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SmartTask

SmartTask Update S103

General

New “Refused shift” Absence type

A new Absence type of “Refused shift” has been added.

IVR reference removed from Welcome email

The Welcome email header has been modified to remove a historical reference to IVR.

What3Words link on Locations

It is now possible to store and view the What3Words link on the Address tab of a Location.

Timesheet overview ordered by time

Timesheet overview is now ordered by time with the earliest shifts showing at the top.

Global default for “Can book off early”

A new global default for the “Can book off early” setting for new services is available in admin settings.

Black highlight option for late items

A new My profile setting is available which changes the highlight colour of late shifts or check calls to black in the Active screen to help improve visibility.

Teams column on Employees list

The Employees list now includes a Teams column.

Employee notes alongside documents

Employee documents have now been modified to support Employee notes as well as documents useful when maintaining HR dialogue and communications with Employees.

Smartform change audit

An Audit of changes to Smartforms is now available to Web Users.

Services and Financials

2 monthly frequency for Extras

A new 2 monthly frequency has been added to Extras.

Inactive Extras removed from reports

Improvements have been made to ensure Extras are removed from reports when made inactive.

Choose when Extras edits apply

Editing of Extras will now ask the user when to apply the change from.

Linked rate fall back option

Where an Employee is set to a Linked rate pay rule it is now possible to select if the system should fall back to Personal or Service rate when the Employee is not Linked to a Location they are working on.

Last week of the month for Monthly services

Monthly frequency of services now supports last week of the month where months have more than 4 weeks.

Arbitration loading performance

Arbitration screen loading performance has been improved.

Mobile Ops

Today’s and yesterday’s Runsheets displayed

The Runsheets screen will now display Runsheets for today and yesterday to improve visibility of overnight Runsheets.

Runsheet contract selection on Callouts

When creating a Callout it is now possible to select a Runsheet contract which can be used to override the charge rate and initial callout charge set via the Alarm response tab.

Callout modification audit

An Audit of modifications to Callouts can now be viewed from the Job Dispatch screen.

New Location contacts tab

A new contacts tab on a Location has been added containing the following additional data fields.

ARC name
ARC Tel number
ARC Account number
ARC Pass code (not encrypted)
Alarm code 1
Alarm code 2

Improved Employee search when assigning keys

When Assigning keys to an Employee the Employee list search has been improved.

Assign Employees already on another shift

It is now possible to assign an Employee to a Runsheet when they are already on another shift, a pop-up warning will inform, the user but give them the choice if they wish to continue.

Events

Events roster renamed to Events Dashboard

The Events roster has been renamed to Events Dashboard as it better represents its new capabilities.

Event tab on Locations

A new Event tab has been added to a Location where you can store event details including an image which is displayed at the top of the events dashboard.

Briefing facility on the Events Dashboard

The Events Dashboard now includes a briefing facility which allows briefing of Employees to be recorded and displays briefing progress while controlling book on of staff for an event to help ensure compliance with the latest legislation.

New Events menu

A new Events menu item has been created under which are Events dashboard and rapid roster.

Equipment tracking on the Events Dashboard

The Events dashboard has been enhanced to assist with tracking equipment issued to staff so it can be checked off when staff finish their shifts, includes Radio, Vest, Torch and BWV (Body Worn Video).

Roster / Timesheets

Same day copy of multiple shifts

It is now possible to copy multiple shifts in the Roster by right clicking and selecting “Same day copy”.

Large clones run in the background

Cloning more than 7 days of shifts has been moved to a background process to improve web user experience where the system has many shifts to clone.

Show all Linked Employees option

A new My profile setting is available which causes the Linked Employees on the update shift popup tab to show Employees whether they are available or not.

Navigate to Employee from Suggested Employee tab

It is now possible to click on the Employees name on the Suggested Employee tab and navigate to the Employee record.

Reports

Division added to reports

  • Division has been added to the following reports.
    • Billing hours Summary Report
    • Timesheet Sign off detail report
    • Extras Report
    • Customer billing – Runsheet jobs
    • Runsheet call outs report

Runsheet variance report

A new Runsheet variance report has been added to help identify any anomalies in the completion of Runsheets and their associated activities.

Open scans by Location report improved

The Open scans by Location report has been improved to ensure the Employee filter only shows Employees relevant to the Locations that the web user has permission to see, enabling it to be used via the Customer Portal.

Location column on Dashboard task exception report

The Dashboard task exception report now has a Location column.

Location managed by filter on Employee Pay Detail report

The Employee Pay Detail with Holiday and Extras report now has a Location managed by filter.

Improved prefilters on Mobile Ops reports

The following Mobile ops reports now have improved prefilters:

  • Runsheet Checkpoint Report
  • Customer Billing – Runsheet Jobs
  • Runsheet Callouts Report
  • Dispatch Centre Performance Report – Detailed
  • Key Holding
  • Key Holding Return SLA

Runsheet checkpoint report filters

Mobile Ops Runsheet checkpoint report has additional filters to improve performance.


Should you wish to make use of these exciting new features, we strongly recommend that you test them out to ensure you understand how they work before using them in your operation.

The SmartTask support team can help you set them up and if you find you would like these enhancements or any other parts of the system to operate differently, please contact your account manager to let them know, you never know your ideas may become part of a future update.

If you no longer want to receive this email or if you would like it to be sent to additional people within your organisation, please contact the SmartTask support team.

Thank you,

The SmartTask team.