TAG Portal

TAG Portal | Release Notes

We are actively improving TAG Portal. Below you will find the information on our latest updates

TAG PORTAL 9.2

Release Notes Creation Date: June 5th, 2024
Official Release Date: June 19th, 2024

New Functionalities:

Requestor Portal & Customer Portal Our Requestor Portal and our Customer Portal have now been fully migrated to TAG Portal SaaS. You can now log-in to these portals without office 365 authentication. For more information about our Requestor Portal or our Vendor Portal, please contact your Customer Success Manager.

Improved integration with Digital Forms You can now fetch data from your TAG BC Extension in order to prefill a Digital Form in TAG Portal. Data sources available include any TAG document associated with your Digital Form.

Improved Error Handling when Uploading Attachments When a file upload from TAG Portal fails, users will now receive more descriptive error messages describing the reason for why the upload failed.

French Caption update Various localization fixes for French captions in TAG Portal have been made.

Bug Fixes:

  • Reporting tasks with new hours under the field "Duration" is now reflected under the field "Actual Time" in the task card.
  • The rule allowing the field "per-hour cost override" to be non-0 is now consistent in the TAG Personnel card with more information on the error message.
  • Released Work Orders with lines can be successfully finished after getting rejected from the Management Portal with Approval Pending turned off.
  • At the Portal login, if the user logs in using a new username, no error will be thrown but a new empty record will be added to TAG Portal Personalization for later customization.

TAG PORTAL 9.1

Release Notes Creation Date: May 8th, 2024
Official Release Date: May 22nd, 2024

New Functionalities:

Various stability and bugfixes.

TAG PORTAL 9.0

Release Notes Creation Date: April 3rd, 2024
Official Release Date: April 24th, 2024

New Functionalities:

TAG Gateway

Our Solution for Static IP Requirements

Verosoft Design is thrilled to announce the release of our new TAG Gateway, designed to cater to clients operating within their own BC environments and requiring a static IP address for whitelisting our TAG-API.

In order to guarantee a static IP for our customers, our development team has created the TAG Gateway — a new routing API that redirects TAG API requests through a static host. Clients who depend on receiving requests from a consistent IP can now enjoy seamless service and enhanced security.

Key Features:

  • Static IP Address: Guaranteed static IP for all requests.
  • Enhanced Security: With identifiable IPs for whitelisting, security is significantly improved.
  • Consistency: Ensures all tag requests appear from the same IP, providing reliability and trust in communications.

Imagine our service as a central office: even as the internal dynamics change, the "mail" - or in this case, API requests - is always routed through the reception (TAG Gateway), ensuring that every message is consistently dispatched from the same, trusted source.

For more information on how to configure the TAG Gateway for your business needs, please contact our customer success team at support@adnm.net.

TAG PORTAL 8.2

March 20th, 2024

Deprecated Functionalities:

Report Maintenance Status Code

The Report Maintenance page now correctly implements the Status Code field instead of having a hardcoded list of Status Types. Since this just provides additional functionality, no existing workflows will be materially affected.

For any issues arising from any deprecation, please contact support@adnm.net.

New Functionalities:

Equipment list

We now support sorting on column headers in the equipment list view. In addition, pagination on the Equipment List is now supported.

TAG Portal 8.1

March 4th, 2024

Deprecated Functionalities:

  • The Barcode field on the Equipment page in TAG and TAG Portal has been renamed to Asset Identifier in order to be inclusive of QR codes as well.

For any issues arising from any deprecation, please contact support@adnm.net.

New Functionalities:

Asset QR Code Scanning

On the Asset Identifier field in the Edit Equipment page, you can now click the QR Code button to scan a QR Code and input it directly into the Asset Identifier field.

Asset Area Field

Editing the Area field in the Edit Equipment page now opens up a properly searchable modal. The modal used is identical to the one used for the Facility field.

Customizable Caption for Area Field

The caption of the "Area" field of Asset is now customizable. You can set the caption in TAG controls, and it will reflect in both Business Central Equipment page and TAG Portal Asset pages.

SAAS ONLY — Update Notification

To ensure that all BC/TAG SaaS users are notified properly as soon as an update is available, an icon will now be displayed at the top of the page in TAG Portal whenever an update is available.

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TAG Portal Custom Captions

It is now possible to recaption any string in TAG Portal. This ability is not limited to field names only. Any caption, be it a field, column header, button label, or any other UI element, can now be renamed through the TAG API. Please contact your customer success manager for further details.

TAG Portal 8.0

Deprecated Functionalities:

  • The classic Username and Password database login for TAG Portal is no longer supported and has been removed from the login page. Users must sign in with their Office 365 account.
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Versions of the TAG BC extension after version 8.0.0.0 will not be backwards compatible with previous versions of TAG Portal. Please update your TAG BC extension to version 8.0.0.0 in order to use TAG Portal 8.0.

For any issues arising from any deprecation, please contact support@adnm.net

New Functionalities:

New API:

The new TAG API has arrived. We have rebuilt our API from the ground up in Typescript, leading to the following benefits to our users:

  • Quicker response times: Inefficiencies with our previous database queries have been addressed, and our technology stack is no longer dependent on outmoded technologies. Users can expect a 4-5 fold decrease in response times for TAG Portal.
  • Automatic Updates (discussed below)
  • Environment Centralization (discussed below)

Environment Centralization:

TAG Portal has now migrated to a single centralized portal that can be accessed at the following link: https://portal.theassetguardian.com/ . It is no longer necessary to track Production and UAT environment URLs separately.

To select a different environment, simply use the Environments picklist in the login screen. This list will automatically be populated will all environments the user has access to.

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All existing data and workflows will be kept. This update will not affect data integrity.

Automatic Updates:

Thanks to the centralization of TAG Portal and our new API, users will no longer need to worry about incompatibilities between TAG, TAG Portal, and the TAG API. Now, all applications that require the TAG BC extension as a dependency, such as TAG Portal and the TAG API, will be automatically updated whenever the TAG BC extension is updated.

Bug Fixes:

  • When adding usage in the Task and Report Work Order forms, the default expected quantity is now 0 if using the actual quantity.
  • Deleting a line in a procurement form and then submitting will no longer throw a BC Validation Error.
  • On the Request page, the source table now correctly displays tracking info.
  • Adding a new PO line when creating or editing a PO form will now automatically populate the Job no and other job-related fields when a Job is already attached to the PO Header.
  • When adding a new PO line to an existing PO, the values of existing PO lines are no longer reset.
  • Requirements and PO lines are now kept in sync in TAG Portal when either is edited.

TAG Portal 7.3

Deprecated Functionalities:

  • The Priority field is now deprecated in TAG Portal, and has been replaced with the Priority Rank field.
  • In the Create Request form, the Planned/Normal Task toggle has been removed.

For any issues arising from any deprecation, please contact suppot@adnm.net.

New Functionalities:

Date Filtering on Work Orders

The Work Order list can now be filtered based on start date/time, and on end date/time.

Total Value Filtering on Purchase Orders

Purchase Orders can now be filtered by total value (the sum total of all line items).

Support Page Links

TAG Portal's support page now links to VSD's technical blog posts, and to our technical documentation.

Report Work Order Maintenance Status Field

The status field was added to the Report Work Order Maintenance form. Users no longer need to go through a 2-step process to modify the Work Order Header Status field when reporting maintenance.

Purchase Order Update Lines now include the Work Order number

Enhanced Video Tutorial Accessibility

In our ongoing effort to enhance user support, we have incorporated a dedicated link to Click Learn's video tutorials on our support page. These tutorials are designed to provide users with an engaging and comprehensive guide to maximize their experience with our platform.

Dashboard Revitalization in Latest Release

Dashboard Editor

  • The dashboard has undergone a significant transformation in this release, bringing a more intuitive and user-friendly interface.
  • Toggle widgets with ease. With a simple click, you now have the power to swiftly activate or deactivate any widget on your dashboard.
  • Enhanced editor layout: The editor now has a tabbed interface, making the creation and modification of widgets more streamlined and efficient.

Dashboard Preview Mode

  • The preview mode allows users to seamlessly view and test changes in real-time before saving, with the option to easily return to the editor for further modifications.

Action Shortcuts Widget

  • You now have the capability to tailor the shortcuts widget, adding or removing shortcuts as per your daily needs and preferences.

Unassigned Work Orders Widget

  • Stay on top of unassigned tasks with our new bar chart feature. This interactive element displays all unassigned work orders, allowing for a quick and easy overview.
  • Interactive navigation: Each bar in the chart is clickable, leading you directly to a detailed view of the corresponding unassigned work orders.

Overdue Work Orders Widget

  • Gain instant insights into overdue tasks with another interactive bar chart. This visual tool helps you identify and address overdue work orders more efficiently.

Count Over Time Widget

  • Introducing a comprehensive yearly overview: A new bar chart visualizes work orders over the year, divided into weekly segments (totaling 52 bars). This feature offers a clear, clickable view, enabling you to monitor and analyze work order trends over time.

Tasks Form Information

The task form has undergone an update where both the labels and descriptions have been refined to more accurately and effectively convey the relevant information. This enhancement aims to improve user understanding and interaction with the form, ensuring a clearer and more intuitive experience.

Bug Fixes:

  • Added missing translation keys for the TAG Portal support page.
  • Non-BC users are not longer allowed to be Manager Portal users.
  • The default procurement type is now correct when adding from document.
  • When creating a Purchase Order form, selecting a Work Order and an item which already exists as a usage line in the Work Order no longer throws an error. Instead, it creates and inserts a new line.
  • Reopening a Purchase Order no longer prompts the user to delete this record.
  • When creating a new Work Order from a Request, adding a value in the additional description field no longer creates a blank anonymous feedback on submission.
  • Sending an open Purchase Order to approval or cancelling approval on an open Purchase Order now updates the Purchase Order card.
  • Choosing a new equipment when creating a new Work Order no longer throws an error.
  • Updating the form settings in the "Create Request" form no longer unexpectedly affects the "Inspection Result" form.
  • When enabling many fields in the task card, all enabled fields are now visible.
  • When creating a request, the creator's username is now added correctly.
  • Sending a Purchase Order to approval after creating one from the asset page now correctly sends the Purchase Order to approval.
  • Editing the OSP field on a Work Order no longer throws an error.
  • Creating a Work Order as a user with a name longer than 20 characters is now supported.
  • Adding a value in the "Buy from vendor" field in a Purchase Order now triggers the auto-input for the "Pay from vendor" field.
  • Various UI fixes for Dark Mode.
  • Modifying the Asset Group on an Asset now correctly clears the value on the Asset Subgroup.
  • Submitting a Work Order with only the required fields filled in after removing all non-required field data no longer throws an error.

Recommended TAG API version: 7.3

Recommended TAG BC extension version: v1.0.19402.0


TAG Portal 7.2

New Functionalities:

Job Integration for Work Orders and Purchase Orders

We've enhanced the WO and PO modules for improved job costing management. Introducing a facility-level control, we've eliminated the risk of "double dipping" - preventing duplicate financial entries when both WO and PO pertain to the same job. This update seamlessly integrates Job No., Job Task No., and Job Journal line type fields into the creation and editing phases of WOs and POs. Additionally, a new TAG WO reference info field is now available when creating a PO from scratch, ensuring streamlined data flow between TAG WOs and POs. Upgrade now for a more efficient job costing experience.

Purchase Order Enhancements

  • Multi-Line Purchase Orders: Technicians can now insert and associate multiple purchase order lines to various work orders in one go, streamlining the invoice reconciliation process.

  • Enhanced Purchase Order Form: When creating a new purchase order, the form now allows for the input of both work order number and work order line numbers per purchase order line.

  • Usage Types: Added options for "Consumable" and "OSP" usage types. Selecting these will default the PO Line type to 'GL Account', with the account number derived from the chosen Consumable or OSP.

  • Auto-Populate Work Order Details: The creation of a new purchase order now auto-fills work order-related requirements.

  • Dimension Defaulting: The system will now pull dimension values from the linked work order onto the purchase order lines.

Barcode Scanning for Purchase Orders

When creating or editing a Purchase Order, the 'expected Qty' field can now be updated via barcode scanner. In addition, barcode scanning will now automatically update the usage line.

Priority Rank

The 'Priority' field in TAG Portal has now been replaced by the user-defined 'Priority Rank' field across all pages.

Purchase Order Update Lines now include the Work Order number

Bug Fixes

  • Fixed an issue where releasing a Planned Work Order would throw an error under certain circumstances due to it now having a default value to fallback to.
  • The Work Order card is now refreshed after reporting a Task.

Recommended TAG API version: 7.2

Recommended TAG BC extension version: v1.0.18850.0


TAG Portal 7.1

New Functionalities

Technician Task Security Feature: Enhanced Control and Transparency:

We understand the importance of seamless collaboration among technicians while ensuring a clear and controlled workflow. Our new Technician Task Security Feature empowers you, the maintenance manager, to define precise access levels for different user groups, providing the transparency and control you need.

New Security Levels

  • Full Access: Complete control to view, modify, and report maintenance for all work order tasks, regardless of assignment.
  • Personnel Group Access: Technicians can view all tasks but only modify and report maintenance for tasks assigned to their personnel group.
  • Technician Access: Technicians can view all tasks, modify, and report maintenance for tasks assigned to their technician code. Tasks that can be seen but not modified will be visually indicated (greyed out).
  • Limited Access: Technicians can only see, modify, and report maintenance tasks assigned to their technician code.
  • No Access: Tasks are not accessible. To maintain clarity, tasks that are inaccessible for modification or reporting will be appropriately indicated, ensuring users understand the rationale behind this.

EQ Page Enhancements: Part List and Item List

We've enhanced our Equipment (EQ) Page with two valuable additions - the Part List and Item List. This enhancement streamlines your equipment management by providing easy access to associated parts and items.

  • Search Functionality: Technicians can search the Item and Parts List directly from the TAG Portal, eliminating the need to navigate between different interfaces.
  • Item Description: Access detailed descriptions of items and parts, enabling technicians to make informed decisions.
  • Inventory Level: View current inventory levels for items and parts, ensuring efficient inventory management.
  • Location Information: Easily find the location of items and parts within the portal, simplifying retrieval.

Date Format in Setting Page: Tailored Tracking and Consistency

You can now select your preferred Date Format, which will be applied across all cards and forms in the portal. This functionality adds to the ease of tracking and ensures consistency throughout your experience with our product.

Bug Fixes

  • In the request form, adding usage now edits the expected quantity instead of the actual quantity.
  • When creating a request, the attached PDF is now visible to the user.
  • When using a tablet device in the vertical position, the create equipment button is now visible.
  • In the Calendar, users can now drag and drop tasks from the schedule page.
  • On the Equipment card, task hours now round correctly.
  • The priority rank field now shows a blank value as an option in all pages.
  • The priority rank field now interacts with the criticality field correctly.
  • Printing a Finished Work Order now works correctly for all users.
  • The priority rank field is now editable when editing multiple work orders.
  • In the work order page, the user-defined order of the visible fields is now saved correctly.
  • When viewing a work order, the PDF attachment now correctly displays the right-click menu and the icon.
  • After deleting a work order attachment, there is now a confirmation message.
  • When editing a work order, submitting the form with errors no longer closes the form.
  • Criticality is no longer editable in the task from.
  • In the calendar page, filters now work in the unscheduled list.
  • In the resources page, editing a consumable no longer throws an error.
  • In the T&A personnel card, all fields are now correctly translated.
  • In the pick up form, the location code is now read-only.
  • In the report work order maintenance page, the column chooser now saves correctly.
  • In the usage list, a duplicate vendor column was removed.
  • In the usage section of the report work order form, columns are now no longer hidden/missing when too many columns are present.
  • When reporting a task, the actual quantity now updates correctly.
  • In the purchase order page, the unit price is now formatted correctly.
  • When adding usage, the unit of cost now shows correctly.
  • The notification bar no longer hides the X button when too many notifications are present.
  • When discarding on the auto plan work order report confirmation dialog in the DMP page, the transaction is no longer run successfully anyways.
  • Switching company in TAG Portal no longer switches between the technician portal and the manager portal.
  • Converting between a release work order and a planned work order no longer throws an error.
  • Switching between pages quickly in TAG Portal no longer causes UI errors.

Recommended TAG API version: 7.1

Recommended TAG BC extension version: v1.0.18370.0


TAG Portal 7.0

New Functionalities

1. The product framework has been upgraded to the latest version of Angular (Version 16), which brings the following benefits:

  • Reduced bundled file size and improved overall app performance
  • Improved user experience with enhanced accessibility and more reactivity

2. Added Scan barcode function to multiple forms:

  • Create/edit Request: expected qty
  • Report inspection: actual qty
  • Create/edit WO: expected qty
  • Create/edit WO lines: expected qty
  • Report Task/WO: actual qty
  • Create/edit PO: expected qty While scanning, if the usage line (key: Item no., Variant code, UOM) already exists in the usage table, the quantity will be incremented. If the usage line does not exist, a new usage line will be inserted.

3. When creating Procurement from Work order, the Job Journal line type will now pop up with its default value.

4. Job module is now accessible to authenticated users.

5. Review request form has been updated to include status and supervisor code fields.

6. The UI has been improved by moving the 'Add,' 'Delete,' 'Print,' and 'Export Data to Excel' actions into the new overflow button (vertical three dots menu).

Bug Fixes

  1. The notification has been optimized to provide more meaningful and instructive messages when a user switches to a company without the corresponding Technician ID.
  2. The description on the work order line is now read-only on the report WO maintenance form, enhancing security.
  3. The report WO maintenance form will now display the Meter reading current value only when the test result type is Meter-reading.
  4. In dark mode, the appropriate background color has been set for some fields on the card.

Recommended TAG API version: 7.0

Recommended TAG BC extension version: TAG v1.0.17889.0


TAG Portal 6.6

We're excited to announce an upgraded support overlay that offers improved navigation and content discovery. With a user-friendly interface, you can effortlessly explore various supports and quickly find the content you're interested in.

Overview

New Functionality:

  • Add OSP charge type and OSP change type rate in the Requirement table
  • Enhance multi-language support for the Time and Attendance feature
  • Clicking outside the account panel will make it disappear
  • Added the ability to edit Planned Work Order Lines requirements
  • Added the ability to edit Planned Work Order feedback

Complete technical list

Here is a list of the improvements we made:

  • Allowing user to add usage Part Consumable with variant code
  • Added a warning message in Login form if the user is not set up as Web Service User in TAG Licensing
  • Fixed issues on Equipment card to correctly show comments
  • Fixed "requested_service_date" field display issue when creating Work Order
  • Restricted the width of file name to show the context menu on Attachment Sub card
  • Allowing user to reopen a finished task.
  • When creating request: -- Auto-populate order type and status. -- By default, display "expected quantity" instead of "actual quantity"
  • Showing UDN on Request card after creation of the request
  • Allowing user to change "expected time" field on work procedure for multiple times when creating Work Order
  • Updating left menu correspondingly when the user switches company and relevant roles.
  • Add the Work Order status and supervisor code to the request to Work Order form.

Recommended TAG API version: 6.6 Recommended TAG BC extension version: v1.0.17716.0

TAG Portal 6.5

We're excited to announce an upgraded support overlay that offers improved navigation and content discovery. With a user-friendly interface, you can effortlessly explore various supports and quickly find the content you're interested in.

Overview

New Functionality:

  • Enhanced Support Overlay : Key enhancements include streamlined navigation, enhanced support visibility, advanced content filtering and search. These improvements aim to provide you with a seamless and tailored experience.
  • Added a default value for the "Need by Date" field in the Create Request form

Complete technical list

Here is a list of the improvements we made:

  • Enable users to view attachments directly within the Work Order (WO) card, eliminating the need to refresh the page after reporting WO maintenance.
  • Enable users to view the latest requirement data in the Work Order card after adding/removing requirements on Edit Work Order form, eliminating the need to refresh the page.
  • After converting a request to a work order, automatically close the request card. This prevents users from accidentally handling the request after it has been converted to a work order. Additionally, the newly created work order is displayed to the user, ensuring that they can immediately begin work on the order.
  • Added the Work Order description to the unscheduled task list on the schedule page, allowing users to view the description
  • Updated the tree view in the Equipment page to display the equipment hierarchy when searching for equipment, allowing users to find equipment easily.
  • Removed an incorrect error message that stated 'Equipment_ID not in JSON object' when saving a request.
  • Allow users to submit a request with a default value in the description field, even if they do not modify it. This improves the efficiency of the request submission process.
  • Added a new notification that will be displayed when attempting to submit an inspection report without a valid technician code. This change ensures that all inspection reports are associated with a valid technician code and improves the accuracy of the data in the system.
  • Restored the item type in the bottom sheet UI for small screens, ensuring that users can easily identify and select the correct item when editing requirements for work order
  • Made the facility picture visible on the equipment card.
  • Removed a confusing error message "Item xxxxx not found" that appeared when attempting to retrieve location information for non-"Item" usage types such as consumables.
  • Updating the tree mode in real-time with newly created equipment on the Equipment page, eliminating the need to refresh the page.
  • Modified the default value of the actual quantity from the same value as expected quantity to 0 when creating work order or request, reducing confusion for users. The user can always enter the actual quantity to consume on the Report form.
  • Showed the Expected Quantity by default instead of actual quantity on Edit Request form, making the UI more user-friendly and adaptable to the user's needs.
  • Made an improvement to the task card where it now displays only the notes related to the specific task, rather than showing notes for the entire work order.
  • Modified the usage statistics information on the current task displayed on the dashboard by using a new formula: (Actual + Pending + Posting) / Expected .
  • Restored the display and saving functionality of the current reading value and date in the Meter Log form, which was lost in the previous release.
  • Restored the display and saving functionality of the current reading value and date in the Meter Log form, which was lost in the previous release.
  • Updated the Inspection report form to make the "Needed by" field a required field. This update ensures that all necessary information is provided and improves the accuracy and completeness of the report.
  • Pre-populated the criticality of the equipment in the new work order when creating a work order from the equipment card, reducing user effort and improving accuracy.

Recommended TAG API version: 6.5.1 Recommended TAG BC extension version: v1.0.17716.0

TAG Portal 6.4

Overview

New Functionality:

  • Added the styled WO list feature. Each Work Order (WO) in the WO page now has its own style based on its "Priority Rank". The WO's style is linked to a pre-defined style in BC, which could be a combination of colour, bold, and italic formatting.

Complete technical list

Here is a list of the improvements we made:

  • Fixed an issue with the "selected lines assigned to me by default" feature in the Report WO form. Previously, this feature did not always work if the user opened the form before the lines were loaded. The issue has been resolved, and the feature now works as intended even if the form is opened before the lines are loaded.
  • Fixed an issue with the Personnel Group field on the Review Request form. Previously, the field was not being populated with its value. The issue has been resolved, and the Personnel Group field now correctly displays its value on the Review Request form.
  • Resolved an issue on the Create Purchase Order(PO) form, where updating the Item Description in the Purchase Order line did not reflect the changes after submission. Previously, the Item Description would remain unchanged, even after the user updated it.
  • Optimized the code on the PO page to prevent frequent GraphQL timeout errors. Previously, users would encounter GraphQL timeout errors when using the PO page. The issue has been addressed by optimizing the code, and users should now experience fewer or no timeouts when using the PO page.

Recommended TAG API version: 6.4.1 Recommended TAG BC extension version: v1.0.17458.0

TAG Portal 6.3

Overview

We're happy to inform you that TAG Portal 6.3 now has three new features to improve your experience.

  1. In the Procurement form, the Outside Service Providers (OSP) and Consumable lines now automatically update the Unit Price from BC.

  2. When the "Use Consume Timesheet" option is enabled in TAG Controls, in the Finished Work Order card, the posted time is now available in Bookings tab.

  3. After converting a Request to a Work Order, the new Work Order is immediately visible in the Work Order list without needing to refresh the page.

To enhance your experience, we also deleted this feature:

  1. The T&A button has been removed from the Settings page. Users can now enable or disable Time and Attendance (T&A) using the "Use T&A" option in the Business Central TAG Controls page under the "Validity" section.

We also dedicated time to fix some bugs that were impacting your user journey.

Additional technical list

Here is a list of the improvements we made:

  1. When adding a new task in the Work Order form, the new task will no longer replace an existing task that is not displayed in the form while the task is assigned to another technician.
  2. When adding a new task after a sub-step task in the Work Order form, the new task number will now follow the correct numbering rule.
  3. The form setting of the Report Task Maintenance form has been updated to match with the form elements.

Recommended **TAG **BC** extension version: 1.0.17222.0

For the latest TAG BC extension release notes, please refer to TAG Extension version: 1.0.17222.0

TAG Portal 6.2

Overview

We are excited to announce that TAG Portal 6.2 now includes three new features to enhance your experience!

  1. The location code in the header pick-up form is no longer mandatory.

  2. The attached URLs are now clickable hyperlinks.

  3. The location code is no longer mandatory when editing a purchase order with OSP in the PO line.

We also dedicated time to fix some bugs that were impacting your user journey.

Complete technical list

Here is a list of the improvements we made:

  1. In the "Equipment" form, the master ID field is now present.
  2. In the "pick-up" form, the quantity to receive and toggle now changes color when toggled.
  3. Insertion of TAG UserSetup no longer populates the Technician Code with a value that does not exist on that company.
  4. We fixed an issue where the returned file path was incorrect after posting an attachment for a request.
  5. The posted quantity in the Finish Work Order section is now automatically updated.
  6. Creating a request with a blank value for the priority field is now supported.
  7. The Equipment tree shows equipment with levels four (4) and up.
  8. In the Work Order list, adding a filter to the priority column no longer throws a Graph QL error.
  9. In Timesheet, the booking list is automatically refreshed when reporting a task with time.
  10. When creating an equipment subassembly or copying an equipment, the attachment goes to the newly created equipment instead of the currently selected equipment.
  11. After adding an attachment to the "Edit Equipment" form, the submit button is now enabled.
  12. After adding a card from the Work Order card, the card is now automatically refreshed.
  13. The Work Order card is now updated when creating the Work Order line.

TAG Portal 6.1

Overview

You will be glad to hear that we added two (2) new functionalities to our portal for TAG Portal 6.1!

  1. The location code for the purchase order is now automatically fetched and populated from vendor card.

  2. The pickup form has been reworked to support the partial receiving of requirements/usage for a single purchase order.

We also dedicated time to fix some bugs that were impacting your user experience.

Complete technical list

Here is a list of the bugs that were fixed:

  1. The EQ subgroup is not included in the payload when create EQ from the scratch
  2. We can allow the user to view the equipment subgroup after creating a subassembly equipment.
  3. When opening the Work Order list, results are now shown in descending order with the last created Work Order being at the top.
  4. When in Timesheet Company, the user is able to see both the posted and non-posted bookings for the timesheet line they created.
  5. It is now possible to create a request with a blank requester (if permitted in TAG BC setup).
  6. It is now possible to see all unscheduled tasks when using the drag-and-drop feature for Work Orders.
  7. Its is now possible to see attachments from the Work Order header and the Work Order line.
  8. Users are now able to edit and delete tasks when the edit and delete options are enabled in the user’s mobile profile.
  9. The following options in the user mobile profile are now respected when enabled:
  • Edit Work Order
  • Delete Work Order
  • Create Work Order
  • Edit task
  • Delete task
  • Create task
  • Edit Purchase Order
  • Create Purchase Order
  • Edit Request
  • Create Request

TAG Portal 6.0

Overview

Here's so much to be excited about with Release Notes TAG 6.0!

For starters, we've added the ability to merge attachments into a single PDF when printing a work order (WO), and the ability to print PO from portal.

We've also improved Time & Attendance: bookings in calendars now show with different colors according to status, crew cards are now refreshed when deleted, and notifications are sent when creating PO.

We've made improvements to Pick-up form as well: you can pick up partial quantities and the "order date" has been replaced by "receiving date".

Finally, Report maintenance form now features a header that is locked when scrolling and supports negative values in the usage section. In addition, there have been changes made such as default values for "Pay to Vendor" and "Bought from Vendor", renaming "posting date" to "receiving date" and more... All of which will make life easier than ever before!

Complete technical list

  1. The "Add Request" button was removed from the review request list.
  2. Only the manager can add new requirements to an opened purchase order from the edit purchase order form.
  3. The Load Overview tab is removed from the Equipment page.
  4. The Location tab and Facility tab have been removed from the WO page.
  5. The refresh button in the Equipment, Work Order, and Schedule pages have been removed.
  6. Allows users to send PO approval requests and cancel requests from the portal.
  7. Support the load of a big number of equipment and provide users with tree equipment overview- Add the page refresh button next to the notification button.
  8. Added ability from Business Central to merge attachments into a single PDF when printing a work order.
  9. Added ability to print PO from portal.
  10. Bookings in the calendar now show with different colour according to status.
  11. Crew cards are now refreshed when deleted (Time and Attendance).
  12. Added notification when creating PO.
  13. Added ability to pick up partial quantities in "pick-up" form.
  14. In "pick-up" form, the "purchased" column has been renamed to "quantity to receive".
  15. In the "pick-up" form, the "order date" has been replaced by "receiving date".
  16. In report maintenance form, in the requirements popup, the header is now locked when scrolling.
  17. The "Report Maintenance" form in the "usage" section now supports negative values.
  18. In "Report Maintenance" form usage section the search bar is now case insensitive.
  19. In TAG mobile profile, in the "usage" section of all forms, added ability to hide usage unit cost and vendor fields from users. (Configurable by anyone with BC access).
  20. Added default values for "Pay to Vendor" and "Bought from Vendor" fields in create PO form section.
  21. When sending PO to approval, the limits set in "Approval User Setup" in BC are now respected.
  22. Renamed "posting date" to "receiving date" in the PO list, card, and forms.
  23. When completing a Work Order, usage that is linked to a service item or a non-inventory item is not posted to the item journal.
  24. In the PO list, the column header has been changed from "Tag web service user" to "created by".
  25. Added notification when creating PO (in procurement form).
  26. "Bought from Vendor" populate by default "Pay to Vendor" in creating the purchase order form. Users can then manually change the value of "Pay to Vendor" if it's not the same as "bought to vendor"
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