Features Included in the Ugrade:

AI ChatGPT Assistant Built into CIS Optional

Auditing App Feature Upgrades

Audit Action – Supplier Updates

• We set the supplier on audit action from the main audit record. We also updated the email template condition for the template (Audit Item Assigned).

Print Audit & Audit Action Report

 Add Supplier and actions

• Audit: Add Supplier - We will add the supplier dropdown on audit add/edit UI. We will also add to filter, print report. We will also send an audit email to supplier if it is selected

• We found that one email (Audit Created) is already sent when a new audit created. So, we will use that same email template and will send an email to the supplier if it is selected

• Audit Action - You will create a new page for audit action. You will set this new page only for suppliers. We will just place a supplier condition. So, logged-in suppliers will see only his assigned audit’s action.

Audit Questionnaire Feature and Multiple Document Selection with Audit. Additionally, System includes over 28 custom questionnaires.

Audit Actions – Filters and Set-Up Recurring

• Action Reporting, Audit Summaries and Audit Scoring

• Assign actions and capture picture in the audit for each question

• Audit Action: Set “Assigned To (Action Owner)” and “Auditor/Owner” from Audit Detail

• Audit Detail: Filter (Select Auditors, Questionnaire, Auditor/Owner, and Meeting like Option dropdown)

• Audit Detail: Add Mode: Setup Recurring

o   Show “Onetime, Daily, Weekly, Monthly, Quarterly, Yearly” options.

o   For the “Daily” recurring option, we will show weekdays with the End date.

o   Add new schedule audit record when current audit record is completed (Use “Actual Audit Date” field to complete condition)

o   We will not copy “Upload Supporting Documents” on creating a new audit record.

o   We will not copy “Upload Audit Report” on creating a new audit record.

o   We will copy the questionnaire with the new audit record.

Documentation App Feature Upgrades

Document Management Update to Reviewers

• Add Reviewer users (Managers) Add/edit/delete/priority action as JS Grid in Document Types

• Add Approver users (Managers) Dropdown in Document Types

• Show and Add List of Reviewer users and Approver users list based document type is selected in document properties

• Show UI to capture comment for approve or reject

• Show Approve or Reject comment on document at document master list with version

• Remove Copy to Option

• Approver Comment for Approved or Reject document should go with Email

• Show current version for all user and document should not be disable when in process of approval

Documentation Reports and History

• Show Both UI on Print Document History and give selection to switch

• Give Folder Name Filter

• Hide Administrator Usertype if any other usertype user login to the system - No need to create new page and user control to just not allow use to add admin user in system. We will do that in same user control. If admin logins, only in that case only admin can add new admin but if any other user type login, we will hide all option so he cannot see add/edit/delete admin

Correct – All Usertypes can see document history

• Allow selection of other usertypes other than the administrator to see the Document History in the user’s table where in documentation you can select add, edit, copy, delete.

Document Management: Progress bar shows when approve button clicked

Inventory, Production, Order, Inspection, Quotation, Work Order App Feature Upgrades

Production Status Report

• Including the report with “Download Report (CSV)” and “Print” functionality. This does not include the “Graph” functionality.

Build Quotation Updates

• Set Due Date for Each Rate Code Based on Due Date entered at time of Build Quotation and show Due Date in Print Template

• Preview of the rate code with the current due date

• Add Barcode and Read Barcode and Show Information in popup

Quotation Products Build with Print Functionality

Quotation Products Build with Print Functionality

• AutoFill Customer Information based on the selected customer in the dropdown

• Add Product Grid for Invoice

• Calculate Tax Column

• Terms Snippet

• Print invoice

• Show labor grid, like in master products with sub-Assemblies

• Add sub-Assemblies grid in popup with invoice product grid

• Shows grid with master products and its sub-components and sub-assemblies and its component with quantity and Print Functionality

Update price of Product when update in purchase order

• Update price of Product when update in purchase order and update master products price automatically in which this product used

Update price of Product when update in purchase order

 Add approved supplier filter on Products UI

Add Description in products dropdown up to 20 characters

Doc Management Update and Product Detail UI update

• New fields visible when Product Category = Master Products

• For Master Products or when user adds products in JS grid, price in label and total (Quantity X Price) for each item in JS Grid will be shown. At bottom of JS grid, the sum of total amount, Total labor, Profit margin and net total in label shown.

• Cost Price stored in database so can print report of Quotation to print or save as a file.

• Selectable in an email or print template and/or on the front display

• Dropdown menu for price base

Currency and Tax

• Show Currency Type USD/CAD on Order Detail UI, print, and Email Template

• Add Tax Selection option in Order Detail UI and apply its effect in print and Email Template

Inspection Module Revision to PO

• Remove Procedures Js Grid

• Add new fields (Qty inspected, accepted, rejected, comments) to Js grid shows when select incoming inspection to inventory

• Show Po number Dropdown in inspection only when Type of Inspection is incoming inspection to inventory and when selected Po number auto fill inventory Js grid with that order products, so user must only enter Qty inspected, accepted, rejected, comments in Add mode only

• Hide Qty inspected, accepted, rejected fields for select incoming inspection to inventory 

Add Inspection grid to e-mail all templates

• Add grid with each email template that sends to Customer, Supplier, Manager

• Update Template Name in dropdown menu – Inspection UI

• Email & Print templates updates for new/hide fields

Add product Description with Ship from Inventory UI

Add Js Grid in Products for Master Product and assemblies to add procedure and instruction

Add JS Grid in Print Template with 2 more extra Field Date and Sign with Blank Value/Location

Auto Fill Job# when build product from Product UI

• On quotation, job # created based on quotation id and no. of products

Maintenance Log Updates

• Validation to add quantity if it is available to inventory in the maintenance log product grid.

• Make inventory entry of each product in maintenance log product grid with job number like ML [[maintenance log ID]]

• Add a new field called Total Cost which is the sum of (Material Cost + Labor Cost) in the maintenance log.

• Add new field in print and email template

Work Order Updates

• Add new field in Work order like maintenance log (Labor Rate, Hours, Material Cost, Labor Cost, Total Cost, product grid). Will have the same features of the product grid like a maintenance log

• Add new fields in print and email templates

Production: Rate Code grid in product add/edit services

Add Inventory Report Fields

• Add fields (price, amount, total amount) in Inventory Summary Report and Export to Excel

Item Unit and Total added to Inventory Report

• Add unit total for each item and then a total at the bottom. Filter by categories

NCR Feature Upgrades

NCR: Move SCAR from CF to NCR to RCI

NCR to CAR copy Fields

• title, issue type, location, process/dept, description, resolution containment

Calibration Feature Upgrades

Calibration Import & Preview

• Import function for Calibation/Maintenance

• Client enters direct value for foreign field instead of name

Calibration Add 6-Month Interval

Calibration instrument description

• Instrument description added under late management action report in addition to the serial number

Calibration/Maintenance Log – Set “Update Record” field to “Single”

Calibration Log: Add a “6 month” calibration cycle to the calibration log. Currently the page has onetime, weekly, monthly, quarterly, and yearly

Training Features Upgrades

Training – Select All checkbox for employees

• Checkbox for “select all” added

Training - Add Field for multiple procedures

Add Procedures selection to training

General Feature Upgrades

Non-editable field once it’s added

Action Items Feature Upgrades

Have Action Items appear for all existing Usertypes

• Under action items/home

Reports and Graphs Feature Updates

Actions Items

• Show Action Items as per Logged in Users

• Update Late Action Report to show all users’ Data with user type filter

D-8 Problem Solving

D-8 Problem solving

• Added same D-8 Problem Solving on the master

• Should now be reported as late on the Manager’s late action report, and on the home page as a total of late actions

• Added to user’s action page under Home and removed when completed

• New field numbers for completion dates