New Customisable Home Page

The Customisable Home Page in RIB CX introduces a personalised home page experience, allowing users to tailor their home page to their specific needs. This enhancement provides quick access to the most relevant information and tools.

What is the Customisable Home Page?

The Customisable Home Page transforms the default two-frame layout into a single-page home page. Users can edit the layout by adding widgets, adjusting configurations, and saving a personalised setup. Admins can also define role-specific or company-wide dashboards.

Key Benefits

• Personalised Experience: Users can control their home page layout, displaying the most relevant information and tools.

• Efficiency Boost: Quick access to notifications, tasks, and frequently used features improves productivity.

Core Features

• Single-Page Dashboard:

  • Replaces the previous two-frame layout.

  • Becomes the default screen when users log in or click "Activities."

• Widgets for Key Features:

  • Widgets available include:

    • Notifications

    • Hotlist

    • Calendar

    • Training

    • Items Waiting

    • Your Items

    • Create Another

    • HTML Widgets

• Dashboard Editing:

Users can add, remove, and rearrange widgets using drag-and-drop functionality. To edit the home page click on the edit button

Configurable layout allows resizing widgets and saving custom setups.

Reset to the system layout at any time with the "Reset to System Layout" button.

• Admin-Controlled Homepages:

  • Admins can create dashboards for specific roles, companies, or groups.

  • Dashboards can be assigned to the "Activities" menu for seamless access.

  • Permissions options:

    • Who does this Home Page apply to?: Which users the home page is applicable to

    • Dashboard Admins: Which users can edit and manage this dashboard in config.

To do this you can go to Configure > Dashboards

Create a Home Page Dashboard type

And set access to who can access the homepage

• Global and User homepage:

  • User-specific homepages are saved globally across all projects.

  • Admin-defined homepages are applied to roles or companies but can be overridden by users.

• Responsive Layout:

  • Clicking items from the Hotlist or Notifications opens the form in a right-hand for quick access.

  • The home page will reorganise it self automatically to fit the widgets as needed

Admin Features

Global Homepage Management:

• Admins can view and manage only global dashboards. This is through Configure > Home Page

• Dashboards are tied to the "Activities" menu item and cannot be reassigned.

• Admins can duplicate, retire custom home pages they have created.

• Admins can only delete custom dashboards created through configure. They cannot delete any System level home pages.

• The homepage heirarchy is

1. User customised

2. Role/Group/Company specific dashboard (configured by Admin)

3. System level dashboards.

Custom Layout Options:

• Admins can define default layouts for roles or companies. This can be overriden by a user.

• Users can reset their dashboards to the admin-defined system layout.

Redesigned Email Notifications Structure

The email notification structure for Correspondence and Publication Space (PS) emails has been redesigned for clarity, consistency, and better usability across devices. This includes improvements to content layout, responsiveness, and compatibility with major email clients.

General Structure

All email notifications will follow a consistent format with the following sections:

• Logo: Displays the RIB CX or notification originators company logo at the top of the email.

• Header Section: Provides key information at a glance.

• Details Section: Displays additional details about the notification or form changes.

• Action Button Area: Shows available actions based on the current status of the form.

• Form Preview Area (Preview Emails only): Displays a form preview for applicable emails.

• Footer Section: Includes helpful links and resources.

Header Section (Applies to All Emails)

The header section includes:

• Sender details: The user who sent the email.

• Reason for the email: e.g., Created, For Info, Late, form update

• Form details: Type, Reference, and Title.

• Senders company and project details

Details Section (Applies to All Emails)

• Changes made to the form:

  • User field changes (non-list fields only).

  • Status updates.

  • Addressing details.

  • Comments made (if applicable).

• Change Limitation: If there are more than 10 changes, only the first 10 will be shown. A message will direct users to view all changes in RIB CX.

Action Button Area (Applies to All Emails)

• Displays any available action buttons based on the form's status.

• Allows users to take immediate action directly from the email.

Form Preview Area (Preview Emails Only)

• Displays a visual preview of the form for better context.

Alignment and Responsiveness

• Centre-Aligned Layout: All emails are centre-aligned, following the style of tender emails.

• Responsive Design: Fully optimised for desktop and mobile viewing.

This redesigned email structure improves readability and usability while a consistent and professional experience for RIB CX users.

Unified Search Improvements

Search Operators for Standard Fields (Forms) - Global Search

The latest update to unified search introduces comprehensive filtering options for standard fields on forms, improving search capabilities and usability.

We have added search operators to the following standard fields as shown in the table.

The table also shows what operators are supported for search field

Search Operators for Standard DOC Fields (Publication Space)

Standard operators have been added the following DOC fields as well.

Associate Page with New Search Experience

This update introduces a modernised Associate Modal that leverages the New Search Experience 2408, providing users with a seamless way to associate forms from the new, response, or preview screens.

• New Search Modal

  • The associate action now opens a modal featuring the updated Unified Search interface.

  • Includes a criteria section with the improved search UI for more intuitive and efficient filtering.

• Search Results Display

  • Search results are displayed in a grid format, showing the following details:

    • Reference

    • Title

    • Status

• Flexible Form Selection

  • Users can:

    • Select one or more forms from the results and add them to the right-hand side for association.

    • Remove selected forms by moving them back to the left-hand side.

• Split Remove Logic Support

  • Split remove functionality is restricted to users with the following roles:

    • Project Admins

    • Authors

    • Company Admins

• Added Split/Associate Tags

  • To clearly indicate which forms have been split or associated.

Publication Space - Column filtering - search across all pages

Column Filtering feature in the Publication Space (PS), now allows users to find results across all pages for both standard PS fields and user fields.

Key Features:

Improved Column Filtering for Standard PS Fields

Users can now filter standard PS fields across all pages, retrieving results seamlessly. Supported fields include:

1. Folder/File Name

2. Doc#

3. Title

4. Rev

5. Rev Status

6. Rev Type

7. Rev Discipline

8. Linked To (supports "contains" searches)

Consistent Results Across Pages

The column filtering logic mirrors the behaviour of the search functionality, ensuring results from all pages are included in the filtered view.

Search - Related Field - Global/Publication Space

The "Related To" search criterion has been introduced to enhance the flexibility of form and document searches in RIB CX. This feature allows users to search for items based on their relationships to other forms or documents, providing a more precise and detailed search experience.

Key Features:

New "Related To" Standard Field

1. Added under Standard Fields in the "Add More Criteria" dropdown.

   • Users can include this field in any search query.

Operator Support

1. Equals: Matches exact related items.

2. Contains: Finds items containing one or more input references.

3. Does Not Contain: Excludes items with one or more specified references as related items.

Input Structure

1. Accepts form references or document numbers as input.

2. Supports multiple values with the following formats:

   • Space-separated: ref#0001 DOC101

   • Comma-separated: ref#0001,DOC101

   • Comma with space: ref#0001, DOC101

   • Space, comma, space: ref#0001 , DOC101

Search Logic

1. Finds forms or documents with relationships to the specified references:

   • Example: Searching for DOC101 in "Related To" will return forms or documents linked to DOC101.

2. Supports wildcard searches (e.g., RFI* or RL*).

Column Filtering

The related field can also be filtered using column filters. The same

Search - Documnet List Field - Global

This update introduces the ability to include Document List User Fields in search criteria, enabling users to locate forms or documents based on specific entries in doc lists. This feature is designed to improve precision and flexibility in advanced searches.

Key Features:

Doc List User Field in Advanced Criteria

1. Doc List User Fields are now available under User Fields in the Advanced Criteria section.

2. Users can add these fields to any search query for enhanced filtering.

3. The results returned will be the forms or rows in a list table that has the document list field that match the criteria

Operator Support

Supports the following operators for filtering:

1. Equals: Matches exact values in the doc list.

2. Contains: Finds forms or documents containing one or more specified references.

3. Does Not Contain: Excludes items with one or more specified references in the doc list.

Input Structure

Accepts form references or document numbers as input, with flexible formats for multiple values:

1. Space-separated: ref#0001 DOC101

2. Comma-separated: ref#0001,DOC101

3. Comma with space: ref#0001, DOC101

4. Space, comma, space: ref#0001 , DOC101

Search Logic

Finds forms or documents that contain the input values within their doc list field.

1. Example: Searching for DOC101 in the doc list field will return forms or documents where DOC101 is listed in the doc list.

Wildcard Support

Supports wildcard searches (e.g., RFI* to find all matching items).

Search Criteria for LinkedTo and Total Fields

This release introduces conditional availability for the LinkedTo and Total fields in search criteria, improving the relevance of search options based on form type selections.

Key Updates:

• LinkedTo Field:

  • Available for all form type combinations except when BGT or BTR is selected in the form type criteria.

  • Search functionality for the LinkedTo field works only for valid combinations and returns results from all form types that match the criteria.

• Total Field:

  • Available for all mtype combinations except when CLM is selected in the form type criteria.

Publication Space

Publication Space - Distribution - Save as Draft v1

The Save as Draft feature has been added to the Distribution screen, offering users flexibility in managing distributions before finalising them. This update includes usability enhancements, a modernised interface, and expanded functionality for draft management.

Save as Draft Button

• A new Save as Draft button is now available on the Distribution screen.

• Users can save a draft distribution without filling in mandatory fields, similar to saving a draft form.

Confirmation and Hotlist Integration

• After saving, a confirmation message appears in the bottom right: "Distribution Saved as Draft" with a clickable reference link.

• Draft distributions (DTX) will appear in the Draft section of the user’s Hotlist.

Draft DTX Preview

• Clicking a draft DTX opens it in the Preview Screen, styled in the modern form UI.

• The preview includes:

  • Details: Title, status, due date, collaborators, notes, fields, and attachments.

  • Document Grid: Displays documents added as part of the distribution

Editing Draft DTX

• Users can edit drafts by clicking Edit, which opens the DTX in the modern form layout.

• Editable fields include:

  • Title, status, due date

  • Collaborators (with hidden/private options)

  • Fields

  • Attachments (documents section is not yet editable)

• Changes can be saved as a draft again.

QuickCancel for Draft DTX

• The QuickCancel button is available for all draft DTXs.

• It requires a QuickCancel status in the DTX configuration (migration or hardcoded as needed).

Access Control

• Draft DTXs are private and inaccessible to other users.

Distribution Screen Enhancements

• The Distribution window size has been increased for better usability across:

  • Manual, List, and Auto distribution modes.

• The new size and layout persist across all processes that access the Distribution screen, including:

  • Upload page

  • Basket

  • DTX, WTX, TX

  • Publication Space (PS) Grid

Modern UI/UX Enhancements

• The Distribution screen now uses the modern form styling:

  • Rounded-edge buttons consistent with the platform's design language.

  • Section headers styled to match modern forms.

  • Improved usability with a clean and responsive layout.

Notification Alert for Role, Company, or "Everyone on the Project" Selections

To ensure clarity during distributions, a new notification alert has been added when users select a role, company, or everyone on the project in the Action field.

New Message Display

• When a user selects a role, company, or everyone on the project in the Action field, a message is displayed to inform them about the notification impact.

Where the Message Appears

• This alert is shown during:

  • Manual Distribution

  • List Distribution

Help Link for Notifications

• A question mark icon next to the message links to the help page: "What are RIB CX Notifications? | Addressing and Notifications".

  • This page provides detailed information on how notifications work in RIB CX.

Why This Matters

• Ensures users are aware of the scope of notifications being sent, reducing accidental over-notification.

• Provides quick access to guidance on notifications.

Enhanced Display for DTX Addressing Details

This update improves the ID Column display for Distribution Transmittals (DTX) when addressed to a company, role, or everyone.

Key Update:

• Content Display in ID Columns:

  • When a DTX is addressed to a company, role, or everyone, the details will be shown in the ID columns:

    • Attention

    • Action Company ID

    • Action Company Name

    • Action Display Name

Forms

Quick Close Status Config

This update introduces improved handling of the Quick Close status for forms, ensuring consistency when the form status type changes.

Key Behaviour:

• If a form has its status set to Quick Closed, the Quick Closed value will automatically be cleared if the form status changes to:

  • Draft

  • Cancelled

Scheduled Search Reports with No Results

This update improves the handling of scheduled search (SS) reports in Global Search and Publication Space, ensuring unnecessary reports are not sent when there are no results.

Key Enhancements:

• No Report for Empty Results:

  • If a scheduled search in Global Search or Publication Space returns 0 results, no report will be sent.

• Audit Logging for Transparency:

  • When no report is generated, a log entry is added to the history of the scheduled search with the message:

    • "No report generated as there were no results at the time."

Import List User Field Values for Correspondence Register

The "Import a Correspondence Register" utility now supports importing list user field values, making bulk data entry smoother and more efficient.

Key Features:

Seamless Import of List User Fields:

• Import list user field values directly into the Correspondence Register with ease.

Flexible Import Format:

• Matches the Saved Search export to Excel format for seamless integration.

• Supports two row-handling formats:

  • Same Row: Reads list data if included on the same row as the form.

  • Next Row: Reads list data from the following row if the first is blank or contains dashes (---).

Automatic Data Handling:

• Automatically:

  • Creates the document in the Correspondence Register.

  • Applies default values for list fields.

  • Populates list rows using data from the import spreadsheet.

Contracts Adminstration

New Budget Fields for Searching

This update adds support for searching new Budget Fields

Key Features:

• Register Layout:

  • Users can now view budget fields directly in the register layout for improved visibility and management.

  • User can export these columns to excel

New Claim Fields for Searching - Retention

Key Features:

Retention Field in Searching:

Available in Register Layout:
The Retention field is now displayed directly in the Claims register layout.

Search Integration:
Users can add the Retention field to the search layout for more precise querying.

Column Filtering Support:
Users can filter on the Retention field directly from the search results and column filtering options.

Sortable:
The Retention field can now be sorted in the register and search layouts for better data organisation.

Export to Excel:
Users can export the Retention field values to Excel for further analysis and reporting.