Component | Description | Type | Incident(s) | Documentation |
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API | The API no longer allows the creation of Services without a formatted Service ID value. | |
| Services API Calls |
Billing | Added Expense Management - Invoice Reconciliation
- Current Charges Discrepancy
- Missing Invoiced Item
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| Expense Management |
The Bill process now checks for Equipment Billling Group overrides on Equipment Charges. | | IN-4342 |
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The Bill process now checks for Billling Group overrides on GLA Charges. | |
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Cable | Added an "Update Existing Path End Points?" checkbox to allow users to update Path Endpoints when changing the Destination Equipment on a Pair/Strand. | | IN-2843 | Pairs/Strands Cable |
Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error." | |
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CustomerCenter | Persistent Cart- The Cart is saved as items are added. If the user logs out of the system and then back in, the Cart will be restored.
- The count next to the Cart Icon now indicates how many requests are in the Cart, not the number of individual items in the Cart.
Save Incomplete Requests- Customers may enter partial requests and save them for later.
- Each Request is saved automatically, even if the values required to submit the Request (s) are not populated.
Updated Submission Process- Requests can be submitted individually or in bulk.
- Customers can submit some or all of the requests from the Cart.
- Submitted requests must specify all required information.
- Requests missing required information cannot be submitted.
- Each Request can have a customizable name, limited to 30 characters. The default name will be "Request 1", "Request 2", etc.
- When the requests are submitted, the request name will be saved as a remark on the Request.
Completely Redesigned Cart Layout- Added the Service Reference field to Change Actions in the Cart.
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| The Cart CustomerCenter Parameters Cart Redesign Requirements Training Videos |
Customizable Content- The functionality is restricted to PCR-360 Administrators.
- Customized menus obey set permissions in PCR-360.
- Customers can manage the Menu to:
- Rearrange Menu items
- Add items to the Menu.
- Delete/Hide items from the Menu
- Use custom labeling for items on the Main Menu.
- Allow users to set permissions to show or delete Main Menu items.
- Custom content (widgets) may be added to the following pages:
- Homepage (as widgets)
- Multiple custom widgets may be added to the homepage.
- Custom Widgets and System widgets can be rearranged.
- View Bill (top of page)
- Order Tracking (top of page)
- Cart (top and bottom of page)
- This functionality is restricted to Administrators.
- Videos (YouTube, Vimeo, etc.) can now be embedded into a CustomerCenter Widget.
- The "Getting Started" pop-up was replaced with a "Quick Links" widget.
Redesigned Alerts in CustomerCenter- Alerts can be displayed in the header on CustomerCenter, below the Menu (similar to how Alerts are displayed in PCR-360).
- Clicking on an Alert displays a pop-up of additional information.
- Users can set the color on the Alerts, similar to PCR-360 Application Alerts.
Custom Questions (Using Action UDFs)- The functionality is restricted to Administrators.
- Questions can be global or unique to a specific Service catalog.
- Questions may be required or optional.
- Questions will be presented to the user in the Cart.
- Questions and Answers will be stored on the Incident/Service Request.
- Both will be stored on the Action as "Action UDFs."
- Renamed the Admin page CustomerCenter Theme to CustomerCenter Admin.
- Note: User Preferences, a Customizable hamburger menu for Change/Remove Requests, and Custom Fonts were not added for this release.
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| CustomerCenter Administration User Defined Fields Associations Adding Videos to CustomerCenter Customizable Content Requirements Training Videos |
Change Requests for Multiple Location Services now allow the user to select which of the Service's Locations will be used for the Request. | |
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Options for easier selection of a Contact or Location - Users now have the option to choose an Owner type of "Contact," "Department," or "I can't find" in the Cart.
- Users now can choose a Location using the "Find Existing Option" or "I can't find" option in the Cart.
- Note: If "I can't find" is chosen, the user can type in the Contact/Department Name or Location into a text field. This information will become a remark when the Request is submitted.
| | Users Group 2019 | The Cart |
Added a Qty selector to the Service Catalog shopping page. Each orderable item (Services and Equipment) now have a quantity selector. | | Users Group 2019 | Shopping |
Urgency can now be set on Requests in the new Shopping Cart. The Urgency can be set as Low, Medium, or High. | | Users Group 2019 | The Cart |
Added an Owner Selection to the Shopping pages. This allows a coordinator to select an Owner, who they will submit a request on the behalf of, and the available shopping options will be restricted by the Billing Group Permissions. | |
| Shopping |
Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter. | | IN-2912 |
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We improved the CustomerCenter Theme Manager design. - Improved Uploader for the Theme Logo.
- Improved Theme selector.
- Replaced the Create New Theme link with a New Theme button for creating a new Theme.
- New buttons for Make Active, Copy, Preview, Reset, Deactivate, and Delete Theme options.
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| CustomerCenter Administration |
Redesigned Receipt Page (Submitted Request Summary) | |
| Submitted Request Summary |
Redesigned Change Menu Options in CustomerCenter. | |
| Department and Services Widget |
Replaced usages of "Order Tracking" with "Request Tracking." | |
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Cart Data in CustomerCenter will be removed by the Service Desk Archiving process when the related Service Desk Items are Archived. | |
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Changed the button labeled "Continue" to "Submit" when submitting General Requests and Incident Requests. | |
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Changed "Report a Problem" to "Report an Issue" in the Main Menu. Note: This is a default value in the Menu. With the customization options added to CustomerCenter, users can now change this default setting. | |
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Changed "Incidents / Problems" to "Incidents" on the Request Tracking page. | |
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CustomerCenter no longer supports Internet Explorer (IE). | |
| Supported Browsers |
CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase. | |
| Shopping |
Service Order UDFs now show in the new CustomerCenter Shopping Cart. Incident UDFs now show on the "Report a Problem" Incident Request page. Previously, only Service UDFs were displayed in CustomerCenter. | |
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The Service Host is now populated on Change Actions created from CustomerCenter. | | Users Group 2019 |
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Services no longer show up twice in the Services/Equipment List when a Service has more than one GLA. | |
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The Requestor is now set when submitting Requests using a General Request. | | IN-4134 |
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The Service Option Flags are now passed through from CustomerCenter to the Requests (and then to the Service Orders). | | IN-2965 IN201833105 |
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Autocomplete/Auto-filtered values on CustomerCenter pickers now let you select a value. (Previously, if you started typing in the picker fields and a drop-down with auto-filtered selections appeared, you could not select a value.) | | IN-4126 |
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Task Actions are no longer displayed as Add Actions in the Cart. | |
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Using the "Breadcrumb" navigation at the top of the Equipment Catalog page now takes the user back to the page that was selected, rather than the first page. | | IN-3693 |
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The default sort for the directory page now correctly sorts by Name. | |
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Certain User Defined Fields, such as Currency, no longer cause an error when a Service Request is converted to a Service Order, or when an Incident Request is converted to an Incident. | |
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When a Service Request is created, and there is a matching SDC, the SDC is now applied to the Service Request. | | IN-4125 |
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Exporting a CSV from the Department Services and Equipment Widget no longer results in a blank CSV document. | |
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The Contact Picker tooltip no longer randomly shows up in CustomerCenter. | |
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Submitting a package from CustomerCenter, which uses an Equipment type SDC, now adds the Charges from that SDC to the resulting Request. | |
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General | Added PHP 7.4 Support Note: PHP 7.4 is not required at this time to upgrade PCR-360, however, a future upgrade will require PHP 7.4, since PHP 7.2 support is ending in December 2020. | |
| PHP 7.4 Upgrade Instructions |
Removed Incident Request and Order Request as criteria for the Service Desk Association on User Defined Fields. Instead, Incident and Order should be used. | |
| User Defined Fields |
Fixed issues with the built-in validator. | |
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Imports & Exports | Ports/Pins/Lens Import - The Import no longer requires the Status value of updates. (It is still required for Adds).
- The Import now requires a Side to be specified.
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| Ports/Pins/Lens Import |
Equipment Import - The Import now validates values for IP Addresses, subnets, gateways (IPv4 and IPv6), and the MAC Address.
- The Import no longer crashes (throws an SQL error) when some Equipment Import fields are mapped and no values were provided in the file.
- The Import no longer fails when the Purchase Price is left blank.
- The Import now requires the Serial Number for new records if the REQUIRE_SERIAL_NUMBER configuration option is set.
The Import can now find existing records by Serial Number, or by the new Equipment RECID field. Note: This is useful when trying to update Equipment where the Equipment ID and Asset Tag are both empty. The lookup order for the Import: Recid, Asset Tag, Equipment ID, then Serial Number.
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| Equipment Import |
Service Order Import - The Import now supports the Rating Group Service detail option.
- The import can now use GLAs where the first or last GLA Component is blank.
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| Service Order Import |
Cable Path Import - The Cable Path Import now has a mappable Service RECID field to let you specify a Service that has a blank Service ID.
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| Cable Path Import |
Service Import - The Import now reports an error when you try to add Equipment to a Service that is already associated with another Service.
- The Import now allows users to create an Other Type Service or Custom Type Service that has a blank Service ID.
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| Service Import |
Unified the logic for Service ID lookups in the following Imports to provide a more consistent experience between Imports: Cable Path, Service Charge, Service Order, and Service. The Imports now find the correct Service record if you provide an Alias, a formatted Service ID, or an unformatted Service ID. | | IN-3276 |
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Inventory | MAC Address Changes - The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the documentation column.
- Customers will now have a more consistent experience when searching for a MAC Address on the Equipment grid.
- It is now possible to bulk add Equipment records with the MAC Address.
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| Inventory: Network Tab AdHoc Duplicate Query AdHoc Library MAC Address Requirements |
Services | If the USE_RATING_GROUP configuration option is turned on, the Rating Group column now displays in the Service Grid. | |
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Service Desk | MAC Address Changes |
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| Warehouse Actions Service Desk Equipment Incidents MAC Address Requirements |
Added Service Desk Action User Defined Fields. - This change renamed the User Defined Fields Tab to Service UDFs on Actions.
- Action UDFs are displayed on the User Defined Fields Tab on Actions.
- Action UDFs can also be displayed on CustomerCenter.
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| User Defined Fields |
The Copy to New Form of a Service Order Action will now copy Billable, Essential, and Directory Service Options correctly. | | IN-2819 IN-2900 IN-3007 |
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When the USE_RATING_GROUP configuration option is used, users can now assign the Rating Group on Service Desk Actions. | |
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Selecting certain SDC values for Upgrade/Downgrade Actions (on Oracle only) no longer throws an error. | |
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Corrected inconsistencies related to when the MAC Address field was displayed for Equipment on Actions. This also fixes cases where the MAC Address was incorrectly or inconsistently saved. | | IN-2919 (IN201936593) IN-2885 |
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The Add/Edit Button has been restored to the Add New Service Desk Equipment Form; now you can create Equipment from the Service Desk Equipment Form. | | IN-3323 |
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The Override GLA is now retained when saving a Service Desk Equipment Record. | | IN-2966 (IN201833140) IN-2966 |
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Completing Unit Equipment that is in a Picked-Up state, no longer displays an erroneous error message that there is no Equipment Available at the chosen Location.
| | IN-4083 IN-4361 IN-3798 |
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On Service Desk, choosing Consumable Equipment, where only the exact Qty of Units Equipment is available in the Warehouse, no longer prevents Completion. | | IN-4014 IN-4064 IN-4205 IN-3560 |
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