186 results found

1. Add ability for a craftsperson non supervisor role to view work requests dispatched to their team(sOO

   Currently, the only way a craftsperson can view work requests dispatched to their work team(s) is if they are set as a IS SUPERVISOR = YES. But if you set them as a supervisor, they have the ability to Close and archive work requests.

   There's a need to have an in between level of access for a Craftsperson record that can only view their assigned work (IS SUPERVISOR = NO) and a Craftsperson record (IS SUPERVISOR = YES) that can view all work requests dispatched to their assigned work team(s) and be able to take supervisory action like closing work request.

   Can you add something like a "VIEW WORK TEAM ASSIGNMENTS: YES" so that the craftsperson can view their assigned work, but also view work dispatched to their assigned team -- but they do not have the ability to close work requests.

   Currently, the only way a craftsperson can view work requests dispatched to their work team(s) is if they are set as a IS SUPERVISOR = YES. But if you set them as a supervisor, they have the ability to Close and archive work requests.

   There's a need to have an in between level of access for a Craftsperson record that can only view their assigned work (IS SUPERVISOR = NO) and a Craftsperson record (IS SUPERVISOR = YES) that can view all work requests dispatched to their assigned work team(s) and be able to take supervisory action like closing work… more

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2. Ability to copy the assigned Equipment/Locations of one PM Procedure to another

   I frequently find that I need to remake PM Procedures including manually reassigned equipment/locations and defining PM Schedules whenever there are major changes to the SLA work teams and similar.

   I would like to see an option to search for equipment/locations by selecting/entering an existing PM procedure (under the filter options) in the assign procedure to equipment or location view.

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3. Unit settings and text display in Redlines

   I would like to propose the following improvements to the Redlines feature:

   1. Allow the unit of "Area" to be changed from ft² to m²
      Many users prefer to use square meters (m²). For example, when the Base Units are set to Metric, I would like the unit to automatically switch to m².

   2. Allow the text position in "Textbox" to be adjustable
      Currently, the text is fixed to the top-left corner of the box, which may overlap with other text elements on the floor plan. I would like to make the text position movable to avoid such overlaps.

   3. Allow the text position in "Arrow Textbox" to be adjustable
      At present, the text is fixed to the top-left corner, which can cause it to overlap with the arrow when it points to the left. I would like to make the text position freely adjustable to prevent such conflicts.

   I would like to propose the following improvements to the Redlines feature:

   1. Allow the unit of "Area" to be changed from ft² to m²
      Many users prefer to use square meters (m²). For example, when the Base Units are set to Metric, I would like the unit to automatically switch to m².

   2. Allow the text position in "Textbox" to be adjustable
      Currently, the text is fixed to the top-left corner of the box, which may overlap with other text elements on the floor plan. I would like to make the text position movable to avoid such overlaps.

   3. Allow the text… more

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4. Maintenance Console – Option to filter work requests by 'Verified' status

   1. Reorder the list of 'Completed' work requests via the maintenance console to place transactions with pending verification steps at the top, enabling users to view and prioritize tasks more efficiently

   2. Allow users to apply advanced filters to completed work requests in the maintenance console, specifically to view only those already verified by the maintenance supervisor

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5. Maintenance Console

   Maintenance Console
   The ability to unassign and reassign a craftsperson when Work Requests (WR) are in ‘Issued and in Process’ status.

   Context
   For efficiency, the organisation uses the bulk functions to move work requests from ‘Assign to work order’ to ‘Issued in process’. It is very effective in the PM space, where selective craftspersons do preventive maintenance checks/work. However, once it is assigned no means to manage assignments in bulk.

   Use cases:
   1) When a craftsperson leaves the organisation, changes roles, or moves somewhere else, there is no means to reassign issued WR to another person in bulk. The substitute functionality cannot be used in these cases as it does not flow through to Onsite (Confirmed by Eptura).
   2) The feature will also be used when a bulk issue occurs, and a person is not scheduled.
   3) The feature also needs to enable the completion of a WR for a craftsperson in case work has started and time is logged against the WR for a craftsperson.

   Success criteria:
   1) Select multiple records and unassign a craftsperson linked to the work request. The system should force the user to reassign.
   2) Select multiple records and unassign a craftsperson and reassign to one or more craftsperson
   3) Select multiple unassigned records and assign one or more craftspersons
   4) Select multiple assigned records and assign additional craftspersons
   5) Select multiple records and complete the assignment where the craftsperson to be unassigned has already logged time.
   6) Unassign or assignments through these actions should be reflected in ONSITE against a craftsperson’s ‘My Work’ when unassign or reassignments occur.

   Maintenance Console
   The ability to unassign and reassign a craftsperson when Work Requests (WR) are in ‘Issued and in Process’ status.

   Context
   For efficiency, the organisation uses the bulk functions to move work requests from ‘Assign to work order’ to ‘Issued in process’. It is very effective in the PM space, where selective craftspersons do preventive maintenance checks/work. However, once it is assigned no means to manage assignments in bulk.

   Use cases:
   1) When a craftsperson leaves the organisation, changes roles, or moves somewhere else, there is no means to reassign issued WR to another person in bulk. The substitute… more

   3 votes

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6. Auto-close Work Request based on Verified Date

   I would like to be able to automatically close a work request after the specified number of days from the verified date as well, not only completed date.

   Currently, a work request is able to close automatically after the number of days specified in the application parameter "CloseDaysAfterWrDateCompleted" have passed since its completed date.
   If there are still Verification or Survey steps remaining in the work request, it will not be automatically closed. However if the steps are done and a specified number of days have passed since the completed date, it will be automatically closed on that day. This is a bit sudden.
   This auto-close function is a good feature that gives users a chance to manually check and close a work request and close automatically missed or not important one. But I think it would be better and more reasonable to do even after the step is done. My clients are also requesting this.

   I would like to be able to automatically close a work request after the specified number of days from the verified date as well, not only completed date.

   Currently, a work request is able to close automatically after the number of days specified in the application parameter "CloseDaysAfterWrDateCompleted" have passed since its completed date.
   If there are still Verification or Survey steps remaining in the work request, it will not be automatically closed. However if the steps are done and a specified number of days have passed since the completed date, it will be automatically closed on that day. This… more

   6 votes

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7. Re-design and re-code "Close WO/WR" process

   "Close WO/WR" process has been coded long time ago with a SQL that is unefficient and many times produces errors or deadlocks. After discussing this with many BPs, we have agreed that a complete analysis with re-desing and re-coding from scratch should be performed in this process (considering not only the closing of an individual WO/WR but also the batch closing of many of them and also the AutoClose WFR).

   10 votes

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8. SLA Transfer Capability

   There does not exist a user friendly way to export and import SLA’s from one environment to the next. A ticket was opened with Eptura (416847) to inquire about this and it was recommended to go the manual route via certain tables, though this list did not contain tables that interact between SLA’s and the Corrective Maintenance console. We, and others across the enterprise would like to see an easier way to transfer SLA’s between environments.

   Latest from the ticket referenced above is: "There are not any pre-built processes for transferring SLAs between environments; you would need to export the component tables from the source environment and import them into the target environment one-by-one."

   We have several different environments; Staging (DEV), Training, and Production. We develop in Staging, use Training to build data and processes to test, and migrate things to Production. We also often refresh the other environments with current live data so that we can perform accurate trainings, demos, and build in a "live-ish" environment before Production. This refresh effort, which we overwrite the entire DB/files, causes Users to have to go into the environment and extract all of the pertinent data that they are working on, and re-import when after the refresh.

   The intricacies of the SLA's, open tickets in the Maintenance Console, SLA's Ordering Sequences, all of the different tables that are involved in the creation and usage of the SLA's, can be very time consuming to replicate manually across environments.

   The ask is for a Admin/User friendly way to select SLA's, copy them, and transfer them and integrate them into the next environment that also takes into account; open tickets, SLA ordering sequences, etc. Thanks.

   There does not exist a user friendly way to export and import SLA’s from one environment to the next. A ticket was opened with Eptura (416847) to inquire about this and it was recommended to go the manual route via certain tables, though this list did not contain tables that interact between SLA’s and the Corrective Maintenance console. We, and others across the enterprise would like to see an easier way to transfer SLA’s between environments.

   Latest from the ticket referenced above is: "There are not any pre-built processes for transferring SLAs between environments; you would need to export the… more

   7 votes

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9. Craftsperson Notes field in Maintenance Console

   The field has an invisible cursor which causes the end user much confusion. It is the only field on the console work request details tab that behaves in this manner.
   Please make the cursor visible

   3 votes

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10. Work Request Checklist Order and Checklist Question Order should be in sync in Maintenance Survey Report Screen.

    Whenever a user opens the "Maintenance Survey Report", the system automatically sorts the content based on the "Checklist" column by default.

    Issue:
    Due to this default sorting behavior, multiple checklists within a single Work Request appear disorganized and out of order, making it difficult to follow a logical sequence. However, the order of questions within each checklist remains intact.

    Required Fix:
    To ensure that both the checklists and their respective questions are displayed in a structured manner, we need the following functionality implemented on this screen:

    When the Maintenance Survey Report is loaded, the view should automatically sort the data by "Work Request Code" instead of the "Checklist" column.
    If a Work Request contains multiple checklists, all the questions within those checklists should also be displayed in the correct sequence.
    To illustrate the issue clearly, please find the attached video and screenshots, where:

    The checklist order within Work Requests is out of sync.
    The questions within checklists are also appearing in an incorrect sequence.
    Implementing this change will ensure that the Work Request and its corresponding checklists and questions follow the correct order, improving usability and readability.

    Whenever a user opens the "Maintenance Survey Report", the system automatically sorts the content based on the "Checklist" column by default.

    Issue:
    Due to this default sorting behavior, multiple checklists within a single Work Request appear disorganized and out of order, making it difficult to follow a logical sequence. However, the order of questions within each checklist remains intact.

    Required Fix:
    To ensure that both the checklists and their respective questions are displayed in a structured manner, we need the following functionality implemented on this screen:

    When the Maintenance Survey Report is loaded, the view should automatically sort the data… more

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    3 votes

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11. Add Time Zone remark for the Log time in Work Request

    Currently, if an administrator or supervisor wants to view more details about a work request's history, the log time is displayed in the building's local time, not the user's time. There are no Notes or Notices to display what the time zone is. This can be quite confusing as the time zone information is not on the same page.

    3 votes

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12. how linked tickets are tracked and displayed for Preventive Maintenance Procedures

    Problem:
    When you create an issue report linked to a preventive maintenance (PM) ticket, the relationship is visible in the system (e.g., in the "Related Requests" section of the ticket search screen).
    However, in the database, the PM ticket doesn’t show the issue report’s information (i.e., no backlink). Only the issue report contains the PM ticket's reference (parentwrid field).

    Where Data is Stored:
    For active tickets, the information is in the wr table.
    For completed tickets, it’s in the hwr table, specifically in the parentwrid field.
    To find all issue reports linked to a PM ticket, you have to search the table using the PM ticket’s code.

    Finding Linked Reports:
    To check all linked issue reports:
    Go to the ticket search screen.
    Look at the "Related Requests" section.
    Alternatively, query the database tables (wr or hwr) using the PM ticket's code.

    Challenge for Users:
    Users without access to the database (SmartClient) must manually filter tickets by the PM procedure and review each ticket to find linked issue reports.
    This process is time-consuming.
    Can you suggest how Users can input a PM procedure code and see all related issue reports in one list. This would save time and eliminate manual searching.

    Problem:
    When you create an issue report linked to a preventive maintenance (PM) ticket, the relationship is visible in the system (e.g., in the "Related Requests" section of the ticket search screen).
    However, in the database, the PM ticket doesn’t show the issue report’s information (i.e., no backlink). Only the issue report contains the PM ticket's reference (parentwrid field).

    Where Data is Stored:
    For active tickets, the information is in the wr table.
    For completed tickets, it’s in the hwr table, specifically in the parentwrid field.
    To find all issue reports linked to a PM ticket,… more

    4 votes

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13. Input Time should be displayed for Each Checklist Item in Maintenance Survey Report

    We are experiencing an issue with the Maintenance Survey Report in our system. Specifically, we are unable to determine when each individual checklist item was entered. This makes it challenging to track and verify the timing of data entries for our maintenance activities.

    Issue Details:
    Desired Screen: Maintenance Survey Report.
    Current Problem: The report does not display the input time for each individual checklist item.
    Our Request: We would like the input time for each checklist item to be displayed in the Maintenance Survey Report, similar to how it appears in Report Central.

    Impact:
    Without the ability to see when each checklist item was entered, we cannot effectively monitor the progress and timing of maintenance tasks.
    This information is crucial for auditing purposes and for ensuring that maintenance procedures are followed correctly.

    Request for Support:
    Could you please assist us in configuring the Maintenance Survey Report to display the input time for each individual checklist item?
    If this requires any customization or if there are alternative solutions, we would appreciate your guidance on how to implement them.

    We are experiencing an issue with the Maintenance Survey Report in our system. Specifically, we are unable to determine when each individual checklist item was entered. This makes it challenging to track and verify the timing of data entries for our maintenance activities.

    Issue Details:
    Desired Screen: Maintenance Survey Report.
    Current Problem: The report does not display the input time for each individual checklist item.
    Our Request: We would like the input time for each checklist item to be displayed in the Maintenance Survey Report, similar to how it appears in Report Central.

    Impact:
    Without the ability to see when… more

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    4 votes

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14. Maintenance Console - Save filter

    In the Maintenance Console, it would be nice to have the ability to save filters.
    OOTB, they are saved in the recent filters but it has 2 drawbacks: 1. there is a limit in term of the number of filter saved that way. 2. they disappear when users clear their cache (which happens every time there is a new deployment).

    4 votes

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15. Change style sheet in the paginated report

    Able to change style sheet (such as background color shading, row height, column width in the paginated report of the Maintenance Console

    3 votes

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16. Maintenace History for a ticket should also be visible on the Work Request screen

    If a problem report ticket is issued with equipment information linked to it, the maintenance history linked to the equipment can be displayed and viewed on the maintenance work console screen.

    But if you open the ticket information on the work request search screen, you cannot see the maintenance history.

    Please find the attached video for the explanation and reference.

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    5 votes

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17. Notify the worker when the responsible person validates the checklist answer with a "No"

    Notification should be sent to the worker/craftperson when the responsible person validates the checklist answer with a "No"?

    This will allow worker to keep the track of any faults / errors reported while inspection

    Please find the attached screenshot.

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    3 votes

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18. Costs

    Tie Maintenance costs into the cost module so that they can be tracked against Invoices and payments. I believe this is the case for project costs currently.

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    2 votes

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19. Satisfaction Survey

    In an SLS, instead of a satisfaction survey being 2 options: Rating & Notes, let it be a questionnaire. Different questionnaires should be available for various problem types.

    4 votes

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20. Dynamic Scheduling for SLAs

    Add the ability to use the date to perform (or similar) field instead of a certain number of days when setting up an SLA.

    Example: User submits a Conf. Room Setup request, these requests can vary widely in when they need to be performed. Some users submit them a week ahead, some users submit them a month ahead. Using the time to perform as the due date would alleviate the issue of setting a specific numbers of days to perform.

    5 votes

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