ServiceWise/CustomerWise 10.1

Transcription

1 Page 1 of 35 ServiceWise/CustomerWise 10.1 Highlights Widescreen and multi monitor support Unified incident level attachments New HTML5 ProjectPlan with resource management Doubled number of available customer tracking fields Performance and UI improvements (Conversation, links, action buttons and more...) New ServiceWise mobile app Contents ServiceWise/CustomerWise Highlights... 1 ServiceWise/CustomerWise Web... 4 UI Change... 4 Project name is displayed in browser tab title... 4 Quick on/off Side panel with full detail... 4 Conversation styling update (formerly web conversation)... 5 Mark as resolved function in EWP now available as a dedicated action button... 5 linked incidents listed by projects... 6 Inter project copy to DevSuite PPM project support user defined custom field mapping... 6 Show view name under navigation panel... 7 Change Sort by option for sub-project directly on the menu... 7 Add Submit button when editing event detail... 8 Multiline edit box with a round corner and drag to expand... 8 UI color schema update... 9 Dashboard View... 9 Multiple dashboard... 9 Able to target view when switch to another project from dashboard Incident View Updated print description Ability to perform transition when editing linked incident Detail View, dynamic secondary tab Smart indication for modified fields, reminders for save changes... 11

2 Page 2 of 35 New attachment control and unified incident attachments management Define copy events as an available option for Inter Project Action Define direct edit option for Inter Project Action Ticket merging Multiple selection in condition setup Web Click View View linked form from web activity list Web Activity list view filtering update Web Activity tool bar settings are remembered Ability to show click conversions and filter on conversion targets Web click detail view with linked landing page Web click item conversion target improvement Customer View New customer/employee view with ultra-fast toggling Additional tabs in Customer Additional fields in Customer view Data Grid available in customer view Confirmation before discard changes when create new employee/customer Employee Web Portal Support single sign on directly to knowledge view Multilingual support for incident template note and name Knowledge Outgoing support secure connection to SMTP server Report View New assignment history distribution report New Incident flow graphic report SLA change history report Export report in native excel format Project Plan View New HTML 5 Project Planning View New Resource Management module New project roll up summary Applicable owner same as sub-project team option... 25

3 Page 3 of 35 Convenience feature UX Open Admin directly from web browser Second window Search against merged Incident id to find target incident Single Sign On now works between DevSuite and CustomerWise/ServiceWise Linked incident with mouse over edit Edit button is available when view linkage properties Allow no-default project for CWP Auto-focus on last modified field in Admin Power search (formerly keyword go to) Right click on sub-project with auto-select No data found with explanation Support ctrl-c/v paste image in html editor Remember last visited tabs Separate show events/ linked incidents Embeddable custom view (custom development required) Option to turn off event id processing in retrieval AssetWise Web Customer/Employee View available in AssetWise LinkPlus Owner/status change merged into incident notification Attachment URL available in XML Query incident info with date range filter Query incident info to support paging/sorting CTI Integration New CTI UI Matching multiple user in CTI when numbers are shared among users Reference and changes Report view can be closed upon click on Submit Duplicate Memo fields 42, 43, 43 in sample solution template have been removed Forward page submit/cancel button have been removed Inter project copy button are moved to the top Setup location now can be configured in a pop up... 35

4 Page 4 of 35 Account profile setting on team web has been merged into Tools menu New service will have a dedicated delivering service Security has been improved on various areas related to cross site scripting Oracle data connector is available for Admin by configuration Digitally signed attachments is supported by mail service ServiceWise/CustomerWise Web UI Change Project name is displayed in browser tab title Quick on/off Side panel with full detail Toggle on/off with one click

5 Page 5 of 35 Conversation styling update (formerly web conversation) Mark as resolved function in EWP now available as a dedicated action button

6 Page 6 of 35 linked incidents listed by projects Inter project copy to DevSuite PPM project support user defined custom field mapping

7 Page 7 of 35 Show view name under navigation panel Setting to display view name Refresh browser tab to see view name Change Sort by option for sub-project directly on the menu

8 Page 8 of 35 Add Submit button when editing event detail Submit updates and close the dialog Multiline edit box with a round corner and drag to expand For a smooth look and feel, multiline edit box is displayed with a corner radius and drag to expand

9 Page 9 of 35 UI color schema update #FFFFFF background-color for controls #FEFEFE background-color for Detail Panel background Dashboard View Multiple dashboard Ability to setup multiple dashboard tab for different purpose with access control

10 Page 10 of 35 Able to target view when switch to another project from dashboard Incident View Updated print description

11 Page 11 of 35 Ability to perform transition when editing linked incident Detail View, dynamic secondary tab Secondary tabs are nested in the menu and dynamically displayed as the last tab in the detail view Smart indication for modified fields, reminders for save changes A red flag is added to a field s corner when user modification is detected

12 Page 12 of 35 Auto-reminder when user try to leave the page without submitting changes New attachment control and unified incident attachments management Manage incident attachments in this new unified field

13 Page 13 of 35 Preview images in a thumbnail Drag n drop to attach new files Define copy events as an available option for Inter Project Action

14 Page 14 of 35 Define direct edit option for Inter Project Action These two new options allow user to directly enter detail editing dialog of the created item after inter project action Ticket merging Merge tickets with listed options

15 Page 15 of 35 Multiple selection in condition setup Multi-selection field are available in condition setup Web Click View View linked form from web activity list

16 Page 16 of 35 Web Activity list view filtering update option to only includes active items List by web click group Quick search web access items in the filter

17 Page 17 of 35 Web Activity tool bar settings are remembered Ability to show click conversions and filter on conversion targets Web click detail view with linked landing page

18 Page 18 of 35 Web click item conversion target improvement Show owner/status when mouse over Ability to select target follow up project when multiple projects are available to create follow-up incident Customer View New customer/employee view with ultra-fast toggling Ultra-fast detail information loading when you are toggling through the customer or employee list view use keyboard arrow

19 Page 19 of 35 Additional tabs in Customer 10 extra tabs for detail tracking Additional fields in Customer view Total of 20 pages of custom fields available for detail tracking

20 Page 20 of 35 Data Grid available in customer view Confirmation before discard changes when create new employee/customer When click on x and modification is detected

21 Page 21 of 35 Note if user click on cancel, tab will be closed directly Confirmation before closing the tab Employee Web Portal Support single sign on directly to knowledge view

22 Page 22 of 35 Multilingual support for incident template note and name Knowledge Outgoing support secure connection to SMTP server

23 Page 23 of 35 Report View New assignment history distribution report New Incident flow graphic report SLA change history report

24 Page 24 of 35 Export report in native excel format Two new export options for.xlsx format Project Plan View New HTML 5 Project Planning View New HTML5 project plan view New Resource Management module Resource management with ability to view assigned tasks in toggled date range

25 Page 25 of 35 New project roll up summary Applicable owner same as sub-project team option Convenience feature UX Open Admin directly from web browser

26 Page 26 of 35 Second window Search against merged Incident id to find target incident When incidents are merged into a target incident, search on the merged incident will return the target incident even if the merged incident is no longer in the system.

27 Page 27 of 35 Single Sign On now works between DevSuite and CustomerWise/ServiceWise You will no longer be prompt a login page when you go to DevSuite from CustomerWise/ServiceWise, single sign on is automatically taking charge as long as you are members in both products. Linked incident with mouse over edit Action buttons will be available when a linked item mouse over Edit button is available when view linkage properties

28 Page 28 of 35 Allow no-default project for CWP When no default project is selected, users will always able to select desired project upon login Auto-focus on last modified field in Admin After a field setting is modified, Admin will auto-focus on the last modified field

29 Page 29 of 35 Power search (formerly keyword go to) When tool bar filters are folded, power search helps quickly find item by matching title and id while discard any conditions on the tool bar. Power search will be enhanced to match keyword in description in the future. Right click on sub-project with auto-select Auto-selected when right click on a sub-project, say bye to please select a sub-project first No data found with explanation When no data is returned in the list, a friendly reminder of current applied conditions to help user adjust setting to get desired list results.

30 Page 30 of 35 Support ctrl-c/v paste image in html editor Remember last visited tabs Available in late 10.0 patch already, opened tabs will be remembered based on last active session. Also works when switch into other projects Separate show events/ linked incidents Options to have events and linked items in incident list view are now separately controlled switches from the menu

31 Page 31 of 35 Embeddable custom view (custom development required) A custom view can be embedded into navigation bar with a URL Option to turn off event id processing in retrieval

32 Page 32 of 35 AssetWise Web Customer/Employee View available in AssetWise LinkPlus Owner/status change merged into incident notification Owner/status change made through LinkPlus API can trigger notification rule to send out s. V10.0 or later New service required. Attachment URL available in XML Incident and knowledge attachments URL are available to retrieve from returned XML. Refer details API documentation. Sample: Newly added for Incident retrieval APIs

33 Page 33 of 35 Query incident info with date range filter Refer details API documentation. Query incident info to support paging/sorting Refer details API documentation.

34 Page 34 of 35 CTI Integration New CTI UI

35 Page 35 of 35 Matching multiple user in CTI when numbers are shared among users Reference and changes Report view can be closed upon click on Submit Duplicate Memo fields 42, 43, 43 in sample solution template have been removed Forward page submit/cancel button have been removed Inter project copy button are moved to the top Setup location now can be configured in a pop up Account profile setting on team web has been merged into Tools menu New service will have a dedicated delivering service Security has been improved on various areas related to cross site scripting Oracle data connector is available for Admin by configuration Digitally signed attachments is supported by mail service