Release Note Spring 2022

General availability: Tuesday, June 14, 2022

Dear users,

We are delighted to introduce our Spring 2022 release  on June 14. This updated version of the Praxedo application includes a series of functionality enhancements to the START, CLASSIC and PREMIUM plans. To identify your service plan, log in to your account and look for the compass icon Boussole.pngat the top right of the Praxedo home screen.

Since its inception, Praxedo has worked to provide a solution that allows field service companies to save on operating costs while generating more revenue to increase profitability. To address rising operational costs associated with fuel price increases, this version offers new scheduling features that allow for the shortest possible travel times. Find out how the updated version of SmartScheduler will enable you to have more control of fuel costs.

Additionally, this new version of Praxedo includes features that simplify work order scheduling. Available in the Schedule view, users can now search more easily for technicians and equipment using additional criteria. Attend our webinar to learn how to take advantage of these enhancements.

Finally, a preview of the Praxedo mobile app’s is currently available and we will take you through it live. Based on the latest mobile platform standards, this new UI offers technicians a more intuitive user experience. Register for a live demonstration to see the preview.

Keep reading to find out about Praxedo’s latest features! And, we encourage you to contact the Praxedo administrator with your company to activate the feature-specific rights you require.

Want to know more about these new features? Register for our upcoming webinar or consult our online documentation. Additionally, our support team members (support@praxedo.com) are always glad to help.

Major enhancements

SmartScheduler update

  • Summary of core functionality
  • Description of updated functionality

Schedule view including new options

  • Set up filters for technicians, including filter by technician group, zone and skill
  • Create reserved slots based on the schedule

New features

Equipment Management

Describe equipment characteristics and easily identify the equipment needed according to the work order constraints.

Service Order Reports

Get PDF reports that summarize all the work orders performed within a Service Order.

✔ Automatic deletion of geolocation data

Apply the General Data Protection Regulation with ease! With one click, select the time frame for protecting geolocation data. 

On-demand email blasts

Manually trigger email notifications with customizable "Sender" and "Subject" fields.

✔ Login to Praxedo using Google credentials 

Connect to Praxedo using your Google credentials in single sign-on (SSO) mode, so there’s no need to enter another login and password.

New Web Services

Manage Geographic Zones in bulk with newly available Web Services.

Preview

Discover Praxedo's new user interface in its Beta test version

The app (with limited functionality) is available for Beta testing on June 15, 2022.

Major enhancements

SmartScheduler Update

PREMIUM Version

info.pngDo you want to save on fuel and improve the profitability of your operations? Use SmartScheduler to optimize technician routes.

SmartScheduler allows schedulers to automatically optimize technician routes in seconds. This will reduce route travel time and result in significant fuel savings and CO2 reduction.

How does it work?

SmartScheduler automatically determines the sequence of work orders so the route is most economical in terms of time and distance traveled. Based on HERE geolocation technology, SmartScheduler identifies optimized routes according to travel times calculated using traffic history data. Indeed, although the shortest route may appear to be the most economical, sometimes a slightly longer route consumes less fuel than a route with very heavy traffic. Automatic route optimization is a quick way to reduce fuel consumption and CO2 emissions.

The beauty of SmartScheduler is that you can decide on the schedule optimization strategy that suits your situation by indicating the appropriate operational constraints. This allows you to reduce the number of technician trips while also respecting customer appointment commitments.

For those already using SmartScheduler, some of the optimization criteria described below are likely familiar. For instance, the option "Comply with working hours" allows SmartScheduler to schedule work orders within a technician’s defined availability periods. 

Similarly, the option "reschedule pre-scheduled or scheduled work orders" during a given time, allows SmartScheduler to automatically re-schedule previously scheduled work orders. 

Looking more closely at the settings, here are some other options that have been enhanced: 

new.pngTo improve SmartScheduler’s ease of use, some of its features have been updated.

To optimize route scheduling, you must first select a list of work orders in the  "Qualified" state before launching SmartScheduler for a given timeframe. Then follow the steps in this process.

Did you know?

Dates available are located in the work order details

  • To do after, to do before: fill in these dates to establish a timeframe during which the work order can be scheduled;

Appointment date (recommended): fill in this date if a client requires an appointment date that corresponds to their scheduling constraints.

EN-1-do-before-after.jpg

Now that we have seen the type of date constraints that may be entered in Praxedo, let's look at the enhancements to these constraint parameters.

Updated constraints:

Option #1:

When you receive customer work order requests, do you usually have set appointment dates and/or "do after, do before" dates? Would you like SmartScheduler to adhere to these dates when optimizing your route?

Now you can use the parameter “Keep appointment and service hour window” in addition to the dates “do after” and “do before”. What’s more, you can specify the maximum allowable delay to schedule the work, which allows SmartScheduler more freedom to optimize the route.

 

EN-2-add-strategy-timeframe.jpg

Use case

Use SmartScheduler to optimize a technician’s route even with set appointment dates and contractual dates ("do after" and "do before" dates). By choosing option #1, SmartScheduler will schedule the work orders in the optimal order while respecting your customer commitments, such as when you are contractually obliged to act within a specific timeframe. With this feature, recurring routes are more efficient because travel times are optimized, even while considering your customers' expectations.

Option #2:

When you receive work order requests, do you normally agree to dates "to do after, to do before"? And, would you like SmartScheduler to adhere to these dates when optimizing your recurring routes? 

 

EN-3-add-strategy-after-before.jpg

To do this, uncheck the previous parameter and the “do after and do before only” parameter will be displayed. Plus, you can specify the maximum allowable delay to schedule the work, which allows SmartScheduler more freedom to optimize the route.

Use case

Use the SmartScheduler to optimize a technician’s route that considers only the contractual dates ("To do after" and "To do before" dates) and ignores the recommended appointment dates. By choosing option #2, SmartScheduler schedules work orders in the most optimal order while adhering to the contractual commitments. By not considering the recommended appointment dates indicated, SmartScheduler is afforded more freedom to optimize the route. This allows for technician travel-time reductions, while considering the contractual constraints to which your customers have agreed (to-do dates).

Option #3:

Do you want SmartScheduler to prioritize route mileage as much as possible when optimizing your scheduling? To do this, leave all the above parameters unchecked. Then SmartScheduler will schedule  work orders in the most optimal order to reduce the distance between work order locations.

Note: to benefit from this feature, do not check the "do after" and "do before" dates.

 

EN-4-add-strategy-none.jpg

Use case

Use SmartScheduler to optimize technician travel time. By choosing option #3, you allow SmartScheduler to decide on the optimal travel schedule because there are no date constraints. By not considering dates, SmartScheduler is afforded more freedom to better optimize the route. 

Option #4: 

Those who already use SmartScheduler are likely familiar with the option to reschedule already pre-scheduled or scheduled work orders. This option allows SmartScheduler to automatically re-schedule work orders that have been pre-scheduled or scheduled during the time frame selected.

With this new release, you can now select the status of the work orders you wish to reschedule (from pre-scheduled, scheduled and/or synchronized status).

 

EN-5-add-strategy-reschWO.jpg

Lastly, before launching the optimization strategy, you can use option #4 without necessarily selecting new work orders. This means that you can re-optimize work orders over a given timeframe, without adding new ones as "Qualified" within a previously configured view.

Use case

Use SmartScheduler to optimize your routes so you get the best possible result. By choosing option #4, SmartScheduler can reschedule work orders that are already pre-scheduled, scheduled and/or synchronized, during a selected time frame. By allowing these work orders to be moved, you give SmartScheduler even more freedom to optimize your routes to minimize trips between work orders.


To improve the readability of the Schedule view, time duration between work orders is represented proportionally by the gray bars.

 

EN-6-TravelTimeHere.png

 

When the routes proposed by SmartScheduler are suitable, you can pre-schedule or schedule them by selecting the technicians you want to assign the work orders to. These technicians will be automatically added to your Schedule view.

Travel times between work orders adjust to the length of the journey and are displayed proportionally on the schedule. The longer the journey, the longer the bar that represents it will be.

💡 Learn more: find out more about the route optimization strategies available in SmartScheduler, in our online documentation.

✅ To take advantage of these new options, just launch SmartScheduler and select the settings as needed.

Gamme.png To use the SmartScheduler module, you must be a Praxedo PREMIUM user. If you don’t have this service plan, please contact your Administrator to request it.

The schedule view and its new options

Scheduling has a new filter!

START, CLASSIC and PREMIUM versions

With the addition of more filters, Praxedo has redesigned the schedule view layout. Filters are now displayed in a dedicated pane, which appears on the screen when you click on the "filter" buttonFiltre.png .

 

EN-7-OpenSidePanel.gif

 

In this section, you will likely recognize the filters (Technicians, Equipment, Technicians without subscription) and different sorting methods (alphabetical order, increasing load, decreasing load). You will also be able to select groups of technicians while also being able to  modify or create new groups.

 

EN-8-filters.png

 

In addition, you can search for technicians in the schedule according to their skills or geographic areas. Also, you can more easily determine what technician to assign a work order to without having to leave the Schedule view! 

To do this, you must create the skills and geographic areas needed for the work order and then associate them with your technicians within their profile. Note that when you specify two or more skills, the filter will be applied to each skill. This means that if your technician has only one of the skills indicated, they will also be included in the results.

For this purpose, the Administration menu now includes a new feature called Areas. Here you can specify a geographic area and indicate the zip codes or postal codes that you wish to include within that area. 

 

EN-9-areas.png

Once you define an area by  geographic boundaries, you can associate it with your technicians and to reserved slots. That way you can see a technician’s work area, filter the technicians by area on the schedule, and easily facilitate scheduling by drag-and-drop.

Use case

Quickly schedule one of your technicians to carry out a work order using drag-and-drop. The work order below is located in an area called Chicago South and requires the router installation skill. In the filter panel, select the Router installation skill and the Chicago South area.

 

EN-10-skills-areas.png

 

The list of technicians is filtered according to these criteria. Now, all you have to do is schedule the work order with an available technician.

💡 Learn more: to find out more about the filter, click here. To learn more about how to use Areas, check out the online documentation.

To take advantage of the Areas management module, ask your company’s Praxedo Administrator or check the Area Viewing and Area Writing rights in Rights > Administration - Technicians.

Gamme.png To use Area, you must be a Praxedo CLASSIC or PREMIUM user. If you don’t have one of these service plans, please contact your company’s Praxedo Administrator to request the appropriate plan.

Book Reserved Slots in bulk

CLASSIC and PREMIUM versions

This new button BoutonAjouterCr_neau.png, allows you to create reserved slots directly from the Schedule. Click on it to display the activity creation pane. Then, choose the type of activity to create the start and end date, a client and/or an area. Select one or more technicians and create booked slots in bulk!

You can also create reserved slots on the Schedule with drag-and-drop. 

 

CreateReservedTimeSlot-EN-11.gif

 

Note that the way the schedule scrolls has also changed. Now, to scroll the schedule horizontally, click and hold your cursor on the top banner of the schedule.

 

EN-12-DnDSchedule.gif

Use case

Need to assign several technicians to emergencies? In the example above, a two-hour slot is dedicated to emergencies on Tuesday, Wednesday and Friday, from 10am to 12pm. To shift these slots, create reserved slots by clicking on the button BoutonAjouterCr_neau.png. Then select the activity type Emergencies, and indicate the three emergency slots you want to create. 

 

EN-13-emerg-activity.png

Then select the technicians to cover the dedicated emergency slots.

 

EN-14-emerg-slots.png

Press save, and the slot is created for the selected technicians:

 

EN-15-emerg-slots-booked.png

 

Did you know?

By clicking on a technician in the schedule, the individual’s static schedule is revealed, showing the scheduled work orders and times that are unavailable.

 

EN-16-IndividualSchedule.png

💡 Learn more: to find more about reserved slots, check out our online documentation.

To create a reserved slot from the Schedule view (by drag and drop or using the button), enable the Create Reserved Slot Activity Types and Reserved Slots which is found in the Setup > Rights menu.

Gamme.png To use Reserved Slots, you must be a Praxedo CLASSIC or PREMIUM user. If you don’t have one of these service plans, please contact your Administrator to request the appropriate plan.

New features

Equipment management

PREMIUM Version

new.pngTo better identify the most appropriate equipment according to the constraints of your work orders, we have developed Characteristics. This attribute behaves in the same way as skills do for your technicians.

Some of your assets or equipment have characteristics or attributes that are only needed for certain work orders or according to the type of equipment serviced by your technicians. In these instances, you need to specify the characteristics of each piece of equipment so it can be assigned to the right work order.

How do I do it?

In Praxedo, you simply create the list of equipment characteristics that you will use to describe your equipment, and then associate them with the equipment record. Lastly, if necessary, you can add the expected equipment characteristics for each type of work order. From here, you can schedule work orders using suitable equipment while considering business constraints.

EN-17-equipment-specs.PNG

Manage characteristics

In the Configuration menu, go to the Skills and Characteristics section and create the new equipment characteristics. Then associate these characteristics with the specific piece of equipment.

 

EN-18-skills-characteristics.jpg

Associate equipment characteristics with work orders

To easily associate equipment characteristics with work orders, go to Configuration > Work order types and select the ones that are suitable.

 

EN-19-WO-types.png

Thereafter, when you qualify a work order and specify the work order type, the associated equipment characteristics will be added automatically. Like skills, you can modify characteristics on a case-by-case basis. 

 

EN-20-CreateWOskillscharacteristics.png

Again, like skills, required or optional characteristics can be changed with one click. The label will change from black to blue (or vice versa) immediately. Please note that only users with permission to "Delete required skills" can modify or delete a required characteristic, if it is associated with the work order type.

Note: from the list of qualified work orders, you can check that the equipment you want to schedule has the necessary characteristics. When this is not the case, an error message is triggered and the schedule will not be validated.

Schedule/pre-schedule a work order while considering equipment characteristics

Like skills, equipment characteristics can be required or optional. Only required characteristics affect the list of equipment proposed during scheduling/pre-scheduling.

 

EN-21-CharacteristicsSheduleWO.png

Did you know? 

Optional equipment characteristics can be listed for information purposes, but if a piece of equipment selected lacks these characteristics you will still be able to select that equipment.

🔁 Editing of equipment and equipment characteristics is performed using Web Services. You can also associate equipment and tasks with characteristics.

✅ To take advantage of the equipment characteristics management module, contact your Administrator to obtain the rights to define and consult equipment characteristics, which is found in Administration > Profiles > Configuration - Skills.

Gamme.png To use the equipment characteristics management module, you must be a Praxedo PREMIUM user. If you don’t have this plan, please contact your Administrator to request it.

Route Service Order Reports

CLASSIC and PREMIUM versions

info.png Have you used the Route Service Order feature to quickly schedule your work orders? When you need to perform a batch of work orders at a specific time, involving one or more of your technicians at the same time, you can schedule the whole lot in just a few clicks.

Use case:

Your escalator installation company maintains all the escalators within a shopping center. To do this, you create a Route Service Order. In this service order, you select the equipment to be serviced. Once the work orders are created, you can schedule the service order. Then, all the work orders will follow one another in the schedule of the technician who performs the maintenance. The technician will complete a route and fill in the work order reports. Once all the work orders are complete, the scheduler can validate the service orders and consult the reports.

new.pngTo improve this feature, we have updated the PDF report content so you get all service order details and the associated work orders in one document.

Whatever the status of your Route Service Order, you can find all the related service order data and the link to the pdf report for each related work order.

EN-22-Export-report-icon.jpg

Click on the Export button (at the top right of the Service Order detail page) to obtain a .PDF document that will open in a new web browser tab. This file is formatted automatically, based on either the standard Praxedo export template, or using a personalized template that you have set up already and  is associated with the corresponding form.

The PDF document includes information related to the Service Order, such as dates, type of work order, and technician. Plus, it includes the details of each associated work order (for example, the qualification and scheduling data). 

Note that you can also access individual work order details by clicking on the specific work order URL which is provided in the Service Order report PDF document.

To better leverage the Route Service Orders data, we are working on an XML export of work order details so that you can collect the information of your choice. To test this functionality before its release in September 2022, contact Praxedo Support by email (support@praxedo.com) and ask to be part of our user-tester program.

💡 Learn more: to find out more about Route Service Orders, check out the online documentation

To take advantage of Route Service Orders, contact your Administrator to access the Rights > Work order - Route Service Order, and activate Route Service Order Reading and Create Route Service Orders associated with your user profile.

Gamme.png To use Service Orders, you must be a Praxedo CLASSIC or PREMIUM user. If you don’t have one of these service plans, please contact your company’s Praxedo Administrator to request the appropriate plan.

Send emails on demand

CLASSIC and PREMIUM versions

info.png Have you used the Praxedo notification scenario tools? They allow you to automatically send email or SMS/text messages to your contacts, including customers, technicians, and employees, in real time. You can set automated notifications that are triggered by a work order status change or a technician’s activity. Plus, you can send messages directly from Praxedo Web whenever needed. These notification tools enable effective communication with your customers and colleagues.

new.png To take your message usage further with Praxedo, we now offer a new option to manage the sending of notifications with more flexibility. 

When sending a message from a work order details page, Praxedo Web users can now modify the subject line and/or the sender name as needed.

To use this option, you must use an existing Praxedo notification scenario. By clicking on the icon for notifications (1), the message setup window appears and the From (2) and Subject (3) fields are no longer grayed out. You can thus modify the information according to your needs: specify the address of a sender (other than the default entry) and modify the subject of your message if necessary.

EN-24-notification-scenario.png

💡 Learn more: to find out more about Automatic Notification Scenarios, see our online documentation

To take advantage of the notification scenarios, talk to your Administrator to obtain the Rights > Scenarios - On-Demand Email Creation associated with your user profile.

Gamme.png To use the automatic notification scenarios, you must be a Praxedo CLASSIC or PREMIUM user. If you don’t have one of these service plans, please contact yourcompany’s Praxedo Administrator to request the appropriate plan.

Connect to Praxedo in SSO with Google Workspace!

START, CLASSIC and PREMIUM versions

Are you tired of having to remember yet another password? We know that feeling, so Praxedo now enables web authentication using your Google account credentials.

EN-25-Google-SSO.jpg

To use this feature, as a Praxedo administrator, your users must have a Gmail address or an email address that is hosted by Gmail. This Gmail address serves as their Praxedo login. If your users already have a Praxedo login other than a Gmail address, a new user profile that includes the Gmail address as the login must be created.

EN-26-UserGmail.jpg

Once the user profile includes the Gmail address, users can log in without a password! Furthermore, if this user authentication method meets your needs, you can make it mandatory for all your users. Just contact Praxedo Support to enable this setting.

To take advantage of simplified authentication, talk to your company’s Praxedo Administrator.

Gamme.png To use simplified authentication, you must be a Praxedo PREMIUM user. In your capacity as the Administrator of your PREMIUM account, you can make a request to Praxedo Support to enable this feature.

Automatic deletion of geolocation data

START, CLASSIC and PREMIUM versions

Compliance with General Data Protection Regulation (GDPR) standards is a major data management issue. Praxedo helps you to comply with these standards by allowing you to automatically delete the navigation data associated with your technicians.

To do this, go to the Configuration menu of your account, then to the General tab. Within the option labeled Maximum duration of geolocation data retention, choose the timeframe you want to apply to the account. Possible data retention periods are 2 months, 1 year, 5 years or no limit.

 

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This data retention period is relative to the current calendar date, which means when you choose a retention period of 2 months, all geolocation data captured more than 2 months prior to the current date will automatically be deleted. This way, your technicians’ historic geolocation data is not available in the Geolocation menu once the defined deletion period has passed.  

To take advantage of this new option, go to Configuration > General and select from the drop-down menu the option that suits your needs.

Gamme.png This feature is available within the START service plan.

New Web Services

CLASSIC and PREMIUM versions

The debut of zip code or postal code Areas is part of our new Web Services functionality. 

Now you can create, modify, delete and consult zip code areas using Praxedo Web Services with the createZipCodeZones, updateZipCodeZones, deleteZipCodeZones and getZipCodeZones tools.

💡 Learn more: For more information about Web Services in general, please refer to the online documentation. And, regarding Areas as part of Web Services, please refer to the Area Management documentation.

To take advantage of the new Area management feature, you must be a Web Services user.

Gamme.png To implement Web Services, you must be a Praxedo CLASSIC or PREMIUM customer. If you don’t have one of these service plans, please contact your company’s Praxedo Administrator to request the appropriate plan.

Preview

Praxedo Mobile app interface gets a makeover!

Our teams have been working for several months on a redesign of the Praxedo Mobile app to make it even easier to use. Although the official release date is planned for 2023, below is a preview of this application, which is currently in beta phase.

 

In-app navigation

The first change you will notice is a fresher layout and more up-to-date graphics. In addition to aesthetic changes, navigation is even more intuitive. The home screen of the mobile app allows technicians to see scheduled work orders in a calendar, so navigation from one day to another is easy.

EN-28-pm3-home.png

The days on which work orders are scheduled are marked with a gray dot and the work orders are organized chronologically. At the top, the PM3Cartographie.png icon allows you to see work orders on a map. A little to the right, the PM3ListeInter.png  icon is used to display a chronological list of all your scheduled work orders, organized by date.

EN-29-pm3-home-WO-list.png

In the work order tile (shown above), the usual information is displayed, including work order type, site address, duration and time of work order. Plus, at a glance, you can see if the work order has an attachment, or if you are the team leader or a team member on this job. On a work order, a swipe to the left reveals shortcuts with the work order contact information and launches the navigator tool, which shows the best way to the job site.

EN-30-pm3-WO-details.png

Manage your activities and create work orders

At the bottom of the screen, your activity status is shown. This is where you report your latest activity status using the Declare button. 

EN-31-pm3-declare-activity-2.jpgEN-31-pm3-declare-activity-1.png

Your current activity status is displayed and you can select a new activity from the list provided. This is also where you indicate times when you are unavailable because you are in a meeting or in a training session or taking time off).

Plus, the My activities tab leads to a handy overview of your day, including your real-time activities and periods of unavailability. 

EN-32-pm3-my-activities.png

Lastly, the PM3-Cr_erInter.png button allows you to create a work order from the mobile app. From the work order creation interface, you fill in all the details. Note that to select equipment, you must locate the information list within the equipment hierarchy.

EN-33-pm3-equipment.png

The activity manager tool will then find the work order in its list of work orders to be scheduled.

Details and work order report

In the work orders details view, you will find information related to the work order, including instructions from the activity manager tool. Even if the majority of the existing elements are active, you still have to wait to use the items or to access the history.

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The format of work order reports has also been updated with a more streamlined look. Currently, most types of information have been ported to this new version of the mobile app. However, we still have more development work ahead to allow the app to manage external modules, use tables or add items. So stay tuned!

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As mentioned above, the new version of the Praxedo Mobile app is still under development and will be available in 2023.

 

We hope that Praxedo’s new features meet your expectations. 

If you have any questions, or if you would like to activate a feature, 

or to get the latest version of Praxedo Web Services, 

contact our support team by phone 

at 1-833-PRAXEDO — that’s 1-833-772-9336 — or by email 

at support@praxedo.com.

 

 

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