TeamWherx Product Update – February 2023 - Actsoft, A Global Leader in Mobile Workforce Management and Digital Transformation

New Features Sharpen TeamWherx More Than Before

CLIENT ADDRESS BOOK

Our orders dispatch has improved! We have added the Client Address Book as a new feature, allowing users to define multiple addresses for one client. In many cases, a single client can have numerous locations where they send employees to perform work orders. All these addresses can now be defined in the Client Address Book and easily selected during order dispatch.

Benefits

Dispatchers can select from different locations under the same client profile.
A great alternative for companies who are growing their client base rapidly.
The feature opens the door to include more than one address per order in the future. Stay tuned!

Video

Training

The Client Address Book

The address and contact information part of the Clients drawer has been replaced by a brand-new Address book section, where users can store and manage multiple addresses defined for a client.

The image below depicts the client drawer with a single address, which represents the new Client view customers will see after the update.

Once Add new address is selected, the editing screen will open for the user to enter the new address information. At this time, a name can be assigned to the address, and there is also a checkbox to mark the address as the Default address for new orders. Selecting an address as default will replace the previous default address.

The default address is the address populating upon order creation and also the address displayed in the Address column of the Clients grid:

The image below depicts the Client Address Book with multiple addresses. Users accessing this screen have the ability to edit, delete and add new addresses:

Selecting a New Address During Order Creation:

When creating a new order, the default address will populate, but users can now open the Address Book to select and assign a different address from the list.

Choosing a different address and applying the selection will populate the new address in the order screen.

GRID GROUPING AND PAGE SIZE

We have added the capability to group information in grids by column name. The feature elevates the functionality of our application grids, allowing users to group rows together and organize information as needed. For the moment, grouping by columns is supported on the following screens: Orders, Users, Custom Lists, and Clients.

Benefits

Allows customers to increase the page size and work with a larger set of rows at a time.
Users can better organize the information in grids by grouping one or multiple columns.
Saves the time invested in sorting and filtering screens to find the desired information.
Grouping by columns combined with grid filtering in the Orders screen offers dispatchers a powerful tool.

Video

Training

Grid Page Size Selector

We have added a new grid component to our application that allows users to change the page size from the default 300 rows. This enhancement makes it possible to define the page size in grids and work with a larger set of rows at a time, which helps with certain grid functionalities like editing users, bulk actions on orders, etc.

The rows per page selection control is located at the bottom right of the page, and users can choose among 300 (current default), 1,000, and 2,000 rows per page:

Grouping by a Single Column

Group by (column name) has been added to the list of actions available to columns. Clicking on this option will update the grid view, grouping rows based on the column values and placing the column as the first column in the grid.

The image below depicts the Users grid grouped by Permissions. As you can see, the number of items in each group is indicated next to the group name.

To end grouping, you can select Stop grouping by (column name). This action will place the column back to its original position in the grid.

Grouping by Multiple Columns

There can be multiple levels of column grouping. The following image represents the Orders grid grouped by Status, then by Client name.

When grouping by multiple columns, the label of the leftmost column changes from the initial grouped column label to a generic "Group" column label:

Grid Grouping Rules:

Grouping by a column will sort all records in the grid in ascending order by the column name and move the column to the leftmost side.
All rows in the grid will be grouped in alphabetical order and the number of records per page will remain the same, depending on the number of rows per page selected
Additional subgroups may not be sorted alphabetically by default; however, users can sort rows using the standard column sort.
Grid grouping will persist after a user leaves the grid and returns, and between login sessions.
Grouping by a binary column value - like the GPS column check box in the Users grid - will be labeled as False (#) or True (#).
Rows with empty value in the column will show as (#).

Grouping and Page Size are supported in the following columns, by grid type:

Orders

Client name
Service
Status
Assigned
Client details (Text, Dropdown, Numeric)

Users

Group Member
Permissions
Active
GPS
License Type
Mobile Access Only
Crew Leader
Require SSO Authentication
Modified by

Custom List Field Type

Text
Numeric
Date & Time
Date
Time

Clients

Contact name
Contact email
Contact phone
Client Custom Fields
Text/Drop-Down/Numeric Field Types

Tips:

In the presence of a large number of records, increasing the page size after grouping will let you see more records in one page.
Grouping combined with filter by start time can refine your search even more.

FILE ATTACHMENT IN SERVICE FORMS

Several customers have requested the ability to send files of different formats within a work order to mobile users in the field. Therefore, we have come up with a new field type: Attachment fields.Attachment fields in service forms will transport a file uploaded from the dispatcher’s computer to the mobile user’s application. Once the file is received in the mobile app, it can be viewed and downloaded on the handset device.

Benefits

Companies using our dispatching module can send data carried in different file types to their users in the field.
Multiple files can be attached to the same field.

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Training

a) Configuring attachments in a service form.

Go to the Dispatching module setting and add the Attachment field to the desired Service type form.

Once in the field Settings, the user is notified about file size limitations and the file types permitted:

b) Uploading files to the service form.

After the attachment field has been configured, web users will utilize it the same way they currently upload a camera field. Clicking on the attachment icon will invoke the default file explorer from the operating system. Only accepted file types will be available to select from the list:

c) Service form with attachments in the mobile app.

As shown below, the attachment field bar is highlighted in light blue and displays the number of files contained in the field.

Tapping on the attachment area will bring you to a separate view displaying the name and size of each file.

Selecting any of the individual files will launch the native browser on the device and allow the user to open and download the file.

Note: In this initial phase, Attachment fields are only available to Service type forms. Wireless Forms and Status forms are not included in this release.

MY MODULES SEARCH AND SORT

Various customers have expressed the need to find modules more easily in the web portal, especially in accounts with a large number of forms. To make this possible, we have upgraded the modules section with search and sort capabilities.

Benefits

Saves time for users, as they can quickly locate a form module by its name.
No need to scroll through an excessive amount of form modules to find the correct one.
Sorting modules alphabetically is a great way to organize the screen and locate modules.

Video

Training

The new Search and Sort controls have been placed at the top of the My modules screen:

1- Search

The search option seeks text in the module name and module description; and starts filtering as soon as the user begins typing.

An example of a user looking for a Wireless Form containing “cost” in its name:

Tip: The search function looks for characters, not just text:

2- Sort

The three sort options users can apply are Sort Alphabetically A-Z, Sort Alphabetically Z-A, and Sort by device display order.

At present, modules in the My Modules section are displayed following the same order as in the Device layout, found in the Administrative section of the web portal:

To keep the same module disposition, select Sort by device display order:

Selecting Sort alphabetically allows users to sort all modules in alphabetical order from A to Z, or reverse mode Z to A:

CLOSEST TO FILTER IN LIVE VIEW

We have added a feature to the Live View that makes it possible to find users closest to a location instantly. Web users can now know in real-time who is within the defined range of a specific geofence, user, client, or random address.

Benefits

Easy to use. With a few clicks, you can filter the Live View to only see users within the desired distance.
Provides an accurate method to find users, compared to having to visually search users on the map.
Combining Closest To with Filter this list can provide a powerful filtering functionality in the Live View.

Video

Training

Steps to find users closest to a Geofence, User/Vehicle, Client, or Location:

Select Closest to to open the filter.
Enable filter.
Choose from Geofence, User/Vehicle, or Client to bring a list of geofences, users, or clients and pick one from the list. Selecting Location will let you enter an address.
Adjust the desired maximum distance to the object. By default, there is a 10-mile radius.
Press Save.

A section of the Live View showing the users panel and filtering options.

Once the selection is saved, the users panel will be filtered to only show users within the specified range, sorting them from closest to furthest.

At the same time, the map will present a geofence-like circle with a central pin in the target address, and the filtered users inside the highlighted area.

As you can see in the image above, the last known position from every user is used in the search without considering the timestamp of the last known position.

Tip: Refine your search more by using the filters available in the Filter this list section.

Finding Users Closest to Users/Vehicles

Selecting User/Vehicle as the target object will populate the address information considering their last known GPS location. If there is no valid GPS location, the system will return the message below:

Finding Users Closest to Clients

If a Client is selected with no address or an unverified address, the pop-up dialog below displays:

ENHANCEMENTS

LIVE VIEW FULL SCREEN MAP

Multiple customers using our Tracking capabilities have requested the ability to turn the Live view map into a full screen view.

Training

A new full screen mode icon has been added to the top right section of the Live View map. Once selected, the screen will turn into a full screen map hiding the page header and left menu:

Selecting the Full screen mode:

To exit the Full screen mode, click on the button to switch to the map’s Default mode:

Tip: Press F11 on the keyboard to enter a perfect full screen in the web browser without address and status bars:

COPY AND PASTE OPTIONS IN FORM BUILDER

We are always looking for new ways to save time for customers using our platform. The new Copy and Paste functionality enhances our Wireless Forms by facilitating the process of doing changes to selection fields with long lists of values.

Training

A new Options gear icon has been added to the field settings on Drop-Down, Checkboxes, and Radio fields:

Copy options to clipboard will copy all the values from the field into the clipboard.

Paste options to list will paste all values from the clipboard, giving users the option to Replace all existing values or Add at the end of the list:

CUSTOM CONDITIONS FOR TIMEKEEPING REPORTS

We have expanded the custom search parameters to our Timekeeping Reports. Users now will be able to set one or several conditions and filter the data returned in the report.

Benefits

Saves time for supervisors by decreasing the time needed to revise timekeeping reports.
Users can run reports based on general form information and individual field values.

Training

To run a report with conditions, select the desired timekeeping report and start adding conditions from the new section Add conditions so you only get the data you need.

Once a new condition has been added, you can define the Field, Condition, and Value. Multiple conditions can be combined to obtain only the desired relevant data.

General data available in conditional search:

Email address
Phone number
Employee number
Total hours
Total break time
Total lunch time
Net hours
Approved

Clock in details / Clock out details:

Geofence name
Address
City
State/Province/Region
Sub region
Zip/Postal code
Latitude
Longitude

Clock in form fields

Clock out form fields

Form field types and operations available in conditional search:

Text Field
- Equals
- Contains
Number/Currency/Calculation Field
- Equals
- Does not equal
- Greater than
- Greater than or equal
- Less than
- Less than or equal
Checkbox/Drop-Down/Radio
- Equals
Phone Number
- Equals
- Contains
Date/Time field
- Equals
- Does not equal
- Greater than
- Greater than or equal
- Less than
- Less than or equal
Email
- Equals
- Contains

A maximum of 10 conditions can be defined in a report or scheduled report.

Similar to the functionality in Ad Hoc Reports, all conditions added are connected with the AND logical function. As a consequence, results will meet each one of the conditions.

ADDRESS HYPERLINK IN ALERT EMAILS

At present, when an email alert is sent, we provide the address where the violation occurred; however, in order to know more about the location, users typically have to copy and paste the location into Google maps or search the history in our application. The new address hyperlink in alerts eliminates that step.

Benefits

Useful for those who receive an alert email but don’t have access to the application to check the history.
Allows users to quickly see on a map where the violation occurred.

Training

An example of a Stop alert email received with the address hyperlinked:

Once the user clicks on the blue highlighted text, a new browser tab directed to Google Maps will open, with a pin centered on the coordinates of the alert.

Note: Location will be empty if there is no GPS data available when the violation occurred (for example in the case of a GPS disabled user event alert).

ALERT HISTORY WITH IMPROVED PARAMETERS

Another enhancement made to our web application is in the Alert History screen. We have modified the way parameters are displayed in the Alert details drawer, making them clearer and easier to understand.

Benefits

The new parameters are more relevant, providing users with a better idea of the violation that occurred.
It saves the time invested by users in researching more about the alert.

Training

The image below depicts the existing Stop alert drawer, showing a descriptive version of the threshold as a parameter, but there is no precise information about how long the user was stopped at the location.

The new Stop alert drawer explicitly provides the threshold set and the time the user was stopped:

List of parameters per Alert type:

Stop Alert

Stopped time: XX hours/XX minutes/XX hours XX minutes

Stop threshold: XX hours/XX minutes/XX hours XX minutes

Timeout Alert

Timeout threshold: XX hours/XX minutes/XX hours XX minutes

Speed Alert

Actual speed: XX MPH

Speed threshold: XX MPH over XX MPH

Posted speed alert

Actual speed: XX MPH

Posted speed: XX MPH

Speed threshold XX MPH over the posted limit.

Idle Alert

Idle time: XX hours/XX minutes/XX hours XX minutes

Idle threshold: XX hours/XX minutes/XX hours XX minutes

User event (No changes)

Event

Vehicle Event (No changes)

Event

Geofence Alert (No changes)

Aggressive driving (No changes)

SHOW ALL RECIPIENTS IN RECEIVED EMAIL

We like to go above and beyond for our customers. A request came from a customer who recently migrated from our Legacy platform. They want to be able to reply to all recipients when a form submission email is received. This allows them to communicate and share comments about the form among all stakeholders.

Training

Example: The following form is configured to email the three email addresses configured in email settings.

With the current process, the email received only shows the user who received the email as recipient (not giving the option to reply to all recipients defined in the form):

After the new feature is enabled at the account level, the To and Cc fields will display the full list of recipients, allowing users to Reply All:

Note: Email addresses entered manually in form fields are not included in the email chain. They will continue to receive the individual email.

There is no option in the UI to enable this feature. It can only be turned on through the Manager App.