Platform version 2.14
· 3 min read
New
- To help Operators quickly find the information they need and get to work faster, we created a new Console app, Home. It's main tab, Project, provides easy, one-click access to Project, Customer, Site, and Active quote records, and includes high-level metrics on the number of Projects you have in each stage. For easy navigation, Home also includes the current Customer and Jobs dashboards, each in their own tab. You can access Home by clicking on the U⚡️ logo in the Console navigation bar.
Improved
- We did a sweep of the Installation workflow and optimised many of the Tasks to increase Operator efficiency. The Tasks that we changed are listed below.
| Task/s | Change |
|---|---|
| Receive order confirmation from supplier | Removed as it wasn't used |
| Calculate voltage rise | Removed and its functionality added to Review installation artefacts task |
| Complete monitoring | Trigger is now once the Job is submitted. This task must be completed for the Installation Job status to become Commissioned. We also added the Assets on the Site to the Task, to help Operators identify the relevant Assets in the monitoring portal. |
| Complete meter upgrade | Replaced with the Start meter upgrade Task. This Task is triggered for Sites not in Victoria when the job status is Submitted, and Sites in Victoria when the Upload regulatory documents task is completed. |
| Upload STC assignment form, Upload regulatory documents, and Update asset serial numbers | These three tasks are now triggered simultaneously when the job status is updated to Reviewed. |
| Update asset serial numbers | Now includes all Assets on the Site so operators can check inputs provided by the Installer via the App. |
| Assign Installation to Installer and App | Now includes Jobs related to a Project so the Operator knows which Installer company completed any previous Jobs |
| Select Tasks across the Workflow | We added the Job files component so the Operator can verify information using artefacts such as the Site inspection report. |
- We enhanced the Installer app Job acceptance process. To help Installers make an informed decision about accepting a Job, they now see additional information about it, including:
- Assets included in the Quote.
- Quote variations.
- Job note.
- We updated the Review installation artefacts task. To streamline how Operators work, now if they select the outcome
Update installed BoM, the Update job quote workflow will start automatically,
Fixed
- Installers were still able to reschedule a Job after all Tasks had been submitted in the Installer app. This has been fixed.
- Cancelled jobs were appearing in the Assigned job view in the Installer App. This has been fixed.