Q1 - v2019.1.10

Release date: 3rd April 2019

 

1.             Work Manager

1.1          Additional Grid Columns

The Team Grid Settings popup in the Manage page (entitled ‘Choose which columns you see’) has been enhanced to offer several additional features for grid columns and bar chart grouping.

The Manage Page grid, the Inbox grid and the Owned Work grid have had the list of standard system attributes which you can display as grid columns including your custom data.

Custom data fields which you create in Builder can now be selected as additional columns in the Manage page/Inbox/Owned Work grids. Fields of all data types can be used except for: Table fields and Long Text fields.

In the Grid Settings popup of the Manage page and the Inbox page, selecting a field from the Custom Data Columns choice in the ‘Team Grid Settings’ popup.

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will add this field as a column in the grid.

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1.2          Additional ‘Group By’ Options for Bar Chart

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The ‘Group Chart By’ choice for the bar chart at the top of the Manage page is now accessed via the grid settings link (previously this was displayed next to the Red/Amber/Green filter buttons). This will display the Team Grid Settings, used for showing the column options. At the top of this screen the relocated ‘Group Chart by’ setting can be found. Previously this only offer the options of Customer, Service Line & Queue. This has now been expanded to include further system attributes as well as Custom Data fields:

1.3          ‘My Team Owned Work’ Grid on Manage Page

In addition to being able to see the Inbox items for your Team on the manage page, you can now switch the grid to instead show the Owned Work for your Team.

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1.4          Reassign dropdown now shows work packet volumes against users

In order to help with reassignment decisions, the reassign dropdown will now display the number of work items which a potential assignee currently has in their Enate inbox.

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1.5          Online / Offline Status for Team Members

The system tracks the active enate browser session of the user, and so can check if they are still logged into Enate. Note: if the user does not log out properly, i.e. shuts the browser or machine directly without logging out of Enate, the system will display the user as still online for the duration of the standard system timeout (usually 30 minutes).

An Important point is that this online/offline status is for informational purposes only – it is not considered as part of any allocation rules - i.e. the ‘Who does it go to?’ settings.

2.             Enate Builder

2.1          New Schedule Capability

Until now, schedule functionality in Enate has supported the creation of a repeating frequency triggers (e.g. ‘Start a Case every Monday at 9am’) which you can link to a specific Case process to have it launch a case based on that schedule.  This functionality remains in place and will now be referred to as ‘Frequency Based’ with the range of schedule functionality in Enate.  New, richer functionality has now been created for Schedules which allows you to better support e.g. payroll processes. Specifically, the new features allow you to:

  • Create Schedule Structures in Builder consisting of several key dates, e.g. “Submission Deadline date”, “Initial report Date”, “Credit Date” etc.
  • Create multiple individual Schedules of dates against one of these structures.
  • Link one or more Case processes to that Schedule and then refer to it when configuring your Case process by:
    • Setting Step due dates which refer to the dates in the schedule (including offsets).
    • Referencing Due date rules for the Actions and the Case.
  • At runtime: Be able to link a running Case work item to a schedule, and to reference a schedule if launching a Case as part of Rework.

2.2          UiPath Integration - Setting Orchestrator environment link

The settings for linking up an Enate environment with a UiPath Orchestrator environment is now available via the ‘System-wide settings’ dropdown (the cog icon) in the Builder toolbar links:

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Clicking this link will bring up the UiPath Integration popup, where you can enter the relevant UiPath Orchestrator environment and login information to allow this Enate instance to talk to that Orchestrator environment. 

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Upon setting these values and hitting Save, Enate will make a call to that UiPath Orchestrator environment and will automatically create Enate user account logins for all the Robots managed by that Orchestrator environment.

Read Enate's Product Owner Kamal Saran's introduction to the release on our blog. Share your feedback at - https://feedback.enate.net