mpro5 Ideas Portal

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Add concept of Question Audience or Question Responsibility

In the NHS 50pt check, different questions are set to be the responsibility of different audiences. This then needs to drive both reporting and also the behaviour of Follow-Up Actions, e.g. assign back to the Maintenance department. Consider requi...
Guest about 2 years ago in Flows 0 Future consideration

Allow different Follow-Up Actions to be created for different Question/Answer combinations

Depending on the Answer/Question in the NHS 50pt check, different sorts of FUAs want to be generated (do they want to be sent via email to a nurse for anonymous complete or do they want to generate a Job for an mpro5 user). We want a centralised p...
Guest about 2 years ago in Follow Up Actions 0 Future consideration

Use OCR to capture data as part of a flow via camera e.g. Passport Number from scanning passport

It would be great to be able to capture data from a document using OCR within a flow. For example, instead of entering a driving license number, being able to use a scanning library or OCR to read it instead.
Guest about 2 years ago in Flows 0 Future consideration

Ability to select a pre-defined reason for a Job entering a Status

If a user selects a job status e.g. pending they can then select a value from a predefined list. This option should be configurable at a job status level e.g. requiresreason = 1
Guest about 2 years ago in Jobs 0 Future consideration

Ability to stop quotes being edited when in certain statuses

If a quote is approved the invoice lines can still be edited without any history or notification to the approver. Invoice lines should not be editable after a quote is approved or should require approval after being edited.
Guest about 2 years ago in Quotes 0 Already exists

Ability to customise data required when completing a follow-up action anonymously

The fields that display on the landing page are hard coded and may not suffice for all the potential use cases. For example, someone may wish to record a specific date, or addiitional notes, or some other data alongside?
Guest almost 2 years ago in Follow Up Actions 0 Future consideration

Allow assistants to complete specific Flows on a Job

Enable you to define a specific set of Job Flows that are specific for Assistants. Main users wouldn't be able to complete and they wouldn't block Job Complete
Guest almost 2 years ago in Flows / Jobs 0 Future consideration

Set a team as visible/hidden on job creation

It would be very useful to have a 'Visible on Create Job' setting that can be set via the web client for Teams as well as Engineers.
Guest almost 2 years ago in Jobs / Users 0 Future consideration

Add sublocation to Asset Import

It would be very helpful to have SubLocation added to the Asset Import. Specific scenario where it has arisen recently is with where the CRM goes down to the Sub Location level (all sub locations are rooms where assets will be found).
Guest almost 2 years ago in Assets / Imports 0 Duplicate

Implement permissions for approve/reject/receive quotes

It would be great to control the list of users that could approve / reject / receive quotes to enforce an element of security & governance.
Jamie Morgan almost 2 years ago in Quotes 0 Already exists