This release delivers several enhancements in the Urbanise FM platform to assist in streamlining your operations.
Location Role Based Approval Limits
This feature allows approval limits to be configured at the location level for specific operator roles.
Location based approval limits flow through to operator actions such as:
job purchase order amounts
quote approvals
job invoice approvals
The following changes to existing screens were implemented as part of this feature:
Locations
When viewing a location, a new tab is available for APPROVALS.
Operators with the required permission will have the option to add an approval limit amount for specific role categories by selecting the +ADD button. A list of all configured role categories and limits will display when loading this page.
Settings > Agents
A new option to 'Update Approval Limits' is now available in the Operational Data section of Agent permissions.
When enabled for a logged in agent, the agent can add and edit the Role Category approval limits under the Locations > Approvals tab as shown above.
The 'Update Approval Limits' option is not enabled for any users or role categories at the time of this update and must be individually assigned.
The 'Update Approval Limits' configuration is included in the Agent Export file.
Location Import / Export
The following new options are available under Locations > Export / Import:
Add Approval Limits This import file may be used to add Role Category Approval limits for a Location.
Remove Approval Limits This import file may be used to remove Role Category Approval limits from a location.
The import files contain the following fields:
INTERNALREF
LOCATIONID
ROLECATEGORY
APPROVALLIMIT
Work Order Assignee - exclude suppliers
A new system capability has been added to exclude suppliers from the Work Order Assignee field. Enabling this option will avoid suppliers being assigned in error from the Work Order Assignee list in the following areas of the FM platform:
Request List screen (single and bulk)
Work Order Details
Asset Wizards
Raise Work Order
Raise Quote
Raise job plan
Location Wizards
Raise Work Order
Raise Quote
Raise job plan
To enable this option for your site, please contact Urbanise Support or your Account Manager to activate the system capability.
Job Plan Cost Increase
A new option has been added to the Asset/Location Job Plan to define the rate increases if labour rates are defined for the job plan.
Labour rate increases can be added for specific dates as a percentage of the cost and/or sell rates. The following rules apply:
A rate increase date in the future must be specified
Cost or Sales increase must be specified
Percentages may include two decimal places
Multiple concurrent increases over the life of the job plan may be added
The system check for increases will occur on the date specified
Package Orders
An option is now available to add a description at the time of raising a new Package Order from the Operator portal or Customer portal.
To enable this option for your site, please contact Urbanise Support or your Account Manager to activate the system capability. If not enabled, the description can be added after saving the order as per existing functionality.
Job List Export
The export file has been updated to include the following additional details:
WO NAME (Work Order Name)
LOCATION REGION
ACCOUNT NAME