Release Note Autumn 2021

 

Available as of December 7th, 2021

Dear valued customers,

We are proud to announce the release of our latest version for Autumn 2021, which will be available to all customers as of December 7th, 2021.

This version brings a series of updates for the Start, Classic and Premium versions. Discover the list of new features under What’s New, which is further detailed below.

In this new version, we focused on the enhancement of our data  management features, highly expected by most of you. We developed several tools to better organize your referentials. You can now create your own tree structure to organize your Customers, Sites and Assets, and make more relevant searches in your existing database. 

We also wanted to facilitate collaboration with your contractors. That’s why we gave you an additional option to define your availability. This feature will help you to organize the schedule of your field ressources according to the needs and criteria of your activity. 

Depending on your subscription plan, instantly discover all the exciting new features that we have in store for you. To unlock them, simply contact your Praxedo administrator.

If you need more information about one or more of these new features, have a look at our documentation or contact your Support team (support@praxedo.com).

 

What’s New

Better referential management

  • Create several levels to structure your Customer/Site/Asset referential.
  • Better organize your referentials by defining Site or Asset types.
  • Enhanced user experience and search options to browse more easily through your database. 

New activity management

  • Activities and unavailabilities were redefined.
  • Create time slots to organize your activity.

Artificial Intelligence for photo analysis

  • Enhance the quality of your reports thanks to photo analysis.
  • Depending on the constraints of your activity, use AI to verify the quality of the job performed.

Enhancements

Drag and drop a work order onto a team

Assign work orders easily from the Schedule. 

Insert the report URL in notifications

Your report size is greater than 10MB? Insert the link into the report within a notification to send it to your customers by email or text message.

Manage equipment from the mobile app

Field resources can add, edit or delete equipment in the details of the work order.

Automatic validation of the Standard Service Order

Discover how a standard service order is automatically validated once all its work orders have been validated.

SumUp on iOS

iPhone users can now use SumUp for online payments.

Our connectors and APIs have evolved

Update your contractor information using Web Services and have a look at the changes in our connectors Sage 100 and Intent. 

*Reminder: End of Service

  • End of life for Web Services 5
  • End of support for Windows 10 Mobile

New features

Referential management

Start, Classic and Premium versions

More extensive hierarchy for your referentials

Hierarchy levels

To better manage your referentials, Praxedo has changed the way your Customer/Site/Asset data are structured. Until now you had only three levels to organize the information of your customer assets: a customer could have several sites, and each site could have several assets. 

2021-11-25_18h35_27.png

Now, you can have several levels in a single entity. Thus, you’re able to create more complex hierarchies with your referential and structure them according to your needs.

For example:

  • Your customer, a restaurant chain with several establishments spread across the territory, has asked your company to perform the installation of automatic doors in all of its buildings.

To follow the status of this project, you can use three levels in your Customer referential:

2021-11-25_18h48_12.png

  • Your customer, a social landlord, asks you to work in one of its apartment blocks. The job concerns an asset located on a specific floor of a specific building.

Here, you can use four levels in your Site referential.

2021-11-25_18h57_20.png

  • Your customer, a manufacturer, called you for the maintenance of a hoisting machine. You must check the mechanism of the internal cylinder of the lower part of the base plate regularly.

Here, you can use 3 levels in your Asset data.

2021-11-25_19h05_47.png

You can create up to ten levels, shared among the Customer, Asset and Site referential. 

 

Hierarchy options

Firstly, to facilitate the identification of your assets,  you can create several types of Sites and Assets. You can thus identify each level with your own labels.

You can then define site types (building, floor, staircase,...) and asset types (whole equipment, equipment part, piece of equipment).

Furthermore, when you create a new Customer/Site/Asset, you can create a “parent/child” relationship by selecting the parent entity. These links are indicated in your referential lists, so you can see the “parents” of a given element.

For example:

Your customer, Newark Liberty International Airport, called you for the maintenance of a passenger bridge in Newark Liberty International Airport, Terminal A.

2021-11-25_18h39_28.png

Here is how the information is shown on page List of Sites:

ExempleParentSite.png

More flexibility  within the lists

Enhancement of the referential list pages

You may already have noted that the referential lists changed a bit recently.

Firstly, to facilitate the search in your Customer, Site and Asset lists, Praxedo made its Search tool customizable. From now on, you can select the fields on which you want to focus your searches. These search fields are customizable and can be changed in the menu Settings > Referential. The results match the fields selected to make your searches more relevant.

In the example below, the search is performed on all the assets of Terminal A, Gate 26. By selecting the field Label, only the assets that have “A26” in their label show in the results.

SearchFocus.png

To select the search fields used in each of your Customer/Site/Asset lists, go to the menu Settings > Referential.


ReferentialSearchSelection.png

In the lists, you can also sort the results by clicking on next to any column.

Speaking of columns, you can now change those displayed in the lists page. In the menu Settings > Referential, select the columns displayed by default.

ReferentialColumnSelection.png

You may also have seen new icons in the referential lists:

  • ReleaseNoteA21_Icon%2B.png This button lets you create a work order from the Customer/Site/Asset lists. 
  • ReleaseNoteA21_IconEye.png This button opens a side panel showing the details of the referential.

SidePanel.png

And, cherry on the cake: the lists are no longer limited to 15 results! Scroll to see all the results, until you find the one you want. 

Better access to the referential information

When you add more and more data to your referential, viewing them gets more complicated. To solve this, we have developed new features, both on the web and mobile applications. 

On the web application, we added a side panel in the work order details. This panel shows when you click on the Customer, the Site or the Asset. In this panel, you can also see the last work orders related to this referential, so you can have more information on your history with this customer.

2021-11-25_14h51_44.png
In Advanced search, we made it easier to select the Customer with all the information in hand. We added an exploration window in which you can browse and search the list of customers in order to select the right one.

2021-11-25_17h37_27.png
On the mobile application, you can now change the site to which an asset is linked from the work order details. The mobile device must be connected to the Internet, so your field resource can search among the list of Sites and Assets attached to its current Customer.

The two actions that your field ressource can perform are:

  • Adding a site or an asset to the current work order,
  • Changing the site or the asset indicated in the work order. However, the field resource cannot create a new Site or Asset.

ReferentialMobile.png

🔁 Use the Web Services to perform the following actions on your referentials automatically: 

  • Create, edit, delete a Customer/Site/Asset
  • Create, edit, delete the parent relation between two Customers, Sites or Assets.
  • Create, edit, delete the link between a Customer and a Site, or between a Site and an Asset.

Click here for more information

✅ To let your field ressources have access to this feature, you need to activate the following rights:

  • In the menu Administration > Mobile version, update an existing mobile version or create a new one and select the technical version 2.28.4.
  • In the rights of the mobile version, check the right Edit referential.
  • In the menu Settings > Referential, select the synchronization mode  With referentials.

At Praxedo, we aspire to offer the simplest user experience possible. That’s why a great number of settings are available to customize your account according to your needs.

💡 For more information about the configuration of your account, refer to the page Set up user account settings.

New activity management

Classic and Premium version

Praxedo is reviewing how activities work in order to make it easier to set up and manage the schedule of field resources.

In this purpose we divided the activities in three sub-features:

  • Activity
  • Unavailability
  • Time slots

2021-11-25_16h13_20.png

The former activities were divided into two objects: activities and availabilities. This change is meant to simplify existing behaviours in Praxedo by deleting the option Working time in the activity type creation form.  As for time slots, they’re our most prominent innovation here.

Using time slots and unavailabilities

To schedule time slots and availabilities, start by creating an activity type in the menu Activity types. Before, you could only create activities. Now, you can create an activity, an unavailability or a time slot. 

2021-11-25_16h14_52.png

Then, you can go to Activity report to schedule an activity, a time slot or an unavailability to your field resources. 

In the Schedule, time slots are indicated with a dotted band. The color is the one selected for this activity type.

2021-11-25_16h18_07.png

Please note that you can schedule time slots directly from the Schedule.

TimeSlot.gif

Unavailabilities are indicated by a hatched band that holds the colour of the unavailability selected.

2021-11-25_16h32_38.png

In a nutshell:

ReleaseNoteA21_ScheduledActivities_EN.png

✅ If you are using Activities, this feature is already available. Otherwise, ask your administrator to activate the following rights:

  • Write activities
  • Read activities

💡 For more information about activities management, refer to the page Add, update and delete an activity.

Activities

You are already familiar with activities, to follow the activity of field resources in real time. From its mobile device, the field resource can change its status (driving, working,...), while in the web application, the dispatcher can see and manage the activities declared by the field resources. We kept this feature so you can still follow the status of your field resource in the Schedule.2021-11-26_10h47_45.png

Unavailabilities

Unavailabilities let the dispatcher create periods not dedicated to work orders more easily. Until now, a specific setup of your activities allowed you to block periods that are not associated with any work order. To simplify this process, we created the unavailability option, to indicate that a field resource is in training, on leave or in a meeting. Thus you can see these events in the schedule and avoid scheduling a work order on a time slot where the field resource is not available.

Additionally, you can schedule an unavailability on a work order.

2021-11-25_16h32_38.png

Use case

Your field resources attend trainings regularly on work time. You want to avoid scheduling a work order during one of these training sessions by mistake. They have one week of training in February, in March and in September.

You already created an unavailability called Training. In the menu Activity report, you schedule the unavailability to the field resources that attend these trainings, on the training dates.

Once these availabilities are scheduled, you can see them in the Schedule. When you try to schedule a work order on an unavailability, an error message will indicate that the field resource is not available.

2021-11-25_16h34_33.png

Time slots

You’d like to dedicate time slots to a specific contractor or to emergencies? Time slots are what you need. Thanks to time slots, you can block time dedicated to schedule work orders for one of your customers or for certain types of work orders.

Use case

You are working with Electel, a contractor with whom you signed a service contract. This contract indicates that Electel can schedule up to 60 hours of work orders each month. To organize the work orders scheduled by this contractor, you want to define time slots dedicated to Electel’s work orders.  

In the Activity menu, you create a time slot linked to Electel. Then, in the menu Activity report, you schedule these time slots to the field resources working on this project.

From now on, you can let Electel schedule work orders on these time slots, and keep track of the time and the work orders dedicated to this contractor more easily.

 

Artificial Intelligence for photo analysis

Premium version

Most Praxedo users take pictures to build an asset picture database, but also to keep a proof of the state of the installation they are working on, before and after their work.

Today, there are solutions that bring added value to these pictures. Praxedo selected a partner that specializes in photo recognition and developed a connector so the two solutions can work together.

To offer best-in-class service, we‘ve collaborated with Deepomatic, leader in Artificial Intelligence and photo analysis. This software makes it possible to verify the work done in real time and give feedback on the quality or the conformity of the work performed by field resources.

 

Deepomatic partnership

A Premium subscription and an active subscription with Deepomatic are needed to have access to this feature. Your Customer Success Manager can help you get started.

Here are some examples to help you understand the advantages of this feature.

Blurry photos detection

When a field resource takes a picture with its mobile phone, he or she may not always be able to check the quality of the photo. Artificial Intelligence can analyse the photo and inform the field resource if it is blurry. In this case, Praxedo displays a message and asks the field resource to take the photo again. 

Thanks to this feature, you can be sure that the photos in the reports are always usable.

ReleaseNoteA21_PhotosFloues.png

Photo validation

Artificial Intelligence can do much more for you with photos analysis. Thanks to machine learning, you can “teach” the analysis engine to recognise which pictures are right, and which pictures are wrong. To make this analysis possible, you must first build a photo library. Once it has enough pictures, Artificial Intelligence will be able to indicate if the picture matches the expected result, or if the result is incorrect.

Using this feature guarantees that the work is done properly, and the work order report becomes a real tool for compliance checking.

Use cases

Wrong picture added to the report

In order to provide your customers reports that are as complete as possible, you ask your field resources to take more pictures. By submitting these pictures to AI analysis, the field resource is informed immediately if the photo does not match the expected result. Praxedo displays a message inviting the field resource to try again.

ReleaseNoteA21_PictureValidation.png

The work done is not compliant

To enhance the quality of your work orders, you have created forms adapted to your field resources. But even when a form is properly filled, the data entered may still not match your criteria. When photos are analyzed by AI, the field resource is informed whether the photo matches the expected result or not. In this case, Praxedo displays a message reminding the field resource how to perform the work order properly.

ReleaseNoteA21_PictureApproval.png

Errors or failures are immediately identified and the field resource is warned in real time.

Deployment in Praxedo

To make use of Deepomatic services in Praxedo, you need to implement the connector between the two solutions. This operation is performed by your CSM team. After creating a request to establish the communication between Deepomatic and Praxedo, they will help you set up your forms with the External module field. Thus, your pictures will be automatically sent for analysis to Deepomatic. Then, Deepomatic sends immediate feedback on the analysis inserted in the report or communicated to the field resource through a notification.

Please note that, to send pictures instantly to Deepomatic, your field resources’ mobile device must be connected to the Internet. This feature is currently available on Android and will be available on iOS by summer 2022.

💡 Ask our Support team (support@praxedo.com) to get in touch with our CSM team.

Enhancements

Drag and drop a work order on a team

Classic and Premium versions

You’re already familiar with drag and drop work orders to pre-schedule or schedule them to a field resource from the Schedule. Now, you can drag and drop work orders to assign them to a whole team. How? Click on Wheel_icon.PNG and check the option Drag and drop to a team.

DragAndDropTeam.png

Then, drag and drop your work orders in the schedule on the row of a team member, as shown below: 

DragDropTeamEN.gif

💡 For more information about scheduling methods, refer to the page Scheduling a work order.

Insert the report URL in notifications

Classic and Premium versions

When using notifications, you can indicate that you want to attach the report in PDF format. Now, you can also insert a link to the report in the body of your message. The recipient can click on this link to access the report in PDF format, and download it.

To insert this link, add this code in your message: $!{intervention.reportURL}.

2021-11-25_16h57_06.png

✅ To use scenarios, ask your administrator to give you the following rights:

  • Write scenarios
  • Read scenarios

💡 For more information about the creation of notifications, refer to the page Creating a notification scenario.

Manage equipment from the mobile app

Premium version

Are your field resources using equipment to perform their work orders? Then let them select the equipment they need from the field. From the details of a work order, on their mobile device, they can delete or add equipment, depending on the requirements of the work order.

2021-12-03_12h33_06.png

✅ Make sure that the mobile version has the following rights: Add, edit and delete teammates.

Use case

Your field resources use a truck during their daily routes. But one of them discovered a breakdown on his/her usual truck. As a replacement truck is available, he or she switches the truck in the details of the work order scheduled on that day. The schedule of the trucks, registered as equipment in Praxedo, is updated.

💡 For more information, we invite you to refer to the page Manage a work order assigned to a team.

Automatic validation of a standard service order

Classic and Premium versions

When all the work orders of a standard service order are done, you can validate it by clicking on the button Validate in the details of the service order. However, when you have multiple service orders, checking that all the work orders are validated to validate the service order afterward can be tedious.

To make this task easier, you can automate this validation. In the menu Settings > General of your account, select Yes in the field Automatic validation of the standard service order.

AutoValidationSSO.png

For the automatic validation of  standard service orders, make sure that:

  • All the linked work orders are Validated or Cancelled,
  • The standard service order has the status Qualified or Completed.

💡 For more information about standard service orders, refer to the page Create and manage a standard service order.

 

SumUp on iOS

Classic and Premium versions

In the previous release note, we unveiled our partnership with SumUp to perform mobile payments, using the field Online payment. This feature works on iOS now for your field resources equipped with an iPhone or iPad.

 

💡 For more information about online payment with SumUp, refer to the page Using the mobile payment field with SumUp.

 

💡 SumUp is already available to our US customers and should be available soon in Canada. 

 

Enhancements to our APIs and connectors

Contractor Web Services 

Classic and Premium versions

From now on, you can update or indicate the contractor using Web Services. Use the methods getEvent, getCustomer and searchEvent to get information about the contractor, and createEvent and updateEvent to add and update the contractor in a work order.

image__16_.png

💡 Discover how to perform these requests in the page [!link coming soon!]

Evolution of the Intent V2 connector

Classic and Premium versions

In the V2 of the Intent connector, you can now create a work order directly in Intent. This event triggers an automatic integration of the work order in Praxedo. 

Then, once the work order is validated in Praxedo, the URL of the work order report (and all its attachments) is directly sent to Intent.

New possibilities with Sage 100 and WS 6

Classic and Premium versions

If you are using our Sage 100 connector, you will be happy with the advantages brought by Web Services 6, such as adding custom fields to your customers, sites and assets.

💡 For more information about Web Services 6, you can check the page New features of WS version 6.1.

Reminder: End of Services

We also take this opportunity to remind you that at the end of 2021, we will terminate support for Web Services 5 as well as the Support for Windows 10 Mobile.

End of Life for Web Services 5

We are ending support for Web Services 5 on December 31, 2021. This version no longer offers a sufficient level of security with regard to current standards. 

Before end of year, we recommend you switch to Web Services 6, which offers the following benefits:

  • More options and flexibility to manage work orders through Web Service,

  • New methods such as work order updates, new modifiable fields for the management of activities.

  • A version regularly enriched with new methods,

  • Maximum security with reinforced authentication.

💡  For more information about Web Services 6, click here.

End of support for Windows 10 Mobile

From December 31, 2021 Praxedo’s support for Windows 10 will end:

  • for Praxedo’s mobile application running Windows 10 available on the Windows Store;
  • for Praxedo’s mobile application running Windows 10 Mobile.

Since December 10, 2019, Microsoft has stopped providing security updates, software patches and support for Chrome applications for Windows 10. This is why we will not fix bugs related to Windows 10 going forward. We will also introduce new features that won’t be compatible with this operating system.

Important note: This does not affect the access to the web application from a web browser.

We hope that these new features will meet your expectations. If you have any questions or need further details on how to unlock and use these features or if you want to get the latest version of our Web Services, our support team is ready to assist you. 

Call +1 833-PRAXEDO or email your request to support@praxedo.com.

 

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