There are quite a few new features arriving with version 2.11.0. here is a summary, but if you download this PDF document you will see a full description of the new features under the first topic, “What’s New in Version 2.11.0“. The new Commissioning Request functionality is proving very popular and there have been quite a few changes made to it to respond to user requests.
1. Job Bulk Update – New Behaviour
a. Job bulk update now supports updating the following sub-lists:
•Test
•Tasks
•Spare Parts
•Checklists
This is the first time that sub-lists have been updateable using Bulk Update. Note that sub-list bulk update is cumulative. This means that if you bulk update several jobs to add a number spare parts, for example, then the parts specified in the bulk update are added to the spare parts currently used by each job.
2. Orders
a. New Functionality – Order Merge
It is common that over a given period a number of orders or requisitions will be created for the same supplier. Before submission to the supplier it is often useful to be able to combine all of those orders into a single new order. This is the purpose of the order Merge utility.
It allows a number of orders to be selected for a specified supplier, and then creates a new order for that supplier comprising all of the line items from each individual order.
b. A warning is given if an order is raised for a supplier for which there is already an outstanding order.
c. A warning is given if a spare part is ordered which is already on order.
3. Asset Import – New Functionality
a. It is now possible to import equipment records from a spreadsheet using the Excel Import Wizard. The data that can be imported are:
•Equipment No
•Serial No
•Status
•Brand
•Model
•Category
•Site
•Location
•Healthcare Provider
•Branch
•Contract
•Customer
•Budget
•Risk Level
•Library Status
•Purchase Supplier
•Notes
•Last Repair Date
•Last PPM Date
•Purchase Date
•Warranty End Date
•Unit Price
•Unit Price VAT
•Installation Date
•Replacement Date
•Order No
•Order Date
•Invoice No
•Invoice Date
If any of the following do not exist in the database then they will be created:
•Brand
•Model
•Category
•Site
•Location
•Healthcare Provider
•Branch
•Contract
•Customer
•Budget
•Risk Level
•Library Status
•Purchase Supplier
Note that a model will only be created if model, brand and category are all specified.
4. Medical Device Alerts
a. A new field, Priority, has been added to the general tab of the medical device alert property page. There have been some minor cosmetic changes to accommodate the new field.
b. A new field, Completed By, has been added to the action tab of the medical device alert property page.
5. Spare Parts
a. A new field, Maximum Stock Level has been added to the general tab of the spare part property page.
b. The read-only field Quantity on Order shown on the ordering tab has been copied to the general tab of the spare part property page.
6. New Functions
a. The following new functions have been added:
Equipment
dbo.GetCurrentCustomerContractId( @EquipmentId, @DateVal ) has been added.
Personnel
EngineerTotalLabourHoursInPeriod( @PersonnelId, @StartDate, @EndDate )
EngineerTotalLabourHoursLastMonth( @PersonnelId, @Today )
Branch
dbo.BranchLabourHoursInPeriod( @BranchId, @StartDate, @EndDate )
dbo.BranchLabourHoursLastMonth( @BranchId, @Today)
dbo.RelativeBranchLabourHoursInPeriod( @BranchId, @StartDate, @EndDate )
dbo.RelativeBranchLabourHoursLastMonth( @BranchId, @Today )
General
dbo.TotalLabourHoursInPeriod( @StartDate, @EndDate )
dbo.TotalLabourHoursLastMonth( @Today )
7. Commissioning Requests
a. When a new equipment record is created from the Commission Request by clicking the Create Equipment Record button, then if a PPM Schedule and First PPM Date have been entered then the new equipment record is linked to that schedule and the first PPM job is created (if the PPM Schedule is configured to auto-schedule jobs).
b. A new field, Engineer, has been added to the general tab of the commissioning request property page.
c. On the general tab of the commissioning request property page, the check-box previously labelled This is a New Device, has been moved and re-labelled This is a New Device Type.
d. Two new fields, Purchase Date and Ownership Type, have been added to the financial tab of the commissioning request property page. Both of these values are copied to the new equipment record (if it is created directly from the commissioning request).
e. Two radio buttons, From Installation Date and From Purchase Date, have been added to the financial tab of the commissioning request property page. These specify how the warranty period for the device is top be calculated.
These values are used to calculate the equipment Warranty End Date (if an equipment record is created directly from the commissioning request). The warranty period (in months) from the commissioning request is added either to the installation or purchase date.
f. A new field, Installation Date, has been added to the technical tab of the commissioning request property page.
g. Three new fields, This is a Replacement for an Existing Device, Replacement For and Replacement Reason, have been added to the Requested For tab of the commissioning request property page.
8. Models
a. A new lookup, Training Risk, has been added to the general tab of the model property page. There have been some minor cosmetic changes to the property page to accommodate the new lookup.
9. PPQ’s
a. A new field, Date of Birth, has been added to the details tab of the PPQ property page. There have been some minor cosmetic changes to the property page to accommodate the new field. The purpose of this field is to indicate the date on which this model was first placed on the market.
10. Contracts
a. The following fields have been added to the financial tab of the contract property page:
•Accepted
•Year 1 Start Date Year 1 End Date Year 1 Cost Accepted
•Year 2 Start Date Year 2 End Date Year 2 Cost Accepted
•Year 3 Start Date Year 3 End Date Year 3 Cost Accepted
•Year 4 Start Date Year 4 End Date Year 4 Cost Accepted
•Year 5 Start Date Year 5 End Date Year 5 Cost Accepted
The purpose of the Accepted field is to record that the contract (either as a whole or for an individual year) has been receipted on the hospital financial system. With many financial systems, when goods which have been ordered are delivered a GRN (or Goods Received Notification) is created. In the case of maintenance contracts there is not a material object which is delivered. In these cases it is common to manually create a GRN on the finance system once the contract has been ordered.
11. Loans
a. The following fields have been added to the loan summary screen:
•Equipment Brand
•Equipment Model
•Equipment Category
b. The loan summary grid now supports grid formatting:
•High (Red) – Open loans more than 1 month old
•Medium (Amber) – Open loans where the equipment is due (or overdue) maintenance
12. Equipment
a. A new field, Owner Budget, has been added to the financial tab of the asset property page. This field is intended to be used in the unusual situation where a device is on long-term loan to a department which assumes financial responsibility for the device.
b. New fields have been added to the technical tab of the asset property page to indicate the nature of any clock built into a device.
c. The equipment property page header now displays the central section in blue if the device holds patient data. A tooltip will display the text “This device holds patient data” if the mouse is moved over this part of the screen.
d. If a device is currently covered by one or more contracts, then a check-box will appear on the contract tab.
e. A new option, On Contract, has been added to Look For on the equipment summary screen. This will show all devices which are currently covered by one or more contracts.
f. The field Asset No, on the general tab of the equipment property page has been renamed to Capital Asset No, in order to more clearly indicate its purpose
13. Jobs
a. A new warning has been added when a job is created for a device to indicate if the device has reached the end of its life.
The warning text will depend on the reason that the device is deemed to be at the end of its life. The reasons can be:
•The equipment planned replacement date has passed
•The equipment actual replacement date has passed
•The model retirement date has passed
•Based on the purchase date the equipment life has expired
•Based on the installation date the equipment life has expired
•Based on the purchase date the equipment has fully depreciated
•Based on the installation date the equipment life has fully depreciated
•Based on the purchase date the model life has expired
•Based on the installation date the model life has expired
•Based on the purchase date and the model depreciation period the equipment has fully depreciated
•Based on the installation date and the model depreciation period the equipment has fully depreciated
b. A new warning has been added when a job is created for a device to indicate if the device holds patient data.
c. On the spare parts tab of the job property page, a check-box has been added labelled By Model. Checking this box forces the Parts Enquiry button to perform a model-specific search.
14. Reference Data
a. A new Order Status Class, Merged, has been added. When orders are merged, the status of each merged order is changed to a status with a class of Merged.
b. A new Job Type Class, Call Log, has been added. When a job is created via the web call-logging utility, the job type will be set to the first job type (ordered by code) which has a class of Call Log.
c. A new Loan Request Status Class, Unfulfilled, has been added.
15. Role Manager
a. A new tab, Spare Part Options, has been added to the Role Manager. This tab allows the following fields to be flagged as mandatory:
•Part No
•Brand
•Team
b. A new role-level option has been added to the Job Options tab of the Role Manager. The purpose of this option is to prevent unauthorised users from changing the values in the following job checklist columns:
•Description
•Value From
•Value To
16. User Administration
a. The Group Manager has been enhanced to allow the permissions for users of the tablet application to be configured.
17. Documentation Update
The documentation has been updated to include the web applications, namely:
•The Ward User Web Application
•The Tablet Application for Engineers
•The Call Centre Job-Logging Micro-Site
•The Call Centre Job Summary Micro-Site
•The Dashboard Micro-Site
•The Job Details Micro-Site