New Tekumo Features
11/12/2024 | Updated 11/21/2024
WORKFLOW CHANGES
Changes to Assigned and Sourcing Stages
Removed the ASN stage
The new SRC stage now has 2 steps under it: 
o Auto-Dispatch (AD) and this step will have the following statuses:
- Not Started = White
- Manually Started =Yellow
- Started/Running =Green
- Failed = Red
o Assigned (AS) and this step will have the following statuses under it:
- Not Started = White
- Sourcing = Yellow
- Assigned = Green
- Issue = Red
o NOTES:
§ The Sourcing (S) step that was under the old SRC stage is now a STATUS under the Assigned (AS)step
§ When a ticket is Assigned(AS step is green), the overall ticket stage will automatically move to the Confirm (CONF) STAGE (without marking any steps under the CONF stage)
Changes to Close, On Hold, and Cancel Stages
The CLOSE stage will have a new Closed (CL) step under it. This is manually marked by the dispatcher after reviewing prior steps have been completed. 
o Moved this stage to be after RVW
o Made sure all historically "Closed" tickets will remain closed
Moved ONHLD and CNCL to be after CLS stage
o On Hold tickets will remain on the Job Tracker
o Cancelled and Closed tickets will drop off the Job Tracker
Created a new BILL stage and only had the current Billing (B) and Invoicing (I) steps under it 
o BILL tickets won’t appear on the Job Tracker
Create a new PAY stage 
o Moved the Tech Pay (TP) step to be under it
o Added a Vendor Payment (VP) step after the TP
o PAY tickets won’t appear on the Job Tracker
Bill Tracker will focus on the (B) and (I) steps
o Tickets will only appear on Bill Tracker when there’s a “Completion Date”
Note: Completion Date = Resolution Date
ORDER DETAILS
Renamed “Categories” to “Types of Work” and added “Types of Service” below it
o The master lists of “Types of Work” and “Service Types” can be managed under the Admin menu
Note: The dev team is working on renaming “Order Category Types” (old name) under the Admin menu to “Types of Work”
PARTS, EQUIPMENT, AND DEVICES
Add the following checkboxes:
o On the Parts card: "Parts Required?" 
o On the Devices card: "Device Required?" 
o On he Equipment card: "Equipment Required?"
Device Improvements
o Added a “Manufacturer” page under “Admin” as an individual table 
§ This is replacing the simple text field on the “Device” page. Now these manufacturers will appear as a dropdown menu
NOTIFICATIONS
Project-Based Notifications
o Under Projects, added a “Notifications” card with a dropdown menu where the dispatcher is required to choose between “customer settings” or “project settings” before saving a project
§ If customer settings were chosen, then the project will follow the same notification settings that were chosen for the customer
§ If project settings were chosen, then the project will have its own notification settings
Workflow Notifications
o When any of these steps are enabled, our customers will receive emails with the correct titles for each step update
o The email titles will all follow this format:
CWO # - PO# - Notification - Tekumo # Update: [Step Name]
For example, for a “Check In” update, the email title will be the following:
CWO# - PO# - Notification - Tek# Update: Checked In
Main Tekumo Notifications (Team Notifications)
The different Tekumo teams noticed team notifications were causing double-work within the same team. This is because the same team members were clicking on the same team notifications at the same time to resolve them. The following proposed solutions were implemented:
1. When a user from a team(i.e. Team 1) opens a notification, removed that notification from all other members' notifications list from the same team. This isonly applicable for team notifications and not user-specific notifications
2. Since notifications can pile up very quickly, they have been grouped/bundled by work order and type of update. The work order number would be the main heading, then the different types of updates will be listed below it
Example:
Another example:
IMPORTANT NOTE:
If a team member clicked on any of the grouped notifications, it will clear this whole notification from their list AND it will also clear from other members' lists on the same team.
In the above 1st example, if a user clicked on the grouped message for order #61866, it will clear that whole notification. In this case, the dispatcher gets to remember that there were 2 kinds of updates: Unread messages and a schedule update
3. Removed notifications that were messages from a member of our Tekumo team (internal messages or responses to customers/techs)
4. When a dispatcher clicks on a notification, it will still open that work order in a new window, but the original notifications window will remain open on the previous page until the user closes it manually 
Note:
o When notifications are over 99 notifications, the displayed number on the bell will show “99+” instead of it being too long to read
Before Now
TEAMS MESSAGES (tab)
The “Team Messages” tab can now be utilized to log Microsoft Teams channel messages
Note: This requires some setting up for each new customer “EXT” channel. This will not log attachments (yet), reactions, or special characters.
TECH PROFILE
Added new profile properties:
Re-designed tech skillset so that “Type of work” and “Service Types” can be added for each tech 
Example:
Can list a technician’s general availability using our Global SLAs
Technician / Admin/Dispatcher can upload attachments in technician profile. Allowed file type share: images, PDFs, documents, csv, Excel, etc.
Techs can list device types, including manufacturer names, in their profiles
Added “Additional Information” card to list business name, number of techs, and other notes
SCHEDULE (card)
Made “Reschedule Reason” a required field only after tech assignment
API UPDATES
Completed changes to ETA updates that are sent to Pomeroy SIMS. This will reduce the number of ETA updates that are sent to Pomeroy via API
The “Tracking Number” on the "Shipment Details" card will now automatically populate the associated field under custom fields
NOTE LABELS
Added a “Default” column to specify which label is the default one when no label has been selected during the note entry on a work order
o This default note is not shared with anyone except our internal team
LOCATION TAG
Location Tag is now an optional field
INVOICE (tab)
Per the Billing Rate rules relating to minimum hours, the Customer Billing Timecard was rounding up the hours correctly. When scrolling down to the "Invoice" card, the "Quantity" column is now updating to the right total of minimum hours
Corrected “Additional Labor Rate” under the “Billing Rate” card
When a tech updates their time log, it will reflect the new amount within the “Additional Labor Hours” under the "Billing Rate" card, which in turn will update the Invoice card
BILLING
If a work order already has an SLA Code selected, our system will automatically select the corresponding Billing Code during work order creation. The order's "Location Area Type" and SLA Code will determine which of the 2billing codes to choose from:
Metro or Rural
For example - from Pomeroy:
SLA Code: POM-CABLE
Billing Codes:
POM-CABLE-M-S (Metro)
POM-CABLE-R-S (Rural)
o This is the "Location Area Type" on a Work Order: 
This is the "Area Type" within a Billing Rate:
o If an order didn't have an SLA nor a Billing Code, and a user selects an SLA Code then tries to select a Billing Code with an Area Type that doesn't match the "Location Area Type," the Billing Code will turn red and show an error message next to the SLA heading on the SLA card under the Order Details tab. The user will not see an error message if the Billing Rate’s Area Type is set to “All”
o When the "Location Area Type" on a work order doesn't match the Area Type of the Billing Rate used, the user will see an error message during work order creation or while editing an existing order
EMAIL SCAPER
Completed the email scraper for Panasonic
Bugs
§ Fixed an issue with sorting Techs by their rating 
§ Fixed an issue where some Teams aren't getting automatically pinned to work orders
§ Fixed several other bugs that were posted on the Tek Talk channel
§ Fixed issues with Saved Job Tracker layouts not loading all the data as they were prior to deployment
§ Fixed an issue that was on Bill Tracker > Uninvoiced Orders where when a user clicked on the settings icon, they could not select the Billing step nor the statuses under it and restored ability to add other steps on this tracker
§ Bill Tracker layouts now load the right saved layouts and not Job Tracker layouts
§ Fixed an issue with "Type of Work" not saving unless "Type of Service" is also selected
§ Fixed an issue where adding a Parent Order ID was not saving until "Types of Work" and "Types of Service" were selected
§ Fixed an issue where received tickets were automatically moving to SRC stage
