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PO Dialog to Show Approver Entities | PO | Change | The PO dialog has new "Approved By" fields/rows added - these are read-only at all times and cannot be edited.
| | 70640 | FWALL-293 | | | | | | | | | | | | | | |
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Ability to not include the R/Div in the signature of an SMS | Communications | New | The New SMS Dialog has been updated: The height of the recipients list has been reduced. New checkbox optionsthat are ticket by default, have been added
[ ]Include "Regards"? (which will include the text "Regards," and the user's name as is done now) [ ] Include Region/Division name? [ ] Include "(do not reply to this msg)" The checkboxes (if used/clicked) will: a) Clear the message and repopulate the message text as per the checkboxes b) Clear any selected template from the popup When adding a template, re-add the "include" item after the template text, as per the checkboxes When viewing an existing SMS message, these checkboxes should be hidden, as they are not relevant to a message already done/sent
| | 66057 | 42377 | Mail/Comms Field Merge for Times to Exlcude Seconds | Communications | Change | The use of time fields in mail merge and communications rules has been updated so that the seconds component is not displayed/seen. eg. 8:30:00 am is now shown as 8:30 am. | | 65887 | FWALL-244 | SMS Support for Text Sender IDs | | | The New SMS dialog loads the From number from the Context preference for the current rDiv only (and not from the rDiv entity mobile number). We no longer include the mobile number From the current user. As a result, we no longer need the From number to be a combo. It is NOE a locked text field that shows the preference value as-is. You can no longer type in a From number.
| | 65888 | |
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Land Management Improvements/Fixes | Land Management | Fix | Default search filters are now used and the ‘Reset’ action button returns it to the default state. The requirement that some text must be entered in a search field has been relaxed (ie. allow all land to be returned). The Register MDI remembers the user’s search/filter settings when leaving/returning-to the screen. When editing the Land Control MDI in Land Management, the Context bar is refreshed after the Edit, as the “Available for Sale” field may have been changed.
| | 65653 | 42073 | Cost Centre Look Up on Work Orders | Work Orders | Change | The selection dialogs for the work order cost centre, shows the s_notes_derived field in a column labelled as "Notes | | 65729 | 41289 |
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Communication Comments Reference Text Change | Comments | Change | The GUID reference text has been moved to be at the end of the comment recorded for a Gateway communication. | | 65454 | N/A | Enforce rDiv Sale Types | Jobs | Fix | ECM enforces available sale types for a job (ie. from the Job Overview popup) when they are defined/limited in the rDiv in FWADM - when not specified in FWADM, all are available for selection - when specified for a rDiv, only those listed are available for selection | | 65242 | FWALL-229 | Additional VPB area | VPB | Change | It is now possible to use up to 300 VPB Areas.
NOTE - You will need to contact Insula if you want to add more areas | | 65472 | N/A |
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Delays in Framework (History screen) | Delays | Change | In the History screen the Cont Delays column has been renamed Claimable Delays and the Prog column has been renamed Non claimable Delays. | | 64991 | N/A | Work Order Tools - 'PO Raised?' Logic | Work Order Tools | Fix | There was an issue when removing the PO number from a work order, the work order was not reverting back to the ‘PO Raised?. The issue has been resolved | | 65076 | 41678 | Diary Appointment - Location Fields for SMS Messages to Clients | Mail merge | New | New mail merge fields for a Diary Entry/Appointment's and Diary Location Name are now supported | | 65136 | 41051 |
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Items Not Appearing As Approved | Work orders | Defect | There was an issue where work orders were missing the approved status. This issue has been resolved | NA | 64097 | 40608 | Call Up Email Region/Division | Call ups | Change | When you create a new telephone entry, the default for the the tel's context (region/division) should be zero, not the current rDiv. This applies whether created through the entity general tab .or the Telephone tab: | NA | 64247 | 40894 |
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Operator Notes in Future History Periods | Constructon | Defect | There was an issue where notes were being diplayed in a future history period when they should not have been. This issue has been resolved | N/A | 62974 | 39249 | Runtime error when cancelling a job | Contract (Job) | Defect | There was an issue when cancelling a job. This issue has been resolved. | N/A | 62975 | 39636 | Incorrect Workflow Opening | Workflow Analysis | Defect | There was an issue where the work flow is opening up the incorrect work flow on our work flow analysis screen | N/A | 63180 | 40081 |
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Operator Notes in Future History Periods | Constructon | Defect | There was an issue where notes were being diplayed in a future history period when they should not have been. This issue has been resolved | N/A | 62974 | 39249 | Runtime error when cancelling a job | Contract (Job) | Defect | There was an issue when cancelling a job.
This issue has been resolved. | N/A | 62975 | 39636 | Incorrect Workflow Opening | Workflow Analysis | Defect | There was an issue where the work flow is opening up the incorrect work flow on our work flow analysis screen | N/A | 63180 | 40081 |
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Check Status Button not functioning as expected | Work Order Tools | Defect | There was an issue where the Check Status button was not updating the status of the ETS request from SupplyChain. This issue has been resolved. | N/A | 62617 | 39217 | Error opening Logistics Item with Negative Load PO for same Cost Centre | Construction / Purchase Orders | Defect | There was an issue where if there is a negative load Purchase Order for the Logistics Item Cost centre, you got errors and the PO was not shown
This issue has been resolved. | N/A | 62653 | 38963 | Call Up notifications not allowing attachments | Logistics | Defect | There was an issue where a user could not attach documents to a call up notification. This issue has been resolved | N/A | 62742 | 39149 |
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Colour coding of Logistics Items in Desktop, Tablet, and ECM | Logistics | Change | Colour coding of Logistics Items has been introduced in ECM, Desktop and Tablet | Pending | 62428 | 38584 | Using Internal Notes for Template Document Items | VPB | Change | Support to use the Internal Notes tab on Document Template Items has been implemented | Pending | 62481 | 38871 |
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Using Internal Notes Tab Within VPB Items | VPB | Defect | The Internal Notes tab for Document v2 Template’s has been enabled | N/A | 61762 | 35593 | Client Overview\UDF Screen not editable unless Type Default Permission set to Yes | Client Overview | Defect | There was an issue with permissions for the Client Overview\User Defined Fields Screen only working when they were set at the Type Default level, and not at any lower level. The permissions to View and Edit this screen were currently only working for Super Users if they are set at a lower level.
This issue has been resolved | N/A | 61768 | 37659 | Gateway Failure When Sending SMS Messages | Communications | Defect | There was an issue where a user could not send SMS messages.
This issue has been resolved | N/A | 61769 | 31844 |
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Incorrect Message on Cancel of DB Tools | DB Tools | Defect | An incorrect message was displayed if you selected No to run a Database Tool option.
This issue has been resolved. | N/A | 61074 | 36905 | Message displayed does not relate to UDF screen | User Defined Fields | Defect | An incorrect message was displayed when changing UDF fields. This issue has been resolved | N/A | 61121 | 36707 | VPB Reference Field Does Not Clear When Invalid Value Entered/Notes Empty | VPB | Defect | When editing VPB Reference field and an invalid value was entered, an error displays and the VPB Reference field reverted back to original value and the Notes field was emptied The correct behaviour has now been implemented. VPB Reference & Notes retain old values until a valid VPB Reference is entered. If no previous data was existing, both fields should be cleared. | N/A | 61122 | 36705 |
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Full Name Autopopulated Field - Same Surname | New Client Dialog Client Overview
| New | A new option, has been added, in the cycling "auto complete" button for the Client Full Name field This now includes an additional option that repeats the client's surname, even if all people have the same surname. This option happens after the current options (ie. the current sequence should not change) This is accessible in the New Client dialog, and the Client Overview screen
| TBA | 60290 | 34220 | Bulk Job Import: Unable to add Fields | Client Files | Defect | An issue where a user was unable to add a field to the build job import process has been resolved | N/A | 60465 | 35369 | Retail Debit Formula Goes Missing | Document | Defect | An issue where after finalising the tender the formula disappears has been resolved | N/A | 60514 | 35678 | Comment error | CRM / Comments | Defect | An issue with a comment created via Inbox has been resolved | N/A | 60572 | 35821 | Update Progress Issues | Database Tools | Defect | An issue withrunning the Database Tool - Update Construction Progress has been resolved | N/A | 60605 | 35850 | External Link Field(s) Length | New Client | Defect | An issue In the New Client/Job process where the client accounts reference field was not supporting the correct field length has been resolved | N/A | 60631 | FWALL-183 |
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Alert Pop up not appearing when using Work Flow | Work Flow | Defect | An issue where Enterprise alerts were not being shown has been resolved | N/A | 60136 | 34797 | Unable to Delete Document Templates | Document Templates | Defect | An issue where a user was unable to delete document templates has been resolved. | N/A | 60140 | 35092 | Analysis Links and Construction Progress Issues | Construction | Defect | An issue where Analysis Links were not showing on all Jobs under Construction has been resolved | N/A | 60141 | 35095 | Progress Panel Blank | Conswtruction Overview | Defect | An issue where the progress panel, was blank, in the Construction Overview screen has been resolved | N/A | 60237 | 35256 |
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Framework Inbox improvements | Inbox | New | Several improvements have been made to Framework Inbox; CRM Communication (ie. Inbox Communication) Dialog Enhancements have been made in how HTML emails are displayed. The Captured date/time no longer shows seconds. The disclaimer note has updated with; “For the original detail, format, hyperlinks, and attachments, please refer to the original email.” Support for Attachments The email monitoring solution now captures and store attachments in the cloud. Links show how many attachments are available and links are provided to download the attachments.
Tabbed Dialog The dialog box is now tabbed. - Communication - The email content. - Attachments - Information on and links to the email attachments. - Jobs - Information on the jobs that the communication is linked to.
| TBA | 58173 | 33246 | ECM closes when cancelling work order | Work Orders | Fix | An issue where cancelling the edit of a work order causes ECM to crash has been resolved. | N/A | 59611 | N/A | Invalid Merge Field in Communication Template | Communications | Fix | An issue where a communications template with an invalid merge field has been resolved. | N/A | 59372 | 34223 | Inbox Management - Deleting comments | Inbox | New | It is now possible to delete of emails from within Framework ECM. Deleting a comment updates the communication record in the communication DB (Note: this is not a hard delete):
| N/A | 59555 | 34483 |
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Issue in Comment MDI causing a runtime error | Comments | Fix | An error in the Comments screen when using a category to filter the comment data has been resolved. | N/A | 58798 | | Communication Rule Runtime Error | Communications | Fix | An error when sending emails has been resolved. | N/A | 59034 | 34119 | Email sent from ECM shows as default | Communications | Fix | An issue which caused an email to be sent from the default email address as opposed to the users email address has been resolved. | N/A | 59037 | 34023 | Overview screen crashing Framework | Construction Overview | Fix | An issue when using F4 search in the Construction Overview screen, which caused a crash has been resolved. | N/A | 59158 | 31744 and 31797 |
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Logistics Template Duration 600 days | Logistics | Change | The Call forward Gantt chart now supports up to 600 days (ie. 120 weeks) | Pending | 58064 | 28237 | Scrolling Issue | Tender Variation Screen | Fix | There was an issue when a user tried to move an item into a different section selecting the section to move it to was difficult if it was not in the top or bottom of the section list.
This issue has been resolved. | N/A | 58061 | 32912 | Client Liaison Role not implemented | Construction Overview | Fix | There was an issue where Client Liaison was turned on in the Work Flow overview screen, but it was not turned on via the Construction Overview screen.
This issue has been resolved. | N/A | 58542 | 33312 | Finalising Work Order generates runtime error | Work Orders | Fix | An issue when finalising a work order where the totals exceeds the threshold has been resolved. | N/A | 59273 | N/A |
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Linked files required a Workflow license | Production Management | Change | The licence requirement on the Linked Files screen in the Production Management module has been removed. If you can run ECM, you can access the Linked Files screen (ie. no licence, key, or sessions checks of any kind are needed). | N/A | 57964 | 33057 | Duplicate emails sent from Communication Rule | Communication Rules | Fix | An issue where some system emails were sent twice has been resolved. | N/A | 58171 | 33123 |
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Excel files were getting corrupted when downloading from DMS. | Linked files | Fix | There was an issue where excel documents were being corrupted when uploading to the DMS. This issue has been resolved. | N/A | 57879 | 32825 |
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Record the HTTP StatusCode and StatusText when an SMS fails to send. | Communication | Change | ECM records the HTTP statusCode and StatusText when an SMS fails to be sent (Gateway Failure). | N/A | 56898 | | Sending Emails: Default email address preference | Communication | Change | Where there is more than one email address for the user, the default email initially shown is matched to the rDiv currently logged into (if possible/set against the email address). If the email addresses are not rDiv specific, there is no change. | N/A | 57040 | 31658 | Clear fields when creating new land | Land module | Change | When you are creating new land the Area and Cost Price fields are set back to 0.00. | N/A | 57151 | 32542 |
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Error When Copying VPB | VPB | Fix | There was a circumstance when an error was encountered when performing a VPB copy, This issue has been resolved. | N/A | 56500 | 31669 | Setting the r/Div for a list item is still showing the item in another r/Div | Job Overview | Fix | An issue has been resolved whereby when in a specific region division list items for another region division were available | N/A | 56400 | 31102 |
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Incorrect VPB Intersection References | VPB | Fix | Issues resulting from work in VPB export/import request done against FD28540 have been resolved. | N/A | 56031 | FD31167 | Error when Importing Colour Doc items into Variation | Document | Fix | An issue encountered when trying to import Colour Spec variation has been resolved. | N/A | 55870 | FD28771 |
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Copy VPB Changes to Support Item Attributes | VPB | Change | This work follows on from changes to attributes and the VPB (54567) The VPB Copy process has been updated to copy the new VPB Item Attributes. This copies BOTH: | N/A | 54568 | N/A | Logistics Item Comments from SupplierConnect | Logistics | New | All emails sent from both ECM to Tablet create Logistics Item Comments.
This applies to both ECM and Tablet, and happens regardless of any preference/setting that might be in place on how a PO/Notif. supplier is determined When a SupplierConnect notification is sent a comment is created, and clearly shows who did it, and from which application (ie. "Office ECM" or "Logistics Tablet") | TBC | 27251 | FD55014 | Duplicate Job Entity - Unable to Enable Forecasting | | Fix | An issue occurred where a job had a duplicated primary job entity for supervisor, which means it could not be removed.
The issue has been resolved | N/A | 55081 | FD27402 | Cloud Credentials cleared if ECM cannot Authenticate with Platform | | Change | When a log in attempt to any Platform application, fails due to an incorrect username/password, clear the stored password and contact GUID fields recorded against the user are cleared.
A message is displayed; The stored username and/or password stored against your login details has failed to authenticate with the Framework Cloud. Please re-authenticate under My Options to access cloud services. When a login attempt is required where the user has no credentials no attempt to authenticate/login is made. The result of these changes is that a failed login will not retry every time you restart Framework. | N/A | 55137 | 27405 | Email Signatures Including Images | | Change | Email signatures support embedded images.
Note You can have specific images for different region and divisions | TBA | 55082 | | Prefix of comments created when sending Supplier Connect notifications | | Change | All emails from both ECM and Tablet create a Logistics Item Comment This applies to both ECM and Tablet and occurs regardless of any preference/setting that might in place on how a PO/Notif. supplier is determined.
When a SupplierConnect notification is sent a comment is created which shows who did it, and from what application (ie. "Office ECM" or "Logistics Tablet". | N/A | 55014 | 27251 | Change Warranty Type (DLP Maint Request) | Maintenance | Change | The restriction on allowing the a non primary warranty type to be changed has been removed. | N/A | 55208 | 24837 |
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Duplicated emails from Callups | Logistics | Fix | An issue which caused duplicate emails to be sent when a callup was done was resolved. | | 54601 | 27020 |
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Maintenance user interface fixes | Maintenance | Fix | The following issues were resolved. When using the dialog in view mode: the toolbar buttons to show/hide columns did not work. Items tab: The default view of columns for the Items tab hides the cost/detailed columns. The ID column has been widened. Inspections tab. The default view of columns for the inspections tab hides the detailed columns. The # columns (both lists) have been widened to clearly show 8 chars. Assign Dialog. The # columns (both lists) should be wider to clearly show 8 chars Inspection Item Dialog. The images resize correctly
| Pending | 53916 | 26034 | Sales Advice to Tenders Importing | Sales | Fix | There was an issue when importing a Sales Advice document, the salespeople listed are only those from the current region/division | N/A | 53875 | 25245 | SAM import - Nature & Location resets to [Not Applicable] | Sales | Fix | There was an issue where Nature & Location details wwhen importing a sale quote into ECM.
This issue has been resolved. | N/A | 53917 | 26009 |
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Bring Across More Data to Colour Spec Variation | Document | Change | More content is included/created when importing a price review specification management item into a Document item
The initial lines (that will be above what's done now) are: Section: Group: Name: {the item name} Description: {the item description} - don't show include if it's blank Change Tracking: {the item change tracking notes} - don't show include if it's blank Price Review: {this is a new label to be in front of what's done now, where the price review notes are shown and then the selection levels, notes, etc.}
| Pending | 52535 | 24211 |
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Email Attachment Size Limit | Framework Inbox | Change | The allowable size of email attachments was increased from 10MB to 20MB | N/A | 51789 | 23478 | Add to DMS not updating version | Adding documents to the DMS | Defect | An issue, when adding a document to the DMS was not updating the version, has been resolved | Pending | 51774 | 23998 |
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VPB tree expanded | VPB | Defect | There was an issue when users opened the VPB module some folders were expanded. This issue has been resolved | N/A | 50684 | 23017 | Support for .jpeg extensions | | Fix | Where users could upload files with an extension .jpg they can also upload files with the extension .jpeg. | N/A | 51143 | 23434 |
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Communication rules using SMS | Communication Rules | New | Previously Communication Rules only supported email. SMS support has now been added | Pending | 50352 | 22310 | Regional pricing structure | Variation Price Book | Fix | When updating a variable, the system was recalculating the retail price for Item Area records, incorrectly using the base-vpb item cost price, where it should have been using the Item Area cost price.
This issue has been resolved | N/A | 50557 | 22286 |
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Sharing VPBs between Regions/Divisions | ECM SAM INT VPB | 7.2 | 2013 | Various | The Region/Division for a VPB Version will now be distinct for each, rather than All Region/Divisions. | Pending | TFS38299 | FD14722 |
New Content Parish and County | ECM | 7.2 | 2006 | Estate & Estate Stage dialogs | Additional content has been added to the Estate & Estate Stage dialogs | Pending | TFS39433 | FD15270 |
SMS controlled by permission | ECM | 7.2 | 2018 | SMS | SMS access will now be controlled by a unique permission. | | TFS40242 | |
Secondary Salesperson solution | ECM | 7.2 | 2033 | New Client Pre-Admin Overview Commission | When setting a Secondary Salesperson in the New Client process, a Secondary Commission will automatically be created. Management of Primary and Secondary salespeople can be managed from the Commissions screen. | Pending | TFS25007 TFS | |
Logistics Business Rules Solution | ECM CLD CLT | 7.2 | 2033 | Logistics | Rules can now be applied to Logistic Activities within a Programme Critical Path to warn or restrict | Pending | TFS28060 | FD5403 |
Submit Contract to HIA solution | ECM | 7.2 | 2033 | Contract Overview | A new Submit process is available that will push selected information from Framework ECM through to the HIA Contract portal. | Pending | TFS33605 | |
Customer Portal (Nexus) Work Flow Stage | ADM ECM CLD | 7.2 | 2009 2034 2003 | Various | We have added the ability to link Nexus Workflow to dates and activities in Framework ECM, so dates added will be updated on the Platform. | Pending | TFS45552 | |
Survey | ADM ECM | 7.2 | 2009 2034 | Various | We have added the ability to link Surveys to Framework ECM, so Communication Rules can be set to trigger Survey requirements. | Pending | TFS45715 | |
Maintenance Period Option | ECM | 7.2 | 2020 | Maintenance Overview | A new Maintenance Period Commencement option, Warranty Insurance Received, can be set in Security Preferences. | | TFS37711 | FD13586 |
Work Order Validation | ECM | 7.2 | 2025 | Work Order (Approval Request) dialog | A range of validations have been introduced to the Work Order dialog, including requirements for minimum values and selections. | | TFS43292 | FD16803 |
Contact Middle Name | ECM | 7.2 | 2025 | Client Overview | The Middle Name field is now included in the autocomplete process for Full Name | | TFS43291 | FD17262 |
Batch Receipts | ECM | 7.2 | 2026 | Claims Batch Receipts | A log of Batch Receipts can now be saved. | Pending | TFS25514 | |
Framework Inbox | ECM | 7.2 | 2031 | CRM Comment | Emails that are identified by Email Monitor on the Perspective Platform can now be displayed the Comments screen. | Pending | TFS43986 | |
DMS for Merge Documents | ECM | 7.2 | 2037 | Merge Documents | When creating a Merge Document, the option is now available to send the resulting document directly to DMS. Existing LAN files can also be sent to DMS. | Pending | TFS#38856 | |