Printable Exports, Issue Updates

wash.systems - OPEn Release Notes
2016-03-01

Full Release Notes with images: https://drive.google.com/file/d/0B-qLJ4lKqbLqVlIwR1FqdWJSY1E/view?usp=sharing

Printable Exports

The Tasks Due and Open Issues exports are now available in printable format.

You can use the new format to post a to-do list for co-workers without an OPEn login or to print a snapshot for your records

How To: Export Tasks

  1. Login to OPEn and navigate to the Reports area

  2. Click the Export option

  3. On the new screen, set the Export Type field to “Tasks Due”

  4. Set the End Date field to the last date you want to appear on your export.

  5. If you would like to limit the export to a tag, enter the tag name in the Tag field.

  6. Select the “Create printable export (opens in new window)” option.

  7. Click Start Export

  8. The export will open in a new window. Hit Ctrl + P to print.

    NOTE: The export opens in a new window. If your browser blocks pop-ups, you will need to allow the pop-up. 

How To: Export Open Issues

  1. Login to OPEn and navigate to the Reports area

  2. Click the Export option

  3. Set the Export Type field to “Open Issues

  4. Select the “Create printable export (opens in new window)” option.

  5. Click Start Export

  6. The export will open in a new window. Hit Ctrl + P to print.

    NOTE: The export opens in a new window. If your browser blocks pop-ups, you will need to allow the pop-up.

Issue Details View

The new issues detail page gives you more screen area to view and edit your issues.

The Details section shows the issue text as well as the equipment and component assigned to the issue.

This area also shows the assigned user (editable) and an automatically expanding text area where you can type the issues solution.

The Images section contains the image gallery for the issue. The main gallery shows a large version of the currently focused image.

The thumbnail list below the main gallery shows a small version of each image attached to the issue. You can focus an image in the gallery by clicking it in the thumbnail list.

The Comments section shows the conversation associated with the issue.
Each comment is shown along with the name of the user who posted the comment and the date and time of posting.

You can edit any of your comments but not those of other users. 

How To: Access the Issue Details View

There are three ways to access the details view for an issue:

  1. Go to the Issues area and click the Details button next to an issue
  2. Go to the Issues area and click any issue to open the Issue dialog. Then click the Details button.
  3. Click the View in Open button in an OPEn issue alert email.

Issue Comments

You can now add multiple comments to an issue from the Issue Details screen (shown above).

To add a new comment, just type your comment in the “Add a comment...” field and click Post. Your comment will be added to the main thread.

You can also edit your comments by clicking the ...edit link.

New comments are distributed to your team with an email alert.

The alert shows the name of the commenter as well as the comment text and the text of the related issue.

You can quickly add your own response by clicking the View in OPEn button in the message to open the Issue Details page

Additional Bug Fixes and Interface Updates

  1. The Issue lists now shows icons when the issue contains images or a comment.

  2. In the issue create and edit views, the “Assigned To” list now only shows users who have the “Issue Assignment” permission in their user record.

  3. The issue creation and update emails have been updated with a new responsive layout.

  4. A bug preventing all users from being removed from a location has been fixed. 

    Dynamic lists, mobile optimizations

    wash.systems - OPEn Release Notes
    2016-02-08

    Dynamic Lists

    Task, Checklist and Issue lists have all been converted to a new dynamic loading technology. This allows the page to load and then load the list records in a separate action speeding up the overall page load time.
    The new technology also allows you to sort the current list based on any column.

    Loading Records

    When the page loads the first 25 records (based on date) in the list are automatically loaded. You can easily load more by scrolling to the end of the list and clicking the More button.
    Click the More button to load 25 more records from the database.
    While the load operation is being done, the button text changes from More to Loading...
    The indicator to the left shows the number of records currently loaded as well as the total number of records available to be loaded. The More button will disappear once you have loaded all the records in the list.

    Sorting List Rows

    Sorting a list is as simple as clicking on the column heading. When the list is sorted by a particular column an arrow appears next to the column name to indicate the sort direction.

    Click the column heading a second time to reverse the sort.
    The sort function will sort the rows currently loaded in the table. To sort newly loaded rows just click the column heading again. Sorting a date field will arrange the rows in order by date while sorting by a text field will arrange the rows alphabetically without taking into account the case of the text.  Checklists can be sorted by percent complete resulting in the rows being arranged in numeric order.

    Mobile Optimizations

    We’ve made changes to some mobile layouts to make them easier to use on smaller mobile devices like smart phones.

    Task List

    The Task List screen has been updated so that the text displays closer to its label on more device sizes.
    We’ve also removed the buttons from the list so that you can view more records without scrolling.
    Don’t’ worry, you can still access all the functionality you need by tapping the Task Record to open the Task Details view.

    Task Details Pop-up

    The task details pop-up has been improved so that the footer bar takes up less space on all screen sizes.
    We’ve also added extra functionality to the buttons in the footer to allow you to complete tasks with from the pop-up. The new buttons function the same way that they did from the list view.

    Additional Bug Fixes and Interface Updates

    1. Fixed bulk task copy issue where a new piece of equipment was created in situations where it should not have been.
    2. For issues where the description is greater than 150 characters, the issue list now shows only the first 150 characters. The rest of the description is available in the full details.
    3. Tasks are now searchable by tag in addition to description, equipment name and component name. 
    4. On mobile the issues list has been optimized for reading by allowing the issue description to display across the entire cell instead of being limited to half the cell.