Description | Area | Type | Detail | Guide | Dev # | Support # |
|---|
Active Directory Integration for Framework ECM | Security | New | Integration with Active Directory has been introduced for simplified security management of Framework access and security. New functionality has been added o get all active user's info for the current domain. When logging in to the app, the system will retrieve the current logged-in user name and password and queries the ECM DB to see if there is an exact match. If a match is found (an active record), the system will log in to the active region division. Otherwise, the system will prompt for the user name and password. If there is more than one active region division, the system will log in to the default record, otherwise it will log in to the first available region division. | Setting a user to use Active Directory credentials to log into Framework | 49428 | FWALL-1 |
Construction delays date enforced | Construction | Change | When adding construction delays in Framework ECM or Tablet (see group scheduler and single-job delays views) a delay date must be entered | N/A | 53283 | 24949 |
Selecting linked files folders | Linked files | Fix | An issue, when clicking on a folder, where the behaviour was different depending on whether it was a long press or a short press. This issue has been resolved. | N/A | 57827 | 32807 |
Call-off date locked in logistics dialogue | Logistics | Change | The call-off date, on the ECM logistics dialog (i.e. the dialog launched from the call forward dialog), is now locked. The call-off process is only to be made from the data entry dialog. | N/A | 58796 | N/A |
2-step process when deleting logistics programme | Logistics | Change | There is a "double" confirmation message on the Delete button/action on the Logistics screen when the whole programme will be deleted. | Adding/Deleting a Construction Template on a job | 55144 | 25269 |
Apply product validity to the house products | Production Management | Change | Product validity is enforced during the new client/job process in Production Management. | Validity for Facades, Series and Siting | 52890 | 23043 |
Scheduled Reporting | Reporting | New | There is now an in-built capability to schedule and run reports from within/for Framework ECM. | Setting up a report schedule | 47468 | FWALL-2 |
Report emailing | Reporting | New | We've enabled the ability to PDF and email all reports from the Report Preview dialog Reports are PDFd and attached to a new Framework email, where a template, etc. can be selected by the user.
| Emailing a report | 53364 | 25359 |
RMS Default Values Behaviour | RMS | Change | When managing RMS defaults, changing the region/division of the default value that is a list is now cleared to avoid a selection from a different region/division. | N/A | 56521 | FWALL-149 |
Support for more UDFs | UDF Fields | Change | We've added up to 10 UDF tables, extending on the ones we have now Code, DSVs, and all job functionality has been updated to support up to 10 UDF tables This applies to creating/maintaining UDFs in Framework Administration, and their implementation/use in ECM The new job process has been updated to support these extra records.
| N/A | 55161 | 23481 |
Prevent All VPB Version Areas from being Inactive | VPB | Change | The VPB Dialog prevents all areas from being made inactive ie. there must be at least one active area for the browsers. | N/A | 52889 | 24944 |
Cst Admin Allocation in Logistics | Logistics | Fix | There was an issue where the Construction Administrator was appearing as Unknown. This issue has been resolved. | N/A | 53873 | 22963 |
Estate / Estate Stage & Job Level changes | Land | New | There is a new field Land Number (Estate) on the Land / Estate screen.
There is a new field Land Number (Stage) on the Land / Estate Stages screen. | Estates, Stages & Suburbs | 57662 | 21700 |
Clicking twice to browse Linked Files folders | Linked Files | Defect | There was an issue where you had to click twice on a linked file folder to get the list to update. This issue has been resolved | N/A | 57827 | 32807 |
Referring Company / Referring Agent | Client/Job | Change | In the new Client/Job dialog process - Marketing Tab the Promotion and Method fields are now under the Company/Contact and Notes fields | New Client Dialog | 58071 | 32544 |
Missing Claims Check / Call-Off Rules for Claims | Claims | | Improvements have been made to the rules that allow Claims being called off (due to preference checks) via a trigger. New rules in ECM and CLT prevent claim items from being called off or multiple call records being created. Cannot call off if: a) it has an Actual complete date b) it’s not complete, has a Called For date, and the pref for raising claims from forecasts is true (as implemented for PCI/non-PC I in the code now) c) it doesn’t have a Called For date | N/A | 58495 | 33454 |
Standardise Call-Off Process in ECM | Logistics | Change | Previously we did not have parity with how we call off items in ECM versus the Tablet as you could just enter a called-off date in ECM. ECM now ensures the call-off button/process works the same way it is done on the Tablet. | Standardise Call-Off Process in ECM | 59071 | FWALL-159 |
"Goods Received" for Work Orders | Work Orders | New | New fields have been added to indicate that "Goods have been received" for a Work Order a) f_goods_rec "Goods Received?"
b) t_goods_rec "Date/Time"
c) l_user_goods_rec "Received By"
This is also available in Logistics Tablet | “Goods Received” for Work Orders | 60295 | 21609 |
Lockable mail merge document | Mail merge | New | You can now add mail merge documents that are password protected so that they cannot be altered before merging them. | Setting up password protected documents | 61038 | 31740 |
Logistics Compiled? As RMS/Rules Criteria | Logistics | New | Support has been added for the additional Construction Logistics / CstL Programme RMS/Business rule fields, as listed below:
46953 - Date Created
46952 - Time Created
46951 - Date Modified
46950 - Time Modified
46963 - Is Cst Logistics Programme Compiled? | N/A | 61603 | 22120 |
Cancel Work Order which is in Final Status | Work Orders | New | New permissions have been implemented to control:
a) Cancelling a Work Order, based on it's status of Draft, Final, etc.
b) Deleting a Work Order, based on it's status of Draft, Final, etc.
c) The Get PO Number process/action.
| Cancel Work Order Permissions | 61597 | 13388 |
Using Internal Notes Tab Within Document Templates | VPB | New | There is now an Internal Notes tab in Document Templates v2. When copying templates the content of this tab will also be copied. | N/A | 61763 | 37593 |
Logistics Activity Colour Coding | Logistics | New | It is now possible to implement colour coding for construction activities. Colour coding allows a builder to attach specific meaning to construction activities, and for this to be visible to all users across all Framework Logistics applications. Example:
You may wish to nominate and visually separate activities that are to be updated by supervisors in the field or by office-based staff. The number of colours available is extensive, and they can be used for any desired purpose. Your team must be trained in your colour coding/meaning to ensure the chosen colours are understood and interpreted correctly. | Implementing Logistics Activity Colour Coding | 62811 | 38584 |
Increased Notes Size | Colours History | Change | The allowable note size for specification document history has been increased to 250 characters. | Specification | 63936 | 23785 |
Batch claims email preferences | Batch Claims | Fix | There was an issue where the BCC email preference was being set in the database but not saving the value on screen. This issue has been resolved. | N/A | 63738 | 34132 |
Work Order PO Reservations | Work Orders | Change | The Approval Request process expects (and updates) purchase order number reservations to automatically grab a PO number for an approved Work Order. As not all systems can support such reservations this behaviour has been made optional. | Article pending | 58354 | 33410 |
Work Order Tools | Work Orders | New | There is now a screen dedicated workflow screen for Work Orders. This can be found via the Document menu or sidebar/ W. Order Tools. | Work Orders | 58453 | 33408 |
Additional fields for Communication Templates | Communication Templates | New | Support has been added for the additional communication merge fields listed below: 48 - Initial Site Inspection Ordered 49 - Initial Site Inspection Received 859 - J/BCon Doc To Client 2104 - File to Supervisor 33969 - J/BCon Doc Exchange (manual forecast). | Communication Template and Rules | 58045 58048 | 33064 33008 |
Work Flow Tools - Variations | Document / W Flow Tools | New | There is a dedicated screen to manage all outstanding Variations for all jobs.
Document / Work Flow Tools | Variation Work Flow Tools | ??? | ???? |
New role available in setup | Workflow Analysis | New | There is a new Workflow Analysis Staff Role, “Estimator - All Key Estimating Roles".
This new staff role is available in the Work Flow Analysis Setup and is a combination of the current "Sales Estimator" role/selection (used against the Tender) and also the Production/Ordering Estimator role/selection. | Personal Work Flow Analysis | 58051 | 32843 |
Additional merge fields are available | Communication Templates | New | Support to use additional fields in Communication Templates as merge fields have been added for: | N/A | 61035 | 35011
Delivered in 7.2 |
Work Order Approval User Interface | Work Orders | New | A new "Approvals" MDI option has been added to the menu/sidebar under User Group - A new dialog from this MDI will allow management of this data This new MDI/Dialog is used to list and manage Work Order Approval Thresholds - implement all standard rows, behaviour, etc. as per our standards
| /wiki/spaces/FWECM/pages/3013771265 | 64225 | FWALL-166 |
VPB Browse/Search changes | VPB | New | When the search text entered is only a reference number (ie. numbers and full stops, with no spaces), the search only refers to the Full Reference field and not the Notes fields. | N/A | 26831 | |
Forward Date Permissions | Land Overview | Change | The following labels have changed in the Security module; The logic of Edit Forward date (now called Future), compares the new value to Today (not the current date value) - ie. same as when we Add. | Forward Date Permissions | 65654 | 41694 |
Logistics Item PO List Changes | Logistics | | The grouping/sorting of Logistics Items POs has been updated The grouping/order of POs Linked POs at the top, then Under separate 'orders not linked to this item' heading/group Orders linked to other activities, in ascending activity # order, then Any unlinked POs that are active, but not linked to any activity, then
Under a separate heading "Cancelled Orders"
| Logistics Item PO List Changes | 66266 | FWALL-258 |
New PO Balance Content | | New | Where the PO amounts are shown, there is a new field group "Balance" and field "Balance (ex GST)" Note: we are only showing the 1 exGST field on the screen, and not the GST or incGST | New PO Balance Content | 66422 | FWALL-259 |
Override business rules | Logistics | New | There are new preferences and permissions to allow overriding business rules New Pref Under ‘Framework ECM -> Configuration’ New preference “Enable Business Rules - Logistics” ID: -50424 Default ID: -11750 Permission A new permission, “Override Business Rules - Logistics, has been added
| Override business rules | 66764 | |
Logistics Claims Emailing | Logistics | New | New functionality has been added allowing emailing a (system) communication when a claim-type logistics item is called/completed.
New preferences have been added under Claims Management. “Logistics Claims - Email Accts. when Called?” “Logistics Claims - Email Accts. when Completed?” “Logistics Claims - Accts. Email Address” “Logistics Claims - Accts. Email Template“ These are for automatic emails when AR Claims are raised from Logistics (ECM or Tablet). | Logistics Claims Emailing | 66765 | |
Invoice Attachments | Batch claims | Fix | An issue with invoice attachments has been resolved.
Improvements have been made to the batch claims process, | Invoice Attachments | 64569 | 41086 |
Claim Amount Totals | Claims | Fix | Validation messages are shown when the calc process cannot complete as expected | Claim Amount Totals | 56772 | 31915 |
Work Order Dialog | Work Orders | Change | New view-only fields have been added to the top of the Work Order dialog. A field group "Job", has been added with fields: "Number" - the job number "Address" - the job's full address (multiple lines needed) "Stage (Major/Minor)" - the job's major and minor work flow stage names
| Work Order Dialog | 67307 | 39540 |
Entity Resources | Logistics | New | We have added new content called Entity Resource These are the teams, gangs, people, etc. under a supplier that are specifically allocated work (Logistics items/activities) This data comes from Framework Cloud via integration into the ECM database and the entity_resource table. This data is synchronised to tablets, and is available for selection against Logistics Items in both ECM and Tablet. | Entity Resources | 65989 | FWALL-247 |
Drafting workflow tests have further criteria | Workflow Analysis Tests | New | Workflow tests can have/use further criteria to apply and show the test only to staff/users that are the draftsperson of the drawings entry. | Drafting workflow tests have further criteria | 69799 | 42972 |
Document Reprice Option | VPB | New | There is a new "Reprice" action for a document that allows for the selection of a different VPB Version, and for the documents items' pricing to be updated to the equivalent item in the selected VPB. | Article Pending | 69802 | 44658 |
Highlight Assigned Maintenance Items | Maintenance | New | The "Assign" dialog launched from the Inspections tab in the Maintenance Request Dialog has been updated so that; We show inspection items in the top list, and maintenance items in the lower list. When an inspection item is selected, maintenance items in the lower list linked to the item are to be highlighted
| Highlight Assigned Maintenance Items | 70474 | 45434 |
Drafting Workflow Tool | Drafting | New | There is a new consolidated multi-job MDI Work Flow Tool for all drafting entries. | Drafting Workflow Tool | 70783 | FWALL-296 |
Mail Merge Fields | Mail Merge | New | New mail merge fields and support, is now available, for the following entities (for the given name(s) field): Salesperson Pre-Admin Administrator Admin Administrator Tender Presenter (from tender appointment) Colour Consultant (from colour appointment) Contract Presenter (from contract appointment) Construction Administrator Construction Supervisor Construction Manager
| N/A | 69659 | 45105 |
Land Climate Zone Content | Land | New | New national standard climate zone content has been added to Framework.
| /wiki/spaces/FWECM/pages/3040378881 | 71618 | FWALL-306 |
Council Determines Land Climate Zone | Land | New | Content has been added to Councils (Municipality Entities) that will record their default climate zone. | /wiki/spaces/FWECM/pages/3040477185 | 71629
71630 | FWALL-309 |
Minor Stage Tools Filters | Work Orders / Drafting | Change | Previously the list of minor stages for the various workflow tools screens listed all minor stages.
Now when showing/including "All" major workflow stages (in the first filter list), only the minor stages for these 4 stages are to be seen in the Minor Work Flow Stages filter list. | N/A | 70887 | N/A |
Logistics Reschedule for ECM | Logistics | Change | The reschedule call up process has been standardised between ECM and Tablet | Logistics rescheduling standardised | 71869 | FWALL-311 |
Select Dialogs in Report Field Criteria | Reporting | Change | When using select dialogs (such as for Construction Manager, Supervisor), the data listed was only the people in those roles for the region/division of the job currently selected. This is correct if changing the supervisor for a job, but when reporting, the user needs access to all supervisors that they might want for report criteria (ie. across multiple regions/divisions. A change has been made, for reporting only, so that the dialog lists all entities from all region\divisions that the user has access to (ie. as dictated by their user permissions and rDiv access) | N/A | 71384 | FWALL-303 |
VPB Version Area Management | VPB | Change | The management of VPB Version Areas has been updated. You cannot add the same area to a version more than once, even if one is inactive. If the area is to be used in the version, it must be reactivated. | N/A | 72437 | FWALL-322 |
New Mail Merge Field | Mail merge | New | New mail merge fields are available for Warranty Mail d_warr_issed and S_certificate_num | N/A | 72831 | 48470 |
Extra Orders from PO Items | Work Orders | New | It has been made easier to create work orders from existing items on a purchase order. | Extra Orders from PO Items | 73176 | FWALL-333 |
Manager Filter for Maintenance Tools | Maintenance | New | A new "Select Manager" filter has been added to the Maintenance Work Flow Tools screen | N/A | 73185 | FWALL-334 |
Communication Rule Notifications/Override | Communication rules | Change | Changes have been made to allow the configuration to cancel a comm run | Communication Rule Notifications/Override | 72827 | 22578 |
VPB Items Are Not Available In Framework | VPB | Fix | There was an issue when importing a Sales Advice. This has been resolved The ECM import of a Sales Advice has been updated. The check done ensures that items in the Sales Advice Doc are still in the ECM VPB that has been changed This check only applies to doc items selected and included in the document for import, and not all items that might have been in the document/template but NOT selected.
| N/A | 73498 | 50989 |
Tender Document Size Changes | Tenders | Fix | The document item dialog columns have been widened to support values up to "$9,999,999.00" | N/A | 73682 | 51315 |
Invoice Number Mail merge field | Mail Merge | New | An additional field, Invoice Number, is now available as merge "field code" for when claim invoices/emails are sent via the Batch Claims process. | N/A | 74724 | 42751 |
New Commencement Method | | New | | N/A | 74950 | 51320 |
Workflow and Colours mail merge fields | Mail Merge | New | Additional mail merge fields are available
Workflow Overview - Contract Raised
Workflow Overview - Constr Dwgs Drafts
Colour Selection Overview - Checked By | N/A | 74170 | 55759 |
Add to DMS for Inbox Attachments | Inbox | New | You can now add Inbox Communication attachments to the DMS | Article Pending | 75177 | FWALL-345 |
Managing notifications/FWCCS Schedule Request Failures | Cloud Connector | New | There is better visibility and management of failures that can occur with the queuing solutions we have in place. | Managing notifications/FWCCS Schedule Request Failures | 75532 | FWALL-346 |
