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Platform version 2.0

· 2 min read

New

  • Operators can now reassign an in-flight Job to a different installer. The existing Job will automatically be cancelled, with the cancellation reason being Installer reassignement.

  • To extend the utility of the Project entity, Project now:

    • can be accessed via API endpoint secured with a session cookie.
    • has a simple reference ID, consisting of the customer reference number and an alphanumeric character at the end.

  • We added a new Review Quote Outcome supplementary task to the Publish quotes: Before publish workflow hook. It can be:

    • deployed to your environment on request.
    • triggered when the Operator selects the Requires external approval outcome in the Final Quote Review task and the Quote status is set to Awaiting external approval.
    • completed by approving or rejecting the Quote.

  • We added a range of features to the BOM Automator:

    • Conditional rules - SKUs can now be added to a BOM based on specific site and design conditions.
    • Universal rules - SKUs, typically service SKUs, can be added to a BOM based on rules that universally apply.
    • Calculated quantities - a SKU can now be calculated using a formula made up of defined inputs, operations or functions.
    • Project class rules - rules can now be set for a Project class, and combined with rules set for a Prime contractor class.

  • We added a new Templates Manager app that enables Tech Support to:

    • manage versions of Installer app forms and document templates per environment
    • create or update forms/templates and assign them to a Project or Site Class.
    • customise branding and content in documents such as System Manuals, Job Info sheets, and Leave Behind Packs.

Improved

  • As we prepare to deprecate Order as an entity, we:
    • moved the System Manual and Permission to Connect (PTC) documents to be stored on the Project rather than Order.
    • moved all other files previously stored on Order to the Job.
    • changed the Supplier BOM to refer to the Job rather than Order.

Fixed

  • We fixed an issue where duplicating a Quote on a closed Project would not create a new Project, preventing the Quote from being published.