choose which labels to update the customers on for each step.For example: If a customer would like to be notified for when the tech has COMPLETED their check in, then the admin will choose that label specifically for that step
- Added "Standard Time to Task" under Order Pay Rate(s) under TekCloud and Vendor tabs
- Messages Tab
- For customer API-generated messages, we renamed the category type from
"None" to “Ticket Update” - If the messages are coming from FN/WM webhooks, they will be automatically labeled as “Notifications”
- Contacts – Improvements
- Added a “Contact Type” column and a search bar to search contacts by name
- Added a “Contact Type” column and a search bar to search contacts by name
- Added a "Delivery Date" field to Equipment Confirm (EC) step, similar to what we already have for the Parts Confirm (PC) step
- Orders will have shipment information even if it was created after completing the “RE” step
- When a project is added to Work Market, it may not be visible on Tekumo while publishing the order. To solve this, we can now clear the cache on Tekumo's Work Market vendor page. The new project will be visible next time the user tries to publish an order to Work Market
- SLA Codes have been changed from a text field to a dropdown menu in all trackers. One or multiple SLA code(s) can be selected and filtered accordingly
Bugs
- Fixed an issue with the workflow tab not loading in production (WO # 38666). After investigating, we found that the order had the wrong parent order id set by user. That parent order didn’t exists in the system, and the UI was not handling such error. The solution is twofold:
- While creating/updating order, the parent order id needs to be a valid order id that is not a child order. If the provided parent order id is a child order, then that parent order id should be changed to the parent order id of that child order
- The UI has been updated in a way so that it will show the workflow tab contents even if there is wrong parent order id
- Fixed an issue where number of devices was not saving in TEK after checking out in FN. This will show in the Vendor Payment and Time Logs cards
Note: If the number of devices is 2, but the FN tech reports that they have worked on 3 devices instead, then they can request a pay change on FN. This request is not reflected on Tekumo. The team is working on a solution for this. - Fixed an issue with order shipment not populating the correct ETA from template
- Fixed an issue when choosing the RE step in the workflow was incorrectly moving the Stage of the parent order to "COMP" stage, even if the ticket is in the closed stage
- Child orders that are created through the RE step will automatically choose the correct template and transfer other relevant information (customer notes, job title, SLA Code, shipment information, etc) to it
