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Kathleen Sheldrake (Unlicensed)

Bibhuti Subudhi

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New and Improved Features

Product Level change

Configurable


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PMP-65567
PMP-65567
PMP-65567 Template user feature in product

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Does not have option to copy or refer existing user while creating a new user

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  • Option to create a template user in both Setup > Security > User and Location Setup > Administration Setup > User
  • Template user created both at Corporate and Site can be used in both setups, scope and permission will be provided as per template user scope and permission
  • Template user can be used for creating new user by selecting template user in the quick setup section of user detail screen
  • Changes to template user scope and permission will not reflect to existing users created using the template user
  • After creating a user using template user, the user's scope and permissions can be changed as required 
  • Template users can be used in user import tool
  • Template user should not display and be used anywhere in the application, except User Detail and User Import tool
  • Template user information:
    • Template user option with checkbox
    • Template User Name
    • Template User Description
    • Template User option will be locked once created
  • Quick Setup:
    • Quick setup section in user detail 
    • Select template user
    • Select scope and other options like System Permission, Administrative Permission, Module Permission and Group information to be copied
    • Scope is required to selected to copy other options
    • User detail doesn't maintain reference, using which template user the user has created

Impacts: No Impact

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PMP-67822
PMP-67822
PMP-67822 Changes to Welcome and Password Email to Include Login Details, Credentials, Access Code, App Store Link, Scope and Permissions

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Sends user information and temporary password from user detail Send Mail button
  • Email doesn't have mobile and system administrator information

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  • Welcome Email : 
    • Company logo
    • Welcome message
    • Login detail with temporary password and mobile access code information
    • Desktop and Mobile link to open application
    • If mobile app is set with access code, redirect to reset temporary password screen of mobile from email
    • System administrator information with name contact details
    • Information about user scope, permission and group 
    • Mobile app download icon and link for iOS and Android
    • Help Site Link
  • Reset or Change Password Email:
    • Company logo
    • Event information with why password change request generated and by whom 
    • Desktop (Web) and Mobile Password change link
    • Mobile access code information
    • System administrator detail
    • App download icon and link for iOS and Android

Impacts: No Impact

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PMP-67819
PMP-67819
PMP-67819 Introduce Password Status Column in List to Identify User Password Status

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Doesn't option to see the password status of a user

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  • Introduced new column password status, user can add the column to list to know user's password status
    • Password Status
      • Send Welcome Email - User created but welcome email has not sent 
      • Active Password - User having proper password to login 
      • Reset Password - User has received welcome email but not yet reset password to login
      • Expired Password - User's password has expired
  • Password status wise view provided in the list to quickly filter users based on password status 
    • Views
      • Welcome Email Not Set
      • Password Not Reset
      • Expired Password
  • User can select the view and send Welcome Email and Password Reset Email to bulk user

Impacts: No Impact


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PMP-67821
PMP-67821
PMP-67821 Introduce Bulk “Password Reset” and “Send Welcome Email” Buttons

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • No option to send welcome email to bulk users
  • No option to reset password of bulk users

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  • Send Welcome Email: Allow to select multiple users from list or select Welcome Email Not Sent View to send welcome email to users
  • Password Reset: Allow to select multiple users and reset their passwords  

Impacts: No Impact

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PMP-68276
PMP-68276
PMP-68276 Scope and Permission Validation for Sending User Welcome Email 

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Scope and permission not validated for sending welcome email

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  • Validation of scope and permission to send welcome email



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PMP-65566
PMP-65566
PMP-65566 Import Organization Structure

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Don't have option to import organization structure

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PMP-66231
PMP-66231
PMP-66231 Import Tool for Adding Users

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Don't have option to import user

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  • Import user
  • Import user using template user, if template user has selected for the user it will not consider other information provided for the user such as scope and permission
  • Using user import tool the existing user's detail, scope and permission can be updated. It will check with login name and email ID for updating existing user's information
  • Template user's can be imported to application by selecting the User Type as "Template" 
  • The data will be processed with job within 24 hours of file upload
  • Data limit recommendation for user import is 5,000 records due to performance issue and load on server 

Impacts: No Impact

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PMP-68691
PMP-68691
PMP-68691 Introduce “Mobile Icon” on the Top Header to Display Mobile App Information

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Widget to display mobile related information

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  • Display mobile icon on home page top header
  • On click of the icon, display Access Code of the site, Help Link and icon with path to download iOS and Android app

Impacts: No Impact



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PMP-67815
PMP-67815
PMP-67815 Forgot Your User Name and Password? Link on Login Screen

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PMP-67816
PMP-67816
PMP-67816 Display Mobile App Details in the Web Login Page

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Forgot Password option in login page

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  • Forgot Your Login Name: Send email to user with a link. By clicking on the email link, it will redirect to login screen and populate in the login name field
  • Forgot Your Password: Send email to user with a link. By clicking on the email link, it will redirect to change password screen
  • Toggle Password Visibility: Option show/hide password text
  • FAQ: Login-related information
  • Email Support Link with System Name: Change email support link to "Email to System Name"
  • Display Mobile App Information on Login Page: Display mobil app information, click  on the icon to display information how to download and use the app

Impacts: No Impact



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PMP-68240
PMP-68240
PMP-68240 Login Feature with Never Expire Password

Configurable : Yes

  • Title: Maxexpiredays
  • Public/Private: Private
  • Default: 30

Existing System: No option to turn off password expire feature

Purpose: Turn off password expire feature

Enhanced System: 

  • Change configuration value to zero, so it will bypass the password expire validation 
  • Don't display password expire    

Impacts : NA

  

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PMP-

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69288
PMP-

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69288
PMP-

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69288 User Would Like to Export Data from List (SOA) to Google Sheet

Configurable: Yes

  • Title: Google Sheet Integration 
  • Public/Private: Private
  • Default: No

Existing System: 

  • Allow to export to Excel

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Authentication :

Google Sheet : 


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PMP-68273
PMP-68273
PMP-68273 Contractor Information Setup

Configurable: No

  • Title: NA 
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Contractor information management is not available 

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Employee Detail and Pick List:


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PMP-66327
PMP-66327
 PMP-66327 When a Level Inactivate, Application Will retain User Scope and Permission for Location's Mapped Other Nodes

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • If node is inactivated, then all users' scope and permissions are lost for all  locations that are mapped to this node

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Referece CRI - PMP-66327

Impacts: No Impact


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PMP-67435
PMP-67435
 PMP-67435 SLO (Single Logout) Needed for SSO

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

  • Issue with single logout functionality.

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