Important Announcement Important
Announcement
Important
Announcement

Important Announcement Important
Announcement
Important
Announcement

Important Announcement

In an upcoming release due the 27th July, We will be enhancing your ability to manage document compliance by improving the way that you can request and search for files, and reducing unnecessary paperwork for approval actions.

A new field will appear against reactive jobs, and planned task frequencies labelled ‘Required Document’. By adding a document type against a new reactive job, or against the task frequency for planned jobs, the service provider that tries to complete the resulting job will be required to attach a file with a matching document type before the job can be closed.

The system will have 3 default document types. Certificate, Job Sheet, and Photo, though more can be added through admin. Only the ‘certificate’ document type requires approval by default, which means only jobs with the certificate document type will trigger a paperwork for review action.

It is important to note that going forward, labelling a job, or planned task frequency as statutory will no longer mandate that a file is uploaded to close a job. Only jobs where a document type has been explicitly applied will require a file to be uploaded.

To ensure continuity of this behaviour, we will apply the document type of ‘certificate’ to any jobs and task frequencies that are currently labelled with a statutory type, but any new jobs or planned task frequencies created or imported after the launch date MUST have a document type if you want paperwork to be required.


IMPORTANT – Labelling a job or planned tasks as statutory will no longer force a file to be uploaded, this can now only be triggered by explicitly requesting a document type using one of the methods below!

How to set a document type on a Reactive Job

If you are raising a work request in elogbooks and you need to ensure that a file is collected as part of that reactive job, you can now explicitly request that file. You will notice a new ‘Document Required’ field on the reactive job form, that will allow you to select the type of document you expect to receive as part of the work request. The standard system choices for document type are ‘certificate’, ‘job sheet’, and ‘photo’. There may be more to choose from if the system has been configured with additional document types. You can add multiple document types if needed.

Once a document type has been added to a job, it will display in the job info panel, and will also be shown in a reminder on both the files tab, and on the job completion form. If the file has not been attached when you try to complete the job, it will go into ‘outstanding paperwork’ status.

*job info panel

*file upload tab

You can then report on jobs in outstanding paperwork status and jobs that have not yet been completed that have a document type using the new dashboard widget ‘Jobs with Outstanding Paperwork’.

Only files with a document type that requires approval, such as ‘certificate’ will trigger a paperwork for review action for the client.

Setting a document type on a Planned Job

The ability to set a document type on a planned job can greatly improve document compliance by ensuring that the correct file is uploaded when a planned maintenance visit is completed. The systems default set of document types includes ‘certificate’ but more can be added through admin. This means that you could add, for example, ‘Gas Safe Certificate’ as a document type, and then add this to your boiler ppm, which would mean that the planned job could not be closed out until a ‘gas safe certificate’ has been uploaded.

To set a document type against a planned job you will need to first add the document type against the task frequency. Once you have added it here, any planned jobs created according to that task frequency will automatically inherit that document type. You will be able to see the document type set against the job by clicking on the visit in the planner, or by opening the job to look at the info panel. It will also show a reminder in the files tab and on the job completion form.

*Edit task view

You can then report on jobs in outstanding paperwork status and jobs that have not yet been completed that have a document type using the new dashboard widget ‘Jobs with Outstanding Paperwork’.

You can then report on jobs in outstanding paperwork status and jobs that have not yet been completed that have a document type using the new dashboard widget ‘Jobs with Outstanding Paperwork’.

Previous Release Notes

June 2022

Release-30.06.22 – Hide Actions for Inactive sites from Dashboard

All actions assigned to inactive site will now no longer show on the dashboard… MORE


Release-16.06.22 – This release has included back-end development

As well as further work on client requests and features that are currently in progress… MORE


Release-02.06.22 – Jobs – Ability to disable approval for specific partnerships – Client Request

There is now a new setting which gives the ability to disable approval for specific partnerships… MORE

May 2022

Release-19.05.22 – Ability to close PPM without first marking attendance

Previously when closing a PPM you needed to commence a job… MORE


Release-05.05.22 – This release has included back end development improvements

Further work on client requests and features that are currently in progress… MORE

April 2022

Release-20.04.22 – Assets – Additional fields on the app

We have now added additional fields to the asset information page on the app… MORE


Release-06.04.22 – Jobs – Ability to disable approval for specific service providers – Client Request

We have implemented the ability to switch off job approvals for a specific service provider… MORE


March 2022

Release-24.03.22 – This release has included back end development improvements

Further work on client requests and features that are currently in progress… MORE


Release-08.03.22 – Jobs – Behaviour Change to Job Completion Note Email Notification – Client Request

Currently when a job is completed, the notify on complete email message is sent to the job reporter… MORE


February 2022

Release-23.02.22 – This release has included back end development improvements

further work on client requests and features that are currently in progress… MORE


Release-09.02.22 – System – improvement to the date and time picker

There has been an improvement made to the date and time picker across the whole Elogbooks system… MORE

January 2022

Release-26.01.22 – Patrols – Ability to create Ad Hoc Patrols on the App – Client Request.

You can now raise one off instances of patrols on the app… MORE


December 2021

Release-21.12.21 – This release has included back end development improvements

Further work on client requests and features…. MORE


Release-07.12.21 – Patrols – Add another status to Patrols ‘Incomplete’ – Client Request

Assets and Sub Assets have been expanded to include some new fields… MORE


November 2021

Release-25.11.21 – Assets – Additional fields – client request

Further work on client requests and features that are currently in progress… MORE


Release-11-11-21 – This release has included back end development improvements.

Further work on client requests and features that are currently in progress… MORE


October 2021

Release-132 – The majority of the work was enhancing existing features and improving infrastructure.

Improvements to the Elogbooks admin search functionality… MORE


Release-130-131 – This release has included back end development improvements

As well as further work on client requests and features… MORE


Release-128-129 – Assets – Show ‘Default Asset Score Types’

When default Asset Score Types are set within Admin – Settings, new columns will… MORE


Release-127 – This release has included back end development improvements

As well as further work on client requests and features…. MORE


September 2021

Release – 125 & 126 – Dashboard – New Dashboard Dial ‘Outstanding Extension Approvals’ – Client Request.

We have added a new dashboard dial for outstanding extension approvals… MORE


Release-124 – This release has included back end development improvements.

And features that are currently in progress…. MORE


Release-123 – Dashboard – New Dashboard Dial ‘Outstanding Extension Approvals’ – Client Request.

We have added a new dashboard dial for outstanding extension approvals… MORE


Release-122 – Dashboard – New Bar Chart Dashboard Dial for Remedials

As part of the remedial changes, we have now introduced a new… MORE


Release-121 – This release has included back end development improvements

and further work on client requests and features… MORE


Release-120 – This release has included back end development improvements

and further work on client requests and features… MORE


August 2021

Release 119 – This release has included back end development improvements

and further work on client requests and features… MORE


Release-118 – Create or update location importer to allow updating

We recently added a location export which contains a single line… MORE


Release-117 – This release has included back end development improvements

and further work on client requests and features… MORE


Release-116 – Jobs – use forms as statutory paperwork – client request

Forms can now be used as statutory paperwork on Jobs on the Job complete step… MORE


July 2021

Release 115 – Global Site Filter – Improve Global Site Quick Action Search

We have expanded the ‘Site Quick Actions’ filter found on the top bar on of the page to allow additional searching… MORE


Release 114 – Site Notes – Ability to reimport site notes

In this task we created an import for Site Notes, users will require the manage imports permission… MORE


June 2021

Release 113 – This release has included back end development improvements

Plus further work on client requests and features that are currently in progress… MORE


Release 112 -Assets – Include sub asset name and ID on job export – Client Request

We have expanded the job export to include columns for sub asset ID and… MORE


May 2021

Release 111 – Jobs – Ability to view jobs by location – Client Request

We have added a new ‘Jobs’ button on the location tab within Sites… MORE


Release 110 – Add release notes link to Elogbooks footer

We have added a new link on the page footer next to the Training Academy… MORE


April 2021

Release 109 – Global sites filters – Add associate to all dashboard click-throughs

Global sites filter has had a complete revamp, a summary of the changes made… MORE


Release 108 – Add a new workflow to KPI’s that will allow the KPI approver to reopen a completed KPI survey

We have added a new workflow step to KPI Surveys that allows completed surveys to be reopened…. MORE


March 2021

Release 107 – This release has included back end development improvements

As well as further work on client requests and features that are currently in progress…. MORE


Release 106 – Assets on App – Barcode scan button on Assets – Client Request

On the Elogbooks App, within Assets there is a new barcode filter which can be seen from the Asset tab and the Sites tab then Assets… MORE


Release 105 – Dashboard – Mandatory dashboard widgets – Client Request

There is a new section within settings to define which dashboard widgets should be mandatory, these are set and agreed globally across the system by client management… MORE


February 2021

Release 104 – Actions – Ability to copy summary and description when creating a job from an Action – Client Request.

When creating a job from an action, currently there is an expanded section on the top of the main ‘Job Details’ page which when expanded shows the related actions summary and description… MORE


Release 103 – Audits – Ability to export Audit list – Client Request.

As a user with the correct export permission and access to Audits, you will see a new Export button on the top right-hand corner of the list view… MORE