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Platform version 2.9

· 2 min read

Improved

To help Operators manage on-site jobs, we created a new On-site job workflow. This new Workflow creates consistency between Site inspections, Installations, and Rectifications and contains all Tasks that Operators complete for these jobs, from assigning an Installer to attend the site to reviewing all required forms. As a part of this change:

  • We updated Task names to make them more consistent - Operators will now see:
    • Assign [Job type] to Installer and App
    • Send [Job type] details to Installer
    • Set [Job type] Date
    • Upload [Job type] Documents and Photo
  • We updated the Prime Rectification workflow - The Tasks in it are now completed by either Prime Schedule Operations or Prime Documents Operations, instead of Prime Quality and Service roles.
  • Installers can now only access their in-app Tasks after they've confirmed the Job date with the Customer and the Job status is Scheduled.
  • We created two new Tasklist default filters:
    • Ops: Pre-install tasks contains all operational tasks to be completed before the Installation Job date, in the Installation workflow.
    • Ops: Post-install tasks contains all operational tasks to be completed after the Installation Job date, in the Installation workflow.

Note: The existing Ops: Install task filter will be retired once all active Installation workflows have been completed or terminated.

Fixed

  • The Receive quote outcome task didn't have an assigned permission group. We've updated this to Principal Design.