AutoFlow 4:G Release Notes
Release Date : October 2022
The system has been updated with module performance and security improvements as well as updates to improve the user experience.
Release Date : September 2022
MAIN GRID | Improved Right Click 'Assign Job To' Menu
The pop-up menu for assigning jobs to users has been improved so that it is clearer which user is currently assigned to each job
MAIN GRID | User Grid formatting settings saved for Invoice Work Queues
Users’ Grid settings are now remembered and are reusable across the Invoice Work Queues.
This mirrors the grid functionality of the Job Status and Job Work Queues.
It includes filtering, grouping, sorting and conditional formatting settings that are applied to the grid view.
MAIN GRID | Job Order Work Queues
Job Order Work Queues are now available to use on the systems main data grid.
This means that Costing information can be easily viewed for all jobs without the need to open the main Costing Screen. Default Work queues are provided, and custom work queues can also be created from the Parameters module Status & Queues screen.
Conditional Formatting options are also available for the new work queues.
MAIN GRID | COSTING | Double Click in Job Order Work Queue opens Costing and highlights selected line
Double Clicking an Order record in a Job Order Work Queue will automatically open the Costing screen for the related Job and the Cost that was clicked on will be highlighted.
MAIN GRID | Oldest Part Due
A new column is available to add to the main grid for Job Views. The Oldest Part Due column shows the Oldest “Ordered” status part due date
MAIN GRID | Total Parts Net Value
A new column is available to add to the main grid for Job Views. The Total Parts Net Value column shows the total cost of parts for each job.
DASHBOARD | Courtesy Cars MOT Due Dashboard Item
A new Dashboard Item is available which displays the number of Courtesy cars which are within 14 days of their MOT being due or are already overdue.
JOB EDIT | COURTESY VEHICLES | Prevent Courtesy Vehicle from being Booked Out if MOT Date has expired or Service is due
The System now warns users if they attempt to book out a Courtesy Car if it’s MOT has expired or its service is due.
COURTESY VEHICLE | JOB EDIT | Warning about Capped Mileage when Booking Out
Users with the System Administrator role can now set a Mileage cap for Courtesy Vehicles. This will prevent Courtesy Cars from being booked out once the Milage Cap has been reached.
COSTING | Parameter for 'Post PI on creation'
When creating a Purchase Invoice, the ‘Post PI on Creation’ option is enabled/disabled for users based on a new user parameter.
REPORTS | Email Search Functionality
When emailing Reports from the system, search functionality has been added to the email address selection box.
This makes it easier to find the required email address if a lot of addresses are available from the list.
DOCUMENT MANAGER | Remember User's last selection for 'Type' when adding documents
When adding a new Document, the Users’ last used Document Type is prepopulated in the drop-down box. This will assist User’s who regulary add the same type of document.
DOCUMENT MANAGER | Go to Job ID
Users can now easily navigate to a different Job inside the Document Manager without closing the module and reselecting a job.
JOB HISTORY | Search Function
The Job History Audit can now be easily filtered to search for a specific search term. This will be useful for finding specific history items such as Parts Gateway updates.
JOB HISTORY | 'No Due Date' Recorded in Job History when Back Ordering Part
If a Cost has been placed on Backorder and there is no due date set, this will now be recorded in the Job History Audit.
JOB HISTORY | User who Backordered Parts displayed in Job History log
The Job History Audit now shows which AutoFlow user has backordered Costs.
REACT | JOB HISTORY |User who downloaded React image displayed in job audit
The Job audit history screen now records which user downloaded job images that have been received from REACT.
ARCUS | REPEX | Part Quote Quantity received from Arcus
If a Quoted estimate is returned from the Supplier with a different quantity value for an item, than was in the original estimate then the difference in the Quantity is highlighted in the Costing screen.
ARCUS | REPEX Arcus order status update information received and displayed in 4:G
When an Arcus user updates the Order Status of Items that have been ordered, the Status of the Costs and Order History will be updated in 4:G.
This information is also recorded in the Job Audit log and System Notifications can be received by Users.
ARCUS | REPEX | COSTING | Purchase Invoice Number and invoice date prepopulated from Arcus
When a SHIPPING notification is received from the Supplier via the Arcus Software, the Supplier’s Purchase Invoice Number is recorded in 4:G.
When marking these costs as RECEIVED in the Costing module, the Supplier’s Supplier Invoice Number and Date will be prepopulated in the Receive Costs screen.
Release Date : May 2022
Improved System Stability
Numerous changes have been made to modules within AutoFlow to improve stability and provide better logging. As well as these changes, developer components used throughout the system have been updated to the latest version to take advantage of improvements to UI and Security.
Prasco Parts Gateway
Users are now able to order parts from an additional parts supplier, Prasco UK, via the REPEX Parts Gateway. Once a job has been estimated, the Parts List can be sent directly from AutoFlow to Praco UK and in turn, a quote is received back for the parts that can be fulfilled. Ordering any of the quoted parts will generate an order to Prasco, automating the entire process.
Improved Control for User Receiving Parts
Greater keyboard control is now provided to users which will speed up and simplify the process of receiving parts on to a job.
Job ID and Order Number added to Subject Line
When emailing a Purchase Order from AutoFlow directly to the supplier the Job ID and Order Number will now automatically be added to the Subject line. This should increase visibility to the supplier and prevent the need for additional communication once the order has been emailed.
Restrict User’s ability to set Cost as ‘CREDITED’
A new parameter has been added against users to restrict their ability to manually set a cost’s status to CREDITED. This will force the restricted user to go through the correct process of Returning a cost and raising a Credit Invoice against it before the system automatically marks the cost as CREDITED.
Additional Information for Reopened Tasks
Workshop Controllers can now see more information as to who has reopened a Workshop Task and when, allowing them to further monitor and control the workshop.
Colour Code Invoices in Invoice Work Queue
Users who have the Colour Code field on their Main Grid when viewing Invoice Work Queues will now be able to tag Invoices with a choice of colour. This can be used for internal referencing which will provide more context to users from the Main Grid, without having to click into the job.
Computer Name and IP Address in Help Menu
The Computer Name and IP Address of the user’s machine is now displayed in the Help Menu, allowing the user to provide useful information quickly and easily to our Support agents if required. This should result in the user getting the help they require sooner.
Remove Source Document Option Stored in DB
The Remove Source Document option is now saved in the database per user, so it no longer needs to be set each time users add documents in Document Manager, simplifying the process..
Expanded Vehicle Manufacturers List
The Vehicle Manufacturer list has now been expanded to include many previously missing manufacturers.
Restrict User’s ability to Allocate Manual Time to Tasks
A new parameter has been added against users to restrict their ability to allocate Manual Time to tasks. Restricted users who have access to Allocate Time will only be able to allocate time that is available on the Estimate.
Combined Device Management Screen
Both WorkM8 and BigScreens devices can now be configured in a single improved management screen.
Ability to Set Sub Status from Job Control
Users are now able to set or clear the Sub Status for a job they are currently viewing in Job Control, preventing the need for the user to return to the Main Grid to make this change.
Additional Date Period for Reports
An additional Date Period has been added for users when running or scheduling reports. The user can now select ‘Last 12 Months’ for a report which will give them data from the current ‘Rolling Year’.
Prevent Job Transfers for Work Providers
A new parameter has been added against Work Providers to prevent Job Transfers between sites. This can be used to prevent Group Users from being able to transfer jobs between sites for selected Work Providers.
Move Around System with Document Manager Open
Users are now able to open Document Manager whilst continuing to use AutoFlow so they can view documents whilst reviewing other aspects of the same or other jobs.
Default Job Type for Work Providers
The default Job Type used can now be configured for Work Providers inside Parameters. When the user selects the configured Work Provider whilst creating a notification, the preconfigured Job Type is automatically populated saving the user from having to set it. The user is free to choose a different Job Type should they need to.
Release Date : January 2022
All developer components used throughout the system have been updated to the latest version to take advantage of improvements to UI and Security.
GT Global Estimate Import
We have added functionality to import job and estimate information from the GT Global estimating system. The GT Global importer has features seen in our other Importers including the ability to configure Import Rules that take effect immediately on import.
AutoFlow receives different events from GT Global in regards to Claims withing their system, generating payloads which are sent across to AutoFlow and are visible to the user when using the Importer.
If there are no claims awaiting import when importing an Estimate via the Importer or Create Notification, the user can retrieve the information by using the claim ID which is displayed in the top right of the GT Global portal and import directly.
An additional System Mail has been created and once an AutoFlow user is subscribed to the mail they will receive a notification when Excess & VAT changes have been made in GT Global, prompting the user to import these changes.
Additional Data Capture when marking On Site
A new section has been added to the On-Site screen in which the user can provide information regarding the collection of the vehicle. If the vehicle was delivered by a recovery company further information can be provided to record why.
Additional Data Capture when Hand Over
A new section has been added to the Hand Over screen in which the user can provide information regarding the collection of the vehicle as well being able to mark whether Excess and/or VAT has been paid.
Stock Manager Improvements
The Stock Manager module has had a general facelift and undergone several changes to provide more consistency with other modules. New functionality has been added including the ability to raise Purchase Invoices and Credits, return items and generate Stock Trolleys not related to Employees.
Updated Fuel Information
The fuel capture information has been expanded to include all modern standard options for vehicles and courtesy vehicles.
Export Additional Information to CHECKmate
Additional Information is now transferred across to CHECKmate when a job is exported from AutoFlow adding more functionality to an already powerful tool. This new information includes:
- Diary Event information
- Driver Licence information
- Fuel In & Out information
- Fuel Type & Sub Type information for both the vehicle & courtesy vehicle
Automatically select Cost Rate Profile on reimport from AudaConnect
Previously when reimporting an estimate from AudaConnect the user would be asked to choose from a selection of Cost Profiles to apply to the job. Now the process has been streamlined and the rates found in the import will be automatically applied to the current Cost Profile selected on the job. The user is still free to make any required changes to the cost profile manually at any time.
ADAS System Requirements
An additional section has been added to Job Edit in which the user can record ADAS System requirements for the job, including whether the repairs affect ADAS or whether calibration is required. This section is tied to a new parameter controlling whether it’s mandatory to complete the ADAS section at the Estimated stage.
Switch Job within Job Control
The ability to switch to a different job whilst in Job Control has been added to match the functionality found in other modules.
Refresh System Parameters when module is exited
Certain System Parameters re now refreshed when the Parameters module is closed, negating the need to sign out and back in when changing settings. There is also a timed parameter refresh for when changing settings for another user.
Related Jobs Feature
Related Job functionality has been reintroduced to the Main Grid providing the user with a quick and easy way to find jobs related to the job currently selected.
Previewing Documents in Document Manager
The way documents are previewed within Document Manager has been streamlined and improved to better utilize screen space as well as provide additional functionality.
Release Date : August 2021
Document Manager Improved Performance
Changes have been made to the Document Manager module to improve performance including speed improvements when downloading a document.
Also, if there are unlinked documents in the job folder the user will now be prompted asking how to handle these documents. The user will be able to either link them to the relevant job or remove the documents if they are not required.
Release Date : July 2021
New Feature: Job Edit Improved Performance
Changes have been made to the Job Editor module to improve performance and reduce the time it takes to load.
Release Date : July 2021
New Feature: Data Insights
AutoFlow Data Insights is a fully dynamic, interactive and repairer centric module that delivers real time data and gives the repairer the tools to customize, analyze and measure their data accurately. This module unleashes the full potential of a Repairer’s data in AutoFlow by providing the ability to create dashboards from a comprehensive suite of data visulisation components inside a user-friendly dashboard designer interface.
Data Insights compliments the tools already available inside AutoFlow 4G to deliver a solution that not only helps repairers plan and manage their repair process, but also their business model.
New Feature: Scheduled Invoice Postings
Repairers who use Sage Line 200 as their accounts package can now take advantage of scheduled invoice postings. The system can be configured to automatically create posting files for Sales and/or Purchase invoices at the repairer’s desired time daily, weekly or monthly.
New Feature: CABAS Importer
A new importer has been developed to allow importing and exporting to the estimating system CABAS.
New Feature: Updated Inter-Est Importer Routine
The Inter-Est Web Importer as been improved to bring it up to standard to provide functionality that is available in our other importers. Repairers can now utilize Import Rules so they can choose how time is allocated and to what category automatically when the estimate is imported.
Additional checks have also been put into place to better identify repair items on import meaning that Labour lines are now more accurately allocated between MET, PANEL & PAINT.
New Feature: REACT Pre-Estimate Image Capture
REACT is a pre-estimation Image capture tool which will allow repairers to request images directly from the customer or vehicle owner, providing an insight into the vehicle damage without having to bring the vehicle on-site or arranging an off-site estimate.
Users can create a REACT case on the desired job which will send a request to the customer either via Email or SMS. No download is required by the customer they can simply follow a link to the REACT case which will be branded to the repairer’s style and colour scheme. The customer will then be presented with clear instructions on what to photograph and will also be provided with some examples, ensuring a worry free process.
REACT will help improve Cycle Times and obviously reduce Key To Key times which will have a positive impact on the Repairer’s overall KPIs.
New Feature: Accessible TeamViewer Icon
A convenient icon has been added to the main window of AutoFlow. This will help users easily and quickly give access to our Helpdesk operative to assist with any issues they may be having.
If you need to speak to our Helpdesk please feel free to call 01625 860 545.
New Feature: Extended Additional Reference Fields
The maximum character count for Additional Reference fields has now been increased from 30 to 50 characters.
New Feature: Clear Locks on Logon
Jobs that have become locked by a user will be reset when the user logs back in.
New Feature: Prevent Closing or Cancelling Job if Open Costs
To help prevent the premature closing or cancelling of jobs within AutoFlow a new check has been put into place. If there are any invoiceable costs on a job or costs that have not been completed correctly the user will be warned and the costs will need to be rectified before the user can continue closing or cancelling, ensuring full transparency and accuracy.
New Feature: Rename Fields Globally
Field names are now set and stored globally so users are able to rename fields to their own preference in one view and the changes will be reflected across all views.
New Feature: Productive Sold Hours in WorkM8
Workshop staff are now able to view their Hours Sold information directly in app at any time, removing the need for a Workshop Controller to print and provide this information whenever required.
Release Date : March 2021
New Feature: User Options
Each user can now personalize their AutoFlow experience using the new User Options feature. Users are able to make changes at any time whilst logged in options include;
- The fields displayed for each Status View as well as the ability to copy existing settings to other views.
- The Return Email Address and Email Signature Content for emails sent by that user from within AutoFlow.
- Their password, allowing users to reset it whenever they require.
- The initial Status displayed when logging in.
- The module that opens when double clicking on a job.
- The modules that populate the user’s Favourites Ribbon.
New Feature: Ribbon Style Toolbar
Modules are now accessed through the new Ribbon Style toolbar. Related modules are grouped under relevant categories and each module now has its own icon. This makes for a much cleaner appearance and in turn is easier for the user to find the module they need to access.
New Feature: Favorite Modules per user
Users now have their own Favorites category which they can configure to display the modules they most commonly access, streamlining their day-to-day process. This can be configured by each user within the new User Options feature.
New Feature: Double Click Functionality
Double clicking on a job from the main grid of AutoFlow will now open that job in the user’s predefined module. Each user can configure their own preferred module to tailor their experience so for example, a VDA user can double click into Job Edit to access the estimate for their current job whilst a user in the parts department can have it configured to open Costings to access parts ordering.
New Feature: Improved Global Search
Previously when searching within AutoFlow the user was required to select the relevant field they wanted to search. Now searches are global and AutoFlow will automatically search the entered term across the most commonly used fields, negating the need to select a relevant field. This makes the process is much quicker and reduces the number of clicks required by the user.
New Feature: Conditional Formatting
Users now have a powerful tool to help them visually get the most out of the data displayed to them. Conditional formatting will change the appearance of a particular field or an entire row based on rules set by the user so bold text or a bright color can be used to highlight a job or group of jobs that meet the conditions set by the user.
There is no limit to the number of rules that can be created, they are stored and can be later configured in the Conditional Formatting Rules Manager. They remain active until disabled so can become a permanent visual queue tailored to each user’s requirements.
New Feature: Custom KPI Fields
Up to 10 additional custom KPI fields can now be created within AutoFlow and are configurable to the repairer’s requirements to show them the measurements that matter. They simply measure the time between two date fields and can be pinned to the main grid to provide a visual indication as to how well each job is currently performing to that KPI or SLA. Amber and Red warnings are displayed when a certain percentage of time as passed and Work Provider overrides can also be implemented if specific performance indicators are required for particular Work Providers.
New Feature: Quick Filter Bar
A Quick Filter Bar has been added to the top row of AutoFlow to enable users to quickly filter any of the displayed fields. Jobs that match the filter will be displayed so the user will only see jobs pertinent to the task at hand. This filter remains active until the user chooses to remove it so they can switch between different status views or even sign out and back in again and the filter will remain active, removing the need to reapply any commonly used filters.
New Feature: Document Manager
The old Images module has been removed and replaced with the more up to date Document Manager. Visually this module has much more to offer as the user is now presented with a large thumbnail of each image or document linked to the job simply by clicking into the module. This negates the need to highlight each item you want to preview and more efficiently utilizes screen space to create a cleaner, easier experience. Categories are used to help keep things tidy and a handy drag and drop interface has been used to further simplify the user’s experience.
Documents can be downloaded locally through the module so if the user needs access to the files they can do so quickly. If a user doesn’t have the relevant access to a particular document but requires it for the task at hand they can now Request Access, prompting an authorized user to allow or deny the request and logging the fact against the job.
New Feature: Icons
Each module has now been given its own icon to help the user distinguish between them quickly at a glance and to better suit the overall improved styling of v9.
New Feature: Flashing Notification Icons
Users can now choose to take advantage of Flashing Notification Icons on their toolbar. Upon receiving a System Mail or To Do Task, a Job Offer or a message from the Work Provider, the relevant icon on the toolbar will flash, hopefully drawing the users attention straight to it.
New Feature: Improved Login Screen
The AutoFlow login screen has been reworked to simplify the process. Group Users will now see an option for them in the site drop down list, negating the need for a separate application to access Group Manager. The last site and username successfully logged into will be stored locally so users won’t need to retype it every time and if their user session is still active from a previous login, it will be logged out automatically to allow for the new connection.
New Feature: Restrict Export Grid per user
The ability to export or print the main grid in AutoFlow can now be restricted per user, allowing only the users that require the facility to do so. This set to off by default.
New Feature: Additional Reference Fields
5 new reference fields have been added to jobs which the repairer can choose to use for their own desired purpose or internal process. These fields can be shown and edited from the main grid in AutoFlow and any changes made will be logged against the job for future auditing purposes.
New Feature: Enforce Sub Status
Sub Statuses can now be enforced, preventing a user from proceeding without having selected a relevant sub status for the job being worked on.
New Feature: Launch Comms by clicking Email/Phone Number field from Main Grid
Users can now open the Comms modules simply by clicking an email or phone number field on the main grid, further streamlining their AutoFlow experience.
New Feature: Password Policies
To improve security within AutoFlow, repairers can now enable and configure their own Password Policy. When enabled the policy can be configured to require users to change their password after a set number of days as well as the length and advanced complexity required for the new password. The number of previously used passwords the system remembers can also be set to prevent users from reusing passwords, failed logons are recorded and the number of failed logons the system will allow before locking an account can also be configured.
Once expired, users will be prompted to reset their password on next log on or can choose to reset their password at any time using the new User Options feature.
New Feature: Sage 200 Importer
Repairers are now able to transfer accounts data to Sage 200 Accounts Software using the new importer. Previously users of this particular accounts package could not transfer their accounts data from AutoFlow into the accounts software, having to look for alternatives. Now that this importer has been developed it will speed up the process allowing for more fluidity in the business.
New Feature: Create Jobs against Group Site Code
New jobs can be created and job offers accepted from work providers now against the Group Site Code. Once created the jobs can be allocated to a particular site within the group allowing a Central Claims Department greater control over the process and reducing the time between being notified of a job offer and accepting the job.
Release Date : January 2021
NEW FEATURE: Validation of values before raising a Purchase Invoice
Purchase Invoice totals are validated when recieving costs to ensure that the Purchase Invoice raised within AutoFlow matches the one recieved from the supplier.
This new feature can be enabled/disabled within parameters.
Release Date : December 2020
NEW FEATURE: Group Level System Mails
Group users will now be able to set System Mails at a Group level as well as receive Site level system mails.
Release Date : November 2020
NEW FEATURE: Link to Trust Pilot API
Users can now send an email directly to customers automatically on hand over of vehicle containing a link to Trust Pilot, asking the customer to generate a review.
Users will need to contact Trust Pilot to set up an account with them and once done the AutoFlow system will be able to send the Trust Pilot link direct to the customer.
Release Date : October 2020
NEW FEATURE: Workshop Times Index
Users will see a noticeable difference when running Employee Reports thanks to the Index added to increase the performance of the database.
NEW FEATURE: Glassmatix Import Rules
Users can now configure Import Rules to streamline the process of importing an estimate from Glassmatix.
To learn how to efficiently set up import rules which can decide how data is imported from estimating systems please contact firstname.lastname@example.org and we will be happy to help.
ENHANCEMENT: Crystal Reports 2008 upgraded to Crystal 2016
Users can now take advantage of the improved functionality and performance of data retrieval from the database that Crystal 2016 offers as well as improved security.
ENHANCEMENT: Database Upgrade from Sybase 16 to Sybase 17
Our core database has been updated to the latest version ensuring we keep up to date with the latest enhancements in database technology available to us whilst improving performance and data security throughout the system.
ENHANCEMENT: Client Installer
An updated Client Installer will be prompted to run when trying to access AutoFlow post-update, making the process of getting users back up and running much smoother.
Release Date : July 2020
REPORTS: Favourite Reports
Visible changes to improve the user experience for Favourite Reports
REPORTS : Default Email Messages
When emailing a report, users can now right click to select a template to email out with the report
NEW FEATURE: Claimed Hours Mode
Claimed Hours Mode offers repairers an alternative way of calculating and managing bonus, with new reports
INVOICE POSTING: XERO Posting Enhancements
Users can now map AutoFlow tax codes to the sales and expense tax codes in Xero
When posting an invoice, AutoFlow will match up the invoice address to a contact in Xero using a Sales Ledger Code, without overwriting the address details in Xero
AutoFlow will now send the Invoice ID to Xero as well as an Invoice status, which can be Authorised, Submitted or Draft.
JOB CONTROL: QC Summary Page
New page in Job Control has been added to show users the QC audit of a Job
JOB CONTROL: QC Results
New indicators will show users whether QC has been carried out on required tasks, allowing users to update the records
AUTOLOAD: Estimate Parts Visibility
Autoload will now display all estimated Parts, regardless of whether they have been ordered or not
WORKMATE: Estimate Parts Visibility
Workmate will now display all estimated Parts, regardless of whether they have been ordered or not
QC PROCESS: Display Order
Users can now change the order of QC questions on a workshop task
New Parts Gateway: EURO CAR PARTS – Part Quotes
Integration with Euro Car Parts will now allow users to send Estimate Part Lists to Euro Car Parts for a quote and check on availability, this process can either be manual or automatic.
New Parts Gateway: EURO CAR PARTS – Order Partsl
Where Euro Car Parts have provided a quote on Estimate Parts, users can send an order directly to Euro Car Parts to supply the parts quoted.
COSTING: Order and Email
Users can now send Part Orders off quickly and easily without having to view the Order form before emailing.
COSTING: Change Receive date in batch
When Receiving parts, users can now change the receive date on all costs on the delivery in batch.
Release Date : April 2020
Reports: Visual enhancements
Reports: Favourite Reports
Reports: Emailed Reports are shown in Job History
Reports: Add attachments to Emails
Reports: Add Signature to Emails
Reports: Manage All
New Invoicing: New UI
New Invoicing: Generate Referral Fee Credit Lines
New Invoicing: Bottom Line Discounts
New Invoicing: Up to 4 payers per Invoice
New Invoicing: Sales Ledger Code Lookup tool
Users can search for Sales Ledger Codes already stored against the system, or those used in the last 90 days
New Invoicing: Go To Job ID
Built for users processing multiple invoices at a time, entering a Job ID will switch to that job, without closing the invoicing module.
Sales Invoicing Posting: Sage Line 50 extended
A new posting method for Sage Line 50 with the extended AutoFlow functionality, enabling users to post sales invoices creating 1 line per invoice Payer and using journal debits and credits to distribute the invoice totals across the correct nominals.
Digital Job Card & QC: Employee Admin – Teams enhancements
Employees can now be assigned to multiple Teams with enhanced functionality.
Digital Job Card & QC: Employee Admin – Qualifications Enhancements
Users can now record Qualifications for employees and whether those qualifications mean the employee is a Current Competent Person for sign off of workshop tasks
Digital Job Card & QC: Equipment Register
Workshop Equipment can now be catalogued inside AutoFlow 4G, recording when calibrations/services are due and whether the equipment is VM approved.
Digital Job Card & QC: QC Questions
Users can now create a list of dynamic QC Questions that can be asked to a productive on completion of a task, such as what equipment was used, were methods followed correctly etc.,.
Digital Job Card & QC: Images Required
Users can now specify a number of images required before a productive can complete a task, ensuring in repair images are captured correctly.
Digital Job Card & QC: Autoload enhancements
AutoLoad will now display a Job Card view, as well as parts status and Job information, ensuring QC questions are answered and checks if the completing employee is CCP or has been supervised by a CCP (if applicable)
Digital Job Card & QC: WorkM8 enhancements
WorkM8 will now display a Job Card view, as well as parts status and Job information, ensuring QC questions are answered and checks if the completing employee is CCP or has been supervised by a CCP (if applicable)
Release Date : September 2019
WorkM8 Multiple Images Upload
It is now easier to upload multiple images within the WorkM8 application, and any users subscribed to receive system mails on the upload of a WorkM8 Image will now receive a single mail when multiple images are uploaded.
Employee Sickness Diary Event
Post to Sys-Pro
New Costing: UI
New Costing: Go to Job ID
New Costing: Estimate Items
New Costing: Receive Screen
New Costing: Audatex Guide No:
New Costing: Part Quality
New Costing: Change Supplier on a single cost
New Costing: Auto-Order Costs
New Costing: Add to stock
Release Date : May 2019
AFL-569 | SALES POSTING | Posting to Xero
AFL-598 | EMPLOYEE ADMIN | Ability to change employee ID
AFL-888 | CAPACITY PLAN | Add fields to the priority grid
AFL-1431 | IMPORTER | AudaConnect download report (PDF) type
AFL-1495 | SEARCH SYSTEM | Add ability for system admin role to reorder searchable field
AFL-1662 | PURCHASE MANAGER | Display the PO field in the Invoice/Credit Grid view
AFL-1672 | QUICK ESTIMATING | Barcode scanning for templates
AFL-1784 | WORKSHOP CONTROLLER | Additional Filtering Request
AFL-1789 | COSTING | Add ability to cancel costs on INTERNAL SUPPLY when job is cancelled
AFL-1794 | COSTING | VAT Calculation
AFL-1796 | SHIFT CONTROL | Wall planner
AFL-1843 | OFFER DEPLOY | Get images from Repex web service
AFL-1104 | Job Edit | Allow estimates to be imported from within the Job Edit module rather than using the Import Estimate button on the main grid.
AFL-1192 | AUTOLOAD | Add estimator and assigned user to send mail short cut
AFL-1193 | WORKM8 | Add assigned and estimator user to send mail short cut
AFL-1255 | Group System | Added the ability for users to send mails to group users.
AFL-1298 | Diary | Employee shift details now shown when creating Diary Events
AFL-1305 | Diary | The system now saves the users diary filter settings when exiting the diary and reuses these on next load of the diary.
AFL-1375 | Reports | Users Access can be given to reports at the same time as the reports Creation
AFL-1389 | Importer | BDQ Estimates can be imported
AFL-1403 | IMPORTER | Easier way to append new addresses carried in the estimate
AFL-1568 | To Do List | Visual and Usability Improvement
AFL-814 | Estimate Import | Added new Glassmatix Import functionality.
AFL-1116 | Capacity Plan | Added ability to swap employees due to sickness / absence within the plan easily.
AFL-1117 | Workshop Loading | Added ability to automatically clock productives onto break times during the day.
AFL-1220 | Courtesy Vehicles | Added ability to sort available courtesy cars by make or model in the grid.
AFL-1300 | WorkM8| Added ability to change the image quality from the workM8 app in response to users asking to be able to save better quality images
AFL-1315 | Main System | Added a control flag to the user settings which allows the user to have PI data within their grids. This flag serves a dual purpose in that if set to True the user will have a less restricted access to PI within the modules where there will not have to click on the eye icons to reveal each individual field.
AFL- 1353 | Parameters / Data Protection | Added a system message for the users with system administrator role which warns them when jobs are in the system which they need to purge / delete based on their data protection settings.
AFL-158 | Group System | Parameters | added the ability to create group work providers, customers and suppliers on a group level.
AFL-227 | Job Edit | Added the ability to add insurance types to the courtesy vehicle booking screen.
AFL-406 | WorkM8 | Added arrows to enable scrolling through Images
AFL-457 | WorkM8 | Added the ability to add multiple images from the app in one go where as previously you had to add one at a time.
AFL-595 | WorkM8 | Show change log to user highlighting changes after install/upgrade of the app
AFL-639 | User Audit | Added changes to the user settings from Parameters to the audit trail.
AFL-843 | WorkM8 | Added Ability to draw on images to highlight damage
AFL-1038 | Employee Admin | Added the ability to give a user access to the employee admin module to allocated holidays but restrict the access to the sensitive data within the module.
AFL-1051 | GDPR | Parameters | Added the ability for the system administrator to set rules for deleting jobs from the system based on a date of the jobs creation. This allows users to comply with their own data protection policies in terms of job data retention using functions within the system.
AFL-1053 | GDPR | Job Edit | Added the ability to mark certain address types as containing PI data which will then protect this information throughout the system.
AFL-1054 | GDPR | REPEX AND CAPS | Added the ability for the system administrator to easily manage the data that gets sent up to external systems such as REPEX and CAPS.
AFL-1055 | REPEX AND CAPS | Removed the flat file format for the uploads to REPEX and CAPS to improve security.
AFL-1165 | Capacity Plan | Allow control of the priority score with the capacity plan which effects the priority order of the jobs when they are put into the plan.
AFL-1166 | Capacity Plan / Parameters | Allow the system administrator to control the flags Plan being worked on and In Progress jobs only which were previously only accessible direct from the database.
AFL-1167 | Capacity Plan | The onsite date and time now has an effect on the priority scoring of jobs.
AFL-1168 | System | Added ability for system to handle different currencies
AFL-1222 | Parameters | Added the ability for a user with system administrator role to purge jobs (permanently obfuscate) of the PI data based on a date range to comply with their own data protection rules. This is done from within the new data protection module within Parameters.
AFL-1229 | T-Cards / Workshop Controller | Added the ability to filter by job location | Redesign with customizable view.
AFL-1289 | Parameters | Added the ability for the user with system administrator profile to remove documents attached to the job for jobs over a certain age. This function is available from with the new data protection module within parameters.
AFL-1301 | Create Notification Import | Added the ability to import jobs from a Kerridge export file which contains multiple jobs.
AFL-975 | System Mail | Added an all parts received system mail.
AFL-126 | Courtesy Cars | Capture a hire vehicles registration when booking a hire vehicle to a job through job edit
AFL-453 | Hot Keys | Added hot keys to allow the launch of job documents, job history and job mail from within the main modules.
AFL-631 | Comms | Added the ability to send a copy of the communication being recorded to other users in the system.
AFL-732 | Group System | Group Deployment | Added post code coverage to the site selection module to enable users to see which sites a job should be given to based on post code.
AFL-733 | Group System | Group Deployment | Added Estimate Appointments count to the deployment screen.
AFL-734 | Group System | Group Deployment | Added a counter for the amount of undriveable vehicles for that site on the day being viewed within the deployment screen.
AFL-785 | Diary | Added the ability to add notes and communication records when creating diary events. Reduces the need to jump around the system to do the multiple tasks required when booking in a vehicle.
AFL-786 | Workshop Loading and WorkM8 | Added the ability to send a mail from the loading screen or the app. This can be used for sending supplementary requests for example.
AFL-908 | PI Posting | Added the department code to the PI posting module.
AFL-972 | Costing | Added a block to stop cancelling parts when a PI has been raised against them.
AFL-987 | Workshop Controller | Added the ability to assign users to multiple tasks on one job in one process.
AFL-1020 | Job Edit | Added the ability to set values of pre-booked hire when setting to live. Previously you could not do that so if details did not match you would need to cancel the pre-booking and create a new one.
AFL-1022 | Workshop Controller | Off Track now does not take into the WECD into account
AFL-1138 | Diary | Added the ability to filter the diary by the assigned user.
AFL-346 | Database | Upgrade database version from 7 to 16
AFL-497 | Database | Remove ODBC connections to the database
AFL-348 | Dashboard | All dashboard items changed to use new data views to increase performance.
AFL-115 | Database | Created a database procedure which enables a report to be able to calculate bonus reports based on estimated hours not allocated.
AFL-140 | Workshop Controller and T-Card View | The ability to add task notes is now available within these modules to match the functionality in Job Control.
AFL-212 | Job Control | Display the day of the week on the dates within the grid to improve ease of use for the user.
AFL-283 | Workshop Loading | The productives can now review their hours booked from the loading screen. This feature is based on parameters set in the parameters time recording section.
AFL-374 | Workshop Controller / T Cards | Added the ability to assign users from within these modules. Assigned users initials are display against the job tasks.
AFL-389 | Export Job | Added the ability to export a CHECKmate appraisal to a specific CHECKmate device.
AFL-451 | Job Viewer | Added the labour rate to the job viewer details screen.
AFL-509 | Job Control | Added the ability to set the RCD from within these modules. This was previously only available from within the Job Edit Module.
AFL-558 | CAPS | Added the ability to upload a job based on the CAPS interest.
AFL-583 | SYSTEM | Converted the application from XE2 to XE10
AFL-584 | Standard Letters | Converted the standard letters module to a new tool set.
AFL-654 | Shift Pattern | Added holidays and absences to the view.
AFL-664 | Diary | Added the ability to filter the diary by job type and work provider.
AFL-687 | WorkM8 | Added the ability to clock to jobs onsite as well as just jobs IN-PROGRESS.
AFL-780 | Main System | Added a short cut of F11 to launch the job history module.
AFL-784 | Job Control, Workshop Controller, Tcards | Added ability to add task notes to all tasks in one go.
AFL-790 | Job History | Added the Job Pop Up note type to display when going into Job History.
AFL-795 | Employee Admin | Added the ability to capture the employee email address
AFL-848 | Job Edit | The system now automatically clears the vehicle location on handover of the vehicle.
AFL-850 | Employee Admin | Button added which describes the efficiency setting does on the employee record.
AFL-856 | Job Control | Exclude tasks from auto complete when being put in-progress
AFL-865 | Parameters | Added a flag which allows certain workshop categories to be clocked to on a job before it has reached IN-PROGRESS status.
AFL-593 New estimate import with GT Motive.
AFL-69 New estimate import with Auda Connect.
AFL-32 JOB EDIT | Vehicle roadworthy added to the job edit module which allows a user to select whether a vehicle is road legal (able to be driven on the road) rather than driveable which only indicates whether the vehicle can be driven.
AFL- 396 AUTOLOAD / WORKM8 | Added the ability to for workshop staff to review methods / images without having to clock off the task they are currently clocked onto. This was done by adding these options on the complete task screen. Added ability for productives to view booked time over a period.
AFL-512 Group System | Group Deploy Screen | The group deploy screen has been added to the system so this can be viewed even if there are no jobs currently awaiting deployment. This module can now be launched and used when creating manual notifications.
AFL-692 MAIL | Add notification to user when their mail gets actioned. When a mail gets actioned from the recipient the system now notifies the user that sent the mail that this has been completed.
AFL-586 | Internal Web Services | Convert all internal web services to VS 2015 to enable TLS 1.2
AFL-213 | Costing | Added the ability for the user to create sur charge items when booking in parts in the costing screen.
AFL-251 | Group System | Dashboards | Added the ability to show each sites performance against each other using dashboard items in columns.
AFL-340 | Paint Import | Added the ability to import the paint data to two different sites codes from one paint export file.
AFL-528 | Workshop Loading | Usability enhancements "Main Menu"
Added a legend for Planned and Previous tasks.
You can now differentiate between planned and previous tasks.
In keyboard mode the STOP button is now the default one selected.
AFL-368 | HTML / SMS Messaging | Added the ability to send the automated messages based on diary event rather than just status change events.
AFL-74 | Report Sets | Added the ability to add and run report sets which allow the user to run multiple reports in one go.
AFL-135 | Workshop Loading | Added time remaining information to be displayed to productives when completing tasks. This will only be shown when productives are enabled to view allocated times.
AFL-191 | Purchase Manager | Added the ability to search on Invoice ID
AFL-237 | Costing | Added the ability to link new costing lines back to the estimate in the job edit module.
AFL-246 | Costing | When booking in multiple parts the holding location now remains set against each part unless changed.
AFL-299 | Main Grid | New field added that displays the vehicle location status based on diary events. The potential statuses are not due in, being recovered, collected, due in, onsite and handed over.
AFL-359 | Group System | Users | Added the ability to copy users grid settings to other users
AFL-360 | Group System | Diary | Added the ability to view the diary for the entire group. You can also filter out sites if you wish to do so using the filter options set on the left of the group diary.
AFL-364 | Group System | Manage Reasons | Added the ability to manage reasons on a group level. This can now also restrict individual sites from being able to add or edit these.
AFL-466 | System Mail | The assigned and estimator users have been added to the available recipients in the system mail module. This allows users to receive system mails on jobs they have been assigned to or estimated rather than against every job.
AFL-530 | Main System | Added the system version and build no to the login screen so that users can inform support staff of their version easily when making support calls.
AFL-551 | Diary | Added the ability to see diary events from over 2 weeks ago.
AFL-378 | Export to external system | Export created to PEAK
AFL-408 | System Mail | Added new system mail that is triggered when a new image is added via the WorkM8 app to a job to the related estimator.
AFL-60 | To Do List | Work provider name has been added to the columns on display on the to do list for the user.
AFL-163 | Costing | Added an audit trail for when a line in costing gets marked as non-invoiceable.
AFL-165 | Production Control | Added the pool number to the available columns in the grid.
AFL-167 | Workshop Controller | Added days on site field to the columns in both workshop controller and production control.
AFL-193 | Job Viewer | Added WEC Date and Time to the information displayed in Job Viewer.
AFL-291 | Workshop Loading | Added vehicle registration to the planned task list displayed to the user when capacity planning is switched on.
AFL-399 | Kerridge Import | New import added which allows the import of new jobs from Kerridge into AutoFlow which then creates the notification.
AFL-111 | Courtesy Cars | Added a filter to grid which will filter the vehicles displayed based on automatic required.
AFL-118 | Workshop Control | Add ability to show all jobs that have had time booked.
AFL-181 | Workshop Control| When changing ECD, user will be prompted to see if they also want to set the WEC based on the (ECD - buffer end days). And also, when changing WEC, same prompt will be displayed but asking if they want to set the ECD based on (WEC + buffer end days).
AFL-293 | Users | Added user logging activity to events in the system. Records user id, time stamp and IP address against user events. This will aid system use investigations.
AFL-178 | Workshop Loading | Added the ability for productive staff to clock to more than one task at once. This is controlled within the Employee Admin module against that user’s profile.
AFl-224 | Employee Administration | Added the ability to link a user profile with a profile in the employee module section.
AFL-259 | Help Screen | Added an email button to the help screen which users can click which then launches their email client with the support email address populated.
AFL-323 | Main System | Added an audit trail to any changes that are made to the excess or VAT values.
AFL-324 | Main System | Added an audit trail to any changes to the work provider set against a job.
AFL-339 | Job Control | Add an audit trail for any changes made to times allocated to the job either done manually or through allocating estimate times.