Noteworthy Enhancements in Concept Evolution 4.8.1.0:

  • A new option has been added to allow the “Reset Password” function to automatically unlock Accounts which have been locked out. Furthermore the number of login attempts before the accounts are locked out can now be defined within the application (This was previously an external configuration option)
  • A preference has been added to the Helpdesk Widget (Reach) to enable a user to be redirected to Home Page after successful submit.
  • Security of the overall system has been enhanced by making the following changes:-
    • Add setting to delete DynamicReports once viewed or not.
    • Only the Account which caused the DynamicReports record to be created can now access this record.
    • Changed AJAX responses so that they now never return the full stack trace (This is controlled by a config setting).
    • Add CAPTCHA to the Password Reset Request page so that automated tools cannot cause mass generation of password reset mails / links.
    • Expire / remove old Password Reset links for an account when new password reset link is generated.
    • AJAX requests now check permission to each entity in the query before returning results. If a user does not have read access to an entity then any fields from that entity are not included in the AJAX response. This is controlled by a securable permission.
  • A new option “Password never expires” has been added at an Account level. This enables Accounts to be individually set so that their password never expires. This can be useful when using Web Service accounts as password expiration now applies fully both in GUI and also Web Service interfaces. (Previously password expiration did not apply fully across the entire system including web service access)
  • Added PPM subnavigation to Resources input panel to easily see which PPMs have the current resource set as the default resource.
  • Added Scheduled Task Template subnavigation to Resources input panel to easily see which Scheduled Task Templates have the current resource set as the default resource.
  • Documents linked to Tasks can now be viewed direct from the Task Grid widget. An icon appears if there are any documents (visible to the user) which are associated with the Task. Clicking on the icon in the grid widget lists all  the Documents against this Task which are visible to the user, and clicking on the Hyperlink for a document will launch the document viewer to display the document.
  • From the Helpdesk Widget, when viewing existing tasks, a button has been added to the list of uploaded documents to allow a user to launch the viewer to display the document.
  • New web method has been added to the RoomBookingService web service to allow the searching for visitors (Room Booking attendees) by any of the properties of the visitor Entity.
  • Crystal Report and Concept Report parameter screen within Evolution has been enhanced to make it easier to select multiple values for a parameter.
  • Resource Planner has had the Building of the task added as one of the properties that can set the colouring of the Resource Planner entry.
  • The Workflow email node has been modified so that it automatically replaces carriage returns with HTML line break tags when rendering HTML emails.
  • Property Groups subnavigation screen on the Advanced Helpdesk has been modified to make it easier to see the Property Values by making the splitter between Property Groups and Property Values moveable so that each can be resized to make the most of the available space.
  • It is now possible to manage Resources ability to work in Buildings from the Building input panel so you can assign multiple Resources to a Building more easily. *Great enhancement!
  • A new Grid has been added to allow users to see all Planned Booking Events within Evolution.
  • Issued PPMs subnavigation menu has been added to PPM input panel. *Great enhancement!
  • PPMs can now be dropped from the PPM planner as well as deleted (Dropping dormant records produces an actual Task in a dropped state, deleting a dormant record just deletes the dormant record with no Task being generated).
  • It is now possible to Create and Delete dormant records from the Dormant Records subnavigation menu of the PPM. It is also now possible to Issue PPMs and Drop PPMs direct from this Dormant Records subnavigation menu.
  • When Deleting, Dropping, or Creating new Dormant Records it can now be enforced that comments are recorded against these actions. This is controlled by a new Task system preference. Events are created against the PPM to record these actions.
  • Permit Templates have been added to the system. These Permit Templates can be associated with Scheduled Task Templates and PPMs so that when Scheduled Tasks are created or PPM Tasks are issued, the Tasks being generated have Work Permits automatically created for them based on the Permit Template.
  • If PPMs have been dropped automatically (according to the Task Preference for Dropping dormant records when re-activating PPMs to Active) the system now creates an event listing the dormant records which have been dropped.
  • An additional securable item has been created to specifically control a user’s ability to drop PPMs.
  • Multiple Resources can now be applied as default resource against a PPM. When the PPM is issued the resources will automatically be assigned (if valid at the time of issue) to the Task.
  • Secondary Suppliers have been added to Contracts. This allows for easier management of resources supplied by “sub-contractors”. Resources who are supplied by these secondary suppliers are able to be assigned to Tasks, PPMs, Scheduled Tasks, etc. in the same way as resource from the Contract’s primary supplier. *Great enhancement!
  • The PPM Planner and Planned Maintenance Summary pages have had an overhaul in terms of UI design with the inclusion of the following features:-
    • The following additional filter criteria have been added to the PPM Planner and Planner Maintenance Summary pages. Building Status, PPM Status, Instruction Set, Resource Team, Resource, Asset, Asset Status, Asset Name, Area, Region, Country, Portfolio, Floor.
    • The PPM Planner Report and Planned Maintenance Summary Report have also been updated to include these filter criteria.
    • The individual PPM planner filters are now able to be enabled, disabled and ordered by user preference.
    • The entire filter section can be opened and closed on the planner and has been moved to the right hand side of the planner.
    • The PPM Planner and Planned Maintenance Summary pages also display the number of PPMs found according to the filtering criteria used.
  • The Scheduled Task Template recurrence schedule has been improved to include an “Every n months” option. *Great enhancement!
  • Improved security with the system specifically around assignment controls to include fixes to the following issues:-
    • It was possible to assign Roles to Accounts even though the user did not have access to the Role to Account assignment subnavigation menu page.
    • It was possible to assign documents to entities even though the user did not have access to the Assign Documents securable.
  • When associating Tasks to other Tasks, it is now possible to add associations to Tasks which have been signed off to History. Previously the ability to add associated Tasks was only available for Non Historic tasks.
  • The Event popup from the Task Grid widget can now be configured to show or hide System Events. This allows further control as to which events will be visible to the user when viewing the Task via the Task Grid widget.
  • Documents associated with Tasks can now be deleted direct from the Task Grid widget. (This is controlled by the permission to delete documents).
  • New Task Preferences have been added to allow the disabling of filtering of Department field based on Buildings and Locations populated in the Advanced Helpdesk.
  • Category and Discipline fields have been extended to be 64 characters long.
  • The PPM information window launched from the Advanced Helpdesk for PPM Tasks has been enhanced to have hyperlinks added so that users can more easily drill into the actual PPM record direct from the Task.
  • The amount of database calls has been greatly reduced during reading and saving of entities.
  • It is now possible for clients to create and publish Privacy Policies for their users. The text of these policies is configurable via a HTML designer and can be used to provide end users with details of the data that is held about them, their activity and the way that their data is processed. If clients have different data retention policies that might apply to Self-Service or Supply Chain users (or if they just prefer different wording) it’s possible for them to publish different Privacy Policies to users of Evolution, Connect and Reach. *Great enhancement”