Feature Name 

Feature Description 

Feature Benefit 

Enhanced Export to Excel Translation

User Persona:

End user

Earlier, the translation was not supported for the following components in the Export to Excel functionality inside the downloaded excel in the selected language: 

• Title   
• Column Header  
• Column Data 

The users can now translate these components into the selected language by configuring a few keys in the Web.config file throughout the application.

For more information, see Export to Excel Translation.

• Better user experience. 
• Flexibility to use the application. 
• Reduces time to use the application.

Approve Change Record (New Mobile App)

User Persona: 

• Authorizer
• CAB Member/Approver
• Reporting Manager

To enable the authorizers or approvers to access the Approve Change Records instance on the mobile app thereby helping them to manage approval requests with a simple and intuitive navigation.

For more information about Approve Change Record, see Approve Change Record.

• Easy to tap and provide the approvals without any hiccups
• Instance response of your fingertips
• Increases productively 
• Customer satisfaction

Bulk Approval/Rejection of Change Records

User Persona:

Analyst

A new icon Bulk Approval/Rejection of CRs is introduced on APPROVE CHANGE RECORD list page under ACTIONS panel.  The Admin can now configure Enable Bulk Approval/Rejection of CR to implement the above feature.

For more information, see Bulk Approval and Rejection of Change Records.

• Bulk Approval/Rejection activities enable Approvers to focus on high priority tasks.
• Quick Approval/Rejection process. Hence, it's time saving and less efforts. 
• Brings simplicity and efficiency in approval and rejection of multiple CRs.

Database Schema DN Tables

User Persona:

End User

The following new DN tables are added for Service Management in SummitAI Service Management Database Schema Definition Guide.

• IM_RPT_DN_Approval_Details_1
• IM_RPT_DN_Approval_Details_2

Above two DN tables are developed to capture the detail about the incident approval such as Level 1 Group Approver Names, Level 1 Approver Role, Level 1 Required Approver Count and so on.

• Improved Visibility
• Improved Accuracy

Approval Information in PDF content designer page for Incident Management.

User Persona:

Admin and Analyst

The Admin can now configure APPROVAL CONFIGURATION to be displayed in PDF. This is displayed as a section in the PDF with detailed information like Approval Status, Remarks and Approval Levels.

For more information, see Approval Information in PDF content designer page for Incident Management

Language Translations in PDF exports for Incident, Change, Problem and Service Request Management.

User Persona:

End user

An end user can select a language and export the PDF. In PDF the headers, column names, and few column data are translated to user selected language.

For more information, see Enhanced Export to PDF translations.

Language translations in Audit Flow of Incident Management and Service Request Managements.

User Persona:

Analysts

The Analysts can select a language and view the Audit Flow in Service Request and Incident Management.

For more information, see Audit Flow language translations.

Enhanced File Attachment Functionality in Problem Management

User Persona:

End user

Earlier, the users could not attach multiple files at once in the attachment section of the New Problem Record page, which was not user-friendly. 

Now users can attach multiple files at once in the attachment section. Attaching additional files at a time helps users in minimizing the time to raise the problem ticket and convey their problems easily to the Analysts / Technical user to understand the scenario better.

For more information, see File Attachment Functionality.

• Flexibility to attach multiple files at once. 
• User-friendly. 
• Minimizes the time to raise the problem ticket. 

Enhanced Description box with Nice Editor Feature in Problem Management

User Persona:

End user

Earlier, the user could draft the content without applying any formats or styles in the Description box on the New Problem Record page. For example, the user could not use Bold, Italic, Underline or provide any Font size, Color, or copy-paste the Image. 

Users can now format the content in the Description box with the help of the Nice Editor feature based on the required Font, Color or use Bold, Italic, and Underlined.

For more information, see Description box with Nice Editor.

• Flexibility to apply format and styles to the content. 
• Provides more clarity to the reader in understanding the issues. 
• Better look and feel. 

Introduced Search Text in Knowledge Record page

User Persona:

End user

• User-friendly 
• Reduces time in selecting the Classification and Category.

Image in Mail to Ticket for POP3 Server Type

User Persona:

End user

Earlier, whenever the user drafts the mail body description and adds an image in the mail body to raise the ticket, the added Image in the mail body is displayed as an attachment in the ticket. Since it was shown as an attachment, we could not understand what the user intended to say and which image he is referring to.  

Now the Image included in the mail body description while raising the mail-to-ticket is displayed in the description of the ticket, which gives the user more clarity to understand and visualize the problem.

For more information, see Image in Mail to Ticket for POP3 Server Type.

• Provides flexibility to include Image in the mail body description. 

• Provides an ability to view the complete mail-to-ticket description in new Description pop-up. 

• Provides more clarity to understand and visualize the ticket problem.

Enhanced Change Record API

User Persona:

Analyst

API Name: CM_LogOrUpdateCR 

New requests are added to the CM_LogOrUpdateCR API. 

The API Approver can now perform Objection or No Objection and add the objection Remarks in the Request.  

Following are the two new requests added to the CM_LogOrUpdateCR API: 

• Objection  
• No Objection

For more information, see Change Record API.

• Provides flexibility to Object or No Object the CR.
• User-friendly 

Feature Name

Feature Description

Feature Benefits

Asset Reconciliation through Emails. 

User Persona: 

End Users and Managers 

Asset Reconciliation is enhanced with Accept or Reject of asset through emails for end users. Managers can Approve or Refer back the asset reconciliation through emails.  

For more information, see Asset Reconciliation through Mails.  

• This Enhancement brings in provision for End users to accept or reject asset reconciliation through emails, without logging into application. 
• The status drop-down filter enriches the asset view. This filter makes it easier to search assets based on reconciliation status. 

Enhanced Work Order List Page (View Filters)

Applicable Modules: Incident Management, Service Request, Problem Management

User Persona:

Analyst

A new drop-down View is introduced on the WORK ORDER LIST page for the Incident Management, Service Request and Problem Management module.

Filter section is re-designed with Field, Operator and Values columns.

For more information, see Work Order List View and Enhanced Filters.

• Quick view of Work Orders list with specific filter conditions. Hence, time saving and less efforts.
• Better user experience with re-designed Filter section.
• Consistency with other modules on usage of View and Filter feature. 

Table Creation through Excel - Update Table

User Persona:

Administrator

The Administrator can now update existing records of a table. A new option UPDATE RECORDS is introduced on Edit Pop-up page. 

A new warning message is introduced while overriding the records of a table.

For more information, see Table creation by Importing Excel.

• Better User Experience with new labels and additional warning message. 

Database Schema DN Tables

User Persona:

End User

The following DN table is the enhanced for Service Management in SummitAI Service Management Database Schema Definition Guide.

• PM_RPT_DN_ProblemMaster - DN table is enhanced to capture additional details such as Risk ID, Risk Name

• Improved Visibility
• Improved Accuracy

Change Management PIR Functionality Changes

User Persona:

Analyst

A few more scenarios are added about Analyst access and Workgroup configuration for PIR configuration in Change Management Module.

For more information, see PIR Configuration Additional Scenarios.

• Improved User Experience

KB Approval Configuration Validation Changes

User Persona

Analyst

In this release, you can now configure different approval types for same category and classification. The validation in previous release which was restricting to configure another approval type, if 1 approval type is implied on category/classification is removed. Child categories beyond level 2 will inherit approval type of parent and priority will be given to Auto Approval.

For more information, see KB Approval Configuration Validation Changes.

• Configure different approval types (Auto and Manual) for the same Category and Classification. 
• Sub-child categories beyond level-1 can inherit parent category approval type.
• Redundant approval types for same category/classification validation introduced.

Approval notification Thumbs-up icon and Count

User Persona

Admin

To enable Incident Approvers, to have pending incidents at their finger-tips, Pending Approval Incidents can be easily tracked from the APPROVAL Thumbsup-icon on the Top navigation panel. The count is displayed for the currently logged-in user.

For more information, see Approval notification Thumbs-up icon and count. 

• Enables quick action on high impact incidents.
• Approvers can easily check and stay up-to-date on 'to-do' incidents. 
• Prevent delays in approving incidents that have high business impact. 

Category and Classification on Approval Knowledge Record list page displays correct characters instead of ???

User Persona

Analyst

Appropriate and correct display of Japanese characters for Category and Classification is now displayed on the Approval Knowledge Record page. Previously ?? characters were displayed for Category and Classification on the Approval Knowledge Record page.

For more information, see Cateory and Classification on Approval Knowledge Record list page.

• Displays correct and accurate Japanese characters. 
• Fixes vague and inaccurate information that was earlier displayed using ??? characters.

Auto Search Classification and Category in Problem Details page 

User Persona

Analyst

Provision to search text for Classification and Category in Problem Details page. You can also clear the text, by clicking the clear icon. Previously, you had to click on Search button and select the text. Now you can directly specify the text and click search.

For more information, see Auto Search Classification and Category in Problem Details page.

• Improved user experience, which now provides a text box to enter classification and category.
• Provision to clear the text. 
• UI Consistency with other modules.
  

Addition of new columns in the Asset Allocation and Deallocation screen. 

User Persona:

IT Asset Manager

New Asset detail columns such as Asset Tag and Model No are added along with the already existing standard fields.  

For more information, see

Addition of New Columns in the Asset Allocation and Deallocation Page.

• Easy access to various details of selected assets. 
• Gain access to Asset Tag and Model No details which are frequently sought.

Merge of Floor and Store path details in the Asset list page. 

User Persona:

IT Asset Manager 

• Consolidated view of Floor and Store path in one single column. 
• Simplified tracking of Store and Floor location.

Configuration of Location Hierarchy Level. 

User Persona:

IT Store Manager  

IT Store Manager will now have the flexibility to define the hierarchy based on the requirement separately for Location, Asset Store and Asset Floor.  

For more information, see Configuration of Location Hierarchy Level.

Configuration of columns in the Asset Inventory list page. 

User Persona:

IT Store Manager 

The required columns can be displayed by configuring the Field Order Configuration.  

For more information, see Improvised Field Order Configuration.

Addition of Allocation Type attribute in the Asset List page. 

User Persona:

IT Asset Manager 

The Allocation Type attribute is added as an option in the Search by field under Filters.  

For more information, see addition of allocation type attribute in the Asset list screen.

Improvised Field Order Configuration. 

User Persona:

IT Asset Manager

The positioning of the field in the required column position can be performed.  

For more information, see Improvised Field Order Configuration. 

Addition of Inactive Reason column in the Asset Inventory List page and FILTERS option. 

User Persona:

IT Asset Manager

The Inactive Reason column is displayed on the Asset list page with respective values selected while deactivating an asset.  

For more information, see Addition of Inactive Reason Column. 

Addition of Source Store (Parent Store), Destination Store and Deallocate Assets From columns in the Asset Deallocation Page. 

User Persona:

Store Manager/ Analyst  

Store Manager/ Analyst can now access the original parent store, destination store and user information while performing deallocation of an asset. 

The destination store option is an editable field with search control providing the location tree from which the necessary location store can be selected. 

For more information, see

Enhancements in Asset Deallocation Page.

Prerequisites for Destination Store Update in Asset Deallocation.

• Provides clarity on the parent store information of a particular asset. 
• Provides provision to move an asset from the parent store to other store during the deallocation action. 

Introduction of widgets in the Destination store column of Asset Deallocation page.  

User Persona:

Store Manager/Analyst 

The widgets introduced assists in copying of information between columns in Bulk deallocation of assets process. 

 For more information, see

Enhancements in Asset Deallocation Page.

• Eases the data entry in the column. 
• The repeated destination store information can be copied instead of manual typing.

Maker-Checker and Store Movement Configuration for Destination Store update. 

User Persona:

Store Manager/ Analyst

Store Manager/ Analyst must configure Maker-checker and Store movement for Destination store update for Asset Deallocation.  

For more information, see

Maker Checker and Store Movement Configuration. 

Introduction of “Deallocation Assets From” column in the Asset Deallocation page. 

User Persona:

IT Store Manager / Analyst

Store Manager/ Analyst can view the allocated User information on the Asset Deallocation page. 

For more information, see Enhancements in Asset Deallocation Page.

Addition of Asset deallocation record details to Audit history and Allocation history page. 

User Persona:

IT Store Manager/ Analyst

• Easy and accurate access to Asset deallocation record details. 
• The old and new value of the users is captured.

Enhancement in FILTERS option for Multiple User Allocation. 

User Persona:

IT Store Manager / Analyst  

The Allocated Type drop-down with Multiple Users value was available in the FILTERS. 

 As a part of this enhancement, the mandatory requirement from the Username is removed, and the records are filtered based on the selection type as Multiple Users.  

If records must be filtered for specific user, the Username can be used.  

Database Schema DN Tables

User Persona:

End User

The following DN table is the enhanced for Service Management in SummitAI Asset Management Database Schema Definition Guide.

• DN table is enhanced to capture additional details such as Sub Status ID, Sub Status Name and Status Code (AM_RPT_DN_ASSETMASTER )

• Improved Visibility
• Improved Accuracy

Removal of AM Normalization Reports 

User Persona:

Admin / Analyst 

The following Asset Management Normalization Reports are removed from the Report section menu as they are no longer in use.

1. Hardware Normalization Details
2. Hardware Normalization Summary
3. Software Normalization Details
4. Software Normalization Summary