CAFM Explorer Facilities Management Software

CAFM Explorer Service Pack 6

		Jun-09
		SP6
Help Desk
SP6 includes additional filters for Work Finished From/To, Internal/External Assignment and Internal Service Level.
The following additional Work Order mandatory fields – Minimum Locality Level and Internal Service Level – have been added to SP6.
Additional email notification fields – Location description, Building description, Logged By name and On Hold Reason – have been added to SP6.
In SP6 the Help Desk Field Chooser has been extended to include additional data fields including Work Order Type, Internal/External Service Level descriptions, Completion Details, Total Estimated Cost, Total Actual Cost and User Codes.
In SP6 the Work Order export option has been extended to include additional data fields including Total Estimated Cost and Total Actual Cost.
Help Desk grid flags to indicate if a Work Order has Notes or Documents attached have been added to SP6.
Functionality to allow a Person search to be completed by keying a Reference into the Work Order Main Contact field has been added to SP6.
SP6 includes the ability to issue Work Order to a default printer linked to a Trade Code.
The ability to define the period a Work Order should be On Hold has been added to SP6. When a Work Order exceeds its On Hold Until date a Review flag is displayed in the Help Desk grid.
In addition to the existing Reason field an Add Note button has been added onto the Place on Hold window to allow additional details to be easily recorded.
The ability to categorise Notes added onto a Work Order has been included in SP6.
The Work Order Completion Details field has been added onto the Resolve Work Order window in SP6.
Users have the ability to view Documents and Attachments on a completed Work Order in SP6.
In SP6 when copying a Work Order all data fields (except for Notes) are now copied to the created Work Order.
In SP6 when a user selects to Print or Print Preview a Work Order a prompt to ensure that the Work Order is saved is displayed.
The ability to define the Default From Fax Number to be used when issuing Work Orders has been added to Work Order system options.
Asset Register
SP6 includes additional filters for Serial Number, Condition Code, Under Warranty and Bookable.
Functionality to allow Assets to be added from the Asset Register as well as from within the Hierarchy tree has been added to SP6.
In SP6 the Asset Register Field Chooser has been extended to include additional data fields including Condition Code, Condition Date, Purchase Order and Purchase Value.

PPM
SP6 includes additional filters for Associated Property, Property Type, With Assets, With Properties and Internal/External Assignment.
Functionality to allow PPM Schedules to be assigned has been provided in SP6.
In SP6 the PPM Field Chooser has been extended to include additional data fields including Work Order Type, Work Order Group, Building, Floor, Zone, Space and User Codes.
People
SP6 includes additional filters for Department, Personnel Grade Code and Show Internal People only.
In SP6 the People Field Chooser has been extended to include additional data fields including Job Title, Network User Name, Personnel Grade Code and Reports To.
Document Cabinet
In SP6 the Document Cabinet Field Chooser has been extended to include User Code fields.
Service Providers
In SP6 the Service Provider Field Chooser has been extended to include additional data fields including Company Type/Profession, Service Description, Company and VAT Registration Numbers, H&S and CIS information and User Code fields.
SP6 includes additional filters for Company Type/Profession and Service Description.
Purchase Orders & Invoices
In SP6 the Purchase Order Field Chooser has been extended to include additional data fields including Purchase Order Type and User Code fields.
The ability to configure the email notification message sent with an attached Purchase Order has been added to SP6.
In SP6 the Invoice/Credit Note Field Chooser has been extended to include additional data fields including Authorised By, Date Paid, Purchase Order description and User Code fields.
In SP6 when an Invoice exceeds the value of the matched Purchase Order the amount is highlighted in red.
In SP6 if a duplicate Invoice Number is entered for the same Service Provider an immediate alert is displayed to warn the user.
Budgets, Contracts & Projects
In SP6 the Budget and Contract Field Chooser has been extended to include additional data fields including Budget Code and User Code fields.
In SP6 the Project Field Chooser has been extended to include additional data fields including Budget Code, Department, Target Start/End Dates, Percentage Complete, Project Manager, Project Code, Comment and User Code fields.
Functionality to allow newly created BCPs to be available in the Charge To lookup for existing Purchase Orders, Invoices and Credit Notes has been provided in SP6.
Stock Control
In SP6 the Stock Field Chooser has been extended to include additional data fields including Tax Code, Additional Charge and User Code fields.
When adding Stock onto a Work Order any tax and/or additional charges that have been setup can be automatically calculated in SP6.
Room Booker
In SP6 the Room Booking Reference is now auto-generated and unique across all Locations.
Additional email notification fields – Hosted By Name, Email Address and Telephone Number – have been added to SP6.
In SP6 the Room Booker export option has been extended to include additional data fields including Hosted By and Is Confirmed.
In SP6 the Room Booker Field Chooser has been extended to include additional data fields including Hosted By Name, Email Address and Telephone Number.
In SP6 the rules regarding confirmed and provisional bookings have been enhanced to ensure that it is not possible to create a provisional booking which clashes with an existing confirmed booking. Confirmed bookings which clash with an existing provisional booking can be created but a warning message is displayed to the user.
Standard Work Orders
Additional fields including H&S Issue can be defined for a Standard Work Order in SP6.
In SP6 the Standard Work Order Field Chooser has been extended to include additional data fields including Work Order Type, Work Order Group, Internal and External Service Levels and User Code fields.
Reference Data
The ability to hide and unhide Business Roles has been added to SP6.
A new Catalogue Type field has been added to SP6 to allow users to categorise catalogues and parts.
The ability to hide Parts within a Catalogue has been added to SP6.
In SP6 the Hierarchy tree has been extended to include all reference data objects.
Add New/Refresh List functionality has been added to allow new reference data to be added ‘on the fly’
Other
In SP6 the Associations tab has been enhanced to only show objects associated with the specified locality level.
In SP6 the Event Log has been enhanced to show additional information when a user Hides or Unhides a data object.
Asset import functionality has been enhanced to allow the deletion of all Asset Types.
CAFM NET
A Help Desk grid flag to indicate if a Work Order has Notes attached has been added to SP6 CAFM Net.
The ability to define the period a Work Order should be On Hold has been added to SP6 CAFM Net Contractor Access. When a Work Order exceeds its On Hold Until date a Review flag is displayed in the Help Desk grid.
In addition to the existing Reason field an Add Note button has been added onto the CAFM Net Contractor Access Place on Hold window to allow additional details to be easily recorded.
The Help Desk Advanced role has been enhanced to allow the ability to add assets to a Work Order.
The ability to activate the Print button in CAFM Net Help Desk has been provided.
Installation
When upgrading using Easy Install the Datastores configuration file is now saved.
Functionality to display the version of DLL files has been introduced.
In SP6 User Option settings are saved in the CAFM Explorer database.
Reporting
In SP6 the Report Explorer folder structure has been enhanced to allow Sub Groups to be displayed below existing Groups.
The Work Order On Hold report has been enhanced to include the new On Hold Until functionality.
The Work Orders Detail report has been enhanced to included additional parameters – Notes Y/N and Note Type – to enable the report to be generated with or without Notes or with specific Note categories.
The Work Orders Summary report has been enhanced to include additional parameters – Notes Y/N and Note Type.
In SP6 additional fields have been made available for room booking reports.
In SP6 additional fields have been made available for PPM reports.
The Report Scheduler functionality has been extended to allow the generation of single occurrence schedules in SP6.
A number of standard reports have been enhanced to include consistent terminology, additional parameters (including multi-select), totals and sub-totals.
The Standard Exports have been updated to provide the ability to exclude hidden records.