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

Grouped Saved View Chart Expansion

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. 

Additionally, the Summary Dashboard offers a Grouped Saved View chart, which displays an easily accessible, User-defined summary of Saved View records. When setting up a Grouped Saved View chart, the User selects the desired Saved View, then selects a groupable data column from that view, and finally configures the aggregate information for display.

Expanded Dashboard Summary functionality now allows Users to define two groupable data columns within a Saved View for display within a single Grouped Saved View chart, offering a better snapshot of current Shared View data. A User can also group data according to date by choosing a date-type attribute (e.g., "Created") in Groupable Columns and then selecting the desired "Date Precision" (i.e., Day, Week, Month, Quarter, Year, Decade).

What You Will See in the User Interface:

When configuring a Grouped Saved View chart for a Summary Dashboard, form section #2 (“Select grouping column”) now offers two fields: Groupable Columns and Secondary Groupable Columns. If a date-type attribute is selected in a Groupable Columns field, the User is prompted to select the Date Precision for that data.

New Grid Views for Case and Work Ticket Forms

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.

Please note, these views display Case and Work Ticket forms only. Forms associated with PM Tasks and Work Package Tasks are not captured within this view.

What You Will See in the User Interface:

• In the Main Menu, you will now see All Case Forms and All Work Ticket Forms at the very bottom of the Overview stack.
• Each view offers a Filters panel to the left, allowing the User to filter records by Contract, Case Category, Case Status, Task Status, Work Form, creation date, last update, completion date, and last User to update.
• Selecting a record will open the corresponding Task Details panel. Clicking the Work Form Name, presented as an active link, will open the actual Work Form.

Unavailable Schedule Blocks via the Dispatch Board

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.

What You Will See in the User Interface:

• For Users with adequate permissions, the Dispatch Board now offers three new grid commands, Add Unavailable, Edit Unavailable and Delete Unavailable. The Add Unavailable widget links to a Create Unavailable Schedule Block form, with traditional User selection and scheduling form fields.
• Once created, Unavailable Schedule Blocks only appear in the Group By Assignee and Timeline views.
• The Global Permission “Unavailable Schedule Block” is required to add, edit or delete Unavailable Schedule Blocks. The “Read” Permission allows viewing all Unavailable Schedule Blocks assigned to all Users.
• The following Unavailable blocks are displayed in the Dispatch Board views:
  • Group by Assignee - Assigned
  • Group by Assignee - All
  • Timeline
• Unavailable blocks are shown in a grey color to distinguish them from scheduled and assigned Work Tickets on the same board.

Optional User-Driven Task Additions to Case or Work Ticket

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

IMMS drives daily project operations through auto-generated Case creation for scheduled or sequenced work and on-demand Case creation for remedial and corrective work. Regardless of how Cases, or their associated Work Tickets, are created, they will often carry with them one or more predefined and required Tasks. Each Task is defined by its corresponding Work Form.  

Upon completion of the required Tasks, the responsible User can typically transition the Case to a target status. However at times a User may face circumstances in the field that warrant additional action. For effective tracking of all User actions related to the Case or Work Ticket, IMMS now provides Users with the option to manually add Tasks/Work Forms to the open Case or Work Ticket. The User must have adequate Permissions, and the desired Task/Work Form must exist within the Instance. 

It is important to note that once a User adds a Task/Work Form, that Task then becomes required in order to transition the Case or Work Ticket out of its current status.

What You Will See in the User Interface:

• Scrolling down the Case Details or Work Details panel, you will see an Add Form button positioned atop the Forms section. This button offers a drop-down menu of available Tasks/Work Forms for that record.

Secondary Email Added to User Profile

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.  

Please note, the Secondary Email address functions solely as a carbon copy (cc) contact for notifications. The Secondary Email is not a primary identifier and cannot be used for User authentication.

What You Will See in the User Interface:

• On the Contacts tab of the Update Profile form, Users will now see a field for Secondary Email.

Choice Custom Field Dependencies (Administrative Feature)

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.

IMMS has now expanded the power of Custom Fields by allowing for interdependencies between Custom Fields of the choice data type. That is, the choice values presented in one Custom Field can be dependent on the selection made in another Custom Field. For example, if a Custom Field named "Menu" allows you to choose from three value options: "Breakfast", "Lunch" or "Dinner". A second Custom Field, named "Entrée Selection" may present different values based on your previous selection. If you selected "Breakfast" in the Menu field, then the Entrée Selection Custom Field may list: "Omelet", "Waffle", and "French Toast" as the available values for selection. However, if you selected "Lunch" in the Menu field, then the Entrée Selection Custom Field may list: "Hamburger", "Pizza", and "Chef Salad" as values for selection. In this example, the Entrée Selection values are filtered by the Menu selection, and its configuration is illustrated below.

What You Will See in the User Interface:

• 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>?"

Web Client Support for Prepopulating PDF Forms

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.

Until now, this PDF form functionality was not provided with the web client. With the release of v.3.5.20, the web client now supports the same tokens, allowing certain PDF Work Form field values to be prepopulated for Users. 

What You Will See in the User Interface:

• 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.