New Features & Fixes in TheWorxHub
November 16, 2014
We've added some important new features which impact the
completion wizard in maintenance and housekeeping as well as key
new options when creating trips in
transportation. There's lots of other great new features too so
Important Changes to Work Order Completion
We've added functionality to optionally require meter readings
before a work order can be completed. To support this function
we've made some changes to the completion wizard and improved the
behavior overall. Below is a summary of the changes.
Notes & Labor Combined in First Page
Assigning labor to a work order via the completion wizard used
to be on the second page of the wizard. As it's the most used
portion of the wizard we've added it to the first page. A majority
of the time, you'll add notes, assign labor then click
the Complete WO button.
Complete Button Visible on All Pages
It used to be that you had to navigate all the way to the last
page of the wizard before you could mark the work order as
complete. Now, so long as all requirements are met, you can
complete the work order from any page of the wizard.
As well, if requirements for completion are not met, the button is
disabled and will only become active once all required data is
Required data can include:
- labor must be assigned
- a completion date & time must be entered
- if a meter is assigned and has a required number of readings,
you must have entered enough readings.
When using our meter reading features, there's a new option
allowing you to specify a required quantity of meter readings
before completing a work order. For example, some customers
require 3 water temperature readings, where others require 10.
If a meter is linked to the work order,
the Meters page will be the second step in the
wizard. If a meter requires readings that have yet to be captured,
clicking the Complete mouse-over action on the dashboard
will open the completion wizard.
To find out more about meters and how they can help with your
compliance requirements, sign up for our upcoming webinar Improved Compliance
Tracking with Meters.
In the top right of the completion wizard is the completion
navigator. This allows you to navigate forward and
backward to any step in the wizard. As well, a red exclamation
point appears next to any step which requires data that you have
yet to enter, such as assigning labor or entering meter
Meter Reports Added
Under Reports > Assets, you'll find two new meter reports.
The Meter Log is a simple listing of all readings for your
meters. You can sort your readings oldest first or newest first.
The Meter Audit adds additional information such as the
work order number of work triggered by a reading, who performed the
reading, completion date/time of triggered work orders and
Mobile Notification of Meter Requirements
Now that you can require a certain quantity of meter readings
before a work order can be completed, Mobile Worx now prompts you
when you attempt to complete a work order when readings are
required. You cannot complete the work order until the required
number of readings are captured, so return to your Meters
panel to complete your readings.
New Work Log Section in Work Order
Inside the Labor panel of a work order, or in the labor
section of the completion wizard, we've always had a place for you
to log time. This table used to log time was always confusing for
users as there was a small diskette icon to symbolize the save
function which was often overlooked. Now the table is easier to use
and includes a proper save button. You can also type your labor
time and press your enter key to save!
Projects Filter in Mobile Worx
For those using our mobile app, you now have a filter on your
work order lists allowing you to hide projects, or
show only projects.
Tap the filter icon:
Tap the filter option:
Remove Inactive Locations
Do you have entire buildings, wings or units that no longer
exist? Maybe they've been demolished but you continue to see them
as locations in TheWorxHub? You can now remove these locations so
they no longer appear in your location picker when you're adding
work orders and other records.
- Go to Settings > Location
- Mouse-over the node or location that you wish to remove
and click the trash can icon
The location will remain in your location filter in search and
reports in order to look up historical information.
Reopening of Work Orders With Multiple Workers
Now when you reopen a completed work order which had multiple
workers assigned, TheWorxHub prompts you to choose which workers to
reopen the job for. This allows you to specify exactly which staff
member should see this work order reappear on their schedule.
Location Added to Mouse-Over Hint in Your Recent
For requestors submitting work requests using the
Requestor tab, their Your Recent
Requests widget now shows the location of the work when
you mouse-over the request.
Delete Received Purchase Order Line Items
You can now delete received items on a purchase order and
TheWorxHub inserts an appropriate adjustment in your on-hand
inventory to remove the previously received supplies.
Scanning Barcode Now Adds Log Entry
For those using our new barcoding app, each time you scan a barcode
it now leaves a log entry on the item that you scanned. For
example, if you tap Scan Barcode from your dashboard
and scan a fixed asset, the Log panel in that asset record
gets updated with a record of who scanned the barcode and when.
Important Changes to
Several new features and improvements have been added to the
transportation app to make it easier and more customizable.
Choose Departure Time or Appointment Time
The trip form has been updated to support customers who
plan trips without fixed appointments. Some customers rely on just
inputting a trip departure time and end time with no particular
appointment time. A good example would be a planned shopping trip
-- you know when you intend to leave and when you intend to return
-- but you don't have a particular appointment time where you need
to arrive at the shopping destination.
Inside the trip form, you'll see options
for Appointment Time or Departure
If you choose Departure Time, you'll
see Start and End time
fields appear below. You must enter your start and end time before
If you choose Appointment Time, you'll be able to
enter the specific time you should arrive at your destination. This
appointment time appears next to each destination and works just
like it did prior to this update.
Set a Default for Departure vs. Appointment
By default, every customer is set to the Appointment
Time option. This can be changed in Settings
> Transportation > Default Settings. Look for the
setting 'Default all new trips time to.' Changing this to
Departure Time ensures all new trips added will default to
Hide Part Time Drivers from Requestor
In your transportation app, you can give requestors access to
see a calendar which shows driver availability. This can be
misleading to some as that calendar can often include part time
drivers who are only called in urgent situations. Now you can
create a separate security role for these part time drivers and
ensure that role does not have the Visible on
Requestor Calendars option.
If you have a only a single driver in your department, or a lead
driver who gets assigned most trips, you can now choose a driver to
be automatically assigned to all new trips. To set which driver
gets assigned by default, go to Settings > Transportation
> Default Settings.
Resident Phone Numbers Show on Trip Form
Immediately after choosing your resident passengers, their phone
number appears on the trip form below the resident name.
Fixes & Improvements
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- New time picker added to appointment start and end
time in work order form.
- added log entries to work order Log panel when
location is changed on a work order in the main app or mobile.
- Work orders on the Projects tab now update immediately
in the interface when labor is assigned or the status is changed
using mouse-over actions.
- Reroute option added to Pending Requests area on
mobile. Now you can reroute requests to a different department on
Mobile Worx if they were submitted to the wrong department.
- Updated fixed asset form to prevent inputting data that is too
- Added feature in transportation app to allow you to pick a
driver when first creating a pick-up for an existing trip.
- Fixed issue in transportation app where the calendar view would
adopt the window height of the assign driver window if both views
were used back to back.
- Added a search field in Settings > Transportation >
Favorite Destinations to allow you to quickly search through
lengthy lists of destinations.
- Added feature in transportation app to allow you to schedule
appointments in 5 minute increments rather than 15 minute
increments. Look for this setting in Settings >
Transportation > Default Settings.
- Fixed issue in transportation where loading animation would not
disappear after editing and saving a trip.
- Added ability to upload photo of an asset after scanning the
asset barcode from your dashboard. Tap the photo place holder to
add a photo.
- Added Billed to Resident filter to Work Order
Notes Detail report.
- Updated Work Order Notes Detail report to include
manually added comments.
- Fixed issue when using Batch Assign action and
specifying an Estimated Time.
- Performance boost added to location picker on mobile.