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Features of the 7.7 Interim Release ............................................................................................ 1 Customer Portal Features ........................................................................................................... 1
Work Order Photo Gallery in the Customer Portal .................................................................... 1 Customer Portal Now Shows When a Provider Quote Has Been Requested ............................. 2 Quote Request Feedback Presented on Customer Portal............................................................ 2 Customer Portal: Visibility into All Notifications, Regardless of Current Contact ................... 3 Ability to Hide the Default Task in the Customer Portal ........................................................... 3 Display Cancel Reason on Customer Portal Work Order Details Screen .................................. 4
Option to Hide/Show Visit Messages on Customer Portal Settings Screen ............................... 5 New Customer Portal Theme Setting: Show the "Other" Option .............................................. 5 Send Customer Notifications to Multiple Email Addresses ....................................................... 5 De-Escalation Resets Work Order to System Default Priority................................................... 6
Customer Management Features ............................................................................................... 7 New Customer Location Search Screen ..................................................................................... 7 Support Customer Billing-Related Fields on the Customer Quick Add Screen ......................... 7 Hide the Billing Address Heading from the Quick Add Screen When Customer Invoicing
Module Is On .............................................................................................................................. 8 Customer Billing Features .......................................................................................................... 9
Preview/View Billing Button on the Work Order Details Screen .............................................. 9 Ability to Exclude Service Fees by an Exclude Flag ............................................................... 10 Identification of “Billed, Modified” on Customer Invoices ..................................................... 12 Link to Price List from Contract Details .................................................................................. 13
Vendor Management Features ................................................................................................. 14
Billing Account Custom Fields Can Be Used to Configure Send Note to Providers ............... 14 Display of the IVR Code on the Work Order Details Screen ................................................... 15 Setting to Allow Zero Dollar Invoices to Trigger Customer Invoice Approval Notification .. 15 NTE Field Added to Vendor Invoice Review Screen .............................................................. 16 Ability to Show/Hide Active Work Orders from the Vendor Invoice Review Screen ............ 16
Miscellaneous Work Order Features ....................................................................................... 17 Visit PMRM Schedules Extended to Support a Wide Range of Recurrence Frequencies ....... 17 Workplans Now Available in ALL Work Order Types ........................................................... 17 Hyperlink Added to Child Work Orders .................................................................................. 17 Additional Fields on the Work Order Details Report Wizard Screen ...................................... 17 Work Order Details Report Wizard: "Billing Rule" and "Total Service Fees" ........................ 18 Work Order Details Report Wizard: New Service Fees Fields ................................................ 18 Unbilled and Ready to be Billed Work Orders Displayed Separately in Reports .................... 19
Administrative Features ............................................................................................................ 20 Ability to Define Multiple Corporate Entities .......................................................................... 20 "Chart of Accounts" Added as an Import/Export Option ......................................................... 21 New Billing Accounts Import/Export Options ......................................................................... 21 Export of Orphaned Contacts ................................................................................................... 21 Company Level Setting for Maximum Allowed Size of an Uploaded Document ................... 22 Addition of a "Number of People Required" Field to the Task - Details Screen ..................... 22
License Related Features ........................................................................................................... 23 Licensing Functionality ............................................................................................................ 23 License Module Integration with Assignment Options ............................................................ 23
Other Features of the 7.7 Interim Release ............................................................................... 25
The following Customer Portal features were added to CorrigoNet 7.7 as part of an interimupdate.
Work Order Photo Gallery in the Customer Portal
Images that are attached to a work order can now be viewed through a new Photo Gallerysection within the Work Order Details page of the Customer Portal.
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This feature is turned on and off via the Customer Portal Settings screen for the themeassociated with the customer. Scroll almost all the way down the screen until you come to theWork Order Details Page section. In the Enable Viewing of Attachments row, select either Photos or All, depending on whether you want to allow viewing of non-photograph attachments.
Customer Portal Now Shows When a Provider Quote Has BeenRequested
If the Customer Portal setting “Allow Provider Quotes” is set to “view only” or “view, request andapprove” and the work order has a quote with a Requested status, a bubble notification nowappears on the Work Order Details screen informing the user that a quote hass been requestedfrom the vendor.
Quote Request Feedback Presented on Customer Portal
The Customer Portal now displays request feedback when a quote has been requested.
Customer Portal: Visibility into All Notifications, Regardless of
Current Contact
Customer Portal now provides visibility into all notifications regarding work orders where anaction is required, even if that action is not associated with the current contact.
Previously, a store manager would not have insight into important information regarding his or her work orders. The manager might therefore be waiting on a technician to come out and fix aproblem, when in fact the related work order had been flagged and sent to his or her boss with a“Review Request” flag. With this change, the manager has a broader view of how his or her work orders are progressing and can ask their boss to review and approve pending work ordersso that the work gets done in a timely manner.
Ability to Hide the Default Task in the Customer Portal A new Customer Portal theme setting “Show the "Other" option” has been added tothe Customer Portal Settings screen. This new feature is combined with the exisiing globaldefault task setting found under Work Orders > Work Flow > Settings.
This new field has four options, each of which allows the "Other" option to be displayed andhidden at various points during the wizard. As a result of this change, the Customer Portalservice request creation wizard will not show the default task if the field is set to "Never."
Display Cancel Reason on Customer Portal Work Order DetailsScreen
It is now possible to see the cancellation reason for a work order from within the Customer Portal. The status of the work order appears on the Work Order Details screen. For cancelledwork orders, a "why?" link appears beside the Cancelled status.
Clicking the "why?" link brings up the following dialog, which displays the reason for thecancellation along with any comments that were added by the person who cancelled the workorder.
Option to Hide/Show Visit Messages on Customer Portal SettingsScreen
The Customer Portal Settings screen now contains an "Enable viewing of visit messages" option in the Work Order Details Page region that allows you to decide whether to
hide or show visit voicemail messages.
New Customer Portal Theme Setting: Show the "Other" Option
A new Customer Portal theme setting “Show the "Other" option” has been added tothe Customer Portal Settings screen. This new feature is combined with the exisiing globaldefault task setting found under Work Orders > Work Flow > Settings.
This new field has four options, each of which allows the "Other" option to be displayed andhidden at various points during the wizard. As a result of this change, the Customer Portalservice request creation wizard will not show the default task if the field is set to "Never."
Send Customer Notifications to Multiple Email Addresses
CorrigoNet now allows you to enter multiple email addresses for a contact. Separate theaddresses with a comma, as shown in the image below.
Note: To receive customer notifications, the email address field with the multiple addressesmust be selected as the preferred address.
The following Customer Management features were added to CorrigoNet 7.7 as part of aninterim update.
New Customer Location Search Screen
An Active Customer Locations search field has been designed for third-party Facility Managersand Property Management clients. Key benefits of this new way to search for customers includethe following:
The ability to search by address, e.g.: city, state.
The ability to search by billing account, which groups all customer locations into a singleobject. Previously there was no easy way to search for all locations for a given customer (billing account) in a portfolio that was geographically distributed.
More helpful/appropriate information listed in the results.
Because it is a locations, that is Space or Site, search, when there are multiple locationsfor a given customer, multiple results appear.
Note: In order to access this new search screen, you must have been granted the Customer Locations privilege.
Clicking any of the links in the Actions column opens the Customer Details screen for thecorresponding customer.
Clicking the Add New button takes you to a Quick Add screen that allows you to create anew customer in the system.
Support Customer Billing-Related Fields on the Customer Quick AddScreen
If the “Customer Invoicing” module is enabled, Billing Account and Contract fields now appear on the customer Quick Add screen.
Hide the Billing Address Heading from the Quick Add Screen WhenCustomer Invoicing Module Is On
When the Customer Invoicing module is turned on, the Quick Add screen re-labels the Billing Address field to Service Address and hides the "Address same as billing" check box thatotherwise appears in the bottom left corner of the screen.
The following Customer Billing features were added to CorrigoNet 7.7 as part of an interimupdate.
Preview/View Billing Button on the Work Order Details Screen
When a work order's billing status is “Unbilled” or “Ready to be Billed,” you can now click aPreview Billing button in the Financial region of the Work Order details screen to open a dialogshowing the appropriate line items and appropriate rates based on the billing rule, contract,price lists, and so on.
When the work order's billing status is “Billed” or “Billed, Modified,” you can now click a ViewBilling button in the Financial region of the Work Order details screen to open a dialog thatpresents the line items as currently billed on the linked invoice.
The following image shows an example of the Work Order Billing screen that appears when thePreview Billing button is clicked.
Note: An equivalent field was added to some of the report wizards as described in theReporting section of these release notes.
Ability to Exclude Service Fees by an Exclude FlagIt is now possible to bill a customer for Service Fees plus consumables added by the vendor without double-billing the customer for the original service since this is already billed in theService Fee. This solves the “consumables conundrum” where, for a given service, there is afixed AP and AR amount, with the possible exception of additional line items like consumablesfor Janitorial Services added by the vendor that would need to be billed (with ot without markup)on the customer billing.
The exclude feature is used with the “Vendor and Service Fees” customer Billing option. In thiscase, any items like consumables, when added by the vendor, are moved to the Customer Invoice, but the original vendor invoice item is excluded from being double counted because
the exclude flag is set on the corresponding Service Fee in the same work order.
An "Exclude" check box has been added to the Service Fees tab on the Work Order detailsscreen. When selected, the related services are excluded from the Vendor invoice.
In the example below, the Vendor Invoice tab displays two line items: Consumable Goods andJanitorial Services.
The Service Fees tab also contains the Janitorial Fees line item, but since the "Exclude" optionhas been selected, clicking the Preview Billing link displays a Work Order Billing screen thatonly contains one line item for Janitorial Services. If the "Exclude" check box had not beenselected, the Work Order Billing screen would show three line items, double counting theJanitorial Services because the Billing Rule is set to Vendor and Service Fees for the workorder.
Identification of “Billed, Modified” on Customer Invoices
Customer invoices now include a warning icon to identify work orders that have a status of "Billed, Modified." When a user hovers over the icon, the text, "WO billing status is "Billed,Modified" displays in a tool tip box. This has been added to make it obvious to a billingcoordinator what line items already billed for might be affected by a work order that has been
changed to a status of "Billed, Modified."
In addition, the related Work Order details screen now also displays the warning icon.
On the Contract Details screen, the Default Customer Price List field is now a clickable link thatwill bring up details of the default Customer Price List associated with the contract.
The following Vendor Management features were added to CorrigoNet 7.7 as part of an interimupdate.
Billing Account Custom Fields Can Be Used to Configure Send Noteto Providers
It is now possible to add Billing Account custom fields to the list of fields that can be used whenconfiguring the "Configure Default 'send' message" field on the Work Order Network Settingsscreen. The Billing Account custom fields are visible through the Help with Content link on theWork Order Network Settings screen within the WO Network tab.
Because the process involves a couple of critically important steps, it is described below:
1. With at least one billing account configured in the system, go to Our Company > CustomFields.
2. Make sure the Billing Account domain is selected in the top-right corner of the screen.3. Click the Add New button and then add as many billing account custom fields as you
want.4. Go to WO Network > Settings.5. Scroll to the Configure Default 'send' message field at the bottom of the screen.
6. Click the Help with Content button.7. On the Work Order # popup screen that appears, enter a new work order number or click
OK to accept the default one.8. On the Field Codes popup screen that appears, scroll down to the billing account custom
field or fields that you created.
Note: Each of the ones you added in Step 3 above will be prefaced by"CustomFields.BillingAccount."
9. Manually copy the custom field name and then paste it where appropriate in theConfigure Default 'send' message region.
10. Click the Preview button in the Configure Default "send" message region to make sure thenew information displays correctly.
Display of the IVR Code on the Work Order Details Screen
When the start/complete IVR system is being used for Work Order Network Providers, the IVRcode used by the provider is now visible from the WO Details screen.
To view the provider IVR code, simply press Alt+K. An IVR dialog box similar to that shownbelow then appears. This enhancement is intended to make it easier for back-office personnelwho support connected service providers using the Check-In/Check-Out IVR to verify aprovider's arrival and recorded on-site times. The IVR code was previously only visible from theprovider’s WorkTrack instance.
Setting to Allow Zero Dollar Invoices to Trigger Customer InvoiceApproval Notification
A new "Notify when the invoice total is $0" radio button appears on the screen for the Customer Notification type, "Vendor Invoice Action Required." If set to Yes, the customer will be notifiedand asked for approval for any invoice with a total value of $0.
An NTE column has been added to the Vendor Invoice review screen, allowing customers tocompare the costs of the invoice items with the NTE values designated for each item.
Ability to Show/Hide Active Work Orders from the Vendor InvoiceReview Screen
The Vendor Invoices screen now contains a check box that allows you to designate whether youwant active work orders to appear on the screen or not.
The following miscellaneous Work Order-related features were added to CorrigoNet 7.7 as partof an interim update.
Visit PMRM Schedules Extended to Support a Wide Range of Recurrence Frequencies
Visit PMRM schedules has been extended to support a recurrence frequency of 1, 2, and 3weeks instead of just 4 weeks. This supports clients who either pay for or bill for recurringservices on a weekly basis.
Workplans Now Available in ALL Work Order Types
When Work Plans are enabled, the Workplan hyperlink now appears on the Work Order detailspage for all work order types. Previously, it only appeared for Request work orders.
Hyperlink Added to Child Work Orders
When a work order is a child work order or grandchild work order, etc., the parent part of thework order number that appears in the top left of the work order details screen now serves as ahyperlink to the parent work order.
Additional Fields on the Work Order Details Report Wizard Screen
Four new fields have been added to the the Work Order Details report wizard screen:
In the Primary Assignment region, a "Connection Status" option has been added tomake it easier to report on the percentage of work orders assigned to connectedversus non-connected providers.
In the Customer Invoice region, two options—"Billing Account" and "Billing Status"—have been added to support key billing processes.
Also in the Customer Invoice region, an "Amount Billed" option has been added to allow
users to run a report comparing the costs of a work order to the amount billed.
Work Order Details Report Wizard: "Billing Rule" and "Total ServiceFees"
When running a Work Order Details report, the Wizard now provides two new parameter optionsin the Customer Invoice subsection: "Billing Rule" and "Total Service Fees."
Work Order Details Report Wizard: New Service Fees FieldsWhen running a Work Order Details report, the Wizard now allows you to include Service Feesin the list of parameters for the report.
Unbilled and Ready to be Billed Work Orders Displayed Separatelyin Reports
Reports no longer combine work orders that are "Unbilled" and work orders that are "Ready tobe Billed" into the single category of "Unbilled" in the Billing Status column.
The following Administrative features were added to CorrigoNet 7.7 as part of an interim update.
Ability to Define Multiple Corporate Entities
Originally, tax engine integration was designed to support a single Company Entity for eachCorrigo instance. This entity was defined in the Company ID field that is part of the 3rd PartyTax Calculation settings. Because some users are now combining multiple business units thatfunction as different companies, CorrigoNet has been updated to send transactions based onthe Business Unit/Company ID associated with each Business Account.
If you click the Define button, a Corporate Entities screen appears, allowing you to add newentities or edit or delete existing ones.
The following behavioral changes were made to the Company Configuration section of theGeneral Settings screen (Financial > Settings > General):
When “Single ID” option is chosen, tax Integration works as it does today, using the ID
from the Financial General Settings Configuration. When “Multiple Entities” is chosen, then tax integration looks to the billing account to pull
the Entity ID for the related Company and uses that in the tax transaction.
If “Multiple Entities” is selected, but there is no ent ity associated with a specific Billing Account, then the Single Entity value is used.
In addition, the Billing Account Details screen for the customer now includes an Entity field,which lists all of the entities associated with the customer.
"Chart of Accounts" Added as an Import/Export Option
To more easily configure the income and/or expense accounts, a new import/export was addedthat helps manage the Chart of Accounts when using the Customer Invoicing mode.
New Billing Accounts Import/Export Options
On the Import/Export Spreadsheets screen, the Customers region now includes a separate rowfor importing and exporting Billing Accounts.
Export of Orphaned Contacts
It is now possible to export orphaned contacts via the Import/Export screen. After clicking theExport link in the Contacts row, the Contacts Export screen opens, allowing you to selectOrphaned from the scope drop-down list. The selection list then becomes grayed out, at whichpoint you can click the Contacts Export button. All orphaned contacts are then downloaded asan Excel file.
Company Level Setting for Maximum Allowed Size of an UploadedDocument
Previously, the maximum size of an uploaded document was hard coded in various places. Thishas been changed so that there is now a Corrigo administered value that allows differentmaximum allowed sizes per instance.
Addition of a "Number of People Required" Field to the Task - DetailsScreen
A new attribute has been added to tasks called “Number of People Required.” The valuecaptured in this new field can be used as part of integration into an optimization and schedulingtool like ClickSoftware, making the third party optimization engine aware of the need to schedulethe correct number of resources.
In addition, the Task spreadsheet on the Import/Export screen now contains an optional"NumberOfPeopleRequired" column immediately to the right of the CompletionTimeMins
The following License related features were added to CorrigoNet 7.7 as part of an interimupdate.
Licensing Functionality
A new license setting, “Serve All Billing Accounts,” with a default setting of “No”appears on theLicense screen. This field allows users to designate whether or not they want to limit the scopeof a license by customer.
Setting this field to Yes causes the “Billing Accounts Served” field on the License screen todisplay the special text ,“All billing accounts are served by this license” . . .
. . . and the Billing Accounts Served Under License screen to display the following message atthe top:
License Module Integration with Assignment Options
The licensing feature has been designed so that license based auto-routing can work alongsidework based specialty auto-routing in a single instance. The following is a list of the features thatallow this:
A separate Licenses module, designed to make it easy to hide the licensing feature fromthose not using it.
If “Auto-assignment” is on, the “Auto-assignment” tab is displayed. If “auto-assignment” is
on and the License module is enabled the “Auto-assignment” and the Licensee tab areboth displayed on the Assignment screen.
Options on the Assignment Settings screen depending on whether or not the Licensingmodule is enabled. The difference between the two versions of the screen is a singlesentence label. With the license module on, the last heading reads:
Auto-Assign first to licensee but if none found use Work Zone based specialty routing
And with the License module off, the same heading reads:
Use Work Zone based specialty routing
Two new sections on the Customer Portal Assignment screen: “The system recommendsassigning this service request to” and "Your other choices are."
The following features were also part of the 7.7 Interim release:
Summary
Reduce/remove unexpected actions in action log when WO is created then updated from Mobile client
Make on-call assignment and vacation schedule check consistent
Improved error language and logic when searching for an assignment using the license feature
Hide the request quote check box when quote is already requested on the Review Request dialog on Customer Portal
Remove Edit Location Name and Select Existing radio buttons from the Site Details edit dialog
Show WorkOrder.DependentWOID: integer in the In the WorkOrder.xsd schema
Tablet Application: Implement Work Plan functionality for all Work Order Types
Rename "Refrigerant" import/export to "Refrigerant Equipment"
Extensions to wSDK to support changes to WorkPlans
Unhandled error when Tax calc not definedWhen WO is marked as "covered by warranty" before Send to provider from mobile client, notification email comes
with original NTE value
Modify "Add Service Fee" dialog on PM/RM schedule
Customer Price list is opened instead of Specialty Price List while editing Draft Invoice Line Item
Wrong Customer Price List is opened while editing Draft Invoice Line Item if the Location belongs to 2 Customers
Customer Portal: work order review page does not show emergency priority correctly
"Send To" drop down list is present on the email box if the User using Gmail email service
VendorInvoice exports incomplete.
When "Enable 3rd Party Tax Calculation" is not enabled OR any of the tax engine credentials is not provided, the
Test button should be disabled
Work Plan: Disposition is not updated when Child Work Order is Created, Completed, or Cancelled (Setting)It's impossible to add phone number or e-mail address to "Impairment Notification Categories"
The "Costs"(except Labor) can't be deleted from WO details page
IE8: A contact is unable to download most attachments (except of pictures) on Work Order Details page on
