ev|Service Manager - 04.2014 - Release Notes
Current Version : 2023.3.103.0.05See the Next Version
WarningReleaseNotes
New Global Search
Important warning
The new global search will be deployed progressively over several weeks. Customer accounts will not immediately have this feature active.
General principles
The search engine now supports search in several tables at the same time. The search is available from the left hand side menu.
Figure 1 – New search mode
This interface is simplified and only displays one field. The previous interface is available via the advanced mode by clicking on the « Advanced » link.
Figure 2 – Advanced search mode
In the new mode, search results are displayed as follows:
Figure 3 – Search results
The result displays data from several tables and several fields from these tables. In this example, EasyVista searches results in employee, incidents, service requests and equipment tables.
Every list is identified by its icon (1). Wizards available in list are displayed (2).
When displaying employees, the quick call is also available (3). This new system can optionally replace the previous quick call.
Note: Data displayed depend on customization AND the current profile of the connected user.
Customization
Definitions
The customization studio is based on vocabulary:
| Definition | Object on which the search is performed. For example: Employees, Incidents, etc. To guarantee performances, no more than 7 definitions can be displayed. |
| Model | Group of definitions. Global customization. |
| Interface | For a given object, the query used in the search. Several interfaces can be defined for a single object, but only one is used. See below for more details. |
Customization
Global search customization is in the Administration/Parameters/Global search studio menu.
Figure 4 – Global Search Studio menu
Figure 5 – Global Search Studio screen
Figure 6 – Object tab
In the object tab, you can change the label for an object and remove that object. The employee object can’t be deleted.
Figure 7 – Details for an object
| 1 | Interfaces are displayed here. An interface is a grid attached to a menu on which the search will be conducted. Several interfaces can be attached to an object but the system will only search in one of them, according to the following rules:
So it is important to create interfaces in the correct order. If no interface is available, no search will be done on said object. |
| 2 | Menu to select current interface. The red « - » deletes the interface. The “Employee” interface can’t be deleted. =. |
| 3 | Grid selected with report and filter. This grid will be used to display results if at least one record is returned by the search. |
| 4 | « Add new interface » button |
| 5 | Fields on which the search will be performed. Fields and tables used have to be displayed in each interface. |
| 6 | Table used for search. The red « - » button is here to delete a table. |
| 7 | Field used for search. The red « - » button is here to delete a field. |
| 8 | « Add new field » button |
| 9 | « Add new table » button |
Limitations
To guarantee performances only 7 definitions and 10 search fields per definition are allowed.
Important: When activating global search after a migration, verify the consistency of the filters and views in place. The default views and filters are based on the unique identifier of the “List” views and “None” filter. These can be altered via customization and may not be the most relevant ones.
Impact on Quick Call
The new system can replace the Quick Call as a Quick Call icon displayed next to the user name.
Figure 8 - New Quick Call
Figure 9 – Grid displayed after using the button
The display of the previous Quick Call is available optionally by using a new parameter «{SM} Hide Back Office Quick Call input field».
Figure 10 - Quick Call display
Important note: The display of the Quick Call may not be active even if the parameter is at False. If it’s the case, change the value to True, then False again.
Centralized Item creation
Figure 11 – New Panel
A new panel has been added on the screen to simplify the item creation. Items displayed are based on the connected user’s profile.
Left panel display option
Small triangles next to the title of a panel can show/hide the content of the panel:
Figure 12 – Show/hide panel content
Note: Display of panel state is not saved from one session to another.
MS-Project import
Principles
It is now possible to import Microsoft Project projects into Service Manager when creating a project. The project has to be generated as an XML file beforehand by using the Microsoft Project Save as XML menu.
Figure 13 - MS-Project 2013 Example
Step 1: Save project as XML
Figure 14 – Save project as XML
From EasyVista, create a new project and select the Imported from MS Project option.
Figure 15 – New Project screen
Upload the XML file.
Figure 16 – Select XML file
Important: When importing a project, you can choose to create the resources allocated to a project if they don’t exist as employees in the employee table. The name of the employee is used as a reference. The users that are created this way will have no profile, login and password and an admin will have to give them the credentials to connect and update the project.
Once the file is uploaded, a preview window is displayed
Figure 17 – Project Preview
The final project creation window is then displayed.
Figure 18 – Final project creation
Below, the Service Manager Gantt chart of the project displayed previously.
Figure 19 – Gantt chart of an imported project
Import limitations
There are some differences between Service Manager projects and MS projects:
With MS Project, several resources are affected to a task. Service Manager will create a global task and several sub tasks, one for every person allocated to the task.
Hours on tasks are removed, as Service Manager only manages complete days and not hours.