CORRIGONET/WON RELEASE NOTES

SPRING, 2012

CORRIGONET VERSION 7.6 A

WORKTRACK VERSION 6.13

UPGRADE AVAILABILITY
VERSION 7.6A IS AVAILABLE IN PRODUCTION NOW. ALL 7.6 INSTANCES WILL BE MOVED TO 7.6A. CorrigoNet Version 7.6a is a minor update to 7.6 onto which ALL 7.6 clients must move. All 7.5 clients will be move to 7.6a as soon as schedulable. A GLOSSARY SECTION has been included at the end of these notes designed for readers who are new to The Work Order Network or Corrigo. Some terms in this document may not be what you might expect. For example, THROUGHOUT THESE NOTES, THE WORD CUSTOMER SHOULD BE UNDERSTOOD BY MANY CORRIGO CLIENTS TO MEAN STORE. For anyone who feels confused, the glossary should help.

CONTENTS
Upgrade Availability.......................................................................................................................................................1 Highlights .......................................................................................................................................................................4 Enhancements to Customer/Store Portal .....................................................................................................................5 Access to Documents .................................................................................................................................................5 Show Customer Documents ..................................................................................................................................5 Request Approval Extensions ....................................................................................................................................8 Example Scenario...................................................................................................................................................8 Contact Request Limit Setting .............................................................................................................................10 Theme Settings for Workflow ..............................................................................................................................11 Approving a Request............................................................................................................................................12 Enhacements to the customer portal assignment ...................................................................................................14 Assignment Settings & Configuration ..................................................................................................................14 On Upgrade..........................................................................................................................................................15 New Work Order Table Fields ..................................................................................................................................16 Improvement To the Last Step of the Wizard ......................................................................................................16 Enhancements to Back-Office/Corp App .....................................................................................................................17 Email Based Quote Approval ...................................................................................................................................17 Configuration .......................................................................................................................................................17 Use Scenario ........................................................................................................................................................18 Possible Scenarios................................................................................................................................................20 Specialty Groups & Dispatch Board Specialty Group Filter .....................................................................................20 Configuration .......................................................................................................................................................21 Financial Reporting Periods .....................................................................................................................................23 Disallow Vendor Invoice Authorization when WO is Active ....................................................................................24 Tenant COI Extensions .............................................................................................................................................24 Change to Customer Theme Settings Layout ..........................................................................................................24
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Logged In User Access to Stock Locations ...............................................................................................................24 New Materials Management Setting ...................................................................................................................24 Log in to Portal from Contact Details page ..............................................................................................................25 Tablet Extensions .........................................................................................................................................................27 Support for Providers ..........................................................................................................................................27 Display Flags ........................................................................................................................................................28 Quote Approval ...................................................................................................................................................29 Email Work Orders...............................................................................................................................................30 WO list on Customer Page ...................................................................................................................................30 Limit creation of Grandchildren ...........................................................................................................................31 Select List of Other Enhancements/Defect Fixes .........................................................................................................34 WSDK Changes .............................................................................................................................................................35 Import/Export Changes/Enhancements ......................................................................................................................36 Glossary: Terms Used in this Document ......................................................................................................................37

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HIGHLIGHTS
This release contains a number of tweaks and not many significant items. Some of the more important tweaks include: Several enhancements to the workflow associated with the Customer/Store Portal, including: o Access to Customer & Customer Group Documents o Helpful new work order table fields o Extensions to assignment & request approvals Extensions to the tablet interface, including: o The Work Order Network with Vendor/Provider assignment o Visibility to flags o Quote visibility and approval Email Based Quote approvals the ability for a user to receive quotes from providers via email alerts and approve or reject the quotes by replying to the email The ability for a back-office administrative user to log in to the customer portal from the Custoemr Contact details page A Specialty Group Filter for the Dispatch board to better support functionally segregated back-office teams

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ENHANCEMENTS TO CUSTOMER/STORE PORTAL

Several significant enhancements are available to the Customer Portal in 7.6a.

ACCESS TO DOCUMENTS
Clients have often requested the ability to make documents like site maps, maintenance procedures, pictures, etc. available to customers via the portal.

SHOW CUSTOMER DOCUMENTS

A new setting is available in the theme settings page under the Home Page View, as seen below.

Figure 1: Detail from Customer > Customer Portal Admin > Themes

When this is enabled, a new documents option appears in the View dropdown of the Home Page, as shown in Figure 2.

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Figure 2: View Documents dropdown on Portal Home Page

Pressing the Go button takes the user to the following page:

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List of documents associated with customer.

Scope is whatever was chosen on home page before coming to this page. Show All, will show all documents across all customers and customer groups. If a Customer Group was selected, ONLY documents associated with the customer group will be shown. Customer will ONLY see documents related to the customer, not docs associated with the Customer Group.

Figure 3: Documents page: showing 3 documents associated with this particular customer

The documents displayed are those associated with the Customer or Customer group. The example above shows the documents associated with that customer, configured in the Customer Details page of the Corp. as shown below.

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Figure 4: Customer Details showing Documents

NOTE: CUSTOMER WILL ONLY SEE DOCUMENTS RELATED TO THE CUSTOMER, NOT DOCS ASSOCIATED WITH THE CUSTOMER GROUP.

REQUEST APPROVAL EXTENSIONS

A number of changes have been made to the Request Approval to better support various client workflows including the need in commercial property management for hierarchical approvals. It is easiest to understand this through an example scenario. In it, a store manager places a request that exceeds his/her limit (according to the Work Orders NTE). When this workflow is turned on, the work order is placed OnHold, and someone with sufficient authority (e.g.: Regional Manager) is notified to review and approve the request. When approved, the work order is then sent to the assigned resource.

EXAMPLE SCENARIO
The system must be setup appropriately which includes: Theme settings include o Enable request approvals - On o Automatically send any work orders in the new status - On Notifications are turned on. Specifically the Request Needs Authorizing o Type is enabled o According to the theme, the Regional Manager shall be sent the notification (e.g.: send to Customer or Customer Group Primary) Contacts are set-up
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Store Manager the work flow will only be enabled when a request is placed on a WO that exceeds the managers limit o Regional Manager has sufficient authority to approve AND their notification threshold is below the NTE NTEs are set up

Scenario: 1. 2. 3. Store manager places a request via the portal Contact selects to get the work done On the confirmation page, the manager see a note that the work has been created by not yet sent as seen in Figure 5.

Figure 5: Confirmation page of Service Request Wizard

4. 5.

The Regional Manager will now receive a notification: New Work Order Requires Sending Regional Manager logs in and sees the work order needs her attention (Figure 6)

Figure 6: Portal Home page showing work needing attention

6.

RM presses Review Request and sees a dialog box (Figure 7)

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Figure 7: Review Request dialog

7. 8. 9.

RM approves the request The WO becomes New The WO is automatically sent to the assignee

CONTACT REQUEST LIMIT SETTING

The Customer Contact field Send Limit has been renamed Request Limit as shown in Figure 8

Figure 8: Detail of Contact Details showing Request Limit setting

Note: Send limit restricts the work a contact may request from a vendor based on NTE
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Authorization limit restricts the value of invoices the contact may authorize.

THEME SETTINGS FOR WORKFLOW

Prior to 7.6a, there was a single Theme setting called Send Provider Work Orders which had an option of Based on Send Authority. This has been replaced by 2 settings: Enable request approvals Automatically send any work orders in the new status

as shown below.

Figure 9: Customer > Customer Portal Admin > Themes > [Theme] > Settings

ENABLE REQUEST APPROVALS

This setting is used to restrict a contacts ability to send work to vendors. When it is enabled AND a work request is created new (as opposed to an estimate or deferring the work) the WOs NTE is compared to the contacts Request Limit. If limit is insufficient (NTE>Limit) then the work order is placed On Hold with a reason Request needs customer approval.

AUTOMATICALLY SEND ANY WORK ORDERS IN THE NEW STATUS

When this is enabled, New work orders are automatically sent to service providers. When a work order enters the New status via the portal (i.e.: it is created, approved, re-assigned, etc.) then its automatically sent. Work Orders will be sent whenever: Work order is created in the New status When a work order is approved When a work order is re-assigned and the status becomes New When an estimate is accepted When a work order is un deferred

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WORK FLOWS SUPPORTED

The setting is there to support the two primary use cases; where the customer portal communicates directly with the vendors and needs to automatically send work orders or where the customer portal communicates with a facility group who then communicates with the vendors. Workflow Store managers (contacts) have full authority to manage all maintenance for their stores. Store creates requests but work is actually dispatched to vendors by a facility team. Store managers have limited authority. At a certain $ level their requests must be approved before being dispatched to vendors. Store creates requests, at a certain $ level requests must be approved. After approval, a facility team performs the dispatching. Enable Request Approvals Off Off On Automatically send any work order in the new status Yes No Yes

On

No

APPROVING A REQUEST
When a work order is put on hold due to request approvals being on, the reason is Request needs customer approval and the customer notification Request Needs Authorizing is triggered. The notification is a tweaking of a prior notification and can be seen in the configuration pages shown in Figure 9 and Figure 10. Work orders in this state will appear with a Review Request action button in the Customer Portal as seen in Figure 6.

Figure 10: Customer > Notifications > Types

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Figure 11: Customer > Customer Portal Admin > Themes > [Theme] > Send Notifications

APPROVAL LIMIT
If the user does not have a sufficient request limit to review a request they will see a warning dialog showing the default string The NTE in this work order is greater than the maximum dollar amount you are allowed to approve. Someone with a higher request limit will need to login to approve it.

ON APPROVAL
The work order is re-opened and: The note entered is added as the re-open comments The work order is sent, If: o The work order is assigned to a connected Provider, AND o Customer portal theme setting Automatically send approved work orders = yes

REJECT
The work order is cancelled with the reason Customer Cancelled Request and the contents of the text area used to populate the reason for the cancellation.

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ENHACEMENTS TO THE CUSTOMER PORTAL ASSIGNMENT

Feedback from clients was that they wanted the ability to not allow assignments to their stores initially, but to allow reassignments. They wanted their stores to not have a choice initially forcing them to use the primary vendor - but to be able to react if the vendor rejects. Prior to 7.6a, there were 2 portal theme settings: Allow assignment/re-assignment with options: No To preferred providers only To any provider And another Allow auto-assignment from the customers portal with options: Yes No There was a problem in that the 2 were interconnected: If Allow assignment/re-assignment is set to any value other than No then the Allow auto-assignment from the customers portal setting was ignored.

ASSIGNMENT SETTINGS & CONFIGURATION

To fix this, 2 new independent settings Assignment and Re-assignment were created as shown below:

Figure 12: Detail of Themes settings page

ASSIGNMENT SETTINGS
None - The assignment selection page is not shown in the wizard and auto-assignment is switched off when the work order is created. The resulting work orders will always be unassigned. Automatic - The assignment selection page is not shown in the wizard and the work order is autoassigned when created. The resulting work orders may or may not be assigned. Assisted (to preferred providers) - The assignment selection is displayed, showing only preferred Providers Assisted (to any provider) - The assignment selection page is displayed showing all Providers

RE-ASSIGNMENT SETTINGS
None - There is no re-assign option in the available actions dropdown on the work order details page. Work order rejected notifications are not sent. Assisted (to preferred providers only) - There is a re-assignment option and work order rejected notifications are sent.

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Assisted (to any provider) - There is a re-assignment option and work order rejected notifications are sent.

HOW WE EXPECT THE SETTINGS TO BE USED

We expect the settings to be used as follows Policy/Organization Supported Operations has a high degree of decision making and handles all assignment decisions down at the store level Operations are required to use preferred providers but can re-assign in the case of exception (e.g. the work order is rejected or the provider is non-responsive) All assignment/re-assignment handled by a facility team and the assignment process is invisible to operations Assignment Assisted Automatic Re-assignment Assisted Assisted

None/Automatic

None

NOTE THE AUTOMATIC/ASSISTED CONFIGURATION (2ND ROW ABOVE) DOES NOT EXPLICITLY PROHIBIT STORES FROM ASSIGNING WORK FOR REASONS OTHER THAN EXCEPTION BUT IT IS EXPECTED THAT THIS WILL BE ENFORCED THROUGH COMMUNICATION OF COMPANY POLICIES, OUTSIDE THE CONTEXT OF THE SYSTEM.

DEPENDENCIES
The Notification: Work Order Rejected is now dependent on Re-assignment setting NOT being None The release action will only be visible when the re-assignment option is not None.

ON UPGRADE
The old settings are migrated as follows Old Settings Allow Assignment/Reassignment No No To preferred To any Allow AutoAssignment No Yes Dont care Dont care Assignment None Automatic To preferred To any New Settings Re-assignment None None To preferred To any

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NEW WORK ORDER TABLE FIELDS

A few new fields have been added to the Portal Work Order Table. These include:

Figure 13: Customer > Customer Portal Admin > Themes > [Theme] > Work Order Table Configuration

Age this is X day(s); e.g. days only: 1 day or 2 days Needs Attention this is the age of the highest priority work order action that the user has visibility to, i.e. it is how long the work order has been waiting in the contacts needs attention list. Detailed Status - When the status is either Needs Attention or On-Hold, this field shows the reason, otherwise it shows the status. This is expected to be used in place of the status, not in addition to the current status. Detailed status

How long WO has been waiting on action

Figure 14: New fields shown

Age of WO

IMPROVEMENT TO THE LAST STEP OF THE WIZARD

When the Last Step in the wizard displays multiple options and the work order priority is emergency selecting some of these options takes the user to a page explaining that they cannot select this option. It has been pointed out that this is not very friendly allowing the user to make a mistake and then telling them to go back to correct it. Instead if the request is an emergency disable all radio selection except I just want the work done and then put an explanation next to the work done option (see below)

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ENHANCEMENTS TO BACK-OFFICE/CORP APP EMAIL BASED QUOTE APPROVAL

This enhancement allows system users to approve submitted quotes and requests for NTE increases by replying to the received quote alert. The configuration and use described below should give a good idea of how these feature gets used.

CONFIGURATION
Requirements Notes To ensure integrity or responses, users replying to approve the work order must have an email address that is unique to that user. Quote Submitted/NTE Increase Request Alert is enabled (Figure 15) User (not customer contact) has access to the locations for which a quote is being requested User must be subscribed to alert (Figure 16) and have properly configured alert address User role has sufficient authority to approve the quote amount (Figure 17)

Figure 15: Detail of: Work Orders > Settings > Alert Settings showing the Quote submitted/NTE increase request alert

Figure 16: Detail of User > Manager Users > [Name] > User Details showing Alert subscriptions.

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Figure 17: User > Role List > [Role] > Role Name edit page

USE SCENARIO
The very simple usage scenario is as follows: 1. 2. 3. 4. 5. 6. 7. A service request is created, assigned to provide A quote is requested and the WO is sent to a provider Provider fill out the quote and submits it User receives an email alert Quote of NTE increase request on WO#... as shown in Figure 18 User replies to the email with the word approve or reject (Figure 19) System receives the reply and processes it as an approved Quote (Figure 20) User will receive an email confirmation (Figure 21)

If there is a problem processing the approval/rejection, an email will be provided informing the user, the different scenario s that may occur are described following the screen captures below.

Figure 18: Email alert requesting quote approval

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Figure 19: Email Reply

Figure 20: Action log of Approved Work Order

Figure 21: Confirmation Email

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POSSIBLE SCENARIOS
When a user replies to quote approval request, the following scenarios are possible: Success - replying user had sufficient authority found and the Approved or Rejected action was successfully executed In sufficient authority email reply was successfully processed but the user had insufficient authority Action Error - an error occurred when taking the approve / reject action User not valid reply email was successfully processed, but the sending email address could not be associated with a valid user (this will also occur if there are 2 users in the system with the same email address) Already performed when the approve/reject had already been taken

SPECIALTY GROUPS & DISPATCH BOARD SPECIALTY GROUP FILTER

With the introduction of the updated Store Portal, clients are beginning to co-mingle other types of work orders such as IT work orders with traditional R&M. In one example, 3 different internal organizations are using the Corrigo Customer portal to support service requests. In this situation, work orders from 3 distinct functional groups are co-mingled. However, each of these functional groups wants to manage their work orders to the exclusion of work orders from the other functional groups. To achieve this, a Specialty Group Filter is provided on the dispatch board, as seen in Figure 22. A specialty group will be made up of a collection of specialties. A specialty group filter will give users a short-cut to easily hide work orders that are not of interest to themselves.

Figure 22: When Use Specialty Group setting is enabled, filter appears as seen above. Clicking on it opens the dialog seen in Figure 23

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Figure 23: Specialty Group Dialog

NOTE: SPECIALTY GROUPS ARE NOT INTENDED TO CONTROL DATA, THEIR OBJECTIVE IS TO HELP THE USER HIDE USELESS INFORMATION, NOT RESTRICT ACCESS TO A SUB SET OF WORK ORDERS. This enhancement creates the ability to create groups of specialties and provides a short-cut for users to filter out work that is not within their domain. For a client who has a large number of specialties, users will much more easily be able to filter the dispatch board by deselecting all other specialty groups and choosing a single group when compared to the current model where they have to deselect all specialties and select the 40 specialties that they care about. When enabled, the specialty group filter allows users to select from the list of specialty groups as opposed to the individual specialties.

CONFIGURATION
Specialty groups are configured as part of the knowledgebase (Figure 24) N specialty groups can be defined for any set of specialties in the system Unknown Specialty is treated as its own specialty and may be included or excluded from any group Access to Specialty group page is controlled by the existing privilege: Company KnowledgeBase A Dispatch Board setting: Use Specialty Groups must be enabled (Figure 26)

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Figure 24: Access to the Specialty Group Definition

Specialty Group Name

Specialties belonging to group

Figure 25: Define Specialty Group

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DISPATCH BOARD SETTING: USE SPECIALTY GROUPS

Figure 26: Setting to use specialty groups: Work Orders > Settings > Dispatch Board: Use Specialty Groups

FINANCIAL REPORTING PERIODS

The following additional standard reporting periods were added to the system: Last 48 hours Next Week Prior 7 days Prior 30 days

These options appear in report parameter time frame as shown in the example below.

Figure 27: Detail from report view page showing a couple of the new time frame options.

These are intended to help clients provide more appropriate reports, especially with subscriptions.

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DISALLOW VENDOR INVOICE AUTHORIZATION WHEN WO IS ACTIVE

A new global setting disallows Vendor Invoices to be set to a Read-Only status when the Work Order is NOT yet competed.

Figure 28: Financial > Settings > General

This allows legacy behavior of the system which was relaxed in 7.5 in order to support Vendor pre-bills. The relaxation of the constraint became problematic for some upgrading clients who require work orders to be completed before the invoice may be authorized (or set to another appropriate Read-Only status) ON upgrade, default the setting to Yes.

TENANT COI EXTENSIONS

Support was added for two COI use cases: 1. Tenant submits more than one Acord 25 form, since the different insurance categories may be distributed across multiple COI documents e.g. one COI for general liability and one COI for workers comp. In our original design we assumed just a single COI document. Tenants submit an additional form for Commercial Property Liability. In our original design we assumed that the Acord 25 form was the only form used.

2.

CHANGE TO CUSTOMER THEME SETTINGS LAYOUT

Over time we have incrementally added more and more settings to the customer portal settings page. This has resulting in the grouping and ordering of the settings becoming "haphazard". The customer portal settings were updated in a more logical and consistent order. Additionally, many of the settings (labels and options) have been improved for consistency and comprehension.

LOGGED IN USER ACCESS TO STOCK LOCATIONS

Prior to 7.6a, a user of the corp interface could only selects parts and materials from THE ASSIGNED TO users stock locations, when adding a material item in actual costs to a work order. There is a different use scenario for stock locations where the corp user should always be able to select parts & materials from within their own scope of stock locations, not necessarily the assigned to user. .

NEW MATERIALS MANAGEMENT SETTING

A materials setting: Grant corp user access to Stock Locations has options of: Assigned to User or Logged In User, as shown below.

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Figure 29: New Materials Management Setting

The default setting shall be Assigned to User, which is the way the system functioned previously. When the setting is set to logged in user, a user (on the Corp UI ONLY) will see in stock (and out of stock) locations within their own scope, not the assigned to user.

LOG IN TO PORTAL FROM CONTACT DETAILS PAGE

The Customer Service representative Request Wizard (CSR Wizard) is being deprecated beginning in version 7.6a. In its place, a user will now be logged in to the customers portal when placing a request from the Contact page, as shown in Figure 30 and Figure 31, below. This makes for a more consistent usage between CSR and Customer contact. It also allows the CSR to take advantage of the Portals many new features that were not available via the CSR wizard. 2 important notes: 1. On upgrade, the CSR Wizard should be turned off. However it is still available for creating a request from the customer details (as opposed to the contact details) page. The recommendation is to leave this turned off as the Wizard will be going away in future release If/when a User places a request on behalf of a contact through the customer portal UI as described, that action may be tracked to the user as they appear in the action log.

2.

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Clicking here opens a new window with the customer portal, shown below.

Figure 30: Detail of Contact Details page showing Portal log in button

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TABLET EXTENSIONS
The tablet interface received several important enhancements that round out its capabilities for field mangers. These enhancements are listed below. Each of them, like the tablet UI itself, are straight-forward and easy to use.

SUPPORT FOR PROVIDERS

Assignment and reassignment to vendors/providers may be made from the assignment dialog. Clicking Assign or Re-assign (Figure 32) opens the assignment dialog which has a vendor tab, as seen in Figure 33. Selecting the vendor tab brings up the list with zip code and specialty based filters as seen. Select the provider and press the apply button.

Figure 32: Action button showing re-assignment and send options

Figure 33: Assignment dialog, vendor tab selected

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NOTE: THERE IS NOT A SINGLE ASSIGN AND SEND OPTION AVAILABLE SO THE USER MUST ASSIGN AND THEN USE THE SEND COMMAND TO SEND THE WORK. Clicking on send (Figure 32) brings up an editable send note dialog (Figure 34) which also allows a request quote option. Pressing Send sends the work order to the vendor.

Figure 34: Send Note dialog with Quote option.

DISPLAY FLAGS
There is a Home navigation button that provides a quick way for users to see all flagged work orders as shown below.

Figure 35: Tablet home screen with Flagged Work option.

Work Order flags are visible in the list of work orders, along with the reasons (Figure 36), allowing users to quickly see the work orders that may need attention.

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Figure 36: Flagged Work Order(s) - In this example, Quote submitted from provider

FROM THE ACTION BUTTON, USERS MAY ALSO CLEAR FLAGS.

QUOTE APPROVAL
A quote submitted by a vendor will be visible due to the flag as seen in the example image above. Clicking on the Vendor Quote button brings up details of the quote (Figure 37) and the action button allows the user to approve or reject the quote.

Figure 37: Vendor Quote Details

CONFIGURATION NOTE: THE VENDOR QUOTE NAVIGATION BUTTON MUST BE ENABLED. FOR AN ADMIN USER WITH APPROPRIATE PRIVILEGE, THIS IS AVAILABLE ON THE CORP UI AT: OUR COMPANY > MOBILE CLIENTS > DISPLAY CONFIG > CONFIGURATION OF NAVIGATION BUTTONS FOR MOBILE TABLETS.

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EMAIL WORK ORDERS

Clicking on the Action Icon,

users may now email work orders directly from the tablet. After pressing the icon, a dialog like the one shown below will appear. The work order will be sent as a cover email with a .htm attachment.

Note: There is a new setting that defines the print template attached to emailed work orders from the tablet. It can be found at the bottom of: Work Orders > Settings > Details

Figure 38: Detail of Work Orders > Settings > Details page

WO LIST ON CUSTOMER PAGE

The Customer/Contact page, accessed from a navigation button on the tablet WO Details, now displays a pane for Work Orders, as shown below.

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Figure 39: Customer page showing list of work orders

LIMIT CREATION OF GRANDCHILDREN

To improve usability with work plans/child work orders, grandchild work orders may no longer be created on the tablet. If a user presses Create Work Order from within a child work order, the option they will see is Create Child from Parent as seen in Figure 40

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Figure 40: Child Work Order showing Create Work Order options

In the example above, WO#TL0020.01 is already a child. Creating a child from parent will create the next serialized child WO. In this case, TL0020.02, as shown below.

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Figure 41: Child Work Order created from context of another child

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SELECT LIST OF OTHER ENHANCEMENTS/DEFECT FIXES JIRA Issue# Issue Type Change Request Summary Prior to 7.6a we only supported custom permissions for report folders. Now, custom permission are available on Reports reports as well. To better support subscription reports for large customers, Customer Group has been added as an initial scope selection parameter to work order and financial report templates. Allows creation of reports for specific customers Subscription corresponding to a customer group. Very useful for Reports Facility Service Provider clients. Minor Corp Theme/Color Issues: 1. Separate color controls for: a. Table Header Background, and b. Alt Text/Control Box (see attached) Administration 2. Allow .png files to be used as logos Changes made to customer portal logo configuration pages. Simplifies the page and contains upload to an Administration image size that will fit. Modify WON translation so that the Work Done Description in WorkTrack is copied to both the Work Completion comments AND the Invoice Comments in WON CorrigoNet Corporate Web Corporate Web Corporate Web Corporate Web Corporate Web Corporate Web Visits, Notifications Corporate Web Corporate Web Extend Customer Group import/export to include: Portal Theme setting Remove WYSIWYG HTML editor option from Customer Portal Label Updates as the new portal will not support more complex custom layout changes. On Customer Group Search Page, default selector to "Group Name" starts with as there is no other option, there is no reason to have to select it every time. Increase the length of customer special instructions to 1024 Remove the customer portal setting "Backup Phone" Replace the organization dropdown on the Provider details page with a type ahead dropdown, this better supports clients with thousands of organizations. Verification notifications shall not apply to visit work orders Expose Vendor Price List Import/Export in WON mode (previously it was dependent on pre-WON module) Apply auto-routing routine when WO is assigned On Hold status upon creation
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Component/s

CN-2137

Change Request

CN-2247

Change Request Change Request

CN-2254

CN-2283 CN-2397

Change Request Change Request Change Request Change Request Change Request Change Request Change Request Change Request Change Request Change Request

CN-2407

CN-2419 CN-2427 CN-2479

CN-2490 CN-2493 CN-2533 CN-2608

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CN-2424 CN-2434 CN-2470 CN-2475 CN-2476 CN-2482 CN-2307 CN-2361 CN-2318 CN-2410 CN-2412

Change Request Change Request Change Request Change Request Change Request Change Request Change Request Change Request Defect Defect Defect

Customer Portal Customer Portal Customer Portal Auto-login Customer Portal Customer Portal Reports Reports Corporate Web Corporate Web Corporate Web

On the Service Request Wizard Last Step, if the request is an emergency, disable all radio selection except I just want the work done and present an explanation. A new customer portal theme setting show/hides the "contact us' link on the home page. "Customer" and "Customer Group" grouping labels in the CP scope selector have been added as theme labels Support for passing login credentials as part of form + POST request as opposed to only via URL parameters Display OnHold/Needs Attention reasons on the customer portal work order details page Hide Passwords on the customer portal preferences page when they are read-only When computing total width of tabular report, include grouping columns Add "Issue to" to the Parts and Materials Inventory > Transactions report wizard Fixed: PM generated work orders don't include Description text in "Work Description" Fixed: When a user is assigned to several teams, a wrong team is used during auto-assignment Fixed: Work Order Import with FireAlert field set to No still sends out alerts to assigned users Fixed: When a user changes Weekly PMRM schedule occurrence to Monthly via excel import, the system should automatically change RecurranceFrequency field value to "1" Fixed: Problem with uploading Customer Portal Logos of TIF format Fixed: "You cannot APPROVE .... " message is shown if user without sufficient permissions tries to REJECT quote. Fixed: A print out is not attached as a separate file in emails sent from Tablet

CN-2430 CN-2437

Defect Defect

Corporate Web Corporate Web Corporate Web Tablet

CN-2440 CN-2527

Defect Defect

WSDK CHANGES

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CN-2469 New element to CustomerInvoice object

Name: Specialty Type: String Length: 40 (same as WorkOrder.Specialty)

CN-2472 Add EstimatedCost, EstimateDetails to CustomerInvoice Object (read-only) CN-2489 For Provider Imports, when Action="delete", suspend the Provider CN-2567 Add IsRelatedTo field to Specialty imports (both Excel and WSDK)

CN-2362 CN-2531

Fixed: WorkZone import containing xml name space does not associate portfolios to the imported workzone Support for 4-digit rates submitted from WorkTrack as part of provider Invoice

IMPORT/EXPORT CHANGES/ENHANCEMENTS
Customer Notes - import/export for customer notes: There is one row per note. It has the following columns: ID, CustomerNumber, DateTime, Note, ByUserID, NoteType Announcements Import/Export - import/export for announcements. On export, export ALL Announcements.

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GLOSSARY: TERMS USED IN THIS DOCUMENT

Due to the flexibility of the CorrigoNet/Work Order Network that allows it to serve several different industries, the meaning of some the generic terms used in this document are not always recognizable to all Corrigo Clients. Additionally, use in this document, particularly in the screen shot images, may not be consistent with the language. The below list of the generic terms used and their possible equivalents is provided in hopes of enhancing comprehension of this document and the Work Order Network.

Term
Company Contact

Equivalents
Requestor, Client, Corporate User, Back Office User User, Internal Customer Contact, Tenant Contact, Service Requestor, Customer Contact WON, Work Track Facility Management, FM Tenant, Store, Location, Restaurant, Building Customer, Tenant Group, Lease Group Portal, Tenant Portal, Store Portal Site, Space, Unit, Lease, Store

Meaning
Corrigos customer using CorrigoNet, who is usually a Service Requestor on the WON. A Customer end user who may request service. (often by logging in to the Customer Portal) The application used by Service Requestors to access the Won and manage their facilities. A flexible organization object that typically refers to the entity for whom work is being done. A Customer only exists within a single work zone. A collection of Customers. Interface that Customer Contacts log in to to request and view work. A conceptual object that can be thought of as a contract that links Customers to the buildings, assets, equipment or services that they use and may request service on. A collection of Work Zones- used a means to rollup/view data across multiple workzones A specific type of Work Order initiated by a customer contact, typically generated via the customer/tenant/store portal Someone with login credentials to the system. (not the Portal) An outside resource who is assigned work via the Work Order Network. Vendors can be either connected or non-connected. During the transition to the WON, they were referred to as Service Providers. The system that connects Service Requestors (entities with a need to get work done) and service providers (entities that perform work.) A description of work at a specific location that is assigned to a resource. A core organizational object in the system that typically refers to a specific address, logical grouping of customers/locations, or a general geographic area.

CorrigoNet Customer Customer Group Customer Portal Location

Portfolio Service Request User Vendor

Region, Division, All, Management Area, Management Team, Group Work Order, Request, Service Order, Ticket Employee User, Tech, Dispatcher, Admin, Manager Provider, Service Provider, Subcontractor

WON Work Order Work Zone

Work Order Network Work Ticket, Service Request, WO Property, Project, Store, Region/State, Dispatching office, SubDivision

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