Matrix
Release Date: January 28, 2020
Changes are considered either Enhancements or Fixes. The Enhancement and Fix sections for each module/application are ordered chronologically.
- Enhancements are changes made to improve a functionality.
- Fixes are changes made to correct a bug or error in the system.
Release Note details are recorded in the following format:
Title of Enhancement or Fix
Date Added
Ticket Number relating to update
GitLab ID for internal tracking
Information describing what has been changed, added, or fixed.
Path the user can follow to locate the update in the software.
The following section contains Enhancements and Fixes applied to applications within the Matrix software.
Caller Assistance & Data Entry
This section contains Enhancements and Fixes made to the Data Entry and Caller Assistance pages within Matrix.
Enhancements
Updated Functionality for Reordering Contacts
10/11/19
Ticket Number: 317032
GitLab ID: Matrix!4942
Updated how contacts are sorted when using the Reorder toolbar option. Users will now see all available information on the contacts and will have additional organizational options available on the Reorder Contacts table toolbar.
Path: Matrix > Data Entry > Contacts tab > Reorder toolbar option
ManyThing Unit Key Field
10/16/19
Ticket Number: 315108
GitLab ID: Matrix!4968
The Unit Key field for ManyThing Video camera types allows users to add the necessary device key to the camera. The ManyThing API requires this key in order for video to display properly.
Path: Matrix > Data Entry > Add-Ons Tab > Video Data Entry
CVR Account Notification
10/18/19
Ticket Number: 317847
GitLab ID: Matrix!4980 & Core!1476
Added a message notification that will display in Data Entry to notify users if an account is set up to use CVR.
Path: Matrix > Data Entry
Viewing Pending Queued Changes
10/22/19
Ticket Number: 318214
GitLab ID: Matrix!4988
When viewing pending Queued Changes (selecting the queued changes total located on the subscriber select dialog box), an additional column has been added to the table: Oldest Request. This column displays the date of the earliest queued change request on the account.
Path: Matrix > Data Entry > Select Queued Change Total > Queued Changes table
Passcode Status Column Management
11/07/19
Ticket Number: 319405
GitLab ID: Matrix!5036 & Matrix!5077
When updating the Caller Assistance Passcode Status Lookup table, users can now add columns for Identifiers 1-3 if applicable.
Path: Matrix > Caller Assistance > Select Subscriber > Select Passcode Status magnifying glass > Edit table columns
Attachment Notes Added to HOM
12/30/19
Ticket Number: 322273
GitLab ID: Matrix!5214
When users attach images to tickets, an automatic ticket note will be applied to the ticket stating an image has been attached along with the image’s file name.
Path: Matrix > Hands On Manager > Open Ticket > Image Attachment
Additional Comments Dialog Box
01/16/20
Ticket Number: 322220
GitLab ID: Matrix!5258
Users now have access to an additional Caller Assistance flag, Display message box after verify, that allows them to display an Additional Comments dialog box after a verification code has been entered. This flag is accessible within the Caller Assistance Setup menu option within CORE.
Path: Matrix > Caller Assistance
New Notification for Configuring Partitions
01/23/20
Ticket Number: 323535
GitLab ID: Matrix!5325
When entering partitions on an account, the system will now confirm the partition’s account number and the current account number do not match.
Path: Matrix > Data Entry > Other tab > Partitioning
Fixes
Test Video Option Fix
10/11/19
Ticket Number: 314259
GitLab ID: Matrix!4926
Corrected issue that caused the Test Video option in Video Data Entry to not display video. Users can now confirm URL video links work by selecting this toolbar option. Note: This option only works for URL videos that do not have credentials.
Path: Matrix > Data Entry > Add-Ons tab > Video Data Entry tab > DVRs and Cameras tab > Select URL video camera > Select Test Video option
Verifying Dealer Passcodes
10/24/19
Ticket Number: 317311
GitLab ID: Core!1497 & Core!1641
Corrected issue some users encountered where verifying dealer passcodes would not work correctly for dealers added to the ALSUNSCR table.
Path: Matrix > Caller Assistance > Verify Passcode
Data Entry Admin Change Account Fix
10/29/19
Ticket Number: 318640
GitLab ID: Core!1514
When using the Change Account option in Data Entry Admin, the system will confirm the selected account is not already being used or is locked before changing the accounts.
Path: Matrix > Data Entry Admin > Change Account tab
Numerical Value Verification
11/15/19
Ticket Number: 319972
GitLab ID: Matrix!5072
When setting up paging delays for account contacts, users will be limited to certain numerical values. A notification will display to alert users if they input invalid information.
Path: Matrix > Data Entry > Contacts Tab > Edit a Contact > Paging Detail Tab > Detail Tab
Multiple Day Selection Fix
04/10/20
Ticket Number: 338401
GitLab ID: Matrix!5720
Corrected issue that allowed users to select an alternate day option from the dropdowns when adding unsupervised/supervised schedules. When creating schedules, if a multiple day option is select for the From field, users will be restricted from setting the other day fields.
Path: Matrix > Data Entry > Schedules > Add/Edit Unsupervised/Supervised Schedules
Monitoring
This section contains Enhancements and Fixes made to the Monitoring page within Matrix.
Enhancements
Updated CVR Menu Setup Option
10/14/19
Ticket Number: 317849
GitLab ID: Matrix!4949
When updating the Monitoring screen layout, users will now have access to only one CVR item option. This option has been updated to properly display CVR data as necessary for alarms.
Path: Matrix > Monitoring > Setup Option > Edit Layout > Insert Item > CVR item option
Additional Address Line Added
10/16/19
Ticket Number: 314840
GitLab ID: Matrix!4966
When viewing the manual alarm popup in Matrix Monitoring, the account additional address information will display if applicable.
Path: Matrix > Monitoring > Create a manual alarm
Identifying Indefinite Hold Alarms
11/18/19
Ticket Number: 319482
GitLab IDL Matrix!5078
Added a Time To Return column to the Alarms On Hold table in Matrix Monitoring. This column will allow users to easily differentiate between expired and indefinite holds.
Path: Matrix > Monitoring > Alarms on Hold
Notification Added for Alarms On Hold
12/31/19
Ticket Number: 322600
GitLab ID: Matrix!5216
When placing an alarm on hold, the system will notify the user if the account already has an alarm(s) on hold.
Path: Matrix > Monitoring > Alarm > Place Alarm On Hold
On Hold Table Opr Code
01/16/20
Ticket Number: 323470
GitLab ID: Matrix!5282
Updated the On Hold table within Matrix Monitoring to always display the Opr Code of the operator who placed the alarm on hold.
Path: Matrix > Monitoring
CORE Theme Flag
01/16/20
Ticket Number: 323470
GitLab ID: Matrix!5284
Users can now update the On Hold table within Matrix to match the CORE On Hold table theme via the new DCFlags option: On Hold Grid Uses Core Theme.
Path: Matrix > Monitoring
New Error Notification for Matrix Push
01/22/20
Ticket Number: 289150
GitLab ID: Matrix!5319
A new error message will inform users when the Matrix Push background is not working. This message will display when Matrix cannot connect to the process or if the connection has dropped.
Path: Matrix > Monitoring
Fixes
Save Receiving Flag Fix
11/06/19
Ticket Number: 319386
GitLab ID: Core!1542
Corrected issue some users encountered where answering a page would not save the flag status set for the SAVE-RECEIVING flag.
Path: Matrix > Monitoring
Monitoring Map - Site Information
11/24/19
Ticket Number: 319411
GitLab ID: Matrix!5103, Matrix!5176, & Matrix!5040
Updated the Matrix Monitoring Map tab to display correct address information when locating alarm addresses.
Path: Matrix > Monitoring > Handle an Alarm > Map Tab
Indefinite Hold Fix
12/09/19
Ticket Number: 319482
GitLab ID: Core!1692
Updated the alarm hold table to display Expired for expired alarms and Indefinite for alarms placed on indefinite hold. This change allows users to easily differentiate between the two hold types.
Path: Matrix > Monitoring > Alarms on Hold
Delays and Restores
12/11/19
Ticket Number: 319462
GitLab ID: Core!1704
Corrected issue some users encountered where signals cleared by restores would not be notified on.
Path: Matrix > Monitoring
In Process Operators
12/20/19
Ticket Number: 322230
GitLab ID: Matrix!5210
The number listed within parenthesis after the In Process title is in direct reference to how many operators are currently processing signals in Matrix Monitoring.
Path: Matrix > Monitoring > In Process Section
Regenerating Alarm Signals Fix
12/19/19
Ticket Number: 320799 & 322215
GitLab ID: Core!1754
Corrected issue some users encountered where regenerating an alarm would place the user into receiving mode in Matrix Monitoring.
Path: Matrix > Monitoring > Regenerate an Alarm
On/Off Test
This section contains Enhancements and Fixes made to the On/Off Test page within Matrix.
Enhancements
On/Off Test Additional Information
10/21/19
Ticket Number: 318199
GitLab ID: Matrix!4981
Additional account information will display when editing or adding On/Off test parameters to accounts. The account number will display in the header and the account’s name and address will populate the top of the Edit/Add Disable dialog box.
Path: Matrix > On/Off Test > Select an Account > Add or Edit test parameters
On/Off Test Page Enhancements
10/24/19
Ticket Number: 318559
GitLab ID: Matrix!4995
This page has been redesigned to include a Select Subscriber dialog box for ease of use.
Path: Matrix > On/Off Test
Removing Linked Accounts from Test
03/19/20
Ticket Number: 318201
GitLab ID: Matrix!5671
When users remove an account from on test, the system will prompt if they would like to also remove linked accounts from on test when applicable.
Path: Matrix > On/Off Test
Fixes
Include/Exclude Function in On/Off Test
11/14/19
Ticket Number: 319996
GitLab ID: Matrix!5063
Corrected issue some users encountered where assigning an Include/Exclude on On/Off Test history would not assign the parameters correctly.
Path: Matrix > On/Off Test > History > Include/Exclude
Report Manager
This section contains Enhancements and Fixes made to the Report Manager page within Matrix.
Enhancements
App Email Report
10/24/19
Ticket Number: 316655
GitLab ID: Core!1496, MatrixMobileService!390, MatrixMobileService!406, & MatrixMobileService!413
Users can now view the app sent email history when viewing the Email History on accounts.
Path: Matrix > Report Manager > History Report
Override Subject Line
11/14/19
Ticket Number: 319995
GitLab ID: Matrix!5064 & Core!1793
Users can now update the email subject line when emailing out reports within Report Manager.
Path: Matrix > Report Manager > Email Report
Additional Option for CIS Reports
11/14/19
Ticket Number: 319506
GitLab ID: Core!1582
Added the Print Minimal Subs Info option for users to select when running CIS Reports within Matrix. If selected, the report will not contain the following pieces of information: Panel Type, Start Date, Last Modified Date, Active (Y/N), Time Zone, Any Signal a Test, Test Span, and Zone Test.
Path: Matrix > Report Manager
Fixes
Running CIS Reports Fix
10/21/19
Ticket Number: 318195
GitLab ID: Core!1478
When running CIS Reports within Report Manager, user access to the Print by Dealer and Restrict to Sub Dealer fields is configured by the Dealer or Subdealer flag set on the user’s profile within Matrix User Maintenance.
Path: Matrix > Report Manager > CIS Report > CIS Main tab > Print by Dealer and Restrict to Sub Dealer fields
Sales
This section contains Enhancements and Fixes made to the Sales pages within Matrix.
Enhancements
Updated Default Proposal Information
10/15/19
Ticket Number: 317422
GitLab ID: Core!1445
When creating a new proposal, the Contact Type and Job Types will default to those selected when creating the prospect.
Path: Matrix > Sales > Prospect Information
Updating Proposals
10/11/19
Ticket Number: 312512
GitLab ID: Matrix!4945
When users make updates to proposals, the header information of the prospect will refresh to display accurate information.
Path: Matrix > Prospect Information
Suggested RMR and Installation
11/04/19
Ticket Number: 317196
GitLab ID: Matrix!5019
Two additional fields (Suggested RMR and Suggested Inspection Hours) have been added to the proposal edit screen in Matrix Sales. Users can toggle whether or not these fields are seen via the SUGGESTED_RMR_INSP flag in DCFlags.
Path: Matrix > Sales > Prospect Information > Prospect Proposal
Closing Check
11/11/19
Ticket Number: 318384
GitLab ID: Matrix!5045
If a user attempts to close a proposal with unsaved changes, the system will display a notification to inform the user that pending changes have not been saved.
Path: Matrix > Sales > Prospect Information > Proposal Edit
Additional Placeholder Options
11/25/19
Ticket Number: 312698
GitLab ID: Core!1631
Users will now have access to additional placeholder options when creating custom sales forms within Matrix. The new placeholders are listed below:
Current RMR
New Total RMR
Signer Position
Path: Matrix > Sales > Sales Setup > Matrix Form Editor
Allowing Employees to Claim Prospects
12/26/19
Ticket Number: N/A
GitLab ID: Core!1758
Employees that belong to the Sales Branch ALL will now be authorized to claim any claimable prospects as necessary.
Path: Matrix > Sales > Claimable Prospects
Automatic Markup Approval
12/27/19
Ticket Number: 322554
GitLab ID: Core!1762
If the user adding a markup to a proposal has the authority to approve markup changes, their added markup will automatically be approved.
Path: Matrix > Sales > Prospect Information
Signing Emails Notifications Page
01/06/20
Ticket Number: 315009
GitLab ID: Matrix!5231, Matrix!5249, & Core!1794
The new page, Signing Emails Notifications, allows users to setup emailing lists for notifications regarding the proposal signing process. Emails added to this page will receive notifications when the client, manager, or both sign proposals.
Path: Matrix > Sales > Sales Setup > Signing Emails Notifications
Sales Statistics Additional Filter Option
01/15/20
Ticket Number: 310479
GitLab ID: Matrix!5271 & Core!1838
When applying filters to the Details tab within Sales Statistics, users can now select a Referral Code to filter results by as well.
Path: Matrix > Sales > Sales Statistics
Removed Unused Fields
01/16/20
Ticket Number: 317636
GitLab ID: Matrix!5281
Removed the Rental Factor and Contract Factor fields from the Edit Contract Code dialog box. These fields are no longer applicable when managing contract codes within Matrix Sales.
Path: Matrix > Sales > Sales Setup > Sales Code Maintenance > Contract Terms Code Maintenance
Removed Unused Fields
01/20/20
Ticket Number: 318523
GitLab: Matrix!5292
Removed the Act as Cancel and ToDo Function fields from the Edit Sales Status dialog box. These fields are no longer applicable when managing sales status codes within Matrix Sales.
Path: Matrix > Sales > Sales Setup > Sales Code Maintenance > Sales Status Code Maintenance
Prevent Item Changes
01/24/20
Ticket Number: 321889
GitLab ID: Core!1901
Additional flag, JOB_ITEM_LOCK, added to DCFlags that allows users to lock items for editing as necessary.
Path: Matrix > Sales > Prospect Information
Fixes
Labor Rates Fix
10/11/19
Ticket Number: 312512
GitLab ID: Core!1422
Labor Rates are now calculated based on Job Type for proposals. Also removed the automatic markup charge that was being applied to passthroughs when changing Job Types on the proposal.
Path: Matrix > Sales > Prospect Information > Edit/Create Proposal
Quotes Funnel Percentage Line Fix
10/15/19
Ticket Number: 313135
GitLab ID: Matrix!4953
Modified the Sales Funnel legend to properly display percentages in-line. Prior to this fix, if the Quotes percentage was below 10%, the percentage would not display properly.
Path: Matrix > Sales > Sales Statistics
Updating Non-Stock Item Pricing
10/15/19
Ticket Number: N/A
GitLab ID: Matrix!4950
Corrected issue that prevented users from updating pricing information for non-stock items. Users can now change pricing for these items as necessary.
Path: Matrix > Sales > Prospect Information > Proposal Entry > Add Non-Stock items to proposal
Fixed Equipment Labor Calculations
10/17/19
Ticket Number: N/A
GitLab ID: Core!1455 & Core!1451
Corrected issue that some users encountered where the equipment labor markup percentages were not calculating properly.
Path: Matrix > Sales > Prospect Information
Markup/Proposal Approval Adjustments
12/16/19
Ticket Number: N/A
GitLab ID: Core!1727
Corrected issue some users encountered when setting a proposal approval would not apply correctly for proposals without markups. If an approval is required regardless of markup status, the approval will be allowed on the proposal.
Path: Matrix > Sales > Prospect Information > Proposal Edit
Service
This section contains Enhancements and Fixes made to the available Matrix Service pages within Matrix.
Enhancements
Ticket Completion Screen
10/25/19
Ticket Number: 318562
GitLab ID: Core!1503
When closing a service ticket in Matrix, the load time speed has been updated. When users close tickets, the completion screen will close faster to shorten wait times and avoid time out issues in certain situations.
Path: Matrix > Tech Service > Service Ticket Screen > Complete option
Custom Item Codes
10/31/19
Ticket Number: 317222
GitLab ID: Matrix!5009, Core!1535, & Matrix!5083
The flag CUSTOM_ITEM_CODE within DCFlags allows users to add custom item codes to closed tickets when applicable. When users add custom item codes, the system will verify the code doesn’t already exist in inventory before allowing the user to add the item.
Path: Matrix > Service > Ticket Processing > Close Ticket > Add Non-Stock Part
Quickly Update Ticket Urgency
11/15/19
Ticket Number: 317127
GitLab ID: Matrix!5065
Added an Urgency option to the Ticket drop down in Hands On Manager. This option allows users to quickly update the urgency status of the selected ticket.
Path: Matrix > Hands On Manager > Ticket drop-down > Urgency
Special Fee Description
11/20/19
Ticket Number: 317788
GitLab ID: Matrix!5089 & Core!1606
For applicable Rate Codes, users will be prompted to input a description. These Rate Codes are determined per client and the description field can be a required part of the process as needed.
Path: Matrix > Ticket Processing > Complete Ticket
Frequency Codes
11/26/19
Ticket Number: 318241
GitLab ID: Matrix!5115
The ticket’s applicable Frequency Code will display when viewing calendar ticket details within Matrix Rapid Scheduler.
Path: Matrix > Rapid Scheduler > Calendar Drop-down > Select a ticket
Print Options for Tickets
12/02/19
Ticket Number: 318296
GitLab ID: Matrix!5138 & Core!1663
Added the ability to select what ticket information is printed when sending the ticket to a printer.
Path: Matrix > Ticket Processing > Print Ticket
Change to Workflow Message
12/10/19
Ticket Number: 318277
GitLab ID: Matrix!5173
Updated the technician workflow to prompt techs to answer whether or not parts have been added. If Yes is selected, the tech will be asked to add the part to inventory. If No is selected, a message will be added to history stating no parts were added.
Path: Matrix > Tech Service > Post List Page
Editing Ticket Notes
01/06/20
Ticket Number: 321895
GitLab ID: Matrix!5222 & Core!1790
Users can now edit ticket notes via the Edit Note toolbar option located in the Notes section of the Ticket Processing screen.
Path: Matrix > Tech Service > View Tickets > Edit Note Option
Attaching Images to Tickets
01/15/20
GitLab ID: Matrix!5272
Users can now attach and remove images from tickets from the Ticket Details dialog box within the Service Calendar.
Path: Matrix > Service > Rapid Calendar
Creating Additional Invoices
01/16/20
Ticket Number: 317355
GitLab ID: Matrix!5273 & Core!1839
If a previous invoice was created on a ticket and a user attempts to create another invoice, a popup notification will display notifying them a previous invoice already exists. Users will then be prompted to either create an additional invoice or continue with ticket processing without creating a new invoice.
Path: Matrix > Hands On Manager > Ticket Processing
Adding Resolution Notes
01/21/20
Ticket Number: 320787
GitLab ID: Matrix!5301
Users can now add notes to tickets via the Dispatch Notes field in Ticket Processing. Prior to this change, users could only view read-only data within this tab.
Path: Matrix > Service > Hands On Manager
Fixes
Return Contacts in Proper Sort Order
10/15/19
Ticket Number: 313655
GitLab ID: Matrix!4954
Corrected issue that caused the Tech Service contacts to display in the system default order rather than the order created by the user. Users can now update the order contacts should display in as necessary.
Path: Matrix > Tech Service > Select Ticket > Contacts tab
Assigning Correct AR Numbers
10/22/19
Ticket Number: 317153
GitLab ID: Core!1485
This fix applies to auto-generated service tickets where the AR number is not set by the automated process. When assigning an AR number to a ticket, the system will perform the following searches to find an AR number:
- The system will first attempt to find an active AR number that is valid for service invoices.
- If no number meeting the above criteria is found, the system will next attempt to find an active AR number.
- If no number meeting the above criteria is found, the system will next attempt to find an inactive AR number that is valid for service invoices.
- If no number meeting the above criteria is found, the system will next attempt to find any inactive AR number.
Path: Matrix > Service Tickets > Auto-Generated Tickets
Invoice Line Default Values
12/16/19
Ticket Number: 320105
GitLab ID: Matrix!5189
If applicable, users can now add invoice lines with zero quantity or price values. Prior to this change, users would not be allowed to add such lines to invoices.
Path: Matrix > Service > Invoice Entry
Properly Send Email Messages
12/19/19
Ticket Number: 321650
GitLab ID: Matrix!5207, Matrix!5203, & Core!1744
Corrected issue some users encountered where the message they tried to attach to sent reports would not be written to the email’s body. Users can now attach reports to the body of the email or as a separate attachment as necessary.
Path: Matrix > Tech Service > Ticket Processing Email
Show False Alarm Store Label
01/02/20
Ticket Number: 320768
GitLab ID: Matrix!5218
If an account is labeled as a False Alarm Store, any tickets assigned to the account will display the label as necessary under the Select Ticket section of the Ticket Processing screen.
Path: Matrix > Tech Service > View Ticket
Time Log and PDF Fixes
01/07/20
Ticket Number: 315221
GitLab ID: Matrix!5243, Core!5015, & Core!1804
Corrected issues some users encountered where the incorrect time would be logged for technicians. Additional fixes applied to correct the blank Arrival time field when printing service orders to PDF.
Path: Matrix > Tech Service