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Table of Contents
Note

This update changed the way the system generates the UI. If the cache is not cleared, some elements might not display correctly.

As such, please make sure to clear the cache once your system is updated.

To clear the cache in Chrome, please follow these instructions: Clear cache & cookies - Computer - Google Account Help

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Expand
title"Supplier script" functionality added (4154)

Support for supplier script has been added.

With a supplier script, a different script type (with script, without script) can be used for different tasks.

This will reflect itself in rate calculation,

This functionality can be enabled from: Administrator > Web administrator > Configuration > Settings.

image-20240402-150606.png

Once enabled a new field will be available in the Order info page:

image-20240402-152150.png

A new column will be available in the Order tasks page. Marked tasks will use the supplier script to calculate the rate.

image-20240402-151157.png

This can also be preset at the same places as other task settings:

Task types page

Products

Workflow templates

...

Expand

It is now possible to search for specific prices or rates when changing the range.

...

Info

Required role: Manager

Expand
titleAdd product - added option to select position (3922)

When adding a product, it is now possible to select its position within the flow.

image-20240313-094009.pngImage Removed
Expand
titleAuthentication methods not setup by the user are now disabled (3879)

When using 2-Factor Authentication, the authentication methods that were not setup by the user will appear as disabled.

image-20240313-094823.pngImage Removed
Expand
title"Expand column" and "Clear all filters" buttons added to all pages (3919)

All pages now have the expand columns, clear all filters and refresh buttons at the bottom.

image-20240319-103250.pngImage Removed
Expand
titleAdded counters to Task types columns (4141)

“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list.

image-20240319-103729.pngImage Removed
Expand
title2-Factor authentication - "Re-send code" no longer triggered by pressing tab (4150)

When pressing tab after entering the verification code, the system will now login instead of re-sending the code.

Expand
titleAdded "None" as a previous task option (4129)

It is now possible to select “None” as an option in the “Previous task” column.

Tasks with “None” as previous task will not have any requirements to get started.

When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited.

image-20240319-111837.pngImage Removed

This option was also added to Bulk actions > Tasks > Previous task update

image-20240319-112121.pngImage Removed
Expand
titleCorrection orders with multiple languages (3617)

Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages.

Note

Action required: The first task of the correction product needs to have “None” as a previous task.

image-20240319-165120.pngImage Removed
Expand
titleUnit reporting - color change (4169)

In orders with unit reporting, the icon will now turn green when all units have been reported.

image-20240319-165703.pngImage Removed

Expand
titleNew loading indicator selector (4142)

Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab:

image-20240325-085630.pngImage Removed

Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks.

image-20240326-155120.pngImage RemovedWhen “Use supplier duration for billing” is not marked, the “Supplier duration for billing” and “Supplier duration in minutes for billing” under Resource
Expand
titleResource report generator - added columns (4133 + 4134)
Info
titleRole required to change source language of an order (3898)

Changing the source language in the order info page will now require a role:

Can change the source language in orders

image-20240221-094228.pngImage Removed

When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language.

Expand
titleRange options grouped into a single icon (3521 + 4244)

The range options were grouped into a single icon across the system.

Additionally, clicking on “Range options” will also open the Change range page.

image-20240221-093229.pngImage Removed
Expand
titleMonthly resource report approval status and Wage reports - "Invoice upload date" column added (3768)

A new column was added to the Monthly resource report approval status and Wage reports pages: Invoice upload date.

This column will display the date of the last invoice uploaded for that report.

image-20240207-125635.pngImage Removed
Info

This column will only be displayed if the upload of invoices is enabled at the system level.

To learn more about invoice uploads, please check our article: https://ooona.atlassian.net/wiki/spaces/OHC/pages/1906376705/Resource+invoices#Resource-uploaded-invoices

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title"Task types" page now available from the Manager menu (3974)

The Task types page can be made accessible from the Manager menu using the new role:

Can access the Task types page from the Manager menu

Expand
titleResource report generator - role added to show the customer price billing description (3890)

A new role was added to show the “Customer price billing description” column in the Resource report generator page:

Can see the “Customer price billing description” column in the resource report generator

Expand
titleWatch folder files - multiple rewordings and columns reorganized (3788)

Sales/Manager > Watch folder files

Multiple fields and buttons in the Watch folder files page were reworded.

The columns were also reorganized to improve usability.

Expand
titleBulk actions - adding surcharges options expanded (3848)

The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to.

Expand
titleNew role added - Limit customer creation (3552)

A new role was added to limit who can create customers in the system:

Limit customer creation

Expand
titleAutomatic assignment - UI improvements (3293)

When multiple users match the automatic assignment criteria, the dropdown menu will change to red and specify multiple matches were found.

A selection will be required to save.

image-20240207-123600.pngImage Removed

Expand
titleAutomatic assignment - can now be set as default on order creation (522)

The automatic assignment can now be on by default on order creation.

This can be enabled from Administrator > Web administrator > Configuration > Defaults:

image-20240207-124406.pngImage Removed
Info

This new configuration will be added off by default.

Expand
titleCustomerID field no longer mandatory for customers (3770)

The CustomerID field is no longer mandatory by default.

To make it mandatory, enable the “CorporateID is mandatory” option from Administrator > Web administrator > Configuration > Settings:

image-20240207-095603.pngImage Removed

Expand
titleMonthly report - menu disabled if only one currency is available (3332)

If there is only one currency available in a monthly report, the currency field will be disabled.

image-20240221-095113.pngImage Removed

Expand
titleBulk actions - button disabled without the role (3897)

Bulk actions button is now disabled for users without the role: Can edit orders.

Expand
titleAdded button to test authentication manner at the system and resource level (3880)

Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security.

image-20240221-101538.pngImage Removed

The same test is also available in the Resource info page.

image-20240221-102043.pngImage Removed
Expand
titleNegative percentage for Customer/Supplier surcharges (90)

Negative percentages can now be added manually to customer and supplier surcharges.

image-20240221-161847.pngImage Removed

Expand
titleMake available - file data will be updated to match the new order (3979 + 3814)

When a file is made available in another order, the corresponding task can be completed normally.

New fields were added to the File information page to keep track of the source of the file.

image-20240221-103247.pngImage Removed

Expand
titleDuration added to range options (4102)

Duration is now available as a criteria within the range options:

image-20240222-110159.pngImage Removed

...

titleAdded "Price" filter in "Change range" (4116)
Automatic status change on pre-production completion implemented (3520)

From: Administrator > Web administrator > Configuration > Defaults tab

A new option was added to the system: Change orders to 'In progress' once all pre-production tasks are completed

If enabled (1), the status of orders will automatically change to “In progress”, making it visible to basic resources.

Additional settings were also added to notify the resource in charge of the orders that the status was automatically changed (2). The standard task assignment notification can also be sent out for resources assigned to tasks within these orders (3).

Info

These notifications are not sent out immediately. The system will send them out every 15 minutes. If multiple orders changed status using this functionality within that time frame, a single email with all affected orders/tasks will be sent out.

image-20240405-162728.pngImage Added

...

Other improvements and changes

Expand
titleRole required to change source language of an order (3898)

Changing the source language in the order info page will now require a role:

Can change the source language in orders

image-20240221-094228.pngImage Added

When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language.

Expand
titleRange options grouped into a single icon (3521 + 4244)

The range options were grouped into a single icon across the system.

Additionally, clicking on “Range options” will also open the Change range page.

image-20240221-093229.pngImage Added
Expand
titleMonthly resource report approval status and Wage reports - "Invoice upload date" column added (3768)

A new column was added to the Monthly resource report approval status and Wage reports pages: Invoice upload date.

This column will display the date of the last invoice uploaded for that report.

image-20240207-125635.pngImage Added
Info

This column will only be displayed if the upload of invoices is enabled at the system level.

To learn more about invoice uploads, please check our article: https://ooona.atlassian.net/wiki/spaces/OHC/pages/1906376705/Resource+invoices#Resource-uploaded-invoices

Expand
title"Task types" page now available from the Manager menu (3974)

The Task types page can be made accessible from the Manager menu using the new role:

Can access the Task types page from the Manager menu

Expand
titleResource report generator - role added to show the customer price billing description (3890)

A new role was added to show the “Customer price billing description” column in the Resource report generator page:

Can see the “Customer price billing description” column in the resource report generator

Expand
titleWatch folder files - multiple rewordings and columns reorganized (3788)

Sales/Manager > Watch folder files

Multiple fields and buttons in the Watch folder files page were reworded.

The columns were also reorganized to improve usability.

Expand
titleBulk actions - adding surcharges options expanded (3848)

The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to.

Expand
titleNew role added - Limit customer creation (3552)

A new role was added to limit who can create customers in the system:

Limit customer creation

Expand
titleAutomatic assignment - UI improvements (3293)

When multiple users match the automatic assignment criteria, the dropdown menu will change to red and specify multiple matches were found.

A selection will be required to save.

image-20240207-123600.pngImage Added

Expand
titleAutomatic assignment - can now be set as default on order creation (522)

The automatic assignment can now be on by default on order creation.

This can be enabled from Administrator > Web administrator > Configuration > Defaults:

image-20240207-124406.pngImage Added
Info

This new configuration will be added off by default.

Expand
titleCustomerID field no longer mandatory for customers (3770)

The CustomerID field is no longer mandatory by default.

To make it mandatory, enable the “CorporateID is mandatory” option from Administrator > Web administrator > Configuration > Settings:

image-20240207-095603.pngImage Added

Expand
titleMonthly report - menu disabled if only one currency is available (3332)

If there is only one currency available in a monthly report, the currency field will be disabled.

image-20240221-095113.pngImage Added

Expand
titleBulk actions - button disabled without the role (3897)

Bulk actions button is now disabled for users without the role: Can edit orders.

Expand
titleAdded button to test authentication manner at the system and resource level (3880)

Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security.

image-20240221-101538.pngImage Added

The same test is also available in the Resource info page.

image-20240221-102043.pngImage Added
Expand
titleNegative percentage for Customer/Supplier surcharges (90)

Negative percentages can now be added manually to customer and supplier surcharges.

image-20240221-161847.pngImage Added

Expand
titleMake available - file data will be updated to match the new order (3979 + 3814)

When a file is made available in another order, the corresponding task can be completed normally.

New fields were added to the File information page to keep track of the source of the file.

image-20240221-103247.pngImage Added

Expand
titleDuration added to range options (4102)

Duration is now available as a criteria within the range options:

image-20240222-110159.pngImage Added

Expand
titleAdded "Price" filter in "Change range" (4116)

It is now possible to search for specific prices or rates when changing the range.

image-20240314-164014.pngImage Added
Info

Required role: Manager

Expand
titleAdd product - added option to select position (3922)

When adding a product, it is now possible to select its position within the flow.

image-20240313-094009.pngImage Added
Expand
titleAuthentication methods not setup by the user are now disabled (3879)

When using 2-Factor Authentication, the authentication methods that were not setup by the user will appear as disabled.

image-20240313-094823.pngImage Added
Expand
title"Expand column" and "Clear all filters" buttons added to all pages (3919)

All pages now have the expand columns, clear all filters and refresh buttons at the bottom.

image-20240319-103250.pngImage Added
Expand
titleAdded counters to Task types columns (4141)

“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list.

image-20240319-103729.pngImage Added
Expand
title2-Factor authentication - "Re-send code" no longer triggered by pressing tab (4150)

When pressing tab after entering the verification code, the system will now login instead of re-sending the code.

Expand
titleAdded "None" as a previous task option (4129)

It is now possible to select “None” as an option in the “Previous task” column.

Tasks with “None” as previous task will not have any requirements to get started.

When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited.

image-20240319-111837.pngImage Added

This option was also added to Bulk actions > Tasks > Previous task update

image-20240319-112121.pngImage Added
Expand
titleCorrection orders with multiple languages (3617)

Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages.

Note

Action required: The first task of the correction product needs to have “None” as a previous task.

image-20240319-165120.pngImage Added
Expand
titleUnit reporting - color change (4169)

In orders with unit reporting, the icon will now turn green when all units have been reported.

image-20240319-165703.pngImage Added

Expand
titleNew loading indicator selector (4142)

Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab:

image-20240325-085630.pngImage Added

Expand
titleResource report generator - added columns (4133 + 4134)

Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks.

image-20240326-155120.pngImage Added
Info

When “Use supplier duration for billing” is not marked, the “Supplier duration for billing” and “Supplier duration in minutes for billing” under Resource report generator (Finance) will show the order’s duration.

Also under Resource report generator (Finance), the “Duration” and “Duration in minutes” columns are now showing the order’s duration and not supplier duration.

Under My menu > Resource report generator and Finance > Billing > Resource report generator, the “Units reported for billing”, “Duration” and “Duration in minutes” columns now shows the value being used to calculate the task.

Expand
titleRoles and Role groups - added log (3090)

Added a changes log to Roles and Role groups pages.

In Roles:

image-20240326-155235.png

In Role groups:

image-20240326-155250.pngImage Removed

Expand
titleTask types - added "Used in templates" column (600)

Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used.

image-20240326-155330.pngImage Removed

Expand
titleAssignment dropdow menus height and orientation (4221)

Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased.

image-20240402-145748.pngImage Removed
The “Recipients to notify” field includes all resources with the Administrator, Department Supervisor or Manager roles.

image-20240326-155250.pngImage Added

Expand
titleAutomated file distribution - failed delivery notification added (4140)

A new section has been added to the Automated file distribution (both Email or FTP/S3).

If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails.

image-20240404-163521.pngImage Removed
Info
Expand
titleTask types - added "Used in templates" column (600)

Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used.

image-20240326-155330.pngImage Added

Expand
titleAssignment dropdow menus height and orientation (4221)

Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased.

image-20240402-145748.pngImage Added
Expand
titleAutomated file distribution - failed delivery notification added (4140)

A new section has been added to the Automated file distribution (both Email or FTP/S3).

If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails.

image-20240404-163521.pngImage Added
Info

The “Recipients to notify” field includes all resources with the Administrator, Department Supervisor or Manager roles.

Expand
titleAdded functionality to copy a resource's properties in bulk (4127)

It is now possible to copy a resource’s properties to multiple resources at once.

This can only be done from Administrator > Web administrator > Logins.

  1. Click on copy of the resource you want to copy from

  2. In “Action”, select “Duplicate user’s properly”

  3. Selected the properties to copy to the other resources

  4. To copy to multiple resources, click on the magnifying glass next to “To:”

image-20240405-164650.pngImage Added

A new page will open to select the resources to copy to

  1. Select the resources the changes should be applied to

  2. Click on “Save & Close” to save your selection and return to the previous page

image-20240405-165043.pngImage Added
  1. Click on “Duplicate” to finish the process

image-20240405-165014.pngImage Added

...

Rewording

  • “Billing messages” in the resource reports reworded to: Resource report messages (3923)

  • The Display the “Mail file” column in Order files and Centralized file downloads role was reworded to: Can send files and file download links (3728)

  • File lifecycle policy - multiple fields reworded to improve usability (3801)

  • The Can put resource report on hold role was reworded to: Can change the “Billing hold” status in the Resource report page (3927)

...

  • The search field from the top ribbon will now display correctly aligned (3039)

  • Fixed an issue that prevent the watch folder page to be accessed correctly from the Sales menu (3882)

  • The Outgoing Orders & Steps and Outgoing Tasks tabs in the Supervisor dashboard will now save grids correctly (3867)

  • When a step is deleted after deleting all its tasks/products, the target language column will now update correctly (3877)

  • The “For billing” tab within a resource report will now show the correct value in the “Revenue per product”, “Cost per product” and “%Profit/Loss per product” columns (3581)

  • Fixed an issue that caused the file description to not be retrieved when using the email upload link (3825)

  • The “Submitted On” field in the Resource reports no longer checks for the resource report reference number (3568)

  • Sales dashboard - the grid will now update correctly when closing the order info page (3807)

  • Adding a link to a task will now correctly prompt the “Do you want to complete the task?” popup (3524)

  • Notes - fixed issue that caused the relevant roles to not work correctly (3447)

  • Bulk actions - fixed an issue that prevented multiple steps to be selected on surcharge removal (3924)

  • When using “Null/Not null” filters, other filters are now correctly applied (3611)

  • Fixed an issue that prevented specific subcontractor notifications from being sent out (3951)

  • Series status report page - “Show inactive” button is now working correctly (3941)

  • Improved the loading of the Profit and loss reports page (3995)

  • “Production team” field no longer populated automatically when using certain bulk actions (4016)

  • Fixed an issue that caused the watch folder to not attach folders correctly (4101)

  • Fixed issue with “price per unit” column in resource report (4109)

  • Fixed issue with order messages when sending “Available task” email (4024)

  • Fixed an issue that caused page to move back to the start when editing specific columns in a workflow template(4046)

  • Resource report generator - grid only showing resources with "resource report" approval manner (3957)

  • Bulk actions - step insertion no longer filtering for "not completed" tasks (4125)

  • Fixed an issue that would hide the icon in “Order excel” in the Tasks page (3676)

  • Automated file distribution to an S3 bucket has been fixed (4143)

  • Fixed an issued that would export the “Custom field” items as a code instead of the description (4104)

  • Fixed an issue that wouldn’t show unit reporting data in the Unit reporting report (4173)

...

API related development and bug fixes

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