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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 the 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 mobile 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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Notes: This feature will be available only in Demo and ProcessMAP Internal site. Currently in development testing phase, will be available after April 15th to Product Demo and Internal sites. It will be available for all customer in the v20.2

The customer site URL needs to configure to enable the feature. Raise CRF for IT team to add the URL


List Screen :

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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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