Deutsch
|
English

Release 2020.3.3976.52451

Administration

IC12604
Administrator
Administration
FM-Portal

November 2020 Release


This release has been approved by eTASK for use in production environments. You can download the release now and install it on your server.


Important Notes


Users of the eTASK App for Autodesk Revit

With the release of this version, an updated version of the eTASK App for Autodesk Revit has also been published in the download section of the Customer Center. Please note that BIM models can only be published using the latest version of the app. Please update your app in a timely manner.

Users of Revit Version 19 require a hotfix to Revit 2019.2, regardless of the eTASK app.



Users of the eTASK app for Windows
: With the release of this update, a current version of the eTASK app was simultaneously released in the Microsoft Store. Please note that this current app version is compatible exclusively with the current release version of the portal; that is, both the portal AND all connected mobile devices must be updated.

The latest version 2020.3.553.52369 of the eTASK app will be available in the Microsoft Store starting November 21, 2020.

Therefore, please update your mobile devices only if you are also planning to update your portal to the latest release at the same time. If this is not desired or possible, please disable the automatic installation of updates for the eTASK app on your devices. Please note, however, that after a previous update to your portal, your devices must also be updated to the current app version.

Please make sure to sync your mobile devices before the update.







eTASK.Demand Planning

New Feature: Two new web forms available in the menu structure

The menu now offers eTASK customers with the appropriate license the web forms "Number of Rooms and People" and "Initial Equipment" in the eTASK.Requirements Planning product under (Portfolio BIM).


eTASK.BIM

New feature: BIMserver 1.5.182 setup available

The latest BIM Server version is now available to all customers.

Improvement: Display in BIM Explorer improved

Previously, partition walls were not visible in the 2D view because they are positioned at OKFFB (top edge of finished floor), while the viewing plane in BIM Explorer is at OKRFB (top edge of rough floor). The processing of the 2D view has been improved here so that elements on different construction levels are better accounted for.


eTASK.Handwerkerportal Suite

Improvement: Invoice Sheet report with billing dates for multiple partial invoices

The eTASK.Handwerkerportal suite offers the Invoice Sheet report. This now displays the invoice date for each assigned partial service.


eTASK.App/Service Report

Highlight: Service Report App

The Service Report app allows you to create service tickets on the go. This makes it easy to create a report in the portal directly from the service location using your smartphone.

The Service Report app is integrated with OpenStreetMap. This provides geocoordinates used to determine the nearest building and the distance to it. This enables direct and accurate location determination when creating reports.

If time is limited, a brief report can be supplemented with voice messages or photos.

If you choose the eTASK.App Service Report, you can easily launch the app using a QR code.


eTASK.FM Procurement

New feature: Total amount (gross) is calculated correctly in FM orders

For orders generated via eTASK, VAT was calculated correctly but not shown in the total amount (gross). This has been fixed; the total amount is now calculated correctly.


eTASK.Vehicle Booking

Highlight: Vehicle booking modernization

Vehicle booking now features an improved search interface. To operate the vehicle pool in a more environmentally friendly manner, it is now possible to offer rides as carpooling options and to search exclusively for carpooling opportunities in the search interface. When approved as a ride-share, the available seats in the vehicle are automatically calculated. The destination can be searched for by selecting a location or via free text. A trip can be booked as a self-drive trip or as a trip with a driver. This booking type is specified for the respective vehicle. Vehicles can generally be set as bookable, but also with a time restriction, and will no longer appear in the search after that time.After a successful booking, a message appears with text that can be configured in advance by the customer. The eTASK vehicle booking system offers a utilization statistics view with key data for evaluating the vehicle pool, such as total bookings, bookings for the current year, bookings for the current month, average bookings per month, or utilization in %.


eTASK.Visitor Management

New feature: Confirmation email (room booking) contains a direct link for visitor registration

The room booker now has the option to register external participants for their meeting in the visitor list on the portal. Therefore, the booking confirmation email contains a direct link to a registration form on the portal. It is also possible to register participants via the corresponding booking on the portal.

New feature: New visitor list view (unregistered visitors) available

The Visitor List (Unregistered Visitors) table provides an overview of announced visitors, including fields such as ticket number, meeting room, start, end, number of participants, cost center, topic, visitor last name, visitor first name, arrival, departure, and company. Here, external visitors can be registered and the details of the planned visit can be modified.


eTASK.Operating Cost Accounting

Bug fix: The second half of the year is now displayed correctly when assigning a partial service

When assigning a partial service for operating cost billing, the selection field displayed the entry "3rd Half-Year." The text error has been fixed, and the entry name is now correct: "2nd Half-Year."


eTASK.Utility Supply / Energy

New Feature: Tenant Invoice Report Updated

In the Tenant Invoice report, the Meter Number field has been widened.


eTASK.Service Ticket

New feature: Addition of the "Property" field to SLA reports

The "Service Level" and "Service Level (Compact)" SLA reports have been updated to include the "Object" column. The reports now display the object linked to the service ticket.

Highlight: New Best Practice Service Ticket Workflow

The Service Ticket workflow offers a new best-practice approach with the following new features:Approval:The general approval workflow has been integrated with the service ticket workflow.The "Approval Required" condition can now be activated along with a selection of the approver group. After a service ticket is submitted, the system automatically checks whether approval by an authorized approver is required or whether the service ticket workflow can be started directly. Escalation: The service ticket workflow now supports automatic escalation if set deadlines are not met. In the event of an escalation, at least the assigned agent receives a reminder email, and, if applicable, a group of people defined per service category and building. Additional escalation settings can also be configured here. The first escalation in the event of a missed deadline occurs automatically. Any further escalations must be configured. Reminders: In the event of an escalation, reminder emails are sent, which can be configured in advance. These contain a link to the relevant process in the portal. The email texts and the interval for sending reminders can be customized to meet customer requirements.Deadline Calculation:Weekends, holidays, and other non-working days that can be stored in the system are taken into account when calculating the completion deadline for a service ticket. It is also possible to define service hours, i.e., fixed response times for each service group. These times are also included in the deadline calculation. Rescheduling deadlines: If a ticket has been received by the responsible agent, the originally set completion deadline can be adjusted. Duplicates: If multiple service tickets have been created for a single incident, it is possible to process one of them as the main ticket and mark all others as duplicates. These are then closed when the main ticket is closed. The person who created the service ticket is notified when the ticket is closed via the main ticket.Sub-tickets:If another service is required to successfully process a ticket (for example, the repair of equipment needed for processing), a sub-ticket can be created.Once the sub-ticket has been completed, the service ticket can be processed and closed.A new view in the form lists the sub-tickets assigned to the service ticket.OpenStreetMap IntegrationThe eTASK.Service Report is now integrated with OpenStreetMap. This easily provides the geocoordinates that enable direct and accurate location determination when creating service reports. If location detection is enabled in the browser, the location is determined automatically.Ready for the Service Report AppThe workflow is ready for integration with the Service Report App.Ready for SPOC (Single Point of Contact)The best-practice workflow is now also accessible via a tile in the Service Tile View (Single Point of Contact).Easier to configure:Responsibility for a building can now be set based on the service category. When this new feature is launched, an entry is created in the category for each building with a default group. This can be customized as desired.A service category can be divided into any number of subcategories. These are then also available when selecting the category while creating a service ticket.


eTASK.Fleet Management

Highlight: Modernization of Fleet Management

The Fleet Management product has been expanded with additional functionalities and views. A plausibility check has been added to the database. When a vehicle is returned, the system now verifies whether the return date and mileage are logically consistent. If the return date is later, the mileage must have increased. The data record can only be saved after the mileage entry has been successfully verified. The Damage form now offers a summary report for download that displays all relevant data regarding the recorded damage to the respective vehicle. The mileage of fleet vehicles is displayed in two views. The Mileage view provides information on the current mileage for each vehicle, while the Logbook view displays all trips, including the kilometers traveled, that were reserved and completed via vehicle booking. eTASK’s fleet management also offers a clear traffic light view for vehicle tax due dates. This makes it easy to see whether the vehicle tax deadline has passed (red), is within the next four weeks (yellow), or is more than four weeks in the future (green). The vehicle form has been expanded to include additional information. It now features data fields for the owner, vehicle administrator, engine displacement [cc], and emissions data.The Mileage section displays the vehicle’s current mileage in kilometers. The Current Mileage and Projection section provides a projection of the mileage to any future date. Vehicle data can be entered based on the vehicle registration certificate. The new Vehicle Registration Certificate section summarizes all relevant data.


eTASK.Room Reservation

New feature: Meeting room images can be uploaded

In eTASK.Room Reservation, it is possible to upload images for a meeting room in the form, which can be viewed as a slideshow in the quick booking screen or opened via a button. Room bookers can now preview the meeting room in advance or, for example, view different seating arrangements.

New Feature: New "Registration/Change Participants" Section in the Appointment Overview

The appointment screen for room booking now includes a link to the advanced visitor management feature. Visitors can be registered immediately after the room booking is created. Alternatively, visitors can also be registered via a link in the confirmation email.


eTASK.FM Portal

New feature: New Outlook add-in available

In the previous version of the Outlook add-in, there were occasional synchronization issues with Microsoft Exchange. This issue has been resolved in the new version, which is available for download in the Customer Center.

New feature: eTASK Setup with TLS encryption

eTASK Setup now offers enhanced security with encryption based on TLS 1.2.

New feature: Meeting room occupancy analysis now possible with a new report

The eTASK.FM portal offers a new report for determining meeting room utilization, including data on room name, room capacity, start and end dates, start and end times, and appointment duration.

New feature: OAuth authentication in the FM portal

The FM portal from eTASK offers integrated login from external links via OAuth and SAML. This allows the eTASK Outlook add-in to now log in to the portal via OAuth. This means the add-in can also be used in environments where the portal and the Exchange Server are not in the same domain, such as when using O365 Exchange and a portal in the eTASK Cloud.

Bug fix: Removal of entry limit when creating customers/tenants/vendors

If multiple customers, vendors, or tenants had already been created from a single company without changing their customer, vendor, or tenant number, no new ones could be added. The limit was previously set at 9 entries. This limit has been removed. We nevertheless recommend assigning the numbers to the appropriate system in a timely manner, as they can no longer be changed once postings have been made to the respective item. Note: The customer number is used in the posting journal and can no longer be changed.

Bug Fix: Service Report with "Description" Column

The Service Report now displays the Description column again.

Bug fix: LDAP Control now works across systems when saving

The LDAP Control ensures that unsaved changes are displayed with a red triangle. Under certain conditions, this did not function correctly. The conditions have now been adjusted. The LDAP Control now functions across all screens.

Improvement: Additional field in resource booking

Previously, the search results for resource booking displayed the resource type, storage location, and comment. Now, the name of a resource is also displayed, not just the resource type. This allows for more precise identification of the resource and enables booking a specific resource (for example, the 4K projector, not just a resource of the "projector" type).

Improvement: The Working Hours report includes the times for all completed tickets

The analysis of working hours in a service ticket, which is available depending on the workflow, now also displays the times for all previously closed tickets.

Improvement: Location code extended to 12 characters

eTASK customers can now use a location code of up to 12 characters in length, instead of the previous 6 characters. This has been taken into account for all underlying code calculations, from the building down to the workstation.

Improvement: Faster API calls for personnel data

The API for retrieving personnel data now only provides extended personnel data—such as room occupancy or the assigned building—upon request. This results in a significant reduction in the time required for this data retrieval.

Improvement: Single Point of Contact extension: Open link in a separate tab

The service tile view offers a way within the eTASK portal to provide services to users. In the service tile view, links (for example, to a booking form) can now be added that open in a new additional tab within the portal.


eTASK.Inventory

Bug fix: Help on the Inventory App now leads to the new help portal support.etask.de

The eTASK Support Center at support.etask.de is now also accessible via the Inventory App.

War dieser Artikel hilfreich?