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Contents 1. Emergency Maintenance Work Order Type Filter (Work Order Listing) ........................... 2

2. Changes Made to Inspection Module .............................................................................. 2

3. Parts Search Function Added in (Parts Name Field) ....................................................... 3

4. Tool Size Added in Tools Listing Page (Work Order) ....................................................... 4

5. Left and Right Buttons Added in Attachments (Only in UWP) .......................................... 5

6. Accept/Decline is Separated in Service Requests (Users Module) .................................. 6

7. Service Request Administrative User Rights ................................................................... 7

8. Data of Task & Labor, Email and Attachments Info Dispalyed a SR Acceptance ............. 8

9. Vendor Now Displays Facility Field (Assets) .................................................................... 9

10. Search for Work Order by Asset Tag in Search Work Order by Asset (Search/Scan Barcode) .........................................................................................................................10

11. ‘Receive’ Fields Added to PO Stockroom Parts and PO Non-Stockroom Parts Listing page ...............................................................................................................................11

12. “Received Date” and “Receiver Name” Displayed in PO Assets Listing Page. ................13

13. Two Drop-Down Fields (UI Change in UWP Only). .........................................................14

14. Requester Fields Added in Work Order Module ..............................................................14

15. Requester Fields Added in Service Request Module ......................................................15

16. Work Order Attachment Rights .......................................................................................16

17. “Serial Number” Displayed in Stockroom Part Listing Page. ...........................................17

18. Work Order Creation Based off Assets that Have Attachments ......................................18

19. “Labor Craft” Code Displayed in Task & Labor (Employees & Contractors) ....................18

20. ‘Show No Target Service Requests’ to Service Requester Administrative Users. ..........18

21. ‘Search and Scan Part Number/ Asset Number’ with Special Character. .......................18

22. “Hours Rate 1” Must be Filled to Close the Work Orders (Tasks & Labor) ......................19

23. The Part Cost Adjustment (Transaction) in Cost Center .................................................20

24. Part Return to Vendor Reflects in Balance. ....................................................................20

25. “Email Send to Coordinator” Functionality in Work Order. ..............................................21

26. Doc, Text, and Excel Files Handled by Mobile Application..............................................22

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1. Emergency Maintenance Work Order Type filter added in work order listing page -- when UL feature is toggled on

Feature Access Instructions:

1. Click on Work Order from Dashboard

2. Select the Sort By Work Order Type drop-down field

2. Changes made to Inspection Module

Feature Access Instructions:

1. Click on Work Order from the Dashboard 2. Edit Work Order with Inspection

3. Click on the INSP/Cal tab

(i) Inspection Start Date and Inspection Completion Date added in Inspection tab. (Validation and Auto fill cases applied) (ii) Manual Timer added in inspection. (iii) Labor Craft code for Employee and Contractor showing in Inspection. (iv) Estimated Hours showing for group and miscellaneous inspections. (v) Cost Deduction as per employee/contractor labor craft is also done. (vi) Yes/No/NA logic added

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3. Parts search function added in Parts Name field

Feature Access Instructions:

1. Click on Work Order from the Dashboard 2. Create/Edit work order

3. Click on Parts 4. Add Stockroom Parts

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4. Tool Size added in Tools Listing page under Work Order

Feature Access Instructions:

1. Click on Work Order from Dashboard 2. Create/Edit Work Order

3. Click on Tools

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5. Left and Right buttons added in Attachments, in Work Order module. (Only in UWP)

Feature Access Instructions:

1. Go to Work Order 2. Create/Edit Work Order

3. Click on Attachments tab

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6. Accept/Decline is separated in Service Requests (Users Module)

Feature Access Instructions:

1. Login into Proteus MMX (Web) 2. Click the Rights module

3. Select Users from the drop-down 4. Edit the desired user record (in navigation field)

5. Click the Mobile tab

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7. Proteus MMX allows only the Service Request Administrative User to reject service requests.

Now only Service Request Administrative User role permission users can reject service requests, previously all users had permission to reject service requests.

Feature Access Instructions:

1. Log in to Proteus MMX (Web) 2. Go to Rights module

3. Click on Users 4. Edit the desired User record (in navigation field)

5. Check Service Request Administrative Field

If any user who doesn’t have Service Request Administrative User role permission, try to reject service request then user will get following alert.

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8. Proteus MMX can show data of Task & Labor, Email and Attachments; when the service requests are accepted from the mobile application.

Feature Access Instructions:

1. Go to Proteus MMX (Web) 2. Click on the Service Request, from Service Request drop-down menu

3. Select and edit a service request that was accepted via the mobile application.

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9. Vendor now displays Facility field in Assets.

Feature Access Instructions:

1. Go to Assets from the Dashboard 2. Click the Vendor drop-down menu

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10. Proteus MMX allows the user to search for work order by asset tag in Search Work Order by Asset in Search/Scan Barcode.

Feature Access Instructions:

1. From the Dashboard, select Search/Scan Barcode 2. Select Search Work Order by Asset

3. Manually enter the Asset No., Name, or Tag into the search field; or enter the information automatically by utilizing the scan feature

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11. “Quantity Received”, “Received Date” and “Receiver Name” are now displayed in the PO Stockroom Parts and PO Non-Stockroom Parts Listing page.

Feature Access Instructions:

1. Click on Receiving from the Dashboard

2. Select the Purchase Order Number feature 3. Click on PO Parts/ PO Non-Stockroom Parts

PO Parts:

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PO Non-Stockroom Parts:

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12. “Received Date” and “Receiver Name” Showing at PO Assets Listing Page.

Feature Access Instructions:

1. Go to Receiving from the Dashboard 2. Select the Purchase Order Number feature

3. Click on PO Assets

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13. Two drop-down fields are now displaying in one field (UI Change in UWP Only).

14. “Requester Full Name”, “Requester Phone Number” and “Requester Email” fields added in Work Order module.

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15. “Requester Full Name”, “Requester Phone Number” and “Requester Email” fields added in Service Request module.

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16. Work Order Attachment - Whenever the user attaches image in Work Order, then by default, all roles have editable rights of those attachments.

Feature Access Instructions:

1. Go to Proteus MMX (Web)

2. Select Work Orders from the Work Orders module drop-down menu 3. Edit the desired work order record

4. Click on the Attachments tab

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17. “Serial Number” now displays in Stockroom Part Listing page.

Feature Access Instructions:

1. Go to Inventory from the Dashboard 2. Select Stockroom

3. Select Stockroom Part

NOTE: Transaction cannot be performed for serialized part, as the user clicks on a serialized part, they will get following alert:

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18. A Work order can be created using any asset that has attachments. As a result, the asset attachment will be shown in the Work Order Attachments.

NOTE: Asset images can’t be deleted from work order.

19. “Labor Craft” code displays for employee and contractor in Task & Labor, under Work Order module.

20. Proteus MMX now allows the user to ‘Show No Target Service Requests’ to Service Requester Administrative users.

21. Proteus MMX now allows users to ‘Search and Scan Part Number/ Asset Number’ with special character.

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22. “Hours at Rate 1” for all Task & Labor records must be filled to close the work order if the “Task & Labor is required” flag is toggled ‘On’ from Settings.

Feature Access Instructions:

1. Go to Proteus MMX (Web) 2. Click on Work Orders from the Work Orders module drop-down menu

3. Create a new work order by selecting the New icon 4. Enter all required information for work order and select Save icon

5. Click the Tasks & Labor tab and select the Add icon

NOTE: Previously worked for one task & labor.

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23. The Part Cost Adjustment (Transaction) now reflects in Cost Center from Inventory.

24. In Proteus MMX, when the user returns any part to vendor, then it’ll reflect the balance due in Receiving.

Feature Access Instructions:

1. Click on Receiving from the dashboard 2. Select the PO in which a part was returned

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25. Proteus MMX has added “Send Email to Coordinator” functionality to Work Order.

Feature Access Instructions:

1. Navigate to the Settings module drop-down menu 2. Select Work Order Numbers, under the Work Orders section of the drop-down

menu 3. Toggle the Send Email to Coordinator feature to ON/OFF by checking/unchecking

the checkbox.

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26. The mobile application now handles doc, text and Excel files as an attachment