Version 3.2.0 is about to be released. Rather than extract all of the new features into this article I have posted a PDF version of the documentation here. Have a look at the “What’s New in this Version” chapter.
1. Automated Email Feature
a. A new mechanism has been added to support the fully automated generation of emails. Currently, emails can be generated in the following situations:
It is planned to extend this shortly to include other entities, such as loans, training expiry etc.
b. An Email Designer has been added to allow system administrators to design the auto-generated emails
c. A new user option has been added to control the ability to edit emails
a. A new tab has been added to the model property page to record the competence policy for that model for each staff grade.
The policy defines the level of competence required and also the method by which that competence is to be achieved.
If the Auto-Update checkbox is checked then whenever a policy changes all competence groups affected are updated (i.e. the policy competence is copied to the Required Competence Level for each competence group).
b. Two new fields, Risk Likelihood and Risk Consequence have been added to the general tab of the model property page. These values are optionally inherited from the equivalent fields on the miscellaneous tab of the category property page.
There has been some slight cosmetic adjustment on this screen to accommodate this change
3. Competence Groups
a. The new model-specific policy competence level and method of achievement are displayed on the TNA tab of the competence group property page.
4. The Competence Matrix
a. The new model-specific policy competence level and method of achievement are displayed on the competence matrix summary screen.
b. The new model-specific policy competence level and method of achievement are displayed on the TNA property page
c. The new personnel fields Is on Maternity Leave and Is on Long-term Leave are displayed on the competence matrix summary screen.
d. The new personnel fields Is on Maternity Leave and Is on Long-term Leave are displayed on the TNA property page
e. The TNA property page has been reorganised to make it clearer which fields can be edited
b. The TNA Finder has been enhanced to allow all TNA records wherethe competence level achieved is lower than the model-specific policy competence level
a. Two new fields have been added to the staff tab of the personnel property page:
This information is also visible on the competence matrix summary screen and on the TNA property page
Staff who are on either long-term or maternity leave are excluded from the training KPI’s
6. The Asset Finder
a. The Asset Finder (asset Query by Example) utility has been enhanced to improve searching for devices on contract.
A lookup has been added to allow searches on customer contracts and two checkboxes have been added. Ticking these checkboxes forces the asset finder to only return devices which are currently covered by the contract and not those which were on contract but where the cover period has ended.
A lookup has also been added to allow searching by customer.
7. Spare Parts
a. A new field, Site, has been added to the general tab of the spare part property page. This is intended to be used by multi-site organisation who manage spare parts on a per-site basis
8. Commission Requests
a. Two new fields have been added to the financial tab of the commission request property page:
9. Decommission Requests
a. An option to force the removal of the device(s) from customer contracts has been added.
b. Support for this new option has also been added to the Role Manager
a. A new lookup, Technician, has been added to the contacts tab of the equipment property page
Whenever a job is created for the device this technician will be copied to the job Technician field
b. A new audit trace has been added for Support Level. A shortcut to the audit viewer for this trace is available from the general tab of the equipment property page
11. Equipment Import
a. The asset import utility has been enhanced to allow support level and e-Quip Code to be imported.
In the Import Wizard the e-Quip Code field is labelled as Alternate Code since that is how most users refer to it, even though its original intended purpose is to hold the BOQ (Bill of Quantities) code from the e-Quip PM system
12. Equipment Categories
a. The Details tab of the category property page has been renamed to miscellaneous
b. The two risk fields on the miscellaneous tab of the category property page have been renamed from RBM Likelihood and RBM Consequence to Risk Likelihood and Risk Consequence
a. A Patient field has been added to general tab of the job property page. When the Equipment No is selected then if the device is currently on loan to a patient then this field is set to that patient
b. A new field % Downtime has been added to the work done tab of the job property page. This is intended to be used by organisations who pay downtime penalties where a job may not incur the full penalty.
14. Training Courses
a. A link to a training certificate document has been added to the general tab of the training couse property page
15. Reference Data
a. A new reference data type, Competence Method, has been added to support competence policies. This is intended to indicate how a particular role or staff grade is to achieve a given level of competence.
16. User Options
a. A new user option Never Open Property Page after a Search has been added to prevent e-Quip from automatically opening a property page after a search if the search returns a single record
17. System Options
a. A new system option Reschedule as Floating after Missed PPM has been added to force PPM scheduling to float after a missed PPM.
b. Two new system options have been added to control how job bulk update affects job financial information:
Update Job Financials on Bulk Update
Update Job Part Costs on Bulk Update
Job bulk update normally has no affect on job financials but these options allow this to be changed
18. The Footprint Manager
a. The footprint manager has been enhanced to support Parent Site inclusions on the following screens: