IN PROGRESS

Workbench Release Notes

Beta Release 4.6.19.1

Scheduled Release - 23 October 2023

New Features

Plant

• Plant Maintenance Logs:
  Service Logs linked to Jobs and Service Logs linked to Plant items have been separated into different screens, as they each have different relevant information to be displayed. We created a new specialised screen for all the Plant Maitenance Logs, and you can now find these under the Plant module together with all the other Plant screens.
  

  

Service Logs

• Service Log creation from emails:
  

  

  
  We have introduced a new feature that helps clients who use Service Logs in Workbench to manage their reactive work or calls. One of the challenges that our customers face is the manual and tedious process of creating tickets from email requests. To address this pain point, users will be able to select email files (.msg), import them to automatically create a Service Log based on the email content with some of the data prepopulated.
  
  On this first release emails need to be dragged and dropped to a folder in the file system (for example Downloads folder) and then imported using the 'Create from email .msg file' button. On next release the Drag and drop function should be enabled, making it really simple to transfer the log info from one application (Outlook) to another (Workbench Log).
  

  The feature provides the following benefits:

  • It will reduce the time and effort required to create tickets from email requests, especially for customers who receive hundreds of emails per day.

  • It will improve the accuracy and completeness of the ticket information, as it will extract relevant data from the email message, such as sender, Client, subject, attachments, details.

  • It has a set of validation rules to automatically find the Client using the From address and assign priority.
    
    

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Feature Revisions

Lists

Subcontracts

• Further enhancements on Retention Trust Accounts reports:

  • Subcontract Retention Statement (wbSubcontractTransactions004):
    
    

  • Subcontractor Payment Certificate (wbSubcontractClaim003):
    
    

Timesheets

System Setup

Administration

• Licences
  
  

• Data Imports

Integration

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