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...
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
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