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Scheduled Release - 19 February 2024 |
Stock
Items from a Bill Of Materials (BOM) are not available anymore to be selected from the Job Procurement list as a Stock Item.
Licences
A user with a Contract Management licence can now access Job Budgets through the ellipsis menu in Jobs.
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| title | Beta Release 4.6.25.1 |
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IN PROGRESS
NOT RELEASED YET
Workbench Release Notes
| Note |
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Upcoming changes on Contract Claim Payment certificates: Up untill now, Workbench standard Contract Claim Payment certificates have a section called Contract Summary, where the Budgets' values display. However, this section only includes Budget types Original Contract and Approved Variations. Any other budget types are not included. Moreover, if the Contract does not have a budget, this Contract Summary section would display $0. We have decided to change the Contract Summary section to get the Original Contract and Variations from the Contract Claim Schedules instead. Original Contract section: Will include Schedule type = Original Contract If you have a custom report, these changes should not affect your custom report. |
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Upvise Server Infrastructure Update
From 5th February
From 19th February
From 1st May:
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New Features
Contracts -
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Project
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Unpaid subcontract Claims (all subcontract claims are eligible costs)
Any AP Invoices that have at least one cost line with an eligible cost activity.
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Trust Accounts
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Subcontracts
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Deleting un-used Subcontract:
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Works Orders,
Claims, Insurance,
Payments,
Datasheets,
Attachments,
Bonds
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Feature Revisions
Jobs
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Subcontracts
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Removed beta control parameter BETA FEATURE - Subcontract RTA:
This means that the Retention Trust Account field will be displayed on all Subcontracts. It is not mandatory.
Subcontract Claim payment certificate reports Subcontractor Payment Certificate (wbSubcontractClaim003 ) & Subcontractor All in One Report (wbSubcontractClaim005) use the RTA.
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Total on Retention Reporting tab:
The Total now includes all filtered records, instead of being a total for the records on the page only (same as the Retention Releases tab)
Retention Balance:
On the same Retention Reporting tab, the Retention Balance which is the same as the Retention Balance on the Retention Releases tab, was displaying an incorrect value on those records that had the statement reviewed and sent more than once. This has been rectified. Please note that it was only a display issue and that the retention balance statements are correct.
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Retention Trust Accounts Balance Statement report:
The Subcontract Retention Trust Accounts balance report (wbSubcontractTransactions004) used for sending statements to subcontractors periodically, has been modified only to include Approved/Certified claims.
The reason why we made this change is because the report stated that the Retention amounts for approved and unapproved claims were being held in Trust, and that is not true. Retentions are only moved into a Trust Account once the claim is certified and paid.
A note clarifying this is now displayed in the report:
”This report only includes Subcontracts with a Retention balance and only certified Claims.”
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Quotes
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Month End
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Administration
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which opens the screen below, where you can check Permissions, Control Parameters, Settings, and Licences controlling the specific screen:
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Integration
Upvise
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A new setting has been introduced “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show.
Admin users can apply the new setting in the Equipment Web app > Options > General
Update Naming convention to Category in Job Options
“Equipment Group” changed to “Category” in line with the standard naming convention within Job Options.
Jobs > Options > Vehicle
Tasks Linked to Equipment
When a form is created from a task: if the task is linked to both equipment and a project, then newly created forms are linked to the equipment, instead of the project.
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Columns Display options for Jobs: Equipment Project
There is a new Option available in all columns to display controls for Jobs where you can select to display the Project the equipment is allocated to in your Job Grid/list view.
Apply the new column via:
Equipment > options > display
Jobs > options > display
See example:
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Job PO Lines
The “Subproject” field can now be hidden in the Job Po lines form Template (subform of Job Purchase order).
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Previously this was enforced to always SHOW. Clients wanting to receive the enhancement on Job POs in Upvise should raise a support ticket.
Equipment Service Jobs - Workbench Plant Logs- meter reading imports
On completion of an Equipment Job in Upvise that syncs to Workbench, the system now automatically identifies and marks the most recent reading in Workbench as a service-related reading. This feature is aimed at simplifying the process of tracking and managing plant servicing and ensuring the data is accurately synced to workbench and visible on the plant maintenance log.
Key Criteria for Automatic Service Marking:
Log Type: The Equipment Job in Upvise must be categorised with the group as either 'Scheduled Service' or 'Unplanned Service.'
Reading Import: Timing: The system considers the most recent reading in Workbench that occurred before the completion date of the corresponding Equipment Job in Upvise.
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Equipment QR codes
Upvise has introduced a new unique QR Code format.
Clients using the old QR code structure that stores the [plant code] as the identifier will still be supported using the mobile application.
The NEW format is defined via a new URL, using the below format:
https://s3.upvise.com?db=[databaseid]&ta=[table]&id=[recordid]
[databaseid] is a numeric value identifying the databaseid
[table] identifies the record table, “tools”
[id] is the Upvise record id
QR codes can be extracted directly in Upvise via individual equipment or in bulk via the equipment list. See below:
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Upvise Mobile Application v7.0
A new mobile application version has been released for iPhone & Android users: v7.0.
This can be installed via:
Android: Google Play
iPhone: app store
Deprecated Functions Removal in Upvise
In line with Upvise’s standard feature releases, legacy custom functions have been removed from client databases. The customisations were originally implemented by Workbench however upvise has since released these as standard features so our custom overwrites are no longer required. These include:
Punch Display Options:
Punch Columns Control: (Punch.displayOptions, Punch.getDisplayColumns, Punch.writeList)
Custom PUNCH item Columns Display Control - Global Punch list
Custom PUNCH item Columns Display Control - Individual Equipment Punch list
Custom OPEN job list Columns Display Control (writeJobList) 4.6.23 - 21 Jan 2024
Custom COMPLETE job list Columns Display Control (writeCompletedJobList) 4.6.23 - 21 Jan 2024
Rename Subform names (FormsPdf.addSubFormsTable, Forms.viewForm)
Account Switching Custom logic Account Switching
Custom Notifications Notifications in Upvise
Custom PDF Exports
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