DigTix v2.30 Release Notes (Integrated BI and Dashboards, Reschedule Improvements, Advanced Attachment Requirements, and more!)
Posted
8 months ago
by John Gayness
J
John GaynessAdmin
INTEGRATED ENTERPRISE BI SUITE
The DigTix Enterprise BI Suite is now fully integrated into the DigTix application. Simply click on the new "BI Suite" button on the main menu and you will be able to manage all of your datasets, analyses, and dashboards!
Figure 1: Accessing the Integrated Enterprise BI Suite.
CUSTOMIZABLE DASHBOARDS
Through the newly integrated Enterprise BI Suite, dashboards may be created and shared to other DigTix users. Once a dashboard has been created, it may be managed via the new "BI Suite Dashboards" Administration section. This section lists all of the dashboards you have access to within the Enterprise BI Suite.
Figure 2: The "BI Suite Dashboards" Administration Section.
Double-clicking on a dashboard entry will allow you to select which DigTix Permission Group(s) should have access to the dashboard.
Figure 3: Selecting Permission Group(s) that can Access the Dashboard.
Users who have been granted access to a dashboard may access it via the "Dashboard"
Figure 4: Viewing a BI Suite Dashboard Within DigTix.
RESCHEDULE IMPROVEMENTS
Several new fields have been added to the form for rescheduling the completion due date of a locate request. These fields allow organizations to communicate their progress on large or late jobs. Logging such data and communicating with the excavator helps organizations meet compliance, avoid fines, prevent damage, and improve safety!
Expected Excavation Completion Date: Optional.
Job Status: "Started" or "Not Started". If job status is set to "Started", the five fields in the "Progress" section are required.
Next Visit Scheduled For: The date when the locator expects to be on site again. Required if Job Status is "Started".
Start Address: The address or area which the locator began locating utilities. Required if Job Status is "Started".
End Address: The address or area which the locator ended locating utilities. Required if Job Status is "Started".
Remaining Scope: The address or area which the locator has yet to locate utilities for. Required if Job Status is "Started".
Figure 5: New Reschedule Form Fields.
As always, if the option to "E-mail Excavator" is clicked, the email address listed on the locate request will receive an email with the reschedule information:
Figure 6: Example of Reschedule Email Sent to Excavator.
Finally, it is now possible to limit how far into the future a locate request may be rescheduled. Within the "OneCallCenters" Administration section, it is possible to set the minimum and maximum number of business days a locate request is able to be extended. The default extension period may also be set.
Figure 7: Reschedule Date Constraints.
ADVANCED ATTACHMENT REQUIREMENTS
Close codes may now be configured to require specific amounts and types of attachments. A new "Requirements" tab has been added to the "Close Code" configuration window. Various attachment file types can be required in specific amounts in order to apply that close code to a locate request.
Such requirements are designed to ensure proper workflow activities are being performed and documentation is being provided in the field. This helps organizations meet compliance, avoid fines, prevent damage, and improve safety!
In the example shown below, the following conditions must be met before the close code can be applied:
A comment is provided in the "CDC Notes" text box.
Footage is specified.
At least 3 image files must be attached.
At least 1 video file must be attached.
At least 1 diagram must be created.
At least 1 utility locate audit form must be filled out.
Figure 8: Close Code Requirements Tab
CANNED NOTES
In many situations locators can find themselves typing similar notes on locate requests over and over again. Typing is time consuming, especially on mobile devices. For this reason we've introduced a feature which allows the ability to type entire sentences or paragraphs with just two clicks.
The first step in taking advantage of canned notes is to define what notes you regularly type and add those to the "CDCs" configuration of the Administration page. You can define as many canned notes as you'd like.
Figure 9: Defining Canned Notes within the CDC Configuration.
Once defined, these canned notes are available when completing a locate request. Simply click on the ">" button in the lower right corner of the text box and you can select which note(s) you'd like to add in a single click!
Figure 10: Adding a Canned Note to a Locate Request.
It is always possible to modify the note on a case-by-case basis after it has been added from the "Canned Notes" menu.
ATTACHMENT AND TIME CLOCK ENTRY BI ANALYTICS
Attachment and time clock entry data is now available in the Enterprise BI Suite under the following data source tables:
qs_Locate_Attachments
qs_Incident_Attachments
qs_FollowUp_Attachments
qs_Time_Clock_Entries
These tables may be used to create datasets and feed rich visualizations, dashboards, and gather insights powered by machine learning.
Figure 11: Analysis of Time Card Entries and Attachments
INTEGRATED ENTERPRISE BI SUITE
The DigTix Enterprise BI Suite is now fully integrated into the DigTix application. Simply click on the new "BI Suite" button on the main menu and you will be able to manage all of your datasets, analyses, and dashboards!
Figure 1: Accessing the Integrated Enterprise BI Suite.
CUSTOMIZABLE DASHBOARDS
Through the newly integrated Enterprise BI Suite, dashboards may be created and shared to other DigTix users. Once a dashboard has been created, it may be managed via the new "BI Suite Dashboards" Administration section. This section lists all of the dashboards you have access to within the Enterprise BI Suite.
Figure 2: The "BI Suite Dashboards" Administration Section.
Double-clicking on a dashboard entry will allow you to select which DigTix Permission Group(s) should have access to the dashboard.
Figure 3: Selecting Permission Group(s) that can Access the Dashboard.
Users who have been granted access to a dashboard may access it via the "Dashboard"
Figure 4: Viewing a BI Suite Dashboard Within DigTix.
RESCHEDULE IMPROVEMENTS
Several new fields have been added to the form for rescheduling the completion due date of a locate request. These fields allow organizations to communicate their progress on large or late jobs. Logging such data and communicating with the excavator helps organizations meet compliance, avoid fines, prevent damage, and improve safety!
Figure 5: New Reschedule Form Fields.
As always, if the option to "E-mail Excavator" is clicked, the email address listed on the locate request will receive an email with the reschedule information:
Figure 6: Example of Reschedule Email Sent to Excavator.
Finally, it is now possible to limit how far into the future a locate request may be rescheduled. Within the "OneCallCenters" Administration section, it is possible to set the minimum and maximum number of business days a locate request is able to be extended. The default extension period may also be set.
Figure 7: Reschedule Date Constraints.
ADVANCED ATTACHMENT REQUIREMENTS
Close codes may now be configured to require specific amounts and types of attachments. A new "Requirements" tab has been added to the "Close Code" configuration window. Various attachment file types can be required in specific amounts in order to apply that close code to a locate request.
Such requirements are designed to ensure proper workflow activities are being performed and documentation is being provided in the field. This helps organizations meet compliance, avoid fines, prevent damage, and improve safety!
In the example shown below, the following conditions must be met before the close code can be applied:
Figure 8: Close Code Requirements Tab
CANNED NOTES
In many situations locators can find themselves typing similar notes on locate requests over and over again. Typing is time consuming, especially on mobile devices. For this reason we've introduced a feature which allows the ability to type entire sentences or paragraphs with just two clicks.
The first step in taking advantage of canned notes is to define what notes you regularly type and add those to the "CDCs" configuration of the Administration page. You can define as many canned notes as you'd like.
Figure 9: Defining Canned Notes within the CDC Configuration.
Once defined, these canned notes are available when completing a locate request. Simply click on the ">" button in the lower right corner of the text box and you can select which note(s) you'd like to add in a single click!
Figure 10: Adding a Canned Note to a Locate Request.
It is always possible to modify the note on a case-by-case basis after it has been added from the "Canned Notes" menu.
ATTACHMENT AND TIME CLOCK ENTRY BI ANALYTICS
Attachment and time clock entry data is now available in the Enterprise BI Suite under the following data source tables:
These tables may be used to create datasets and feed rich visualizations, dashboards, and gather insights powered by machine learning.
Figure 11: Analysis of Time Card Entries and Attachments
MISCELLANEOUS
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