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MAil

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ECM Version 8 First Release

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Excerpt
name ECM Initial
You can sort the table below by selecting the arrow by hovering over the column heading 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. user's info: User name Login name email account status (Active/inactive) 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 This is either the single day of the delay or the start of a delay period and/or open delay. You cannot save a delay record without the delay date being populated. 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. Call off of a claim is to be allowed, with the following exceptions:  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: All details for the Client Secondary Contact (ie. the matching set of fields we have for the primary contact). Construction Complete Manual Forecast date. 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; “Add Forward Date” has changed to “Add Future Date” “Edit Forward Date” has changed to to “Edit Future Date” 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" All cancelled POs 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. This applies to the Work Orders Tool This applies to the new Drafting Tool 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/wiki/spaces/FWECM/pages/3408920577 75177 FWALL-345 Managing 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. For the Cloud Connector sending notifications from the office Managing Schedule Request Failures 75532 FWALL-346

Sprint

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170 Patch Update (Released

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2024 Version 8.0.5524)

Sprint 171 Patch Update (Released //2025 Version 8.0.xxxx)

Sprint 172 Patch Update (Released //2025 Version 8.0.xxxx)