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From this release Project Admins will be able to save and edit statistics reports. This will enable you, admins, to customise customize the reports to the needs of their projects and provide the required information to the users on the project.
Saving the Statistics Report
- To to save the Statistics Report, you will need to load a form list first.
- From here click on the Statistics button on the toolbar to load up the Statistics report
- Click on the cog icon then click on save.
- Save the report to the desired location.
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There are also various other options in the menu to help you customise customize the report
Automatically select projects for admins when retiring users
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We've introduced a new configuration option at a project level where you can customise customize and define which days are the working days within a week.
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You can to define the work start and end date by picking a week start day and and week end day
The days outside of this will be considered the weekend
These weekend days are what will be considered in the due date configuration for the weekend.
For eg
Mon-Fri, means Sat-Sun are weekend
Mon-Sat, means Sun is the only weekend
Sun-Thu, means the weekend is Fri-Sat and so on
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If the user is logged in the form will be displayed on the right-hand frame directly
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Log history for Action Buttons
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Changes to the distribution rules, lists, and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.
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Changes to the who-to-whom are now logged and can be viewed via the history button.
Multi-project summary to show the project name
The Multi-project summary table now shows the project name to help you identify projects more easily
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When ticking "Company Admins" Project Admins and Company Correspondence Admins can now change the reference number.
Saved Search - Bulk Update Status (Cross-Project)
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- Custom - When picked you can configure a group, a user, multiple users
- Contact User Field - With this option you can chang change the addressing based on a Contact Userfield on the form
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Staying with action buttons, we have also added support for configuring "in-between" values for Contracts Admin forms.
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This has been implemented by enabling the user to select the same criteria twice when configuring the pre conditions
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- The related user field now give gives you the access to additional criteria when searching for forms to associate to with the the row.
To access additional criteria;
- Click on the Menu icon
- This will open the Associate search window. Giving you access to the full set of criteria for searching.
- Once you perform your search. Add the results you require, and click done.save
- This will add these documents to the Linked Related Document area. From here select the ones you wish to associate with the row
Report on Distribution Rules, Lists & Groups
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When a user/group/company are configured only those users will be able to distribute documents. The distribute button will be hidden for these users.
Hide buttons from DTX and TX when the project is in Set Up Phase
When a project is still in the setup phase, the Associate, Split and Respond will not be hidden
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Search Version sets
With this release, you will be able to search on version sets.
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The app will check if the revision you have scanned is the latest you can access or whether there are newer revisions of the drawing that you have access to.
If there are newer revisions the app will allow you do download that revision to the app
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Interface enhancements to Workflow Progress
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We made some user interface changes to the Workflow screen to better indicate at what stage a workflow is.
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This will save you time when uploading documents to quickly identify which documents still require data to be filled in
GPS Map View in Web
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Dashboards
Adding more user fields to the list layout
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You can also expand a single field to span across multiple columns by clicking on the expand column
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Map View
Tenders
Create a Tender Database Manually
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We've added a Map view tab to our dashboards. Now you can view your forms as pins on a map.
| Info |
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| You will need to add the Coordinate user field to your form and capture the GPS information using our mobile app to record the GPS information for forms. |
To access the Map View
Go to the Dashboard
Open a List
Click on the Map tab
You can click on a pin to get a summary of the form and then click on the View button to view the form
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Tenders
Create a Tender Database Manually
- You can create a database manually by going to the Tender Project Settings
- Click on the Manage Tender Databases button
- Click on Create New Database
- Give the database a name
- After that click on the Manage button to add users to the database
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To do so, pick the Undo Accepted Bid option and accept the changes
Allow superseding OR deleting external attachments issued through
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addenda
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Quality
Add history for in-line split from a Document list user fields
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We’ve added a freehand mark up tool to the list of tools available on the mobile app. This should enhance your experience of marking up photos taken in the field.
My docs
The app now also includes easy access to forms you have created which are still outstanding under the “My Docs” tab. The information shown here will be the same as the information on the My Docs tab in your hotlist when logged into iTWO cx via the browser
Associate forms
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Click on the Associate button
On the Association pop up, you can search for forms on the Criteria Tab or
Access the 5 more recent forms you have created in the Recent tab
Select the forms you wish to Associate and click on Associate.
You can remove Associated forms by selecting the forms you wish to remove and then tapping on Remove
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This will then pop up a screen to give you information regarding the revision you have just scanned. It will also provide you information regarding whether the revision you scanned is the latest of if there are newer revisions you have access to.
Depending on the circum stance circumstance you will be able to directly open the revision or
Download the latest revision and then open that revision.
Support for Dark Mode
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