Enate - 2019.5 Changes
Work Manager
1. Introduction
This document highlights the main changes in functionality between version v2019.4 of the Enate Software and the new version, v2019.5.
This document does NOT contain a comprehensive list of all changes & fixes between v2019.4 and v2019.5 - This document should be used in conjunction with the release log of all changes for this version of the software for such a comprehensive list.
2. Work Manager Changes
This section details the changes / new features in v2019.5 that can be found in the Work Manager operations environment.
2.1 Robot Farm View Changes
A. Robot ‘Owned Work’ view option
The Robot Farm View in the Home page has been updated to also show an ‘Owned Work’ view in the grid – this shows work items where a Robot is set as the Owner, for instance when an Action is in a state of "Waiting for more information/Schedule for FollowUp".
B. Last Connection Time now available
The Robot Farm View of the Home Page now shows the robot’s Last Connection Time in a tooltip, when you hover over an individual Robot.
C. Changes to the data displayed in Robot Farm view
There have been a number of updates to the data which is displayed in the robot farm view, as follows: • The view now shows all work a Robot Farm will undertake even if the work item is in a Queue not managed by the currently logged-in user.
• The view now takes into account work the current user does not have permission on when calculating the projected start/end time of work, plus the overall duration of work available to the Farm. The number of work items not shown to the User due to permission restrictions is also shown. Please note that the logged-in user will continue to not see work for which they do not have permission.
• The Robot Farm Summary view on the right side of the Home page will now show the overall duration and count of work items available to the Farm instead of just the work that the current user has permission on and is in Queues the current user is in or manages.
3. Builder Changes
This section details the changes / new features in v2019.5 that can be found in the Builder configuration environment.
3.1 Bulk Upload of Schedule Data
In addition to being able to manually add new rows of schedule periods (i.e. dates) into a schedule, as of v2019.5 you can now upload such data, for multiple periods, in bulk via excel spreadhseets. Here’s how that’s done.
Select the ‘Bulk Upload’ link to bring up the ‘Schedule period bulk upload’ popup. This new UI offers a seamless method for uploading multiple schedules simultaneously. All that’s needed is an .xls or xlsx file with your data, click upload and the data is created.
There are a couple of file format requirements that your data will need to confirm to in the excel file:
• It will need to contain a header row which matches the grid headings of the schedule UI. This needs to include: period, year, start date plus all the custom-made schedule date titles you defined in your schedule structure.
• To exclude any non-schedule date data that might be present in your excel sheets (for example document description/company logos etc.), you can specify the ‘Header Cell’ in the upload popup (see below) before you uploading your schedules. This is effectively telling Enate which point in your excel sheet to start looking for schedule dates – any rows in the sheet which precede your defined header cell will be ignored.
Once you hit the upload button, new rows will be added to your screen in Builder containing the dates from your excel. They’ll be displayed in a different colour in the grid to identify new periods you just added. At this point, you can either discard the changes or, if you’re happy with the uploaded dates, hit save to finish the upload process.
When you hit save, the system will complete the process with confirmation pop up on the screen as below-
3.2 Option to Hide Historic Schedule Data
A further new feature related to schedule data maintenance has been added in version 2019.5 – we’ve added a checkbox to the schedule maintenance screen which, which when ticked, will hide previously completed schedule periods from your view. This can be very useful if you have lots of data from previous periods and would like to focus purely on viewing future dates.