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With the most recent release of Infralink/IMMS (v.3.5.20), we are happy to offer the following new features and functionality.

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Grouped Saved View Chart Expansion

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IMMS allows Users to configure custom grid views for the display of a carefully filtered and well-structured data sets.  Users can save a custom view configuration (i.e., a Saved View) for future use, enabling them to review the same type of information on a periodic basis. 

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New Grid Views for Case and Work Ticket Forms

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IMMS now offers two new standard views that give full visibility into Work Forms across the Instance, All Case Forms and All Work Ticket Forms. Available via the Main Menu, the All Case Forms and All Work Ticket Forms views adhere to the standard grid view layout, familiar to all Users, and each offers the option to Export data.

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Unavailable Schedule Blocks via the Dispatch Board

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Call Centers and team leaders rely on the Dispatch Board to assign and schedule Work Tickets within customer and technician availability. To improve the information and tools available to these valuable team members, IMMS now offers the ability to block Unavailable times, per User, on the Dispatch Board. Users’ PTO, Training and Off-Call schedules can be entered in advance to help plan alternate staffing and prevent erroneous scheduling.

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Note
titleUnavailable Block Categories

By default, an Unavailable Block may be categorized as: PTO, Training or Off-call. These Category options are not configurable via the UI. If your instance requires additional Unavailable Block Categories, you must contact the InfraLink Customer Success Team for support.

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Optional User-Driven Task Additions to Case or Work Ticket

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Please note, currently the following feature is only supported by the web client. Mobile client integration to be announced.

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Secondary Email Added to User Profile

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Several professional scenarios require team members to maintain more than one email address, and simultaneous access to both email addresses may be restricted at points throughout the day. We understand how important it is for project-related notifications to reach key personnel in a timely manner. In response to User's requests, we have expanded the User Profile attributes to include a Secondary Email.  

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Choice Custom Field Dependencies (Administrative Feature)

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Custom Fields differentiate IMMS from many competitive software tools, as the Custom Field concept allows each Instance endless flexibility to define the forms and records that support any number of projects. Custom Fields are administrator-defined data fields used to capture and track record-specific (e.g., Case, Location, System Element) attributes. Custom Fields represent a broad range of data types, including yes/no, text, choice, date, file attachment, etc., and support contract-specific, and even status-specific, behaviors.

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  • When configuring a Custom Field of the choice data type, the New Custom Field form and Edit Custom Field form will offer a Filter By field. 
  • An attempt to assign a dependent Custom Field without assigning its "Filter By" field will result in the following warning message, "<Custom Field> is dependent upon <Custom Field>, and should be assigned at the same time. Would you like to proceed with assigning only <Custom Field>?"

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Web Client Support for Prepopulating PDF Forms

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IMMS Work Forms can be either native forms or PDF forms. Native forms, created via the IMMS Form Designer, can automatically pre-populate values of well-known fields based on the attributes of the associated entity (e.g., System Element). PDF Work Forms, however, must be manually configured to provide similar functionality. The Job Connect mobile client has utilized tokens to retrieve IMMS data values, from the associated record, and prepopulate form fields, a notable convenience for on-the-goo project team members.

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  • When accessing PDF Work Forms for completion via the web client, certain form fields will now be prepopulated with IMMS data values, based on form configuration.


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Highlighted features include: Grouped Saved View Chart Expansion; New Grid Views for Case and Work Ticket Forms; Unavailable Schedule Blocks via the Dispatch Board; Optional User-Driven Task Additions to Case or Work Ticket; Secondary Email Added to User Profile; Choice Custom Field Dependencies (Administrative Feature); and Web Client Support for Prepopulating PDF Forms.

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