19.6.14+ - November 2022 ‘Holdfast'

Reporting Changes:

Earlier this year, the ConSol team identified an issue in our reporting portal that impacted our advanced reporting features – users were unable to export data in Chart or Crosstab format.  We worked with TibCo, the developers of our Jaspersoft reporting tool, to get this resolved.  The solution has now been applied in Production and we are taking this opportunity to schedule free ‘Advanced Reporting’ webinars for ConSol users, later this year.

The webinars (separate sessions for customer and supplier users) will be recorded and made available from the ConSol Help Centre for those who were unable to attend.  The webinars will cover the following areas:

• Overview of Reporting
• Topics, Views and Reports in the Portal
• Creating Ad Hoc Views and Reports
• Scheduling Reports
• Conditional formatting in Reports
• Calculated fields in Views
• Crosstabs and Charts
• On-demand dashboards

The reporting guides in the ConSol Help Centre will be able to support all reporting areas that have been covered.

Location Awareness Changes

Some improvements have been made to our Location Awareness functionality to improve accuracy and clarity of the information displayed in ConSol.

Update Relevance Score when modifying Address Details

When address details on an order are changed, the relevance score is now being correctly updated when the check to HERE confirms and applies the geo-coordinates for the new address.

Modify details of history note written from ConSol Mobile

Currently when a user marks themselves 'on-site' from a mobile device, a history note is written to the order that says ‘On-site check-in acknowledged’ and when the user marks themselves 'off-site', a history note is written that says ‘Off-site check-out acknowledged’.  After this release, all history notes with a notice_type of MOBILE will be extended to include the GPS Co-ordinates and a calculated distance from order location.  If there are no GPS co-ordinates available for the user carrying out the action, this will be written to the history note.

Modify BOTG details shown when clicking on the location pin on the map

When clicking on the job location pin from the Find Orders -> Map Results option in ConSol, details of all users who are currently flagged as ‘on-site’ for the job display in the popup.   Previously this only listed the users’ name, the time they ‘on-sited’ and their contact phone number.  This has now been improved to display their distance from the geo-coordinates of the job location.

Note:  Orders with any ‘on-site’ users display a BOTG job location pin (ie boot icon) on the Find Orders map as opposed to a normal job location pin

Completed Orders are not marking BOTG off-site

After this release, as part of a Supplier’s Final Claim submission, any users who are still marked as on-site will be automatically marked off-site.  A datafix will be applied to clear all on-site settings for completed orders.

Contract Spend Management

To better manage ‘over-spend’ of orders costs on contracts where an expected spend has been budgeted for, ConSol has introduced new Contract Spend Management functionality.  This new feature allows for better cost management at contract level by tracking costs and automatically issuing notifications to the Contract Manager of impending breaches and suspending breached contracts to stop the transmission of more work.

The following new field has been added to the customers Contract Template screens:

• Expected Contract Spend - The maximum cost expected to be spent on work orders issued against the contract.  If this value is defined on the Contract Template, it will be populated on contracts created from the template.   The Contract Manager of the Contract will be able to change this value. If there are active Contract Templates that are no longer editable due to their link to existing contracts but against which new contract are still being created, please talk to our Customer Experience team to arrange to have a default Contract Spend value recorded for you.

The following new fields have been added to the new 'Contract Spend' tab on Contract screens for customer users:

• Expected Contract Spend - The maximum cost expected to be spent on work orders issued against the contract.  If this value is defined on the Contract Template, it will be populated on contracts created from the template.   The Contract Manager of the Contract will be able to change this value which will result in an immediate recalculation of the following three non-editable fields
• Committed Spend - This non-editable field will display the total current value for all active orders raised against the contract. This will not include costs from orders where final claims have been submitted. 
• Actual Spend -This non-editable field will display the sum of invoiced or to be invoiced amounts from non-cancelled invoices submitted against orders raised against the contract, where final claims have been submitted.
• % of Expected Spend consumed-  This non-editable field will display the percentage of the Expected Contract Spend that has been consumed by Committed Spend + Actual Spend. If the % of Expected spend calculates to be greater than 90%, this value will be displayed in red.  The ‘% of Expected Spend consumed’ will also be displayed in the contract banner at the top of the screen.

A batch background job will run every two hours to update the Actual Spend, Committed Spend and % of Expected Spend consumed values on contracts where an Expected Contract Spend value has been defined.

The first time that the % of Expected Spend consumed exceeds 90%, an email notification will be triggered to the Contract Manager on the contract advising them that order costs have exceeded 90% of Expected Contract Spend and that the contract will be automatically suspended when Expected Spend is fully consumed.

For contracts where % of Expected Spend consumed exceeds 100%, an email notification will be triggered to the Contract Manager advising them that Expected Contract Spend has been breached and the contract has been suspended.  The Contract status will be updated to Suspended.  For these suspended contracts, if the Contract Manager increases the Expected Contract spend, they will need to manually update the contract status to Active to enable new work orders to be issued against the contract

The Customer Contract List in the reporting portal has been updated to include the new ‘Expected Contract Spend’, ‘Committed Spend’, ‘Actual Spend’ and ‘% of Expected Spend consumed’ fields.  Any new Ad Hoc views created from the topic will be able to include these fields.  Existing Views and Reports have not been changed.

Gateway Improvement:

To ensure that corrupt or incomplete data is not created in ConSol through the processing of invalid import files, the following additional checks have now been implemented:

• Any Zip files loaded to the Yarris S3 buckets for automated import using the Gateway tool will now be checked prior to processing. Invalid zips will be moved to the archive/error folder and users will be presented with a ‘failed’ batch processing message
• Invalid zips that are presented for manual upload through the ConSol user menus will be blocked from upload.

General Support Changes

The issue that was resulting in an invalid message being displayed in the Confirm Action popup when initiating Bulk Stop Order requests has been resolved.  Users will now be able to confirm their awareness that the suppliers will be notified of the request and will be given the opportunity to submit a claim, if appropriate.