SEARCH:

Eclipse-fm® 2009 V4.1

 For the detailed list of changes in the Eclipse-fm® v4  release see the following

Version 4.1.0

Version 4.1.1

Version 4.2

Annual Task Planner
The main feature of this first enhancement of Eclipse-fm® v4  is the Annual Planner. This allows the FM department supervisors to visualise and manage any tasks for up to a year ahead - both currently created tasks and PPM tasks scheduled but not yet in existence. 

The Annual Planner provides a calendar that gives an at a glance indication of workload for each day. Selecting any particular day then gives access to the task list for that day, and then the individual tasks for - at this stage - manual adjustment.

Annual Planner - Click for larger version


This is the first step in the development of a visual planner, with more features envisaged for subsequent releases. We will be looking for feedback on the usage of this first release, particularly in the area of handling "nested" PPMs, which do present some design challenges!
 
Other Improvements

More than 80 other enhancements have been made in this release, including:-
 
Improvements to Asset Management
  • Asset Link to Helpdesk
    • A new option allows the creation of a task ticket directly from an Asset. This makes Eclipse-fm® much more asset centred, particularly useful for EBME usage while retaining the current flexibility for non asset related work or methodologies.
  • New Asset Searching Features  
    • Search on model and/or serial number in Asset Inquiry
    • Sort/Search on Model and Serial number in Look Up lists  
 
Task Templates
  • History Tab added.
    • Quickly see where a template has been used, and easily follow through to the details of each task
Task Tickets
  • Simplified creation of Multiple Task Tickets  
    • New option to retain  "common" data when creating multiple tickets - much less typing, much faster ticket creation.   
 
Task Search Engine
  •  A new search option on the search results allows searching within the results across multiple columns. This is a great help in pin-pointing exactly what you are looking for.
  • Print or export these filtered results.
     
Web Eclipse Task Tickets 
  • Added asset name to ticket list 
 
 Task Logging 
  • Task type added to Look up allowing sorting and finding by task type. 
     
Purchase orders    
  • Maintenance Contract Link added
  • Associate Purchase orders with relevant Maintenance Contracts  

       
Address List  
  • Filter by type of contact added - select for Supplier, Manufacturer, Invoice to .....  

Plus many more - as per the following lists -V4.101, V4.1.1

 Version 4.1.0  

New Module

Annual Task Planner. This Planner provides a calendar that gives an at a glance indication of workload for each day.  Selecting any particular day then gives access to the task list for that day.

 Asset Management

The F10.CUR_VAL value is now copied into F10.CURRENT_VAL if the latter is empty on upgrading an existing WIMS or Eclipse-fm® installation. 

Updated the Asset Classic view to allow for the user to select an asset and then open the helpdesk view with the asset information pre-populated. 

Improved validation of the location and organisation information. 

Asset Enquiry now allows enquiries by the model and/or serial number. In addition, the asset model and serial number columns can now be sorted and searched in lookup lists. 

Increased the size of the Notes field to 1024 characters. 

Financial Control

Financial Control Reports View updated to include selection of Transaction Types for Financial Transaction Report.

Uplift is now optionally applied to redundant account codes.  NOTE: This does not affect the reports which will still print the inactive codes.

The Year End procedure now asks if the user would like to update the financial year, and updates it accordingly if so.

Change financial reports to allow for active/inactive budget and cost centres.

 Purchase Orders

Added Maintenance Contract to the Purchase Order view.

The Transaction list in the Purchase Order view now resets to the default sort order when the first column is clicked.

The Notes form in the Authorised Actions tab in Purchase Order view now show as mandatory (yellow background) when the edit is enabled.

 Staff Management

The Equipment Qualification creation dialog has been corrected to only show active qualifications in the lookup and seed the model lookup if a manufacturer has been specified.

Help has been updated to make the documentation regarding the staff username and password fields show how they are used.

Staff Details view will now populate the ’known as’ field with the forename and surname of the specified user but only if the ’known as’ field is blank.

The size of ’forename’, ’surname’ and ’Known as’ fields have been extended.

Restored the Job Title field to the view.

 Stock Control

Stock Control Month End View now shows how many months are missing (if it exceeds one), and ask the user if they want to create them. If the user says ’yes’, the missing months’ balances are created.

The Stock Header view now allows the ’Unit’ measurement to be changed before the record is first created.

 Task Management

Resolved problem in Task Helpdesk in viewing previous tickets; it no longer displays the incorrect ticket number.

Adjustments made in Task Feedback Adjustment are now displayed in the relevant event in Task Helpdesk.

Updated the Task Booked report to allow the user to select a range of booked dates, also selection criteria for task type, operative staff ID, occupation and designation.

In Task Logging users can now Burst Tickets from a Batch, and IF no time has been booked to those tickets, put the Status back to 4 - Issued, and an Audit Event is created to reflect this.

Added Occupation, Site and Organise filters to Task Templates.

Updated the Task Management SLA reports to allow the user to search by priority.

In Task Logging added row to show the elapsed time.

Added a ’Retain Common Fields’ checkbox to the Task Helpdesk to allow quick creation of multiple tickets.

Task Type lookup in Task Templates is now filtered to only show valid template task types.

Unbatching of Tickets in the Task Enquiry now unbatches the whole of the batch and not just the tickets that are displayed in the list of tickets.

In Task Templates, all frequencies can be changed providing they fit in with the other frequencies.  The next frequency is also made available as soon as a value is entered into the last displayed frequency.

Task Logging now warns if the user enters a Finish Date/Time that results in negative Elapsed Time.

Updated the SLA reports to allow the reports to be printed grouped by either Task Type or Priority.

All Task Management reports have been updated.

ask Templates view now has a History tab which lists the tickets created from that template, and allows the user to view details of those tickets in the Task Helpdesk view.

New report added to the Task Management Reports view for Task Weekly Plan which is a weekly version of the Task Yearly Plan report.

Amended the Task Logging View to not allow Mandatory Tickets to be Rejected/Cancelled.

 Task Template Information report selection criteria has been enhanced to include next due date, task type, maintenance account, site, block, level, space, organisation, directorate, department, sub department, asset ID, and also to only show active or inactive templates.

Added the Task Type Column to the Task Lookups used in ’Task Logging’.

Disabled the Space and Sub-department forms in Task Templates view when an asset has been entered.

Updated the Report view to include Scheduled field for the SLA report selection criteria.

Task Templates view now rebuilds the list of templates when it is filtered by Next Due Date and the top template is edited such that it is no longer valid for the filter. This prevents the issue where a new top template is now selected in the list, but the old template’s details are shown below.

Updated the Task Management Reports, SLA reports to allow searching by priority.

Corrected system failure in Task Tickets Helpdesk when closing the selection brought up by clicking on the prompt button in the ’Reported by’, ’Tel.’, ’Reported On’ or ’Template’ forms immediately after entering a ticket number in the ’Ticket No.’ form.

Updated the Task Management Report, Task Yearly Plan report to allow selections by Site, Block, Level, and Occupation.

 Batching Tickets from more than one instance of Eclipse or Task Logging, at the same time, now produces Different Batches, and Doesn’t extend the same batch (the Control Ticket Number is assigned correctly)

Task Feedback Adjustment view now allows an audit note to be added to a ticket at any status.

New report added to the Task Management Reports view for Task Event Information which will allow selections by event code and a single status.  The report will allow the client to produce a report of the non system events (where the last two digits of the event code are above 10, for example 511, 611, etc)

Help has been updated to clarify that when a second operative logs onto a ticket, he is actually logging onto the whole batch and not just a single ticket within the batch.

Task Enquiry has been updated to prevent a user from batching or unbatching tickets if another user has changed any of the tickets being batched/unbatched.

Updated the SLA reports to make the group footer section clearer.

In the Task Helpdesk view, the ’Add task note details’ dialog is always empty when it is brought up for the user to add a note.

Added ’Asset on Loan’ indicator and the ’due back’ date to the Helpdesk view.

New Task Management Report added for Task Template Analysis which will allow the client to produce a report of the PPM tasks’ that have been created in the system. The report will show the ticket number, short description, and the timings against the task also showing if the task was completed with SLA. The report is similar to the SLA reports but reporting only on scheduled tasks.

Task Yearly Plan report has been updated to correct a calculation error in the month 12 ending date.

Task Helpdesk View now allows the user to change the Short Description for any ticket of a status between 0 and 6 inclusive. For existing tickets, if the Short Description, Allocated To, or Allocated Group is changed, an audit event is created showing the information before it was changed.

Task Management Search Engine now allows the user to print the results list. It will also allow filtering of results using a filter search to narrow the search within the search results.

Enhanced the Task Labour Recharge report to allow the user to print the report showing the details of the stock costs against the ticket.

On creating a ticket, the creator ID, date, and time are saved against the ticket. When updating a ticket, the staff ID modifying the ticket and the date and time are recorded against the ticket.

Addressed issue with rounding, when apportioning time across a Batch, with several operatives logged on at the same time.

Help has now been added to the Task Logging program.

The Crystal Reports view no longer overrides the parameters within user-created Crystal Reports.

Task Helpdesk view now respects the Auto Print and Auto Issue flags when creating ticket from Non Scheduled Templates.

Pressing Enter in the Ticket No form in the Ticket Booked Time Adjustment view no longer causes a validation error.

Task Manual Feedback view no longer errors with ’Invalid Message. GET_PCONSTRAIN_TICKET_STATUS’ when adding another member of staff to the ticket. In addition, the event code now always defaults to ’600’.

Task Helpdesk view no longer disables the [OK] button after moving focus to another view. It also resets correctly after closing it via the window [X] button.

Both Task Logging and the Task Feedback view now prevent the user from entering a finish date/time that is before the start date/time. Task Enquiry view now allows searching by Created By and Modified By.

Task Logging no longer errors if the user has the focus in the Event Code form when they log off, or if the user has the focus in the Finish Date or Time form when they press Cancel.

On the Task Search Engine view, the filters now clear the descriptions or display the correct description on exiting from the filter.

Amended the Task Logging View to respect Constraints which allow operatives that are NOT allocated to log onto Tickets, provided the number of allowed operatives is not exceeded, and only IF the Tickets are already logged onto.

In Task Logging , changed the algorithm used to log staff off a batch so that it no longer bursts the batch if putting the entire batch on hold when logging the last member of staff off it.

Task Manual Feedback View now prevents the ’Ticket No’ from being amended, and ensures that a valid Ticket record has been found.

In Task Logging , corrected a issue where a ticket was not being displayed in the helpdesk if the parent task type has been set inactive.  This was found to be an issue dating back to version 3.0.  You are now able to specify a ticket in the helpdesk irrespective if the task type is active or not but you are not allowed to create new tickets with an inactive task type.

The issue of the first entry in the task enquiry being colour coded incorrectly has now been resolved.

 Property Management

The Property Block Details Dialog available from the Block Info tab in Property View has been changed to remove the checkboxes that were causing problems. Instead, they now match the property view insofar as they allow users to select the items from a list and enter details against them.

The Property Tenant report has now been updated to show Tenant information instead of the same information as the Tenure report.

 System Management

 Amended Menu System to shadow menu items when they are unavailable to the current user.

System Configuration Help improved on how Company name is generate for report headers.

 Common Maintenance

Added address detail containers into the site and block detail views.

Added ’Filter Addresses’ to the filter list on the Address View, allowing the user to filter records based on the type of contact.

Web Interface

Tickets List in Web interface now has an Asset Name column.

 Utility Program 

The ’Check Task/Event Times and Staff Costs’ process in the Eclipse Utility no longer corrupts Event times for recent Batched Tickets.

 Back to Top

 

Version 4.1.1

 

Asset Management

 The Action/Bulletin Notices Dialog has been amended to save the entire content of the Notes box when creating a new Notice record.
 Stock Control
Rounding issues resolved in Stock Issue-Only View, Stock Transactions View and Stock Header View.
 Web Interface

Added a history page to show the last 30 days of completed tasks for the users organisational location.

 Ticket Status page now shows the status description, site and block information.

 When creating a new web ticket, if an asset is selected from the available list it’s corresponding maintenance account is fed into the account code field fo the ticket.
 
The Task creation page in Web Eclipse has been changed to determine the reported date and time at the time of which the ticket is saved instead of at the point the page was initially displayed.
 
The Ticket status page has been enhanced to include an option to preview the ticket this allows the user to print out the details of the ticket.
 
The Task tickets page has been changed to include an option to preview and print the ticket before logging onto the ticket.