C/S Windows Overview Nigel Pilsbury

Module Object Description Admin User Edit Allow Users to be flagged as not to be logged off by the Application Timeout preference Login/Logoff Allow system to track when a User last logged in and out. New report added to Admin Reports. Maintenance Attachments Make Maintenance Attachment window wider so that the document path is displayed. Make the datawindow expand as the window is resized. Attachment Setup Setup allows O/S to determine which application to use when opening an attachment. This makes Pdf setup easier to administer. Application Options Allow resize event to stretch tab and dw height. This would make managing default accounts and setup codes easier. Changes can be made to default accounts without needing to delete and re-add rows

Module Object Description Equipment Equipment Edit Allow Equipment to be Routed for Approval. Equipment Approval is an Application Option. Equipment Browse displays Unapproved rows as Red. Prevents the addition on new WR or WO against Unapproved Equipment. PM PM Add When new PM is added, the PM Create Method window shows hard-coded choices of Create New PM, Copy Existing PM, Copy from Job Plan, Reference Job Plan. Now each method is optional. PM Generation PM WO Generation can now handle workflows that include post-completion reviews. PM Generation looks for Work Orders related to the current PM that are still ‘open’. Task On Demand Allow PM Task on Demand to create the new Work Order with Today’s Date, the current PM Due Date, or a manually entered date. PLC Meter Reading Modify the existing PLC meter readings table and report to support use by the Mobile Meter Reading process.   PM Browse Add WO Type and Last Complete Date to PM Browse

Module Object Description Inventory MR Cancelled MR Items are no longer validated when the MR is saved Scheduling Multi-Day Schedule Allow a Work Order Step to be deleted from a future scheduled date even if it is the only Step on that date Approvals In Tray WO Approvals window will show the WO Header and Associated Steps Work Order Completion Work Order and Step windows deny insertion of new Steps if document is currently Complete (9) or Closed (10) states. Modify to allow insertion unless document Current State has an Order >= Complete State Order. WO Step WO and PM Step Asset Xref defaults Material split % from entered Labor split %. Improved logic to validate 100% split defined. WO Add Allow WO Creation based on the Equipment’s Class Code

Module Object Description Work Order WO Add Allow WO Types to be discontinued to control creation of new Work Orders Print WO Print Attachment Option automatically checked based on Application Option Login Provide option to verify User’s Installed Version matches that defined in Application Options Spooler Report Spooler Allow spooler to run on intervals less than one hour Database MSSQL Certify CHAMPS on MS Sql Server 2016 PB2017 Dev Tool Migrate application to new PB2017 – no more ghostscript install to support Pdf - Database Drivers support for higher versions of SQL and ORACLE Physical Inventory Adjustment Allow long-running Physical Inventory adjustment process to run outside of Timeout limitations

C/S Mobile Overview Nigel Pilsbury

Module Object Description All Login and Process Screens Toastr messages used at Login, when process screens are accessed, and when functions are successfully performed WO Step Added Equipment and Action Codes tabs to the WO Step screen – warning Toastr message displayed only if multiple Assets exist on WO Step IN Physical Count Added Reset Count option to set physical inventory record back to its original non-counted condition Security Additional security privileges added to display/hide Navigation and screen Tabs – Step Schedule, Assets, Action Codes, Materials. Customers not using Work Requests or Inventory do not need to display navigation for these screens.