Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
Excerpt
nameECM.157.72

FWECM072 Sprint 159 (Version 7.2.3164 Published 30/04/24 )

Description

Area

Type

Detail

Guide

#

Client #

Refresh of Report Tables/Fields in Report Viewer

Reports

Fix

There was an issue where a UDF was not selectable as report criteria.

This issue has been resolved.

72520

49771

Context Identification - Blank Records

Bulk Import

Fix

There was an issue when using the bulk import functionality If the Sale Type or Context ID fields are empty in the spreadsheet, the import still createa a record in the database list, but it's blank (NULL name/ref name values)

This issue has been resolved.

72655

49793

Excerpt
nameECM.157.72

FWECM072 Sprint 158 (Version 7.2.3163 Published 15/04/24 )

Description

Area

Type

Detail

Guide

#

Client #

Business Rules Not Treating Numerics Correctly

Business Rules

Fix

There was an issue where comparisons were being done as a string and needed casting to currency within the engine.

This issue has been resolved.

N/A

71997

48412

No price info when adding VPB Items manually via the reference method

Document Template

Fix

When adding a VPB item to a doc template using the method of manually typing in the reference number into the field. prices did not display.

This issue has been resolved.

N/A

72221

49527

Excerpt
nameECM.157.72

FWECM072 Sprint 157 (Version 7.2.3154 Published 14/03/24 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes.

Excerpt
nameECM.156.72

FWECM072 Sprint 156 (Version 7.2.3153 Published 26/02/24 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes.

Excerpt
nameECM.155.72

FWECM072 Sprint 155 (Version 7.2.3148 Published 05/02/24 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes.

Excerpt
nameECM.154.72

FWECM072 Sprint 154 (Version 7.2.3145 Published 12/12/23 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.152.72

FWECM072 Sprint 152 (Version 7.2.3141 Published 23/10/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.151.72

FWECM072 Sprint 151 (Version 7.2.3141 Published 23/10/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.150.72

FWECM072 Sprint 150 (Version 7.2.3139 Published 06/10/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.149.72

FWECM072 Sprint 149 (Version 7.2.3137 Published 15/09/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.148.72

FWECM072 Sprint 148 (Version 7.2.3134 Published 24/08/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.147.72

FWECM072 Sprint 147 (Version 7.2.3131 Published 04/08/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.146.72

FWECM072 Sprint 146 (Version 7.2.3129 Published 14/07/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.145.72

FWECM072 Sprint 145 (Version 7.2.3127 Published 26/06/23 )

Description

Area

Type

Detail

Guide

#

Client #

Only client specific changes

Excerpt
nameECM.144.72

FWECM072 Sprint 144 (Version 7.2.3125 Published 02/06/23 )

Description

Area

Type

Detail

Guide

#

Client #

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

  1. When adding a template, re-add the "include" item after the template text, as per the checkboxes

  2. 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

  1. 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).

  2. We no longer include the mobile number From the current user.

  3. 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

Excerpt
nameECM.143.72

FWECM072 Sprint 143 (Version 7.2.3124 Published 12/05/23 )

Description

Area

Type

Detail

Guide

#

Client #

Land Management Improvements/Fixes

Land Management

Fix

  1. Default search filters are now used and the ‘Reset’ action button returns it to the default state.

  2. The requirement that some text must be entered in a search field has been relaxed (ie. allow all land to be returned).

  3. The Register MDI remembers the user’s search/filter settings when leaving/returning-to the screen.

  4. 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

Excerpt
nameECM.142.72

FWECM072 Sprint 142 (Version 7.2.3121 Published 21/04/23 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.141.72

FWECM072 Sprint 141 (Version 7.2.3117 Published 31/03/23 )

Description

Area

Type

Detail

Guide

#

Client #

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

...

Excerpt
nameECM.136.72

FWECM072 Sprint 136 (Version 7.2.3104 Published 20/12/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.135.72

FWECM072 Sprint 135 (Version 7.2.3100 Published 28/11/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.134.72

FWECM072 Sprint 134 (Version 7.2.3097 Published 09/11/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.133.72

FWECM072 Sprint 133 (Version 7.2.3092 Published 17/10/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.132.72

FWECM072 Sprint 132 (Version 7.2.3091 Published 26/09/22 )

Description

Area

Type

Detail

Guide

#

Client #

Client Only client specific changes only

Excerpt
nameECM.131.72

FWECM072 Sprint 131 (Version 7.2.3087 Published 01/09/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.130.72

FWECM072 Sprint 130 (Version 7.2.3084 Published 17/08/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

  1. This now includes an additional option that repeats the client's surname, even if all people have the same surname.

  2. This option happens after the current options (ie. the current sequence should not change)

  3. 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

Excerpt
nameECM.129.72

FWECM072 Sprint 129 (Version 7.2.3080 Published 21/07/22 )

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.128.72

FWECM072 Sprint 128 (Version 7.2.3076 Published 04/07/22)

Description

Area

Type

Detail

Guide

#

Client #

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

  1. It is now possible to delete of emails from within Framework ECM.

  2. Deleting a comment updates the communication record in the communication DB (Note: this is not a hard delete):

N/A

59555

34483

Excerpt
nameECM.127.72

FWECM072 Sprint 127 (Version 7.2.3071 Published 10/06/22)

Description

Area

Type

Detail

Guide

#

Client #

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

Excerpt
nameECM.126.72

FWECM072 Sprint 126 (Version 7.2.3068 Published 19/05/22)

Description

Area

Type

Detail

Guide

#

Client #

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

...

Excerpt
nameECM 116.72

FWECM072 Sprint 116 (Version 7.2.3039 Published 06/10/21)

Description

Area

Type

Detail

Guide

#

Client #

CLIENT SPECIFIC WORK ONLYOnly client specific changes.

Excerpt
nameECM 115.72

FWECM072 Sprint 115 (Version 7.2.3037 Published 17/09/21)

Description

Area

Type

Detail

Guide

#

Client #

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

...