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With the most recent release of Infralink, formerly IMMS, (v.3.5.23), we are happy to offer the following new features and functionality.

T&M Views

New Time and Material (T&M) views include the Billable Labor view, the Material Usage view, and the Miscellaneous Expenses view, for the display of invoice-related items. Each T&M view allows Users to customize columns, create and share saved views, and export records on demand or per a specified schedule. All three views display information related to Cases, Contracts, Work Tickets, and Locations. The Work Ticket column will only populate if the billable labor, material, or miscellaneous expense was added during a Work Ticket Update or Work Ticket Status Transition. If the cost-related information was added directly to a Case record, only the Case column will populate. 

The Billable Labor view displays columns specific to labor such as Labor Categories, Activity Start Date, Descriptions, and Hourly Rates. The Material Usage view displays columns such as Model, Amount, Model Average Price, Unit of Measurement (UoM), Notes, and Total Cost. The Miscellaneous Expenses view will display columns such as Name, Amount, Unit of Measurement (UoM), Notes, and Total Cost. 

What You Will See in the User Interface:

  • In the Main Menu, under the Finance stack, three new views are listed:
    • Billable Labor
    • Material Usage
    • Miscellaneous Expenses
  • The Material Usage view will display the Model of the material used. Displayed next to the Model, three icons visually differentiate the type of Asset used: Consumable, Trackable, or Custom. Custom Assets are those which are manually typed into the Material field when adding materials to a Case or Work Ticket, as opposed to selecting the magnifying glass in the Material field and searching through existing Models. 

T and M Views

Material Usage Asset Type Icons

Global Search Field

InfraLink now offers a global search feature, which allows a User to search all System Element records by Unique ID and Display Name. If an Asset is deployed against the System Element, a User can also search by Asset Tag or Asset Serial Number. Future development may expand global search functionality to include Cases and other InfraLink records.

What You Will See in the User Interface:

  • In the top-level navigation toolbar, a magnifying glass icon is now positioned to the left of the Configure menu. Selecting this magnifying glass icon opens a Search window, with a search field positioned at the top and a SEs tab below.
  • Users must type into the search field and then click on the magnifying glass to be presented with search results.
  • When a record is selected, a full-page details view for that System Element will open. For more information about the System Element full-page details view, see below.

Global Search  

System Element Full-Page Details View

With the new Global Search feature, a full-page details view was created as the intended navigation target for any selected search result. When viewing the System Element's full-page details, another details panel is hidden to the right side of the screen. Selecting entities (e.g., Type, Location, etc.) from the full-page details view will display the corresponding details within that smaller panel. This allows Users to simultaneously view the details for a Device and the details for a related entity. For example, a User can now view Case Details while maintaining the Device Details within the full-page view. Beyond the Global Search results, the full-page details view is also accessible from the traditional Device Details panel.

What You Will See in the User Interface:

  • An expansion icon is now positioned in the top right corner of the Device Details panel, which will open 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 Device-associated information and entities, as well as all columns within each section of the panel. Selecting any entity from that view opens the associated details panel to the right side of the screen.


SE Details Panel - Expansion Icon

Device Details Full Page View

Resetting Metrics According to Priority Escalation/De-Escalation

InfraLink captures performance metrics based on Case Priorities, Due Dates, and Case Statuses. Compliance criteria are defined per Priority, and performance milestones are associated with Status Transitions, which may notify the completion of one metric and the continued counting of others. Due Dates set the general time frame in which a Case should be completed.

Newly released functionality allows Users to Update a Case's Priority level and, optionally, reset Metrics that are still in the "and counting" stage. Any Metrics already set will not restart counting when resetting metrics. 

Permissions: The functionality is controlled by User Permission "Cases → Administrative → Update Case Priority". A User without adequate permissions will not see the "Priority" Update widget. 

Case Status Business Logic: The functionality is controlled by Business Logic Setting "Allow Priority Change". A User with adequate permissions will see a greyed out "Priority" Update widget when a Case is in a status without this business logic selection.

What You Will See in the User Interface:

  • For Users with adequate permissions, a "Priority" widget is displayed in the Case Details Panel near the "Update" and "Edit" widgets. 
  • Selecting the Priority widget opens the "Priority Update" window, which allows the User to update the Priority of a Case or update the Priority and reset the Metrics according to the Priority change. Each action prompts its own warning message asking the User to confirm that the selected action is intended. Note: An already set Metric will not reset. Only "and counting" Metrics can be reset with this action. 
  • Any Priority updates are logged in the Updates section of the Case Details panel. If Metrics were reset the Update displays the following statement in red: The Handling Metrics were reset. Otherwise the logged update shows the Priority change, as well as the new Due Date, caused by the Priority shift. 


Resetting Case Priority and Metrics

Enable Native Work Form File Attachment Naming Schemas

InfraLink allows Users to upload files (e.g., photos) to capture information within Cases, Work Tickets, and other records. As previously implemented for Custom Fields, InfraLink now allows Users to specify naming schemas for files when creating Native Work Form Fields. Naming schemas are followed by a number corresponding to the number of files uploaded, as well as the file format (e.g., png, jpg, pdf, log, csv, etc.)

What You Will See in the User Interface:

  • Native Work Form Tool Tips now include the following Display Formats for file fields: ${NAME} or ${FIELD}. 
    • When the ${NAME} Display Format is set, the file name parallels the Entity ID displayed at the top of the associated details panel. For example, an image uploaded to a System Element with ID "HH-FP-200001-1-0001" will be appropriately titled "HH-FP-200001-1-0001-01.png". 
    • When the ${FIELD} Display Format is set, the file name parallels the name of the Custom Native Work Form Field. For example, an image uploaded to a Native Work Form with Form Field "1.1.3 Upload Drawing" will be appropriately titled "1.1.3 Upload Drawing-01.png".
  • Checking the Multi-instance box specifies that more than one file can be uploaded for this field. A suffix designation (i.e., -01, -02, -03) is applied based on the number of files uploaded.

Native Work Form Display Format Naming Schema

 



 




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