Job Management (Connect) - Release 9.38

Release Date: January 2026

We have been enhancing Job Management (Connect) since the last release, adding new features and addressing known issues to improve quality.

Some features may require additional setup by Totalmobile. If needed, reach out to your Account Manager for access details.

These Release Notes cover the following:

What's New

  • Segregation of Duties for Purchase Order Approvals

    Enhancements have been made to Materials Management > Purchase Orders. A new Segregation of Duties feature has been implemented for Purchase Order Approvals. This enhancement allows for more complex approval rules, such as preventing users from approving their own purchase orders while still allowing them to approve others' orders up to a defined threshold.

  • KPI Filters - Has Linked Orders

    Enhancements have been made to Orders > Order Management & Planning > Job Planner. New KPI filters have been added to enhance order tracking capabilities. These include Has Linked Orders - at status X, Has Linked Orders - all at status X, and Has Linked Orders - Of Linked Order Reason. These additions enable users to identify when linked remedial works are completed, particularly useful for HHSRS reinspection processes and in the support of Awaab’s Law. The new filters are available in both the Order and Planning Board sections.

  • Easy Release to Dynamic Scheduling (Optimise) for Orders raised through Order Entry / Diagnosis

    A new feature has been added to Connect to Dynamic Scheduling (Optimise) Integration. A new Easy Release to Optimise feature has been added for Orders raised through Order Entry / Diagnosis. This allows users to send orders directly to Dynamic Scheduling (Optimise) after diagnosis or job code addition, streamlining the scheduling process.

  • Help Centre icon in Field First Banner

    A new Help Centre icon has been added to the Field First banner in Job Management (Connect). This feature allows users to easily access the Job Management (Connect) specific Help Centre directly from the system interface. Selecting the Help icon takes users to the comprehensive Job Management (Connect) Help Centre, providing quick access to essential documentation and support resources.

  • Update API's which Amend / Update Address Fields to Include Lat/Lon Values for International Usage

    Enhancements have been made to the Job Management (Connect) APIs which amend or update address fields, they have been updated to include Latitude and Longitude values for both international and national usage. This enhancement supports new customer creations and improves scheduling functionality for client operations.

  • Creation of Asset Specific Jobs from Mobile Working (Mobilise) Adhoc for Schedule to Device

    A new feature has been added to the Mobile Working (Mobilise) Integration, which allows the creation of Asset-specific jobs from Mobile Working (Mobilise) Adhoc for schedule to device. This enables field technicians to raise and link work to specific assets while on site, improving efficiency in handling additional work requirements.

  • Move Asset Location via Mobile Working (Mobilise)

    Enhancements have been made so Job Management (Connect) now supports moving an asset location via Mobile Working (Mobilise) outside of a job management visit. This adhoc functionality improves asset tracking and management, particularly useful during inbound processes and repair identifications.

  • Enhancements have been made to update Asset Locations after Works Orders/Visits have been created or scheduled from via Mobile Working (Mobilise). This feature ensures engineers are sent to the correct locations, even if assets have been moved after initial job creation.

  • Additional Compliance Types for Asset Servicing Scheduling

    Enhancements have been made to Customers > Asset Management. Additional Compliance types for Asset servicing scheduling have been introduced. This supports cyclical maintenance programs based on mileage, usage, or active hours, automatically triggering job creation and scheduling to meet audit and safety compliance requirements.

  • Move Asset Between Properties/Sites

    Enhancements have been made to Job Management (Connect) to allow moving assets between any property belonging to the Parent Property. This enhancement includes the ability to use address lookup for new locations, creating new addresses, and assigning assets to these new addresses, enhancing overall asset management efficiency.

  • Service Bulletins Enhancement

    Enhancements have been made to Service Bulletins, which prevent jobs from being sent for scheduling when the asset is currently on hire. Instead, an order is raised and ready to be completed or scheduled when the asset returns to the depot, improving service management for non-urgent manufacturer recalls.

  • Multiple Compliance Schedules for Assets

    A new feature has been added to support Multiple Compliance Schedules for Assets. This feature allows tracking of multiple compliance dates and linking of compliance schedules, improving management of various check intervals (e.g., 3-monthly, 6-monthly, yearly) for assets.

  • Job Management (Connect)/BARIS Integration Enhancement

    Enhancements have been made to the Job Management (Connect)/BARIS integration to pass variation reasons from Job Management (Connect) across the BARIS interface to NEC. This enhancement addresses the previous issue with the WorksOrdersVary (AP6) interface, ensuring variation reasons and comments are now sent across the interface.

  • Dynamic Scheduler Jeopardy Rules Enhancement

    Enhancement have been made to the Dynamic Scheduler, it has been updated with new jeopardy rules to take into account SLA (Target Date). This enhancement improves scheduling efficiency and ensures better adherence to service level agreements.

  • Mass Van Stock Release

    A new feature has been added to Config > Materials Management > View Stock Locations, for mass Van Stock Release to the mobile device. This enhancement streamlines the process of managing and releasing van stock inventory.

  • Subcontractor Portal to Show Primary Contact Email Address

    A new feature has been added to the Subcontractor Portal > Subcontractor Order Details, allowing users to view the Customer email address in the Order Details tab. This is particularly useful for customers with a contact only by email preference, enabling sub-contractors to communicate more effectively.

  • POs to Reference Different Engineers Delivery Address Upon Initial Creation

    A new feature has been added to allow Purchase Orders (POs) to reference a different engineer's delivery address as well as a Deliver to Resource Collection Type upon initial creation. This feature provides more flexibility in managing delivery locations for engineering projects.

  • Additional Fields on Order API and Downloads

    Enhancements have been made to the Order API and Downloads, they have been updated with additional fields. Both Expenditure Code and UPRN have been added to the Sales Order POST API. UPRN has been added as a column to Order Downloads. This enhancement provides more comprehensive data access and improves the overall functionality of the API and download capabilities.

  • Sales Hire Charges

    A new feature has been added to Settings > Orders Management > Hire Profiles, allowing users to create a Hire Profile which can be used to create profiles for calculating charges for equipment on hire, so customers can be charged correctly.

  • Order Comments as Visit Description

    A new configuration option has been added to send Order Comments as a Visit Description. This enhancement provides more flexibility in how information is communicated between orders and visits.

  • Mobile Working Integration to Set Delivery Type

    Enhancements have been made so Purchase Orders can now reference a different engineer's delivery address upon initial creation. This allows for more accurate and efficient delivery of materials to the appropriate location.

  • Sundry Charge Import/API

    A new Sundry Charge Import/API has been implemented. This addition enables easier integration and management of miscellaneous charges within the system.

  • BARIS Order Notes

    Enhancements have been made to the BARIS Order Notes to provide improved functionality, allowing for better documentation and communication within the order process.

  • Remove Contact Data from Diagnosis API

    A new setting has been added to remove Contact data from the Diagnosis API, providing greater control over data privacy and allowing for customisation of the information shared during the diagnosis process.

  • Sales Order API to Calculate Target Date Based on Priority

    Enhancements have been made to the Sales Order API providing the capability to calculate the Target Date based on Priority, allowing for more accurate scheduling and improved time management based on the urgency of tasks.

  • Location Availability Times & Opening Hours

    A new feature has been added to hold location availability times and opening hours for optimised scheduling. This allows for more accurate appointment scheduling based on the operating hours of specific locations or sites.

Fixes

Ref

Description

CONPS-211

An issue has been fixed where Order Notes and Detailed Notes added via Mobile Working were not displaying in the Order Management dashboard.

CONPS-460

An issue has been fixed where there was an error on CONNECT\RequestVisits (RequestVisitRequest) which caused Mobile Working (Mobilise) to see it as a timeout due to the response not being sent.

CONPS-506

An issue has been fixed where the Non Appoint Target Date was not setting correctly when the SLA was in hours.

CONPS-575

An issue has been fixed where the order .xml out was not picking up the Van Reg/Stock Location.

CONPS-583

An issue has been fixed when creating a Stores Requisition where is was not defaulting the collection type to store.

CONPS-593

An issue has been fixed where the Job Code Group Import process was not providing the same functionality as the front end. Codes can now be set Active TRUE/FALSE via the import.

CONPS-629

An issue has been fixed with the Security Profiles where you could not have Add Order disabled and be still be able to book visits.

CONSUP-976

An issue have been fixed with the Order Creation API where it would occasionally get an Invalid OrganisationExternalId error when trying to create an Order.

CONSUP-1222

An issue has been fixed where it was not possible to delete message bus subscriptions in live or test-qa.

CONPS-675

An issue has been fixed where the Asset tab in Order Management and Planner was showing all the assets for a customer, rather than just those for the Order.

CD-24020

An issue has been fixed where it was not possible to approve a Purchase Order via the API when it contained unapproved lines.

CONSUP-1113

An issue has been fixed where unmatched VAT values were added to the Invoice, without there being any unmatched lines.

CONPS-437

An issue has been fixed where Follow-Ons created in Mobile Working incorrectly showed as booked by Self Service, rather than the operatives name.

CONPS-564

An issue has been fixed where Exclude First Visit Travel Time From Scheduling was being ignored and Exclude Travel Home Time From Scheduling was being double counted for booking where the priority was limited to 80% of the operatives time.

CONPS-566

An issue has been fixed with the SharePoint interface where all document categories where being sent as a job photo regardless of document category or type.

CONPS-586

An issue has been fixed when an inset activity is recorded by an operative after inactive for 15 minutes or longer, it caused an overlap of activity time and prevented them from having any availability for the rest of the day.

CONPS-642

An issue has been fixed where the SOR Sequence Number was not being passed through the Planned Codes section in the message bus.

CONPS-678

An issue has been fixed with the OPTI-TIME Appointment Import, where it was not taking attributes into account when booking appointments.