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September 2021 Release Notes
September 17, 2021
1) New Security Areas – new security areas in preparation for the new review lock feature to be released soon.
a. RO Reviewed – Set Without Cashier Note
b. RO Reviewed – Set Without Date Completed
2) RO Reviewed Button – the RO can not be reviewed (unless security allows) with the two new requirements.
a. Cashier note is required.
b. Date completed is required.
September 28, 2021
1) Multi-Shop Atlas – added the ability for the dashboard to show multi-shop totals.
a. The dashboard filter option screen has a “Multi-Shop” check box at the bottom left.
i. This is disabled if using a single-shop database.
ii. When the multi-shop check box filter is turned on, the writer filter is disabled because the writer ID number will not be the same in every shop.
iii. After using the filter screen, a warning message will appear to tell the user that the dashboard totals are being calculated. The spinning mouse icon will appear until the calculations are complete.
b. The dashboard has some changes during multi-shop use:
i. The title on the dashboard screen will include the text “Multi-Shop Totals”.
ii. The six buttons at the top of the dashboard will be disabled.
iii. If a user presses on a widget, they will be told they cannot launch widgets when multi-shop totals are shown. This message can be disabled by the user.
2) RO Reviewed Automatic Note – created a security note for whenever a user changes the RO reviewed setting.
3) Rome Lock – the RO reviewed process has been re-designed to show users why they cannot close a RO and mark it as reviewed.
a. RO Entry Screen: there is a button to indicate if the RO has been closed/reviewed.
i. If the RO has not been reviewed, the button text will be “Review RO”
1. Red background – no required items to close a RO have been finished.
2. Yellow background – some required items to close a RO have been finished.
3. Green background – all required items to close a RO have been finished.
ii. If the RO has been reviewed, the button text will be “RO Reviewed” and will have a green background.
1. If the text is yellow, the RO has been reviewed properly.
2. If the text is blue, the RO has been reviewed, but something may have changed in the RO to cause the RO to no longer be “properly” reviewed.
b. RO Review Screen: pressing the button will bring up a window like the old review screen, but with some additional functionality.
i. Nine Review Buttons
1. Part Returns
a. Red: parts need to be returned before the RO can be reviewed, and the user does not have security rights to review the RO.
b. Yellow: parts need to be returned before the RO can be reviewed, but the user can review the RO before this occurs.
c. Green: parts have been returned correctly.
d. Pressing this button will take the user to the parts management list display for the RO.
2. Core Returns – this button is green if the shop setup does not require core charges to be reviewed.
a. Red: core part charges need to be resolved.
b. Green: core part charges have been resolved, or the option in setup to review core charges as part of the review process is not checked.
c. Pressing this button will take the user to the parts management list display for the RO.
3. PPD Alert
a. Red: PPD transaction(s) need to be resolved, and user does not have security rights to review the RO before this is completed.
b. Yellow: PPD transaction(s) need to be resolved, but the user has security rights to review the RO before this is completed.
c. Green: PPD transaction(s) have been resolved.
d. Pressing this button will take the user back to the RO entry screen. A message will appear to tell the user to go to either the PPD menu or the parts sub-system to resolve the error.
4. Sublet Invoices
a. Red: sublet invoices need to be resolved, and the user does not have security rights to review the RO before this is resolved.
b. Yellow: sublet invoices need to be resolved, but the user has the security rights to review the RO before this is resolved.
c. Green: sublet invoices are OK.
d. Pressing this button will take the user to the sublet/miscellaneous list display for the RO.
5. Labor Paid
a. Red: labor has not been fully paid, and the user does not have security rights to review the RO before labor is fully paid.
b. Yellow: labor has not been fully paid, but the user has security rights to review the RO before labor is fully paid.
c. Green: labor has been fully paid.
d. Pressing this button will take the user to the task management list display for the RO.
6. Scan Folders
a. Yellow: required image(s) are missing
b. Green: all required image(s) are in the file jacket.
c. Blue: the image override option has been set on the image tab.
d. Pressing this button will take the user to the file jacket menu for the RO.
7. Cashier Notes
a. Red: cashier notes have not been entered, and the user does not have security rights to review the RO before notes are entered.
b. Yellow: cashier notes have not been entered, but the user has security rights to review the RO before notes are entered.
c. Green: cashier notes have been entered.
d. Pressing this button will take the user back to the RO entry screen, and the cashier notes field will be selected.
8. Completed Date
a. Red: the completed date has not been entered, and the user does not have security rights to review the RO before the date is entered.
b. Yellow: the completed date has not been entered, but the user has security rights to review the RO before this is entered.
c. Green: the completed data has been entered.
d. Pressing this button will take the user back to the RO entry screen, and the date completed field will be selected.
9. Profit Percent
a. Red: the profit percentage is below goal.
b. Yellow: the profit percentage has not been evaluated (other items in the RO review process must be completed before the profit percentage is evaluated).
c. Green: profit percentage has been met, or this is a old RO that was created before the profit percentage was evaluated as part of the review process.
d. Blue: the RO is below goal, but the over-ride option has been set by the user.
e. Pressing this button will take the user to the review profit tab. The user can press [Cancel] if they do not want to review the profit and go back to the RO screen.
ii. Review Tasks Tab: this tab is the same as the tasks defined to review a RO. All tasks must be checked before the RO can be reviewed.
1. It is anticipated that these tasks will not be necessary once a shop gets accustomed to seeing the nine buttons described earlier.
2. If no text has been entered in setup for the review tasks, this tab will be hidden from the user at runtime.
iii. Profit Percentage Tab: this tab is used to review the RO profit percentage.
1. If the shop does not require a minimum profit percentage, this tab will be hidden from the user at runtime.
2. If the shop uses the minimum profit percentage, this tab is necessary for the management to approve the profit percentage if it is below goal.
iv. Required Image Tab: This tab is used to review required images.
1. If the shop does not require any images, this tab will be hidden from the user at runtime.
2. If the shop uses required images, this tab is necessary for the manager to approve a RO if there are any required images not present.
4) Disable Review Lock – added a check box in installation options to disable the RO review lock features as described above.
a. When this check box is turned on, the following options are disabled:
i. RO Core Parts Must Be Returned Before Review
ii. RO Review Minimum Profit
b. The review button in the RO is limited to two colors. Pressing the button changes the review color. If the button is already green, the user will be asked if they want to change the RO review status.
i. Red background – RO needs to be reviewed
ii. Green background – RO has been reviewed
c. The automatic note for the review status is generated.
d. The user needs access to “RO Reviewed – Change Reviewed Status Flag” to use the review button in the RO