V20 Features and Issues Resolved

V20 Major Features and Issues Resolved

 
FLS Calendar (Fire, Life, Safety)

Introduction

The FLS Calendar is designed for managing planned maintenance activities related to fire, life safety, and essential services throughout the hotel. For instance, visually inspect Fire Extinguishers each month. It presents all work jobs for a 12-month period on a single screen, allowing for easy viewing and action. This tool is ideal for maintenance managers to efficiently oversee fire, life safety, and other essential service activities.


The FLS Calendar shows planned work for all work types where Calendar Category = “Fire and Safety”. It is now accessible:
Desktop: Planned Work > FLS Calendar
Mobile: Planned Work > FLS Calendar

A typical FLS Calendar is shown below. It consists of two parts: the Filter Section and the Main Section.


Filter Section

The Filter Section enables you to refine the displayed data based on various criteria, including asset categories, work types, departments, contractors, and date ranges. By default, the calendar shows all planned schedules for the current year.

Main Section

The Main Section displays, on one screen, the various essential service assets that require maintenance, a description of the maintenance services, and importantly when and how many times a year these maintenance services are scheduled to be done. This section has two main functionalities:

1. You can track the progress of each maintenance service by month or by year.
2. You can click on individual cells or the Grand Total to view completed planned work and take action on open planned work in bulk.

Action Planned Work in Bulk via FLS Calendar

Here are the steps:


1. Navigate to Planned Work> FLS Calendar


2. Click on an individual cell or the Grand Total.


3. Select "View Open Planned Work."


4. Use the switch at the end of the "Work Orders" list to select the required work orders and Click the Complete icon  at the top.


5. Provide the mandatory details and click the Apply iconto apply the entered details to the selected orders.


6. Click the Save iconat the top to proceed. A message will pop up asking for your confirmation to complete the work orders. Click Yes to confirm.

 

7. The number of jobs completed will automatically update in the Done column of the calendar.






PM Calendar (Planned Maintenance)

Introduction

The PM Calendar is designed for managing planned maintenance activities related to plant and equipment throughout the hotel. For instance, Monthly service of the Boiler or Air conditioner. It presents all work jobs for a 12-month period on a single screen, allowing for easy viewing and action. This tool is ideal for maintenance managers to efficiently oversee plant and equipment maintenance activities.

The PM Calendar shows planned work for all work types where Calendar Category = “Preventative Maintenance”. It is now accessible:

  1. Desktop: Planned Work > PM Calendar
  2. Mobile: Planned Work > PM Calendar
A typical PM Calendar Calendar is shown below. It consists of two parts: the Filter Section and the Main Section.


Filter Section

The Filter Section enables you to refine the displayed data based on various criteria, including asset categories, work types, departments, contractors, and date ranges. By default, the calendar shows all planned schedules for the current year.

Main Section 

The Main Section displays, on one screen, the various essential service assets that require maintenance, a description of the maintenance services, and importantly when and how many times a year these maintenance services are scheduled to be done. This section has two main functionalities:


1. You can track the progress of each maintenance service by month or by year.
2. You can click on individual cells or the Grand Total to view completed planned work and take action on open planned work in bulk.

Action Planned Work in bulk via PM Calendar

Here are the steps:

1. Navigate to Planned Work> PM Calendar



2. Click on an individual cell or the Grand Total.


3. Select "View Open Planned Work."


4. Use the switch at the end of the "Work Orders" list to select the required work orders and Click the Complete icon  at the top.



5. Provide the mandatory details and click the Apply icon  to apply the entered details to the selected orders.


6. Click the Save icon at the top to proceed. A message will pop up asking for your confirmation to complete the work orders. Click Yes to confirm.


 

7. The number of jobs completed will automatically update in the Done column of the calendar.



Bulk Completion in Planned Work List
To save your time and improve efficiency, we have enhanced the Planned Work List by introducing a complete function. Users can now complete multiple planned work orders in bulk from the list.

Here are the steps to complete multiple planned work orders in bulk :

1. Navigate to Planned Work> Planned Work Order List


2. Use the switch at the end of the "Work Orders" list to select the required work orders and Click the Complete icon  at the top.


3. Provide the mandatory details and click the Apply icon to apply the entered details to the selected orders.


4 Click the Save icon at the top to proceed. A message will pop up asking for your confirmation to complete the work orders. Click Yes to confirm.





Customizable Welcome Page with Widgets
Table of Contents:
  1. Introduction
  2. How to Customise the Welcome Page
  3. How to create a new Welcome Template
  4. System Widgets Page


We’ve introduced a new Smart Dashboard to help you monitor Work Requests and Planned Work more effectively. The Welcome Page lets you quickly access a personalized view with tabs, widgets, and groups.

You can navigate to the Welcome Page,

On Desktop - Home > Welcome


On mobile - Click on Welcome from the main menu


At the top of the Welcome Page, you’ll find the filter panel, which lets you easily filter the available widgets and view the relevant data.

On the Welcome Page, you can view the tabs you’ve created and the groups containing their widgets. Tab names, group names, and the widgets within each group can be customized as you prefer.


Next to the filter panel icon on the Welcome Page, you’ll find a cogwheel icon that takes you to the Welcome Page setup, where you can create your own Welcome Page or select from an existing template.


On this page, you can choose an existing system template from the Welcome Template dropdown and set it as your Welcome Page by selecting the ‘Set as My Template’ option next to the dropdown.

 

How to create a new Welcome Template

You can also create your own Welcome Page by selecting ‘New’ from the Welcome Template dropdown.

After selecting “new” from the Welcome Template dropdown you can start creating your personalized welcome page by adding new tabs, groups and widgets to the groups. The tab names and group names are customizable as preferred.

You can add new tabs to the welcome page by clicking on the “Add New Tab” button. Also, can start adding new groups by clicking on the “Add New Group” button.

To edit or delete the tabs and groups you’ve created, click the three dots next to a tab or group to view the available actions. From there, you can rename, edit, or add a new tab or group, as shown below.

Tabs

Groups

You can also edit the tab and group names by double clicking on the names.

The widgets can be added to the group by clicking on the “Add Widgets” button.

After clicking on the add widgets button, the widget pane will be displayed on the left side of the screen and from there you can drag and drop the widgets to the group.

If you drag and drop a widget to the group, based on the type of the widget, an information message will be displayed as below.

After the widgets are added to the group, you can click on the finish button on the widget pane to close the widget pane.

If you want to remove widgets from the group or add more widgets and edit the group, you can simply click on the “Manage Widgets” button and do that.

When a group is in edit mode, you can remove widgets by clicking the close button that appears when you hover over a widget, or by dragging the widget back to the widget pane.



Once you’ve finished setting up the Welcome Page, click the Save button in the top-right corner to save your personalized welcome page.

When saving the Welcome Page, you must provide a name for it.

If you are a Super Administrator, you can also share the template with other users by selecting ‘Share this template.’ Once shared, the template will appear in the Welcome Template dropdown under the name you provided.


System Widgets Page

The System Widgets page can be accessed only by the super administrator users.

You can navigate the System Widgets page by Setup-> All Setup Pages-> General Setup-> System Widgets.

This page allows you to enable widgets that will be available to all users across the system.


On the System Widgets page, a filter panel at the top lets you filter available widgets by modules, Work Requests, Assets, and Planned Work.

You can also use the ‘In Use’ filter to view only the widgets that are currently in use. You can also use the global search to quickly find the widgets you need.

Super Administrator users can enable widgets by selecting the ‘In Use’ option next to each widget. You can also preview a widget before marking it as In Use.




Setting Your Own First Screen After Login

With Version 20, the "First Screen After Login" feature lets you choose your preferred landing page. This enhancement aims to tailor different users’ experiences, reduce navigation and streamline the process. With this feature, requestors can be taken directly to the request creation page when they log in, while engineers can go straight to the request action page.


For all users, “The First Screen After Login” is set as Welcome Page by default. The system provides a predefined dropdown list of available pages. You can set your Own First Screen After Login in four simple steps:

  1. Click your avatar in the top-right corner of the screen.
  2. Select ‘My Preferences’ from the menu.
  3. Open the ‘First Screen After Login’ tab.
  4. Choose the page you want to appear first after you log in.



Text Wrapping in Request Submission Page
We have implemented the "wrap text" option on the Submit Request - Asset List and Request/Defect List pages.

      

For new users, the "Wrap Text" option will be enabled by default. 

Existing users can enable the "Wrap Text" option in the My Preferences page.



Support to add New Work Types for Planned Work
The system now enables users to create custom work types for planned tasks and set the work type category, among other features.



Work Type Label Name Changes

V19

V20

Description

RMP -Room Maintenance

Rooms Maintenance

The Rooms View automatically shows planned work where Calendar Category = Rooms Maintenance

Safety Systems

Fire and Safety

The FLS Calendar automatically shows planned work where Calendar Category = Fire and Safety

Planned Work Essential

/ Planned Work Discretionary

Preventative Maintenance


The PM Calendar automatically shows planned work where Calendar Category = Preventative Maintenance




Enhanced User Account List - Displaying Full Names for All Users
The system now shows employee names for all users, regardless of whether they are linked to employees.



New "Capital Work" Category in the Budgets & Actuals Report
Resolved Issues
  1. Users will no longer see a warning message about password expiry if their password is set to never expire. 

  2. The latest version will be automatically and swiftly downloaded when a new release is available.

  3. Users can now view the asset image correctly on both the Asset Details page and the image popup.

  4. Users do not need to select the main unit again when raising work requests from apartment maintenance work orders. 

  5. The "Work History by Skill" report is now functioning properly. 

  6. Each skill description in the skill table is unique. 

 

    • Related Articles

    • V19 Minor Features and Issues Resolved

      Welcome and To-Do List New Features Accessing the To -Do List page has been moved underneath the new “Welcome” menu item. The To-Do List page has not had significant changes in this release. Issues Resolved The count of records in the To-Do list has ...
    • V19 Major Features

      Desktop Menu The V18 desktop horizontal menu has been replaced with a left vertical menu in version 19. Version 18 desktop menu Version 19 desktop menu Read more in this article comparison between the version 18 menu and the version 19 menu. Improved ...
    • Version 18 Key Features and Release Notes

      Watch this Overview Video of Version 18, we'll walk you through the exciting new features and enhancements we've made to improve your experience. Installing the New Version When the current application version is upgraded with a new release, it is ...
    • A Sleek New Menu in Version 19 Desktop– First Look!

      We're thrilled to unveil the all-new, streamlined navigation menu on Desktop Version in Sidekick Version 19 —designed to save you time and clicks! ?What's New? ✔Left-Side Placement – Easier access, better visibility. ✔Consistent & Intuitive Layout – ...
    • V19 Setup Menu in Detail

      All configuration and setup pages (other than planned work routines) are now centralized into a single page, making it easier to find the area you want. Common areas like Users, Employees, Contractors and Suppliers are immediately available in the ...