With the most recent release of Infralink/IMMS (v.3.5.27), we are happy to offer the following new features and functionality.
| Table of Contents |
|---|
Case Links
...
Cases track extensive information throughout InfraLink. When performing Case work, however, issues sometimes arise that should be tracked but do not fit within the parameters of the original Case. To answer this need, InfraLink now supports Case Links, which establish an informal link between two Cases.
...
- The Configure → Workflows, Etc. menu now includes the option to configure Case Link Types.
- The Case Details panel includes a "Links" section, which displays existing Case Links and allows Users to create a new Case Link.
- From any Case Details panel, clicking the plus ( + ) icon in the Links section will open the New Case Link form, which allows the User to create a new Case Link.
- Existing Case Links are displayed as hyperlinks within the Case Details panel, allowing for one-click navigation between the linked records.
| Gliffy Diagram | ||||||
|---|---|---|---|---|---|---|
|
Gliffy Diagram displayName Case Link Creation name Case Link Creation pagePin 14
New Permission: Case Create Restrictions by Case Category
...
InfraLink controls the data and functionality available to each User through role-based access control (RBAC), wherein each User Role is assigned a unique set of permissions. Each User Account is then assigned one or more User Roles.
...
- When creating or editing Case Categories, Users will see a new "Restricted by Permission" section at the bottom of the form.
- This section is greyed out unless the "Allow Manual Case Creation" box is checked.
- Selecting the magnifying glass to the right of the section presents the "Select Permissions" window where a User can select/create/edit a Case Create Restriction permission.
- The Case Create Restriction permissions configured for a Case Category will also be displayed within the Case Categories grid view under the "Restricted by Permission" column.
- The New Role and Edit Role forms, accessible from the User Roles grid view, now include Case Create Restriction permissions.
- The permissions tree grid presents: Cases → Categories → Case Create Restrictions.
Global vs Contract Permissions Assignment
Global Case Create Restriction Permission Assignment - allows User to create Cases of associated Case Category in any Contract
Contract Case Create Restriction Permission Assignment - allows User to create Cases of associated Case Category only under Contracts for which the role/permission is assigned
- Note: With Global or Contract permission assignment, the User must also have Case Category Read and Case Create permissions.
>>INSERT GLIFFY<<Gliffy Diagram name Case Category Restriction Permissions pagePin 1
Updating Linked Contracts
...
Formerly, any changes to a Contract Template could only be be manually propagated to Linked Contracts via the Contracts grid view. This process included selecting all necessary Contracts, selecting the "Update from Template" widget at the top of the Contracts grid view, and selecting the sections to be overwritten/merged. Infralink now allows Users to overwrite (or merge in the case of User Roles) linked Contract information via the Contract Template's Details panel.
...
- The "Update Linked Contracts" widget appears in the Contract Details panel
- Selecting the "Update Linked Contracts" widget opens the "Update From Template" form.
| Gliffy Diagram | ||||||
|---|---|---|---|---|---|---|
|
Work Progress Notifications by Status Reason
...
InfraLink Users can subscribe to automated notifications based on work progress. The User defines the notification rules, and the application sends an email every time a record (e.g., Case, Work Ticket) meets the specified criteria. Users may receive notifications for one or more Contracts based on work type (i.e., Case Category), Case Priority, Issue(s) reported, Case Creation, Update or Case Status transition, as well as the type of System Element (i.e., device) being serviced.
...
- Within the New Subscription for Work item (Case) Notification form, the sections for Case and Work Ticket status notifications now include Status Reasons.
- If reasons are configured for a status, a number will be displayed in parenthesis to the right of the status name. This indicates the number of configured reasons.
- Selecting the status will automatically display the configured Status Reasons.
- A checkbox to the right of each Status Reason allows Users to select that reason for Work Progress Notifications.
>>INSERT GLIFFY<<Gliffy Diagram macroId e3fda9a6-8ba1-43d8-971c-3a25c41c151b displayName Work Progress Notifications by Reason name Work Progress Notifications by Reason pagePin 2
Work Form "Save" and "Save and Exit" Options
...
The Task Details panel now offers "Save" and "Save and Exit" widgets, which enable Users to perform varying save actions dependent on their needs. The "Save" option allows for quick, and frequent progress collections without the need for a comment and without exiting the PM Task Work Form window. This functions similarly to saving a Microsoft Word document as you work in it. Selecting the "Save and Exit" option saves progress on a Work Form but also prompts Users to add an Update comment and then closes the PM Task window.
...
- The PM Task Details panel now displays two save options:
- Save: Selecting this option will save the data entered into the Work Form, refresh the work form window, and transition the PM Task into the "In Progress" status. The PM Task window will remain open allowing Users to continue work.
- Save and Exit: Selecting this option will save the data entered into the Work Form and prompt a User to add a comment prior to the PM Task transitioning to the "In Progress" status. Once a User adds a comment and the PM Task transitions, the PM Task window will close.
>>INSERT GLIFFY<<Gliffy Diagram name Save and Save and Exit Work Form Functions pagePin 1
Full-Page Details View for Case Records
...
InfraLink now offers a full-page details view for Case records, which is accessible from the traditional Case Details panel. Users can access full-page details by selecting the View Full Page widget in the top right corner of the Case Details panel.
...
- A View Full Page icon is now positioned in the top right corner of the Case Details panel, which opens the full-page details view.
- Using the browser's back button will return the User to the standard grid view.
- The full-page details view allows Users to see all Case-associated information and entities, as well as all columns within each section of the panel.
- Selecting any entity from the full-page details view opens the associated details within a smaller panel to the right side of the screen.
>>INSERT GLIFFY<<
>>INSERT GLIFFY<<
...
Gliffy Diagram displayName Case Details Panel Full Size Widget name Case Details Panel Full Size Widget pagePin 2
Gliffy Diagram displayName Details Panel Extension name Details Panel Extension pagePin 3
| Excerpt | ||
|---|---|---|
| ||
Highlighted features include: Case Links; New Permission: Case Create Restrictions by Case Category; Updating Linked Contracts; Work Progress Notifications by Status Reason; Work Form "Save" and "Save and Exit" Options; and Full-Page Details View for Case Records. - |