Case 7.320 - 11/21/24

Enhancements

For this Release, we have the following enhancements:

• Admin Reports - This section will be retired in the upcoming release

Built In Reports Area:

The Admin Reports Area for Providers currently includes the Operations Quoted (Not Sold) and Estimate Usage reports. We plan to phase out this area when we implement performance and user interface enhancements.

We encourage you to explore our InSite reporting services, where you can access both the Operation Listing Service Provider Reporting and the Cases Revenue Summary Reporting.

If you encounter any issues accessing InSite reporting, please contact Decisiv Support for assistance. Thank you!

Coming Soon (Post 7.320):

• Recommended Operations—We have implemented several new user interface enhancements in this area of the platform, which will be enabled on a rolling basis following the 7.320 release.
• Job Code Enhancement—We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use it. Job Code now supports the ability to select a default code to be used in these fields for all cases. Some locations prefer a default Job Code because it changes by exception only. Other locations choose not to have a default Job Code because they only add these by exception.

Recommended Operations:

When creating a new case, a pop-up will now appear by default, presenting options for Campaigns & Recalls, Recommended Operations, Warranty & Extended Coverage, and Service Contracts & Subscriptions relevant to the asset.

Click here to learn more!

Location Administrators can modify the alert preferences in the Administrative Tools section by selecting Admin > Customize Your Database > Case Preferences > Recommended Operations, Campaigns & Recalls > Alert Preferences. Once on this page, the behavior for case creation and viewing notifications can be adjusted. 

Click here to learn more!

Job Code Enhancements: 

We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use this feature. Job Code now supports the ability to select a default code to be used in these fields for all cases. Some locations prefer a default Job Code because it changes by exception only. Other locations choose not to have a default Job Code because they only add these by exception.

Click here to learn more!