Release notes:
Big Sky 3.5.2
Prepared by:
Big Sky
Contact:
858 715 5000
www.bigskytech.com
9246 Lightwave Ave., San Diego CA 92123
Phone: 858-715-5000 x3 E-Mail: support@bigskytech.com
Overview
The version implementation process takes approximately 3 weeks to complete if all deadlines are met.
The deadline dates will be reviewed once the configuration information is provided to Big Sky. Basecamp
will be used to manage this process:
1.
2.
Upgrade TEST site with new version – Big Sky
Upgrade Version Meeting – Big Sky and Client
3.
4.
Provide information for the features that require configuration – Client
Update TEST site with configurations – Big Sky
5.
6.
Review TEST site with configurations – Client
Approval to move to PROD – Client
7.
Update PROD with new version and configurations – Big Sky
New Features
CORE M O DULE
Web
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
Added “breadcrumb navigation” to decision
tree so choices are tracked as the user
Default
-
Added validation to ensure that stores are
entering information into the body of the
message in the message form
Default
-
Dynamic look-ups in the decision tree – this
allows the system to look at a user’s role
Configuration Required
Additional discussion required
“New Requests” tabs can support store,
district and regional manager roles
Configuration Required
This is would be a new procedure for the
field team. Additional discussion required.
Added new status of Pending to workflow
for use when additional information is
Configuration Required
Authorization to add "Pending" status
and tab to the store
Configuration Required
Authorization to add to stores tabs
proceeds
and direct them to the correct Decision Tree
path
required from store
Added a calendar tab to the store portal
page which shows WO's, SMWO's, PO's and
Tasks (when applicable)
2
Added a Vendor Resolution field to capture
contractor notes when a work order is
Default
-
Default
-
Quote Required
-
Configuration Required
Authorization to turn on. (size of image
marked completed
Added link to work order in contractor
overdue alerts
Survey related work orders can be set up to
allow the contractor to automatically check
in and check out using a link in the work
order email.
Added ability to resize large images and
display as thumbnail with link to resized
version for faster viewing
Ability to block auto-closeout of work
set at 1600 pixels unless otherwise
advised)
Configuration Required
orders based on status (ex. never move WO
to "Closed" when in the "In Progress status)
Added an abbreviated request description
in the “Open Requests” and “Rating
Pending” tabs to make them easier to
Status that should NOT automatically
move to "Closed"
Default
-
Default
-
The custom fields in a work order have been
moved so that they appear right under the
request section
Default
-
The Manage Invoice screen now displays
Default
-
Manage Invoice screen received
performance enhancers to improve speed.
Default
-
RFQ (Request for Quote) Process - used to
send and receive Quote requests to multiple
contractors; compare quote; award the
Configuration Required
Authorization to add to menu and
button.
Roles allowed to create RFQs.
Configuration Required
Names of categories
Configuration Required
Need to know what type of notifications
are wanted
distinguish
Added the ability to sort and filter in tab
views
200 invoices compared to 20
winning quote and create work order.
Added functionality to organize
attachments into customized categories
such as photo, drawing, lien release, report,
signoff sheet, etc.
Added more events to the notification
options with configurable option to alert by
text and/or e-mail
3
Allow users to flag a document. Created a
“Follow Up” tab for the dashboard
Configuration Required
Roles allowed to “Flag”
View all open work requests, work orders
and projects (if applicable) using the View
Configuration Required
Roles allowed to view
Configuration Required
Roles allowed to view
Configuration Required
Store warranty expiration dates
Activity button in the store record.
Added a Manage Work Request and Bulk
Status Update function for work requests
similar to those that exist for work orders
Created a Warranty store status in the store
record. Added Assignment Profile option to
look at the store status.
Added filter options to approval routing
profile
User to receive Warranty WR's
Configuration Required
Need to discuss what routing is needed
Reporting
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
New Analytic Report: Work Summary
Management Report
Default
-
Durations of less than one day are displayed
in hours in the vendor scorecard
Default
-
New setting to create aggregate scores for
multi or ALL contractor scorecards
Default
-
Specific work orders can be excluded from
the vendor scorecard calculations
Default
-
Budget reports can now be scheduled
Configuration Required
Need report schedule and
recipients
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
Last log in time and total number of log ins
are recorded in user record. This is a
reportable field in the User Report.
Default
-
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
Custom fields can be displayed on mobile
interface.
Configuration Required
Which fields should be displayed
Login
Mobile
4
ADDITIONAL MODULES
Projects – Additional Fee
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
"Budget Year" is now a drop-down instead of
a freeform text field
"Original Project Budget Amount" is now
stored as a reportable field
Default
-
Default
-
New "Start Date" field indicates when a
project is scheduled to start
Default
-
Content of the RFP e-mail sent to contractors
from a bid sheet is now configurable
Configuration Required
Email verbiage needed
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
Custom fields are included in PO PDFs
Configuration Required
Custom fields to include in PO
PDFs
Added support for pre-paid catalog items
Configuration Required
Identify pre-paid items
Review invoice export
Added tighter integration between Big Sky
and 3rd Party accounting systems
Configuration Required
Would need to discuss with 3rd
Party
Added tab for contractors that shows open
work orders and open purchase orders
together
Configuration Required
Authorization to add to
Contractors tabs
NEW FEATURE
IMPLEMENTATION
INFORMATION NEEDED
Users can create recurring tasks that are tied
to stores and assigned to users based on role
Default
-
Purchasing – Additional Fee
Tasks – Additional Fee
BUG FIXES
MODULE
Reporting
Login
Login
Mobile
Mobile
Mobile
Mobile
Mobile
BUGBUG - FIX
Fixed incorrect date format for timestamp in vendor scorecard details list
UTF-8 characters in username no longer produce an error
When copying and pasting usernames, trailing spaces will be stripped
Fixed bug where the All Requests view was showing some documents that were not
for the current user (HC1261)
Contractors are now permitted to check in via mobile if that option is selected in the
web setup doc (AO302)
Fixed bug where approving a Review Required WO on mobile was reverting the WO
to the prior status instead of moving it to Quote Approved (AO196)
Fixed bug where WO link in e-mail messages from mobile were not clickable (HC1268)
Corrected issue where date and time was missing from the history when adding
attachments from mobile (HC1263)
5
Mobile
Mobile
Purchasing
Purchasing
Purchasing
Purchasing
Purchasing
Purchasing
Purchasing
Web
Web
Web
Web
Web
Web
Web
Web
We b
Logic for “Send to contractor on final approval” setting will now be integrated for
mobile approvals (HC1259)
Fixed bug where invalid ID from mobile check-in was causing check-in logic to abort
(HC1200)
Fixed issue where 404 error was displayed when the store list was too long (AK252)
Fixed bug where searching for catalog items when creating purchase requests not
working (HC1229)
Corrected problem where summary of the Total Cost column in the PO line item
report was not correct (HC1205)
Fixed problem caused by blank purchase requests (HC1182)
Updated logic so that items cannot be selected before a store is selected (AO254)
Added validation to the Freight and Tax fields on the PO invoice form (HC1253)
Fixed issue with date range selections in PO line item reports (HC1203)
Fixed error where scheduled maintenance exports with large spreadsheets using email delivery were failing (HC1258)
Fixed bug where next PM date was being set incorrectly for recurring work orders
that have multiple assets (HC1255)
Fixed issue with currency logic for work orders, quotes and invoices (HC1178)
Work orders can no longer be sent to a contractor if they have not been approved
(HC1271)
Fixed bug where work orders that have been closed out were being automatically
closed by the system if the work order is reopened (AO301)
Fixed bug where search was not working on Mozilla Firefox (AK244)
Fixed bug where status of work request was not being updated when work order
status was automatically set to completed by the system (AO245)
Fixed bug where some invoices were appearing in the Approval Pending tab that
shouldn’t have been there (HC1153)
6