960 results found

1. Cost Status requires manual change to get lease chargeback agreements to work

   In order for lease chargeback agreements to work properly, it requires going into the Cost Wizard, finding the scheduled costs, and then changing their Cost Statuses to AUTO-CHARGEBACK. This is cumbersome since someone would need to search for the scheduled costs and change each of them from AUTO-RECURRING to AUTO-CHARGEBACK since they are monthly/quarterly/annually/etc recurring costs.

   A mechanism to flag the recurring costs to default to AUTO-CHARGEBACK would save time and the potential for error.

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   Under Review  ·  2 comments  ·  Leases  ·  Delete…  ·  Admin →
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2. Project approval workflow

   The product currently has limited 3 approval captures per project. Archibus would offer a more competitive edge to be able to setup workflows and set as many approvals need in the tool throughout the life cycle of the project. Sort of like an SLA where it's configurable to match to features like a project type, or program type or location where it may need multiple approvals and certain conditions. Such as being able to setup approval workflows for a project such as:
   If a project is over X amount of dollars, the approving group is a member of ie, the executive team

   Followed by the additional elements such as change orders
   - if a change order is over a certain amount, it needs automated workflows for approvals.

   The product currently has limited 3 approval captures per project. Archibus would offer a more competitive edge to be able to setup workflows and set as many approvals need in the tool throughout the life cycle of the project. Sort of like an SLA where it's configurable to match to features like a project type, or program type or location where it may need multiple approvals and certain conditions. Such as being able to setup approval workflows for a project such as:
   If a project is over X amount of dollars, the approving group is a member of ie, the… more

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   2 comments  ·  Capital Projects  ·  Delete…  ·  Admin →
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3. HTML email builder/previewer

   Many other online tools have an html wysiwyg preview that enables the ability of generating a formatted email with a background, headers, images, and links. It would be great if Archibus can display what are the available dynamic links and dynamic values.

   For example it would be great to be able to format emails for the purposes of:
   - hoteling
   - reservations
   - work requests
   - return agile notifications / contact tracing
   - emergency/incident management

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4. Streamline publishing campus or site CAD plans

   Streamline the process of publishing a site or a campus CAD plan to be used as a navigation tool to select a building. For example, in workplace, when you clikc on the building icon you will have a site plan opened to select a building.

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   Under Review  ·  1 comment  ·  Platform  ·  Delete…  ·  Admin →
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5. Expanding the document types that can be attached

   Have more default Content Types added to the built in list.

   MP3, MP4, WAV and EMAILS for example

   https://www.archibus.net/ai/abizfiles/v24.1_help/archibus_help/system/sysman.htm#Document_Management_Activity/Configuring_Document_Management.htm?Highlight=document%20type

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   4 comments  ·  Platform  ·  Delete…  ·  Admin →
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6. Include fields from standard tables in the Smart Client Analysis report

   As a Space Manager I would like to be able to generate statistics that include data from standard tables using the Analysis tool. Now the standard fields are shown in the Smart Client grid but are missing from the Analysis reports.
   Our clients export the data and use Excel to generate a statistics report. We do have some predefined custom reports but this Analysis tool would be a great added value if it included the standard tables. The clients should be able generate new statistics on the fly without our intervention or technical limitations.
   I have attached a detailed description.

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   0 comments  ·  Smart Client  ·  Delete…  ·  Admin →
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7. Reservations - Admin should be able to check-in to meetings on behalf of others

   Functionality exists for a meeting space booker to check-in 15 minutes before and during the meeting.

   Ensuring users check-in to their meetings is a good process to enforce since it will be able to indicate whether a room was used or not. It isn't uncommon for rooms to be booked but a meeting doesn't actually take place due to cancellations or scheduling and location changes. This will save cleaners time and cleaning resources since they wouldn't be cleaning an unused room.

   We have made a custom report which indicates which users have made bookings but do not check-in and repeat offenders would be notified. Currently only the booker is able to check-in. If they happen to forget to check-in, it would be useful for someone with an administrator role to check them in on their behalf.

   Functionality exists for a meeting space booker to check-in 15 minutes before and during the meeting.

   Ensuring users check-in to their meetings is a good process to enforce since it will be able to indicate whether a room was used or not. It isn't uncommon for rooms to be booked but a meeting doesn't actually take place due to cancellations or scheduling and location changes. This will save cleaners time and cleaning resources since they wouldn't be cleaning an unused room.

   We have made a custom report which indicates which users have made bookings but do not check-in and repeat… more

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   0 comments  ·  Reservations  ·  Delete…  ·  Admin →
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8. Notification Templates

   Notification Templates in the Compliance Module have a set recipients for the template, this is a little awkward and it would be better if there was an option to set the template to send to the 'Person Responsible' or 'Vendor' or 'contact' or all 3 with a free text option also. The person/s that an email need to be sent to can often differs at different levels even within the same requirement. When a template is assigned to an event there is no option to adjust the template so a new template needs to be created. This means a new template needs to be created for every differing recipients change and this can be vast. I feel by including this option the templates will become more flexible and remove the need to create 100's maybe thousands of templates just to adjust the recipients. Unless i have it all wrong and it works differently. The current design is ok for demos and really small environments, but in the real world even a medium size business is going to struggle with this.

   Notification Templates in the Compliance Module have a set recipients for the template, this is a little awkward and it would be better if there was an option to set the template to send to the 'Person Responsible' or 'Vendor' or 'contact' or all 3 with a free text option also. The person/s that an email need to be sent to can often differs at different levels even within the same requirement. When a template is assigned to an event there is no option to adjust the template so a new template needs to be created. This means a new… more

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   1 comment  ·  Sustainability & Risk  ·  Delete…  ·  Admin →
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9. Mobile Maintenance - Craftsperson work schedule information

   There is a major flaw in the current mobile maintenance app, their date and time a craftsperson is due to carry out work is not clear, it's no good just displaying the Date to perform the task if the cf is due to arrive a 2 pm there is no display of this information, at least not until they have got to the CF data and even then the scheduled time is not shown. This is a major issue for a client that are actually fully using the scheduling tasks. It would be very useful for the cf to have a show me today's work as a quick filter, better if it was linked to a shift so they can show all work for today's shift

   There is a major flaw in the current mobile maintenance app, their date and time a craftsperson is due to carry out work is not clear, it's no good just displaying the Date to perform the task if the cf is due to arrive a 2 pm there is no display of this information, at least not until they have got to the CF data and even then the scheduled time is not shown. This is a major issue for a client that are actually fully using the scheduling tasks. It would be very useful for the cf to have… more

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   0 comments  ·  Maintenance  ·  Delete…  ·  Admin →
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10. User Management - Login Timestamp and Account Status

    For many clients, there are critical needs and often government compliance requirements for user accounts. Clients are required to suspend access if a user has not logged in for a certain period (such as 90 days), and sometimes to delete a user if they have not logged in for a certain period (such as 180 days).

    I am aware of the GDPR functionality. While that is useful for account deletion, the Archibus system lacks the necessary information to make any determinations on when to set the deletion date. If using SSO, we may or may not be able to get this information from the IdP. But even if we do, it's an extra unnecessary integration for a basic feature.

    There is also no simple way to disable an account. We typically have to either update the user_name or change to a role has nothing assigned. Both are not ideal.

    What I would like to see added as base features are:

    1. A last login timestamp on the afm_users table that updates each time the user logs in.
    2. An active flag field or status field on afm_users that gets checked at login to allow an easy way of disabling a user.

    For many clients, there are critical needs and often government compliance requirements for user accounts. Clients are required to suspend access if a user has not logged in for a certain period (such as 90 days), and sometimes to delete a user if they have not logged in for a certain period (such as 180 days).

    I am aware of the GDPR functionality. While that is useful for account deletion, the Archibus system lacks the necessary information to make any determinations on when to set the deletion date. If using SSO, we may or may not be able to get… more

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11. Updating OOTB Service Request Types in Service Catalog

    Updating OOTB Service Request Types in Service Catalog.

    We are looking to add the functionality of editing the Menu Title for Out-Of-The-Box service request types in the Service Catalog e.g. SERVICE DESK - INDIVIDUAL MOVE, SERVICE DESK - HOTELING.

    Currently, the Service Catalog is where all the request types in Workplace are created. It shows the Out-Of-The-Box request types and allows you to update the Menu Titles, but changes to the Menu Titles or descriptions are not reflected in the corresponding work request tiles in Workplace.

    You are also given a manage activity types task, to edit the same Activity Types/Service Request types. It also does not allow you to update the activity types, which is where the help guide suggests you make edits to these items.

    Updating OOTB Service Request Types in Service Catalog.

    We are looking to add the functionality of editing the Menu Title for Out-Of-The-Box service request types in the Service Catalog e.g. SERVICE DESK - INDIVIDUAL MOVE, SERVICE DESK - HOTELING.

    Currently, the Service Catalog is where all the request types in Workplace are created. It shows the Out-Of-The-Box request types and allows you to update the Menu Titles, but changes to the Menu Titles or descriptions are not reflected in the corresponding work request tiles in Workplace.

    You are also given a manage activity types task, to edit the same Activity… more

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    0 comments  ·  Workplace  ·  Delete…  ·  Admin →
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12. Show Requestor Phone number in OnSite App

    Currently the Requestor Phone number from the wr.phone field is NOT visible anywhere in OnSite. Ideally this would be visible on the work request listing page or at least on the work request detail page. The only phone number shown is if there is a value in the em.phone field it is shown when selecting the phone icon under the requestors name in the work request detail page.

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    0 comments  ·  OnSite  ·  Delete…  ·  Admin →
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13. Date Restrictions on Hoteling and Room Reservations

    For both Room Reservations and Hoteling.

    Use case: when a building is getting decommissioned, the client wishes to permit reservations up to the building's final day of operations and no later. In other words, If the building closes on July 1, a user logging in on June 29 should be able to reserve for June 30 but not July 2.

    Use case: when a building is coming online, users should be able to reserve rooms on the day it opens before that day. If the building opens on July 1, a user logging in on June 29 should be able to reserve for July 2 but not June 30.

    Use case: a room or building will be closed for a brief renovation i.e. painting. We should be able to set blackout dates while keeping the room available for booking outside those dates. If the building will be closed from on July 1-31, a user logging in on June 29 should be able to reserve for June 30 and August 1 but not July 2.

    Admins should be able to set these dates per-room, or set them for all rooms on a floor or building.

    For both Room Reservations and Hoteling.

    Use case: when a building is getting decommissioned, the client wishes to permit reservations up to the building's final day of operations and no later. In other words, If the building closes on July 1, a user logging in on June 29 should be able to reserve for June 30 but not July 2.

    Use case: when a building is coming online, users should be able to reserve rooms on the day it opens before that day. If the building opens on July 1, a user logging in on June 29 should be able… more

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    1 comment  ·  Reservations  ·  Delete…  ·  Admin →
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14. lease - read-only consumer?

    Please consider ALL types of users / consumers when designing modules. We have been using the lease module for a number of years. Even today when I review the latest version it says Used By: Portfolio Managers, Lease Administrators.
    We have maintenance people, finance people, occupying departments, all looking at the data from the lease module. It is not clear from the help which views are designed for these READ-ONLY people.

    In the over ten years I have used Archibus I find this a problem in most modules. There have been some 'executive' views (the only people here who never log in) but a lack of consumer views. I am hoping the new Plan View Print view will help with that.

    Am I, and my vendor, missing some basic approach?

    Thank you for reading.

    Please consider ALL types of users / consumers when designing modules. We have been using the lease module for a number of years. Even today when I review the latest version it says Used By: Portfolio Managers, Lease Administrators.
    We have maintenance people, finance people, occupying departments, all looking at the data from the lease module. It is not clear from the help which views are designed for these READ-ONLY people.

    In the over ten years I have used Archibus I find this a problem in most modules. There have been some 'executive' views (the only people here who never… more

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15. Make hoteling confirmation email more user friendly.

    Make the confirmation email sent when booking a workspace more user friendly.

    1. For the Employee Is: User the users first and last name instead of employee id
    2. List the workspace number separate from the building ID number.
    3. Display the building name as well as the building ID number.
    4. Instead of Day part say Duration of Booking
    5. If authorization is automatic, make sure status: says confirmed
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    0 comments  ·  Reservations  ·  Delete…  ·  Admin →
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16. View File Limit and use same functionality on all views

    When Scheduling a craftsperson to a work request, if you click on assign craftsperson and click on the ellipse for craftsperson code, not all records are shown, see the screen print attached. A suggestion is to make all the views the same as a defined employee for example where one can use the next button where it will display the universal amount on each page. Note: the universal limit setting in afm-config.xml for record limit works but makes the system very slow.

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    1 comment  ·  Platform  ·  Delete…  ·  Admin →
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17. User Transactions Audit Tool

    It would be ideal to have an auditing tool, similar to the GDPR view, to see all the user transactions in the system: Workspace Bookings, Reservations and Work Requests (as a craft), etc.

    When a user is offboarded, you could search by their email address and all associated transactions would appear in the audit tool so that you could action them (cancel bookings, etc)

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18. Onsite: Add Model Number and Manufacturer fields to survey

    Can Model Number and Manufacturer be added to the Surveys so this data can be entered when staff performs building surveys? See attached for the current fields that can be added. Those fields are missing.

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    2 comments  ·  OnSite  ·  Delete…  ·  Admin →
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19. Improve Project Template function (3565)

    If a Project Template is applied > 1 time to a project, the work packages and actions are duplicated. Adjust the Project Template function so that it identifies existing work packages/actions and updates them instead of creating duplicates and adds new work packages/actions.

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    0 comments  ·  Capital Projects  ·  Delete…  ·  Admin →
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20. LEASE: Add Description fields to Facility Type table (3474)

    BUG
    Add Description fields to Facility Type table, facilitytype table contains only 1 field: facilitytypeid.
    1. Add 2 new fields to the database:
    facilitytype.description
    facilitytype.descriptionfr
    2. Add new fields to Define Facility Type view
    3. Add new fields to Select Value - Facility Type ID vi

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    Under Review  ·  0 comments  ·  Leases  ·  Delete…  ·  Admin →
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