FAQ - Field Service Management
Illavenil 2024 - Latest Release
FieldAx Illavenil 2024 Release – Version:1.23
Date:4th March 2024
Overview
We are pleased to introduce the latest release of FieldAx, featuring a variety of new functionalities, improvements, and bug fixes. This documentation provides a comprehensive overview of the changes brought about by this release.
What’s New?
● Day Book
Our new Day Book feature displays your daily assignments directly in the mobile app. Assignments are colour-coded for easy status tracking, and a map icon provides one-touch navigation to each job site via Google Maps. For a broader view, use the ‘Open Map’ button to see all your assignments plotted at once for the selected date.
● Timer for Job and Travel
We’ve added a job timer to track work and travel time. The timer starts when a user logs the time and offers a “Stop Timer” button for control. The end time updates automatically on the open time card, and the timer hides once stopped.
● My Inventory Feature
We streamlined the inventory management for service engineers. It will include a location-aware inventory tab, helping engineers quickly find parts in their trunk. Engineers can also raise product requests for unavailable parts, and the app will display the status of existing part requests, preventing unnecessary duplicates.
Features Improved
● Time zone on Dispatch Board
Old functionality: When viewing the Dispatch board, engineers are grouped by region, but assignment times are displayed based on the user’s local time zone. This can lead to confusion when coordinating work across different regions.
New functionality: Engineers are still grouped by region on the Dispatch board. Now, assignment times are displayed according to the time zone of the assigned region. This ensures a consistent view of schedules, regardless of the user’s location.
● Part Transfer module update
Multiple part transfers on a single product request or return order will consolidate into one freight shipment if none of the shipments have been delivered.
● Adding color to assignments on the Dispatch board
Assignments on the dispatch board now include a customizable color field. This allows you to visually differentiate assignments, with FieldAx Green as the default colour.
● Limit Dispatch Board Left Results to Selected Date Range
The Dispatch Board’s left-side results will now update dynamically to match your selected date range on the calendar. This ensures that you’re only seeing the data relevant to the timeframe you’ve chosen.
● New Look for the Map View
Now we have consolidated multiple map views into a single view. This unified view will allow dispatchers to filter jobs, resources, and assignments directly within the map, based on a selected date range from the calendar.
● Quick Dispatch Assignment Title Issue
We have identified a discrepancy in how assignment labels are handled between the Quick Dispatch screen and the main dispatch board. Earlier, the Quick Dispatch screen was limited to displaying the assignment number. We implemented a fix to pull in the correct custom label data, ensuring consistency within the system.
● Fixed – Consumed Parts Deletion Causes Inventory Wipe
There was a bug where using one spare part caused the system to mistakenly delete all other spare parts of the same type, even if they were stored in different locations or had unique tracking numbers.
Known Issues
Our development team is actively investigating these issues.
- Pagination for the Part Transfer feature is not accurate.
- When clicking the ‘Consume Parts’ button, there’s a momentary image flicker before the screen returns to normal.
- The region’s time zone is ignored when calculating duration on the dispatch board.
- The start date and end date in assignments are not being updated when rescheduling assignments in the dispatch board. The correct information is displayed only after refreshing the page.
Contact
We appreciate your continued support and feedback. For any issues or further suggestions, please contact our support team.
Mazhai ‘23 - Date: 1st Nov, 2023
FieldAx Mazhai ‘23 Release Update
Date: 1st Nov, 2023
Overview
We are pleased to introduce the latest release of FieldAx, featuring a variety of new functionalities,
improvements, and bug fixes. This documentation provides a comprehensive overview of the changes
brought about by this release.
What’s New?
- Date Picker on Dispatch Board
Users now have the ability to select any date in the Dispatch board, offering increased flexibility in
scheduling. - Search Bar Functionality
A search bar feature has been added to facilitate the quick location of Service Engineers on the
dispatch board, streamlining the assignment process. - Regional Grouping
Service Engineers can now be grouped by their respective regions on the dispatch board, providing a
clearer overview. - Expanded Dispatch Board Views
Dispatch board views have been enriched with Daily, Weekly, 2-Weeks, and optionally Monthly
options, allowing for better planning and visualization. - Customizable Filter for Job Queue
The job queue on the dispatch board now features dynamic columns, offering more flexibility in
customization. - Enhanced Calendar for Service Engineers
Service engineers’ calendars on the dispatch board now incorporate additional appointments
alongside their assigned jobs. - Heightened Assignment Visibility
The height of assignments on the dispatch board has been raised for improved visibility and clarity. - Region Mapping Visibility
Service engineers’ visibility on the dispatch board is determined by the start and end dates of their
region mappings, preventing simultaneous assignments to multiple regions. - Improved Parts Consumption
Users now have the option to input the replaced item when consuming parts for the required returned
item. - Customer Signature with Feedback
Field Service Engineers can now collect customer signatures with feedback upon closing a job,
enhancing customer engagement. - Inventory Creation with Initial Stock
During the creation of new inventory, users can add available stock, resulting in the creation of
inventory with initial stock levels. - Hover Functionality
Placing the mouse cursor over the assigned job reveals additional information according to the
customer’s requirement, improving job visibility. - Customizable Text Color
The text color of assigned jobs on the dispatch board is now customizable, allowing users to
personalize their display. - Reduced Dispatch Board Loading Time
The loading time of the dispatch board has been significantly reduced, enhancing overall efficiency. - New Reports
● Reports displaying ‘Parts Stock Summary’ and ‘Parts Moving Average’ are now available on
the product page.
● A report showcasing Customer feedback for the Field Service Engineers has been introduced.
Features Improved
- Inventory Section Enhancement
The ‘Return Required’ checkbox has been moved to the Inventory section for better organization. - Alphabetical Order for Service Engineers
The Field Service Engineer list is now organized in alphabetical order on the Dispatch board,
facilitating easier navigation. - Streamlined Job Generation
Screen sequence for generating a job from a Service Plan has been improved for a more seamless
user experience.
- Inventory Section Enhancement
Known Issues
Our development team is actively investigating these issue.
- At times, the lines in the week and two-week calendar on the dispatch board may not display
accurately. - Pagination for the Part Transfer feature is not accurate.
- The start date and end date in assignments are not being updated when rescheduling assignments in the dispatch board. The correct information is displayed only after refreshing the page.
- The dispatch board does not take into account the time zone for the service engineer membership with region.
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