This build introduces new security permissions and settings. 

Please contact your ClickHome Consultant if you need help allocating these.


Warning: due to changes to standard document categories - Groveller settings need to be checked to ensure proper categories are configured.


New Features available:

  • New feature to manually match a Purchase Order to Tasks on iPad, main usage would be for clients that don't use automated Purchase Order Matching - Uses new Opcode - 3520
  • New Feature that allows supervisors to create a custom task on the iPad, and slotting it in between 2 existing tasks. This requires a new system setting, some training may be required before using this.
  • New Feature that allows a supervisor to change the resource code of a manually created task on the iPad - This is mainly used when creating a task from an issue, and the issue resource code is different from the Fix - Up resource code. Example (Water Leak issue is a plumbing type, but you might need a Plumber, a Plasterer and a Painter to resolve the final issue) - Uses 7125 opcode (task edit basic details)


Security Permissions

  • Ability to only edit Flexfield at contract level. - uses new opcode - 5022 


New System Settings

  • Ability to specify when a recurring inspection starts: new system setting - ClickHome.Inspections.JobStatus


Improvements


CA-1290
Ability to Delete non-approved stop days (uses same permission as approve stop days)
CA-1303
New Feature - Upon approving stop days the baseline and forecast are now automatically run.
CA-1359
Added - House Types with no expiry dates are visible on drop down
CA-1509
Added Functionality - 5022 - New Security OpCode to edit Flexfield at contract level. This is a lower permission than Edit All Contract Permissions.
CA-1749
Added functionality to remove copies of automated reports from Temp drive.
CA-1818
Added new functionality to create custom Tender logic.
CA-1835
Added new functionality to keep track of stop days, it now adds a stop day for each day the contract status is set to Stopped.
CA-2005
Appointments can be completed in MobileLeads
CA-2055
Added ability to create Custom API endpoints. This allows you to specify which fields you want to share with external parties.
CA-2234
Added new standard document categories and pushed all custom categories out. There is an impact on groveller upon upgrade please ensure these categories are updated and point to custom folders
CA-2292
Added new functionality to specify at what job status a recurring inspection should start
Implemented new validation entry setting - ClickHome.Inspections.JobStatus with value adding in sgText1 like AFM
(A=Active, F= Finalising, M=Maintenance, P=Pending, H= Hold)
CA-2294
Added Functionality - Mobile Leads now allows fuzzy search (eg search on phonenumber)
CA-2319
Added in Functionality to use Flex Field Security - Allowing you to lock out people from seeing flex fields. Using opcode 7209.
CA-2338
Added Functionalltiy - Ability to Manually match Purchase Order to Tasks on iPad
Uses new Opcode - 3520
CA-2339
Ability to create a custom task on the iPad.
Requires new setting: AddCustomTasks = TRUE
CA-2345
Added New Security Model for all standard roles.
CA-2360
Added in extra Security for User Authentication to ensure SQL injections can do no harm.
CA-2361
Created new API for Preconstruction - Please contact your consultant for information on how to use this.
CA-2363
New Functionality ability to add in a Webhook as part of standard process events.
see: http://support.clickhome.com.au/support/solutions/articles/3000044114-standard-processes
CA-2380
Added ability to split Resource Codes by Construction and Maintenance when creating a new custom task.
CA-2389
Added new permission to change the resource code of a task on the iPad.
This uses existing security functionality - 7125 - task edit basic details
CA-2393
New Functionality - Added new table (tblddlevents) that keeps track of Database Changes to views, procs functions etc.
CA-2397
New Functionality - Ability to add customisations upon creation of Inspections
CA-337
Ability to correctly see Business Unit and region links in certain dropdowns
CA-660
Added feature to clean up Old Security Operations when they become defunct.


JobFile Integration Updates




CA-1711
Added new functionality where an unassigned supplier on template items that get updated to a locked in supplier at the template level will now also reflect on Jobfile.
Also new tasks getting created and added to existing jobs will automatically get loaded into jobfile instead of having to wait until the next forecast.
CA-1586
New functionality. All Jobfile processes are now being logged in a separate file.
CA-2342
Improve Backend Job processing and add a retry for JobFile processes
CA-2382
Implemented new PO uploading process for JobFile integration
CA-2387
Fixed issue that not all documents would upload to Jobfile



Fixes



CA-1734
Inspection Template Changes (Changes to Area and Questions) did not go to Field Device upon sync.
CA-1959
Requisition Reasons now filter based on user's business unit taking into account All Business Units as the overriding Business Unit
CA-1963
When deleting a job and marking jobno reusable. The source contract and master contract are also deleted from this contract, this will stop duplication in some searches.
CA-2060
Resolved issue around having to click multiple times to remove a document.
CA-2286
Nlog updated to latest version due to Outofmemory exception as per 'https://github.com/NLog/NLog/issues/513'
CA-2313
Update of standard Contract Status changes to override lower level Security Operations. Eg if you have can change contract status to C you do not need Can Change contract status to C for Preconstruction jobs.
CA-2351
Rare Bug with page freeze on Selecting complete and save has been resolved
CA-2355
Fixed Bug where region drop down sometimes shows incorrect values on Multi Business unit configuration
CA-2370
Fixed issue where not all dropdowns in Common Details screen had correct dropdowns.
CA-888
Fixed issue where contract planner had blank job numbers.
CA-1385
Fixed issue where a stopped job was reactivated would not show up on iPad upon sync.
CA-1806
Tidied up contract header to show housetype and facade
CA-2183
Fixed Calendar screen showing estimated date instead of planned date on some screens.
CA-2284
Fixed issue where you couldn't delete multiple optional tasks in one go.
CA-2321
Using the Completion slider would trigger backend loggic twice instead of once, due to autosave.
CA-2378
When clicking initiate Quotes multiple times it would duplicate the Quote requests.
CA-2383
Fixed some lingering issues with Exchange integration around Meetings with blank subjects and clickhome missing Emails that are sent to ClickHome account as CC and BCC
CA-439
Fixed - Housetype dropdown now shows based on Business Unit
CA-1128
Fixed - Searching Resource using search by resource code is now returining correct results
CA-1186
Fixed - Deleted Users sometimes still displaying in contract role change screens has been resolved
CA-1417
Fixed - Changes to variations register across multiple variations.
CA-1608
Fixed issue with deleted appointments template tasks not allowing user to complete booking tasks.
CA-1627
Fixed - Housetype dropdown now in alphabetical order
CA-1726
Fixed issue with updating House types, causing errors on blanks
CA-1733
Fixed - Tender Price Level and Price Level rules can now be deleted
CA-1842
Improvements on Tender Edit screen, automatically collapsing of packages and Options. Inner scrolling enabled.
CA-1953
Sales Person dropdown list is Business Unit enabled
CA-1960
Resolved Issue with Requisition status not correctly updating.
CA-1989
Display Center drop down now looks at BU
CA-1990
Resolved - Inspections won't create against split tasks
CA-2189
Tender - Changed House Price to just be sales price in overview screen
CA-2315
Tweaked final screens where Contract status did not display congruently with rest of system.
CA-2316
Mobile Manager Business setting: AdminEmail now uses text field instead of value field to grab the IT Support email address for troubleshooting
CA-2328
Logger now uses the values stored in the database to configure the Log settings.
CA-2330
The Contract Calendars and Business Calendars are automatically created upon creation of Job, daily updates and entering of Non working days and stop days. These are very useful tables for reporting purposes.
CA-2340
Fixed Dashboard graphic in MobileLeads to show out of sequence data capture in traffic screen
CA-2358
Mobile Leads dashboard sometimes caused unexpected logout.
CA-2366
Resolved - Invalid Characters in Purchase Order header and Lines caused integration to stop
CA-2368
Fixed issue with Manager not having all Suppliers on their Field Device. Suppliers now go down for all users of ipad that have a 5301 - so long as the resource has resource code links of some type.
CA-2369
Fixed Issue with not all facades showing on a new tender when using Business Unit logic
CA-2384
Fixed rare issue when creating a new template item and adding to existing Jobs it stopped field device sync.
CA-2392
Advanced Search - Fixed Template dropdown.
CA-2396
Fixed Issue where maintenance category did not get saved on Job Creation
CA-2419
Made Performance Improvement on GetContract function.
CA-2423
Made Performance Improvement on the MyTasks screen, boosting improvement 10x
CA-1996
Marketing -> Displays did not show Business Units
CA-2302
MobileLeads - Reassign leads now showing in Alphabetical order