AutoFlow 4:G Release Notes

4G.09.01.04

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.

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4G.09.01.01

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.

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4G.09.01

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.

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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.

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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.

4G.09

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.

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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.

4G.08.01.02

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.

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4G.08.01.01

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.

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4G.08.01

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.

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4G.08

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 support@autoflow.ltd.uk 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.

4G.07.01

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.

4G.07

Release Date : April 2020

Reports: Visual enhancements
The Reports screen has had visual elements improved, allowing for more efficient use.
Reports: Favourite Reports
Users can now select several reports as their reports, which gives quick access to these reports.
Reports: Emailed Reports are shown in Job History
When a user emails a report, a copy of the email will be saved against the Job Comms, with a success/failure delivery reports in the Job History.
Reports: Add attachments to Emails
When emailing an AutoFlow report, Users can attach images/documents from the job.
Reports: Add Signature to Emails
Users can create their own html signatures to be used when emailing Reports/Comms from AutoFlow 4G.
Reports: Manage All
Users with the privileges of a System Admin User will now have the facility to switch between viewing all reports in the system, or reports they only have access to.
New Invoicing: New UI
A new UI for the invoicing module now offers users a simple layout without compromising the visibility of key information.
New Invoicing: Generate Referral Fee Credit Lines
AutoFlow can now generate Credit Lines on an invoice for Referral/Management Fees which can either be a fixed fee or a percentage-based fee.
New Invoicing: Bottom Line Discounts
AutoFlow now has the ability to store Bottom Line Discounts as well as standard line discounts against each cost centre.
New Invoicing: Up to 4 payers per Invoice
Creating an invoice with a different Balance, Excess, VAT and Contribution payer is now a simple and slick process. (SAGE LINE 50 ONLY)
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)

4G.06.06 

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.

Merging Jobs
Job Offers deployed via Repex can now be merged with an existing job already created with the same registration. This is to avoid duplication of work when job offers arrive after you have already created the job on the system.
Employee Sickness Diary Event
When creating an Employee Absence event in the diary, users can now specify if the absence is classed as a ‘sickness’.
Post to Sys-Pro
A new Accounts link enabling posting of invoices from AutoFlow to Sys-Pro.
New Costing: UI
A new Costing user interface designed to improve user experience.
New Costing: Go to Job ID
Simply type in a JOB ID and press Enter to jump to another job without closing Costing. Saving users time when processing multiple orders/deliveries.
New Costing: Estimate Items
A new tab will display any items on the estimate that haven’t yet been ordered. Enabling a much quicker and easy was of generating part orders.
New Costing: Receive Screen
A new Receive screen designed to make the receiving of Parts fast, fluid and efficient, enabling users to create (and post) their Purchase Invoice at the same time as receiving the items in. The new receive screen also allows users to add extra parts that weren’t on the original order.
New Costing: Audatex Guide No:
AutoFlow will now display the Audatex Guide No on part lines imported from Audatex estimates, allowing for an easier way to identify and update parts prices when matching the costings of a job.
New Costing: Part Quality
Users can now specify whether a part is Genuine, Aftermarket, Replacement, Reconditioned or Salvaged (green).
New Costing: Change Supplier on a single cost
Users can now change the supplier for a singe cost/part without affecting the rest of the order.
New Costing: Auto-Order Costs
Users no longer need to add internal costs onto the system manually, these internal costs can be set to be Auto-Ordered at the point the job goes IN PROGRESS and is managed through the import rules.
New Costing: Add to stock
Where a part has been bought but not used and cannot be returned, users can issue these to stock from within Costing. The next time a user requires that part, AutoFlow will inform the user that it is already in stock.

4G.06.05 

Release Date : May 2019

AFL-569 | SALES POSTING | Posting to Xero
Sales Invoices can now be posted to the Xero Accounting system. This can be done from the Sales Invoicing module. Xero needs to be selected from the Accounting System list which can be found from the ‘Edit’ menu.
AFL-598 | EMPLOYEE ADMIN | Ability to change employee ID
An Employee ID can now be chosen and changed at will. For existing employees in the system this can be done by users with the ‘Employee Administrator’ role using a new window in the employee maintenance module marked ‘Reassign ID’. An Employee Id can also be chosen on the creation of a new ID in the system. New Employee IDs cannot be the same as existing ID’s in the system.
AFL-888 | CAPACITY PLAN | Add fields to the priority grid
The Capacity Plan Manager has had a slight redesign. The Expected Completion Date, Requested Completion Date, Workshop Expected Completion Date and parts percentage can now be seen on the grids across the module.
AFL-1431 | IMPORTER | AudaConnect download report (PDF) type
The PDF report that is downloaded when importing to AudaConnect. This can be changed by clicking the ‘Configure’ button in the Estimate Import module and then by navigating to the AudaConnect Tab. At the bottom of this screen there is a new drop-down selection tool which allows for one of eight reports to be chosen.
AFL-1495 | SEARCH SYSTEM | Add ability for system admin role to reorder searchable field
Users with the System Administrator role now have the ability to modify and change the order of the searchable field list which is used on the main grid for both Site and Group users. This can be done by selecting the new ‘Configure Searchable Fields’ option which has been added to the toolbar with the search options. The new screen allows for the reordering of Search items as well as the ability to add new available items and remove existing ones.
AFL-1662 | PURCHASE MANAGER | Display the PO field in the Invoice/Credit Grid view
The Purchase Order is now shown on the Invoice/Credit Grid views. These grids are also now configurable.
AFL-1672 | QUICK ESTIMATING | Barcode scanning for templates
Quick Estimate templates can now be loaded straight into a job’s estimate using QuickCodes. QuickCodes can now be assigned to Quick Estimate Templates. These templates can be created via the ‘Qest’ button on the ‘Estimate’ tab in the Job Edit Module. The QuickCode for the Quick Estimate Template can then be entered into the estimate tab to automatically load the template into a job’s estimate.
AFL-1784 | WORKSHOP CONTROLLER | Additional Filtering Request
New filtering options have been added to the Workshop Controller module. These filters are ‘Tasks not started’ and ‘Tasks not completed’. Tasks not started will display only Jobs which have tasks that have not been started yet, whilst ‘Tasks not complete’ will show only jobs that still have tasks that have not been completed. Additionally, a new feature has been added which highlights the tasks that have been worked on when the ‘Last Worked on’ filter has been enabled.
AFL-1789 | COSTING | Add ability to cancel costs on INTERNAL SUPPLY when job is cancelled
Costs that are on Internal Supply can now be cancelled when the job is cancelled.
AFL-1794 | COSTING | VAT Calculation
A new field has been added to the Costing and Invoicing modules which allows for the tax rate on an item to be altered. The tax on an item can be increased by 2p at a time using the new fields. This feature is enabled by selecting ‘Tax Settings’ from the options menu. The enabling of this setting is remembered for both modules for each user.
AFL-1796 | SHIFT CONTROL | Wall planner
A new screen has been added to the Shift Control window in the Employee Maintenance module. The Wall planner view shows an employee’s shift setup across a year at a time. This is accessed by right clicking an employee on the ‘Shift Pattern View’ tab and selecting ‘View on Wall Chart’. The shift data is now calculated by a background service which means that the shift pattern module has greatly improved in speed.
AFL-1843 | OFFER DEPLOY | Get images from Repex web service
Images stored against on Offer on jobs from Repex can now be viewed from the Offer Deploy screen. These images can be viewed in full using a new picture viewer which is built into the screen. Once the offer has been accepted, the images from Repex can be viewed in the Images screen along with the option to download them to the job’s file directory.

4G.06.04 

Release Date : October 2018
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.
The Importer module can now be used to import estimates to a job whilst using the Job Edit module. On the ‘Estimates’ tab there is a new option to Import an estimate. This will launch the Importer module and allow you to import an estimate from your desired import method as usual. The imported estimate lines will then be visible on the estimate screen once the Import is complete. This makes the process of setting up a job a lot more integrated.
AFL-1192 | AUTOLOAD | Add estimator and assigned user to send mail short cut
The Estimator and the Assigned user are now highlighted on the user list on the Create Mail screen in the Loading module.
AFL-1193 | WORKM8 | Add assigned and estimator user to send mail short cut
The Estimator and the Assigned user are now highlighted on the user list when creating a new mail from WorkM8.
AFL-1255 | Group System | Added the ability for users to send mails to group users.
A copy of a communication can now be sent as a system mail to Group Users as well as site users. A new tick box has been added to the communications form which will show a list of available group users when selected.
AFL-1298 | Diary | Employee shift details now shown when creating Diary Events
When creating an employee diary event such as a Holiday, Absence or Training event, the employees’ working hours will now be based on their shift pattern settings if set. If an employee has not be allocated a shift pattern, then their hours will be based on their Employee Hours settings.
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.
The Diary now records the filter settings set by a Computer User. This means that settings will remain the same the next time the Diary is used.
AFL-1375 | Reports | Users Access can be given to reports at the same time as the reports Creation
User Access to a report can be granted at the same time the report is created. This can be done using a new button on the report creation from which allows for users to be selected and added to the report.
AFL-1389 | Importer | BDQ Estimates can be imported
Estimates from BDQ can now be imported into AutoFlow. This new option is available from the list of estimating systems that the user can choose from when using the Importer module.
AFL-1403 | IMPORTER | Easier way to append new addresses carried in the estimate
Importing new Addresses using the Estimate Importer module has now been made easier in that new addresses are automatically imported into a job rather than the user having to select each one.
AFL-1568 | To Do List | Visual and Usability Improvement
The to Do List screen has had a visual upgrade. If a task has been sent from an employee from Loading module or WorkM8 then the employee name is shown in the sender field. The time that a to-do task is sent is now shown as well as the task due time. By Default, To-do tasks are now ordered by their due time followed by Sent time followed by their priority.

4G.06.03

Release Date : May 2018
AFL-814 | Estimate Import | Added new Glassmatix Import functionality.
Estimate Import files can now be imported from Glasmatix. Using the importer module, select the new Glasmatix option. You can then select an XML file that has been imported from the Glasmatix system.
AFL-1116 | Capacity Plan | Added ability to swap employees due to sickness / absence within the plan easily.
Employees can now be set to cover each other’s shifts. From the ‘Shift Maintenance’ window in the ‘Employee Maintenance’ module an employee can be set to cover other employees shift. This can be done by right clicking a shift for an employee. The option will then give a list of available employees that could cover the shift. The Capacity plan does not change based on these settings. However, employees who are covering a shift will be able to access the tasks allocated to the employee who they are covering for.
AFL-1117 | Workshop Loading | Added ability to automatically clock productives onto break times during the day.
The System can now automatically clock employees on and off ‘BREAK’ as well as clocking off at the end of a shift. From the Shift Maintenance window, the user can set up shift patterns and assign employees to shifts. There are also extra settings which will enable auto-clocking. When this is enabled, employees on the enabled shift patterns will be automatically clocked to BREAK during the break times specified on the shift. At the end of the break time, the employee will be returned to the task they were working on before their breaktime or their default work category. Employees can also be clocked in and out of the system automatically for the specified lunch break (Finish #1 and Start #2) and at the end of their shift.
AFL-1220 | Courtesy Vehicles | Added ability to sort available courtesy cars by make or model in the grid.
The order that vehicles are displayed on the Availability screen in the Courtesy Vehicle module can now be changed. There is a new dropdown box at the top of the screen which allows users the choice to sort vehicles by their registration number or by their make and model.
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-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.
A new option has been added which allows for Users who can access personnel information to be able to view the information inside grids across the system. This option can be enabled from the Access tab of the User Properties window in Parameters > Users. When enabled, the user will be able to configure their main grid to display contact information. Users will also be able to see contact details in full inside modules such as Job Edit. The system still records an audit of what data has been accessed. This option has no effect if the user does not have the ‘Access Personnel Information’ role.
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.
System Administrators can now choose to hide Purge/Delete Jobs warning screen for 30 days. The warning screen displays when a system administrator logs into the system if there are jobs that need purging/deletion based on the chosen data protection settings in the system.

4G.06.02

Release Date : May 2018
AFL-158 | Group System | Parameters | added the ability to create group work providers, customers and suppliers on a group level.
Work Providers can now be created at Group level and assigned to sites on the network. This is done from Parameters > Work Providers from the Group Manager system. Here Work Providers can be created and managed for the group. A new tab has been added named ‘Site Access’ where Work Providers can be enabled for each site in the group. Customers can also be created from the Group system in the same way.
AFL-227 | Job Edit | Added the ability to add insurance types to the courtesy vehicle booking screen.
Insurance Types can now be manually added for vehicle bookings in the Courtesy Car module. This can be done when creating a new vehicle booking. On the window that appears there is a drop-down menu which allows you to select an insurance type for the vehicle booking which shows all the insurance types currently in the system. A new button has been added here which allows you to enter the name of an Insurance Type that is not already in the system. The entered text will be added to the list of types in the system and will be available for future bookings.
AFL-406 | WorkM8 | Added arrows to enable scrolling through Images
Images on the WorkM8 App can now be scrolled through. Previously each image had to be viewed one by one. Arrows on the left and right indicate if there are more images that can be viewed.
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.
Multiple images can now be uploaded to a job from WorkM8 at the same time. Previously only one image could be uploaded at a time.
AFL-595 | WorkM8 | Show change log to user highlighting changes after install/upgrade of the app
A changes screen has been added that appears for the user the first time that they log in after an application update. This page will inform the user of what has changed in the update including new features that have been added.
AFL-639 | User Audit | Added changes to the user settings from Parameters to the audit trail.
Changes made to the settings of Users in the Parameters module are now logged by the system.
AFL-843 | WorkM8 | Added Ability to draw on images to highlight damage
Images on the app can now be drawn on by the user. This is useful in that it is easy to highlight damage. This is done in a similar way to the CHECKmate application.
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.
The new ‘Employee Administrator’ user role gives a user access to employee details including the ability to create and manage them. Users who do not have this role allocated but still have program access to the Employee Administration module can manage Holidays, Absences, Training, shifts but cannot amend employee data nor view any sensitive information.
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.
The Ability to easily Delete Jobs entirely from the system once a specified time since the Jobs Creation has passed has been added. When a job is deleted from the system, it will not be visible from any part of the system at all. Users with the ‘System Administrator’ role can set the timeframes for keeping jobs in the system. These settings can be found in the Data Protection Screen in Parameters. Here the user can select the time that jobs should be removed. For example, if ‘Delete Job Data’ is set to ‘5 Years’ then a job will be deleted 5 years after its notification date in the system. There are also options to select which Job Status’ should be affected by these settings along with a list of jobs that are ready to be deleted along with the option to carry out the action. When jobs fall inside the chosen timeframe for deleting, a warning will be shown to System Administrators when logging in to the system to make them aware how many jobs require deletion. All Actions taken, and settings changed are audited by 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.
The Ability to protect certain types of addresses has been added. These settings can be found in the new Data Protection window in Parameters. Each address type has a checkbox which can be selected to protect all personal data set to that address type for all jobs in the system. For example, if the Insurer address type is protected then all Insurer details across jobs in AutoFlow will be hidden from unauthorised Users. Users who have the ‘Access Personal Information’ role can view these protected personal details. The system records what details have been accessed by which user in order to provide a complete audit trail. Users without access to view personal details can still add address information but cannot view it once it has been protected.
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.
A System Administrator can now manage what data from AutoFlow 4:G gets sent to external systems such as REPEX and CAPS. These settings are available in the new Data Protection screen in Parameters. Users can choose their settings for each work provider. There are 3 options: ‘LOW’, ‘HIGH’ and ‘OFF’. The ‘LOW’ settings will limit the amount of data sent whilst the ‘HIGH’ Choosing ‘OFF’ will stop any data from being sent for that work provider.
AFL-1055 | REPEX AND CAPS | Removed the flat file format for the uploads to REPEX and CAPS to improve security.
The process of uploading data to REPEX And CAPS has been updated into order to provide higher 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.
System Administrators now have access to some new Capacity Plan settings which can be found on the ‘Priority Adjustment’ tab of the Capacity Manager. ‘Plan being worked on’ prevents the Capacity Plan from being recalculated. ‘IN-PROGRESS’ Jobs only forces the Capacity Plan to only include jobs that are ‘IN-PROGRESS’.
AFL-1167 | Capacity Plan | The onsite date and time now has an effect on the priority scoring of jobs.
The time of a job being marked on site is now considered along with the date when the priority of jobs is calculated for the capacity plan.
AFL-1168 | System | Added ability for system to handle different currencies
The system is now set up to handle different currencies. This is for sites overseas.
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.
The Ability to easily purge Personal data from the system once a specified time since the Jobs Creation has passed has been added. When a job is purged, all personal information will be removed from the job. Users with the ‘System Administrator’ role can set the timeframes for keeping personnel data on jobs in the system. These settings can be found in the Data Protection Screen in Parameters. Here the user can select the time that jobs should be removed. For example, if ‘Purge PI Data’ is set to ‘2 Years’ then a job will be purged 2 years after its notification date in the system. There are also options to select which Job Status’ should be affected by these settings along with a list of jobs that are ready to be purged along with the option to carry out the action. When jobs fall inside the chosen timeframe for purging, a warning will be shown to System Administrators when logging in to the system to make them aware how many jobs require purging. All Actions taken, and settings changed are audited by the system.
AFL-1229 | T-Cards / Workshop Controller | Added the ability to filter by job location | Redesign with customizable view.
A new filter has been added to the Workshop Controller and Tcards modules. This filter allows you to filter the in-progress jobs by the Vehicle Location if set. For example, if you have the vehicle location of several jobs set as ‘In Yard’ then you can select this to display all the vehicles currently in the yard. As the number of filters and options in these modules is growing, we have added the ability to customise the modules so that they only display the desired options. The visibility of the options and filters can be toggled from the menu at the top of the screen. By Default, only the core filters are displayed. The customized setup is also remembered for each computer user so that the layout remains the same the next time the module is used.
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.
Documents attached to Jobs can be deleted when a job is purged from the Data Protection settings screen. System Administrator users can select which file types should be affected by this document purge. For example, if ‘Estimate’ is selected then all estimate documents will be deleted permanently from jobs that are purged. Documents will be deleted from their file location from the location that they have been linked to from the AutoFlow system. If the document cannot be found in the file location stored in the system, then there will be no document to delete and the user will be notified that the document could not be found.
AFL-1301 | Create Notification Import | Added the ability to import jobs from a Kerridge export file which contains multiple jobs.
Multiple Jobs can now be exported into the system from a Kerridge Import file. This is done using a new option in the ‘Create Notification’ module named ‘Preload from Kerridge CSV Notification’.

4G.06.01

Release Date : December 2017
AFL-975 | System Mail | Added an all parts received system mail.
A new System Mail is sent when all parts ordered on a job have been marked as received.
AFL-126 | Courtesy Cars | Capture a hire vehicles registration when booking a hire vehicle to a job through job edit
Added the ability to capture a hire vehicles registration when booking a courtesy car to a job. Previously on the system you would have to use dummy hire cars set up as normal courtesy cars but with registrations such as HIRE1, HIRE2 for example.
AFL-453 | Hot Keys | Added hot keys to allow the launch of job documents, job history and job mail from within the main modules.
Hot keys that were already present on the main grid for Job Documents, Job History and Job Mail are now available across the other compatible modules included Job Edit, Job Control and Costing.
AFL-631 | Comms | Added the ability to send a copy of the communication being recorded to other users in the system.
When a communication is created in the system, there is a new option to send a copy of the communication as a mail message to selected Users. This option is available of the right-hand side of the window used to create communications. You can select which Users to send a copy of the communication. There is also an option to select all users in the system in one go.
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.
The Postcodes covered by a site are now displayed in a drop-down box on the grid in the Offer Deploy module. This allows for easy reading when selecting a site to deploy an offer to.
AFL-733 | Group System | Group Deployment | Added Estimate Appointments count to the deployment screen.
The Number of Estimate appointments scheduled is now visible per site. This information is now shown as two values. These are the number of On-site appointments which are Estimate Apps/Due In events where the Job Status is Appointment and the location is ‘Repairer and the number of off-site appointments which are collections/recoveries/Estimate Apps where the Job Status is appointments and the location does not equal ‘Repairer’.
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.
A new set of values is shown on the Site Status grid in the Offer Deploy screen. ‘Notifications today’ shows the number of new notifications that have been created on the current date for each site. ‘Undriveable Vehicles’ shows the number of notifications created on the current date that have been marked as ‘undriveable’. Both counters can be found in a new section of the grid named ‘Notifications’.
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.
When creating a diary event for a job, there is now the option to send a communication and/or create a job note at the same time. These options can be found at the bottom of the screen that is used to create job events. When ‘Send Comms’ is selected the user will be prompted to create a new communication and when ‘Create Note’ is selected the user will then be able to set a new note on the job. The created comms and note will also be pre-populated with information about the diary event that has just been created such as the event type, date and time. However, this message can be changed.
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.
Mail messages can now be sent from the Loading module and WorkM8. When an employee is clocked on to a job, they will have a new option for each job they are working on which will allow them to send a mail message regarding the job. This functionality has also been added to the WorkM8 Application.
AFL-908 | PI Posting | Added the department code to the PI posting module.
The Department code has been added to the Purchase Invoicing Post module.
AFL-972 | Costing | Added a block to stop cancelling parts when a PI has been raised against them.
Costing items that have been received and have had a Purchase Invoice raised against them can not be cancelled. Only Ordered Items can be cancelled.
AFL-987 | Workshop Controller | Added the ability to assign users to multiple tasks on one job in one process.
When an employee is assigned to a job task in the Workshop Controller module, the task assigned to remains at the top of the screen to allow for more tasks to be assigned to easily.
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.
When making a Pre-Booked Courtesy car hire active on a job, there is a new screen which will allow for extra information to be inputted or changed.
AFL-1022 | Workshop Controller | Off Track now does not take into the WECD into account
On the Workshop Controller screen an ‘OFF TRACK’ warning is displayed on a job if the job’s system Expected completion date is later than the requested completion date. This calculation now does not take the Workshop Expected Completion date into account.
AFL-1138 | Diary | Added the ability to filter the diary by the assigned user.
The AutoFlow diary can now be filtered by jobs that are assigned to a specific user. This is accessible via a new drop-down menu alongside the existing filters. Users will only appear on this list if they have been assigned to a job in the system.

4G.06

Release Date : August 2017
AFL-346 | Database | Upgrade database version from 7 to 16
The Database software version used for AutoFlow has been updated. This new database version features increased security and increased performance. The new version will also allow for future developments in reporting as well as other software areas.
AFL-497 | Database | Remove ODBC connections to the database
Restrictions have been implemented to the way that the system connects to the underlying database. This is to increase the security of the software and the Database.
AFL-348 | Dashboard | All dashboard items changed to use new data views to increase performance.
All Items on the Dashboards have been reviewed and reconfigured to improve the overall performance of the dashboards.
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.
Tasks Notes can now be viewed, created, edited and removed from the Workshop Controller and TCards Modules. If a job task has a task note pinned to it, then this is indicated by an Orange ‘N’ on both modules. By right clicking a job task you can then view, Create, Edit or remove a task note. This works hand-in-hand with the functionality that already existed in the Job Control module.
AFL-212 | Job Control | Display the day of the week on the dates within the grid to improve ease of use for the user.
Values that display a date (for example the Expected Completion Date of a job) now show the day of the week that a date is on.
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.
Productives can now view data about the hours that they have booked from a Loading Terminal. This new feature has to be enabled by an Admin in Parameters > Main > Time Loading. The new information is then available for an employee in the Weekly Breakdown tab.
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.
Job Tasks can now be assigned to employees through the Workshop Controller and the new TCards module. This functionality works in the same way that the Job Control module previously did. This option is available from the menu that appears when right clicking a specific task on the screen. The window will then display a list of available employees to assign to the task.
AFL-389 | Export Job | Added the ability to export a CHECKmate appraisal to a specific CHECKmate device.
A new option has been added to the Export Job module for CHECKmate exports which allows for the user to choose which CHECKmate user the appraisal will be sent to.
AFL-451 | Job Viewer | Added the labour rate to the job viewer details screen.
The Labour rate for a job is now displayed on the Job Viewer module in the Claim Details section.
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.
The Requested-Completion-Date of a job can now be set/changed from within the Job Control module. The RCD of a job can also be changed from within the Job Edit, Workshop Controller and TCards modules. Changing RCD in Job Control, Workshop Controller and Tcards needs to first be enabled in Parameters > Job Edit > Additional Params.
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
We have updated the technology that we are using to develop the AutoFlow software. This change will enhance the performance of our applications and allow for us to develop exciting new features in the future.
AFL-584 | Standard Letters | Converted the standard letters module to a new tool set.
Letters are now created and edited using a new word document tools which allows users to easily create professional looking letters.
AFL-654 | Shift Pattern | Added holidays and absences to the view.
The Shift Pattern screen inside Employee Maintenance now shows when an employee is down as Absent (A), on Holiday (H) or on Training (T). This information can also be seen inside the Loading module. This will make it easier to view which employees are available per day.
AFL-664 | Diary | Added the ability to filter the diary by job type and work provider.
Diary Items can now be filtered by Work Providers and Job Type. Selecting a Work Provider will show only Diary Events from Jobs with the selected Work Provider. Meanwhile selecting a job type, for example ‘Insurance jobs’ will show only diary events from Insurance Jobs. These new filters expand the flexibility of the AutoFlow Diary.
AFL-687 | WorkM8 | Added the ability to clock to jobs onsite as well as just jobs IN-PROGRESS.
WorkM8 now allows for employees to clock on to Jobs that are On Site even if they are not in the IN-PROGRESS Job Category. This mirrors the behaviour of the Loading module.
AFL-780 | Main System | Added a short cut of F11 to launch the job history module.
The Job History module is now easily openable from the main grid via the F11 hotkey. The Mail module has also been added as a quick access key using F12. This will allow for a mail to quickly be sent about a specific job in the system.
AFL-784 | Job Control, Workshop Controller, Tcards | Added ability to add task notes to all tasks in one go.
New Task Notes can now be applied to all tasks in a job in one go. This can be easily done by creating a task note in the normal way and then ticking the new checkbox which says ‘Apply to ALL tasks’. This will apply the note to all uncompleted tasks on the job. Additionally, if any of the other remaining tasks already have a different note attached, the user will be asked if they want to overwrite the older notes.
AFL-790 | Job History | Added the Job Pop Up note type to display when going into Job History.
Job Pop Up notes now appear when a user opens the Job History Window.
AFL-795 | Employee Admin | Added the ability to capture the employee email address
A new field has been added to employee records which enables for employee emails addresses to be stored. This field will display a warning if the email addresses entered is invalid.
AFL-848 | Job Edit | The system now automatically clears the vehicle location on handover of the vehicle.
A new option is available which allows for the recorded vehicle location of a job to be automatically cleared when the job is handed over in the system. This option can be enabled in Parameters > Job Edit > Additional Params.
AFL-850 | Employee Admin | Button added which describes the efficiency setting does on the employee record.
A Help Button has been added next to the Productivity Factor entry box on the editing employee record form in the Employee Maintenance module. Clicking this button will open a help box which explains how the Productivity Factor works.
AFL-856 | Job Control | Exclude tasks from auto complete when being put in-progress
You can now exclude certain tasks from being complete when a job gets put into INPROGRESS and has no time. Previously you had to put time on tasks you wanted to keep open such as QC and Valet for example. But now in the workshop category setting of parameters you can enforce that certain tasks remain open even if no time has been set on them. In Parameters > Workshop Categories, for each category there is a new checkbox flag called ‘Auto complete task if it has no allocated time’.
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.
A New option has been added to allow for selected workshop categories to have time booked to them before the job is IN-PROGRESS. This option can be enabled per work category from Parameters > WShop Categories > Edit.

4G.05.15

Release Date : March 2017
AFL-593 New estimate import with GT Motive.
Estimates can now be imported into the AutoFlow system from GT Motive. This has been added as a new import option in the importer module.
AFL-69 New estimate import with Auda Connect.
Estimates can now be imported into the AutoFlow system from AudaConnect. This import option is available as an option in the Importer module. This up-to-date option replaces the AXFormat from the AudaGold Product.
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.
A new Flag has been added to the Job Edit module to indicate if a vehicle is Roadworthy. This flag works as an enhancement to the existing ‘Vehicle Driveable’ flag in that a vehicle can still be driveable but may not be legally roadworthy. The new option is under the ‘Vehicle Driveable’ option in the vehicle details tab in Job Edit.
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.
We have added the ability for employees to use a Loading Terminal to easily view the images and documents that are attached to the job that they are working on. When an employee is already clocked onto a job, they can then re-enter the Loading module at any time. They will then see the tasks that they are currently working on with the options to complete a task or take a break. We have added new options to this where the employee can view information about the tasks that they are currently working on including the time that has already been booked to the task and any images or documents that have been attached.
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.
The Offer Deploy screen in the Group Manager system is now available even if there are no offers currently available. When using the module this way, you can view the availability of your sites as well as other details about them. You can also directly Create Notifications for sites.
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.
Previously only a user who receives a mail knows if it has been actioned. Now if a mail sent from a user is actioned by the recipient, the sender of a mail will receive a notification.

4G.05.14

Release Date : January 2017
AFL-586 | Internal Web Services | Convert all internal web services to VS 2015 to enable TLS 1.2
Recompiled all services in VS2015 to support .Net framework 4.6 and allow us to use Tls 1.2 to connect to REPEX.

4G.05.13

Release Date : November 2016
AFL-213 | Costing | Added the ability for the user to create sur charge items when booking in parts in the costing screen.
Surcharge Items can now be created and recorded from the Costing Module. When a user books in an item there is a new option to capture the surcharge amount which will be recorded with the item’s costs.
AFL-251 | Group System | Dashboards | Added the ability to show each sites performance against each other using dashboard items in columns.
A New Dashboard View has been implemented for the Group Manager system. This new dashboard displays the sites that a Group User has access to side by side which allows for easy comparison.
AFL-340 | Paint Import | Added the ability to import the paint data to two different sites codes from one paint export file.
Paint Data from a paint export file can now be imported to multiple sites from one import process.
AFL-528 | Workshop Loading | Usability enhancements "Main Menu"
The “Menu Items” list is now ordered by Schedule Order.
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.
Communicated can now be sent automatically from the system when a diary event has taken place such as a job being booked in or handed over.
AFL-74 | Report Sets | Added the ability to add and run report sets which allow the user to run multiple reports in one go.
Sets of reports can now be created from within the Reports Module. These sets of reports can then be printed in one go from various modules in the system.
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.
When an employee views the tasks that they are working on in the Loading Module, the Hours Remaining on the task is now displayed. If there is no time remaining on a task, then the value will be displayed in red. This includes when a task has become overbooked.
AFL-191 | Purchase Manager | Added the ability to search on Invoice ID
The ability to search for an invoice using the Invoice Id has been added to the Purchase Manager module. This will make it easier to find invoices.
AFL-237 | Costing | Added the ability to link new costing lines back to the estimate in the job edit module.
Newly created Costing lines can now be linked to an estimate via the Job Edit Module.
AFL-246 | Costing | When booking in multiple parts the holding location now remains set against each part unless changed.
When multiple parts are booked in using the Costing module, the holding location is now applied to each part booked in. The holding location however can also be changed for each part is necessary.
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.
A new field has been included in the Search System Grid which shows the location of a vehicle based on the diary events that have already been set on the job.
AFL-359 | Group System | Users | Added the ability to copy users grid settings to other users
The Grid settings for a user can now easy be copied to other users. This can be done from the Users screen in the Parameters module. Grid settings can be copied by right clicking on a user and selecting ‘Copy settings from user’. The settings can then be pasted to selected 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.
A version of the AutoFlow Diary is now available on the Group Manager system. This version of the diary combines the diary events of all sites that a user has access to. The Diary retains its full functionality with the ability to create events for specific sites. The Diary can also be filtered by each site.
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.
The List of stored reasons in the system can now be controlled by Group Manager. Reasons created in Group Manager cannot be edited by a Site user. The group user also has the option to lock and unlock reasons down to sites. A new option has also been added to synchronise users across sites.
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.
The assigned and estimator users have been added to the available recipients in the system 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.
The name of the version of AutoFlow is now visible across the system along with the build number and the package number of the system. This information is now shown on the AutoFlow Login screen, the main screen and the help screen on both the Main system and the Group Manager system. This information will help the AutoFlow Support team troubleshoot any issues.
AFL-551 | Diary | Added the ability to see diary events from over 2 weeks ago.
A new filter has been added to the AutoFlow diary which allows for a user to select the dates that they would like to see diary events between. This allows for users to see diary events in the past without slowing down the performance of the diary

4G.05.12

Release Date : October 2016
AFL-378 | Export to external system | Export created to PEAK
Export Job Module now contains an export option for ‘Peak Export’. It outputs an .xml file with various job-related info. This file then gets read into a system called ‘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.
A New System Mail has been introduced which is sent to an estimator who has been assigned to estimate a specific job when a new image is added to the job from the WorkM8 companion application.
AFL-60 | To Do List | Work provider name has been added to the columns on display on the to do list for the user.
The Work Provider for a job is now visible when job related tasks pop up on a User’s to do this. This makes it easy for to-do tasks be sorted by the Work Provider.
AFL-163 | Costing | Added an audit trail for when a line in costing gets marked as non-invoiceable.
When a costing line is marked as non-invoiceable then this is including in the audit trail for the job Including which user marked it.
AFL-165 | Production Control | Added the pool number to the available columns in the grid.
The Pool Number of a job in the workshop has now been added to the Production Control screen in the Workshop Controller module.
AFL-167 | Workshop Controller | Added days on site field to the columns in both workshop controller and production control.
The Number of Days that a job has been On Site has now been added to the IN-PROGRESS Jobs View and the Production Control View in the Workshop Controller module. This will help users identify how long a job has been around.
AFL-193 | Job Viewer | Added WEC Date and Time to the information displayed in Job Viewer.
The Workshop Expected Completion date and time(WEC) of a job is now displayed in the Job Viewer module.
AFL-291 | Workshop Loading | Added vehicle registration to the planned task list displayed to the user when capacity planning is switched on.
The Vehicle Registration of a job is now shown to an employee on their task list when they go to clock on to a job In the Loading module.
AFL-399 | Kerridge Import | New import added which allows the import of new jobs from Kerridge into AutoFlow which then creates the notification.
A new option has been added to the Create Notification module which allows for jobs from the Kerridge system to be imported into AutoFlow. This can be done by selecting a CSV file that has been exported by the Kerridge system.
AFL-111 | Courtesy Cars | Added a filter to grid which will filter the vehicles displayed based on automatic required.
If an Automatic vehicle has been set as required for a job, then only automatic courtesy cars will display in the courtesy car module.
AFL-118 | Workshop Control | Add ability to show all jobs that have had time booked.
The Workshop Controller module can now be filtered to show only jobs that have had time booked to them. This new filter is available at the top of the workshop controller screen.
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).
The ECD and WEC dates can now be set based on each other when one of the times is set. For example if the user is prompted to change the ECD date then the user will then be prompted to update the WEC date based on the new ECD date that is being set.

4G.05.11

Release Date : April 2016
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.
The System now logs important user events such as when a user logs in and out of the system. This will aid the AutoFlow Support Team in assisting with Support Requests.
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.
We have added the ability for Productive staff to clock time to multiple tasks at the same time. Previously an employee could only be working on one task at once and we recognised that this was not very flexible. This setting can be enabled for an employee from the Employee Maintenance module by navigating to the ‘employment details’ tab on the ‘edit employee record’ screen and selecting ‘Allow Booking to Multiple Tasks’.
AFl-224 | Employee Administration | Added the ability to link a user profile with a profile in the employee module section.
Users can be linked from the ‘User Properties’ window in the Users section of the Parameters module. The Mapped employee is also displayed for each user in the grid of the Users screen if set. This enables the system to automatically select the estimator at the estimating stage based on the AutoFlow user completing the process. Previously there was no link between the users of the system and the employee profiles set up in the employee administration 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.
We have made it easier to quickly get in touch with our support team by adding a link on the main grid which can be used to quickly send in an enquiry to the support team.
AFL-323 | Main System | Added an audit trail to any changes that are made to the excess or VAT values.
Any Changes made to Excess or VAT Values in the system are now recorded by the system.
AFL-324 | Main System | Added an audit trail to any changes to the work provider set against a job.
Any Changes made to the Work Provider set against a job in the system are now recorded by the system.
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.
Any Changes made to Times allocated to a job are now recorded by the system.

4G.05.10

Release Date : March 2016
AFL-5 | Main System | Added the ability to assign responsibility for a job to a user
When a notification is created, the user creating it will be set as the default Assignee, unless they change it. Allow a user to take responsibility for a job make responsible/assigned user available to the grid, so we can filter by them keep a history of assigned users and the date and user who assigned for audit and to eventually show jobs a user HAD been assigned to.
AFL-37 | Diary| Save the default diary view for a user if they change this whilst using it, this will keep the view persistent when the user sets filters and other view parameters
When the View Setting is changed in the Diary Module, this will be recorded and remains the same the next time the user launches the Diary. This new feature gives an element of customization and flexibility to your diary event tracking.
AFL-113 | Grid | Persistent Filtering | Allow users to create and save filters on the grids which they can save through the system and recall later for use. The users can also apply these filters so that they persist when moving around the statuses and work queues as long as the fields they have created the filter on are present in the grids. The persistent filtering option is known within the system as sticky filtering.
AFL-274 | Create Invoice | Added main and contribution payer as tick boxes to the grid to allow selection before creation of the invoice.
The Main or Contribution payers can now be selected from the addresses grid in the Invoicing module before the invoice is created.
AFL-275 | Main System | Added an upload to REPEX button on right click from the main grid
Jobs can now easily be uploaded to the Repex System. This can be done by right clicking a selected job from the main grid in the software and selecting the ‘Force Update to REPEX’ Option from the Menu.