HCAO MP v1.140

Production Release Date

April 12, 2021

For Service Management Console customers...

When a resource's availability or unavailability request is declined then the request is not displayed on the SMC. Only approved requests are displayed on the SMC.

Travel and Transport...

The 'Log Billable Travel' mobile form has been updated to a new 'Travel and Transport' mobile form.

Key Features of the updated mobile form are:

• • Update user interface on the mobile form
  • Ability to tailor fields displayed on the mobile form (eg. Is required, Is Editable)
  • Capture information about travel from an appointment including configuring when travel from appointment information is to be captured (eg. only last job of the day)
  • Capture additional costs for either travel to, transport during or travel from an appointment
  • Ability to apportion costs across multiple clients
  • Capture of a modified vehicle or bus was used during transport during the appointment

Contact your Skedulo Customer Success Manager for further details. 

Note: The new Travel and Transport features require Lumary 16 installed.

Client On-Hold...

The Lumary client On-Hold feature has been extended to automatically manage work scheduled for a client during a client's on-hold period.

Key features include:

• Place client scheduled work as cancelled when placing a client on-hold
• Reinstate cancelled client scheduled work should the client become available for previously cancelled work
• View a Salesforce report on client cancelled work