2023.7.0 (2023-04-25)

New Features

Area	Title	Description	Reference
Financial Management	Work Order Task Resource Costing	Financial transactions are written to the costing table when resource usages are captured against a work order. To make provision for different types of financial rates for the different resource types Special Resource and Staff Member, some changes were required: A new Unit of Measurement field has been added to asset type-, asset- and standard task resources. This drives the required resource usage field input type. The Duration field on asset type-, asset- and standard tasks filter out all non-duration type task resources. When a work order task resource usage is captured, the usage field input type is based on the unit of measurement of the selected financial rate.	OKPMFIN-20
General Configuration	End user agreement definition upload and acceptance mechanism	This new feature provides a mechanism for customer organisations to upload their Terms and Conditions for the On Key Plus application. This can include their data privacy policy and other terms and conditions they which to impose on the end users of the system. Once a user logs in or authenticates themselves, they are presented with the predefined terms and conditions. Multiple sets of terms and conditions can be created and these agreements are scoped in the following ways; compulsory or non-compulsory global or site specific applicable to all users or specific operational roles only. The users are presented with the terms and conditions in a markdown format and their acceptance thereof is recorded in the system log for audit purposes. Compulsory terms and conditions need to be accepted once prompted to the users and users are not allowed to use the system before such agreements have not been accepted. Non-compulsory agreements can be ignored and will be presented to users in a periodical manner. New versions of already published terms and conditions are allowed and once the newly added version is published, previous versions become obsolete and all applicable users should accept the new terms and conditions.	OKPMGNC-53

Area

Title

Description

Reference

Financial Management

Work Order Task Resource Costing

Financial transactions are written to the costing table when resource usages are captured against a work order.

To make provision for different types of financial rates for the different resource types Special Resource and Staff Member, some changes were required:

A new Unit of Measurement field has been added to asset type-, asset- and standard task resources. This drives the required resource usage field input type.
The Duration field on asset type-, asset- and standard tasks filter out all non-duration type task resources.
When a work order task resource usage is captured, the usage field input type is based on the unit of measurement of the selected financial rate.

OKPMFIN-20

General Configuration

End user agreement definition upload and acceptance mechanism

This new feature provides a mechanism for customer organisations to upload their Terms and Conditions for the On Key Plus application. This can include their data privacy policy and other terms and conditions they which to impose on the end users of the system.

Once a user logs in or authenticates themselves, they are presented with the predefined terms and conditions. Multiple sets of terms and conditions can be created and these agreements are scoped in the following ways;

compulsory or non-compulsory
global or site specific
applicable to all users or specific operational roles only.

The users are presented with the terms and conditions in a markdown format and their acceptance thereof is recorded in the system log for audit purposes.

Compulsory terms and conditions need to be accepted once prompted to the users and users are not allowed to use the system before such agreements have not been accepted. Non-compulsory agreements can be ignored and will be presented to users in a periodical manner.

New versions of already published terms and conditions are allowed and once the newly added version is published, previous versions become obsolete and all applicable users should accept the new terms and conditions.

OKPMGNC-53

Modifications

Area	Title	Description	Reference
Asset Health	Serial Number field on Monitoring Points	A new Serial Number field has been added to the Monitoring Points edit screen.	OKPMAHM-24
Financial Management	Change Budget Conversion Rate to Currency Rate	All Conversion Rate field names have been changed to Currency Rate, except for the Currency Rate entity, as referencing to Conversion Rate is correct. On entities where there is only one currency field indicating the currency of that entity, the field name is now “Currency”. If there are multiple fields referencing currency, then the entity’s name is included in the field name to be more descriptive, for example: Spare Currency, Work Order Currency.	OKPMFIN-33
Generic User Interface	Work Order Feedback Process - Enhancements	Configurability has been added to this popular screen. Many clients like the concept of the work order feedback process, but want the ability to customise it to their needs. Within this first part of this journey, the following enhancements have been made: The Query Builder and Properties Panel have been added to all the grids. The user can now customise the grids and save it as a profile. Users can now add, remove and change the sequence of the process steps and save it as a profile. Users can now add, remove and rearrange the content of the Header step and save it as a profile.	OKPMUX-81
Generic User Interface	User Assistance when creating a work order from a work request	Previously when a work order was created from a work request, the user was presented with a screen whereby they could override default values. This screen caused confusion as the user thought they needed to populate data for the process to succeed. This screen has been redesigned and the process has been enhanced so that the user is only prompted for the neccesary information.	OKPMUX-110
Generic User Interface	Stock Item export to excel to include decimals	When exporting data to Excel, decimals are now also included and shown in the exported sheet.	OKPMUX-117
Maintenance Plan Development	Standard Tasks: Attributes	Standard task attributes have been added to the global standard task entity. These attributes are inherited to asset type tasks that derive from standard tasks, and asset tasks also.	OKPMMPC-68
Material Management	Allow issue on closed requisitions	Issues and returns of spares can now be done on closed requisitions.	OKPMMTM-49
Material Management	Requisition System Option for Stock and Non-stock Items	A new system option has been introduced whereby the client can decide whether stock and non-atock items may or may not be added to the same requisition.	OKPMMTM-50

Bug Fixes

ID	Area	Title	Description	Reference
100447	Asset and Maintenance Plan Configuration	Placeholder Asset Type Parent not set	It is now possible to add a placeholder asset type under a filled placeholder asset type.
105220	Financial Management	MASSMART OK5 Convert error - value too long for type character varying(100)	The budget template description is converted from On Key for information purposes by concatenating the budget template description, cost centre code and cost element code. In some scenarios the concatenated text is longer than the 100 characters that was allowed for the budget template description field, causing this system error. Only the first 100 characters of the concatenated text will now be used. The full concatenated text is appended to the budget template description for information purposes.	H0006609
104475	General	Report not attaching to Notification	The report now attaches successfully when the parameter is of the correct data type.	H0006247
98872	General UI	Designer - UDFs are not actually mandatory	User defined fields can now be successfully set to required/mandatory.
105252	General UI	Removing tabs prevents loading on update screen	Records now save as expected after removing tabs using the Designer.
97830	General UI	Conditional formatting in dashboards using utcnow() function	The utcnow function is now supported in the expression builder. The user can specify utcnow(timespan'days.hours:minutes:seconds') which will return the current date and time with a timespan offset, if specified.	H0003223
102722	General UI	Conditional Default not working correctly on USerDefinedFields	Resolved issues around setting data validations on user defined fields within the Designer.	H0005727
102740	General UI	work request: request type default value	The default value in the designer should be without spaces: "FreeText"	H0005652
100768	General UI	Exporting of Data - Predefined value codes do not export	Predefined user defined field values now export as expected.	H0004538
102117	Materials Management	Unit of measure code not a lookup field when adding to the designer template	The unit of measurement on work order task spares can now always be updated, provided that the work order is awaiting approval, approved or completed and that there are no linked requisition items.	H0005407
105205	On Key Plus	PHQ25J - duplicate prop work orders	If any of the split options are used when generating proposed work orders, it can happen that the due date of proposed work orders are the same. If work orders are then generated, there will be records with the same required by date. For example, two calendar tasks on an asset, one weekly and the other monthly, and they both have some due tasks with due dates which are the same, and the 'Default Interval' split option on generating proposed work orders is used, it can generate work orders with the same 'Required By Date'.	H0006592
104577	On Key Plus	Profiles not able to save - Missing version info	Profiles created via the designer can now be saved without error messages.	H0006283
104208	System Management	Designer related bug	Resolved issues around setting data validations on user defined fields within the Designer.	H0005756
104250	System Management	Designer - doesnt reflect field set as mandatory	Resolved issues around setting data validations on user defined fields within the Designer.	H0005646
101734	User Access Management	Prod & Staging : Operational Role swapping	The user's operational role no longer changes back to the default operational role after the user has changed it.	H0005197
104441	Work Management	Work Order Status Allowed Change: Should be able to have Cancelled on Approved status	A cancelled status can now be added as an allowed status on a work order with base status = Approved.
104334	Work Management	WO Timeline does not return work orders	Amended an issue within the timeline where associated codes or descriptions contained special characters which were not supported when rendering the timeline. These non-supported characters are now omitted.	H0006130
104436	Work Management	Work order timeline not displaying data	The timeline now renders correctly, regardless of the date format selected.	H0005955
104374	Work Management	Error When Creating WO from WR	A new screen has been implemented for creating a work order from a work request. This has also resolved these errors.	H0006101
101830	Work Management	Work Order Feedback Resources	When adding both 'Resource' and 'Resource & Usage' on a work order task in the Work Order Feedback screen, the cost element now correctly defaults to the selected resource's cost element.	H0005298
102225	Work Management	Component Lookup is empty on WO Create screen	When inserting a work order, the failed component lookup now includes all components within the branch of the work order's asset.	H0005510
102936	Work Management	Duplicate tactical (s-WOs) work orders generated	If any of the split options are used when generating proposed work orders, it can happen that the due date of proposed work orders are the same. If work orders are then generated, there will be records with the same required by date. For example, two calendar tasks on an asset, one weekly and the other monthly, and they both have some due tasks with due dates which are the same, and the 'Default Interval' split option on generating proposed work orders is used, it can generate work orders with the same 'Required By Date'.	H0005760
105174	Work Management	Work Order - Unable To Change Status Of Work Order	During conversion from OK5 to OKPlus, the Completed On and Started On fields will be cleared on work orders in Awaiting Approval state. Also, for non Awaiting Approval work orders, if Completed On is earlier than Started On, then Completed On will be set to Started On.	H0006618

Known Issues

ID	Area	Title	Description	Reference
102374	On Key Plus	Asset Tree - Set placeholder grid lookup saving a profile jumps to tree view