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Infralink/IMMS Contract Templates both expedite Contract creation and empower more Users with Contract creation capabilities.
When creating a Contract, the New Contract form has always presented a "Template" checkbox. Selecting that "Template" option allows the new Contract to be cloned in the future for the expedited creation of Contracts that share the same configuration.
Traditionally, when Users, with appropriate permissions, elected to clone a new Contract from an existing template, they entered the Name/Number, Customer, Contractor and Start Date for the new Contract. Then, the selected Contract Template would populate the Contract form fields, Details panel settings and associations (e.g., User Roles, Case Custom Fields, Work Forms). Using a template in this way created a link between the Template Contract and the cloned Contract, essential for future, template-driven updates to the cloned Contract. If a User edited a cloned Contract in a way that created a discrepancy between that Contract's configuration and the Contract Template configuration, the link between that cloned Contract and the Template Contract was broken.
With the newest release of Infralink/IMMS (v.3.5.19), Users have access to flexible new options for the creation and management of cloned Contract configurations, and the links between the Contract Templates and cloned Contracts are now less rigid.
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Asset Details Panel Improvements
When an Asset a record is selected from either the "All Assets" or "Spares" grid view, the associated Asset Details Panel panel is displayed along the right side of the viewing pane. IMMS v.3.5.19 now empowers users with provides expanded functionality and record history within the Details panel.
What you will see in the User Interface:
- Status Transition Buttons - Located along the top of the Asset Details panel, status transition buttons allow users to quickly transition the selected Asset from one life cycle status to another. Please note: the available status transition buttons will depend upon user permissions as well as the allowed transitions from the Asset's then-current status. Additionally, the Asset Status drop-down menu has been removed from Asset Edit form.
- Asset Update Log – Located at the very bottom of the Asset Details panel, the Updates section now logs all activities which impact Asset attributes. Updates logged in the Asset Details panel now align, in breadth and detail, with the Updates logs associated with Device Details and Case Details, creating a more consistent experience across modules. Additionally, drop-down filtering options, within the Details panel, allow users to easily refine the Updates displayed and more quickly find the Asset history they are interested in.
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- Summary - This Case attribute can now be included, under the column header "Summary", with both "CREATE" and "UPDATE" Actions in a Case import file.
- Job Number - This Case attribute can now be included, under the column header "Job Number", with both "CREATE" and "UPDATE" Actions in a Case import file.
- Due Date - This attribute can now be included with imported Case "UPDATE" actions, under the column header "Due", as long as the following criteria are met:
- The User has the necessary edit permissions.
- The Case Category does not automatically calculate Due Date based on SLA.
- The Case Category is not a PM category (i.e., not scheduled PM work).
- Description - If your IMMS instance is configured to support the Description field, this Case attribute can now be included, under the column header "Description", with both "CREATE" and "UPDATE" Actions in a Case import file.
What you will see in the User Interface:
The File Tool Tip, accessible from the Case Import Form, now includes expanded guidance for including Due Date, Description, Summary and Job Number fields within your import file.
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