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0 Replies and 3445 Views HelpMaster development discussion    3445  0 Started by  Rod Weir Have you ever wanted to know what the developers of HelpMaster are working on Would you like to see pre-release glimpses of HelpMaster and discuss the direction we're taking Now you can! In order to provide better transparency and provide the latest updates and news about the next version of HelpMaster, PRD Software will be posting details about the development progress of the next version of HelpMaster. Feel free to comment, post and discuss.
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07/29/2016 3:29 PM
4 Replies and 12918 Views Spotlight on workflow object - Log new job  12918  4 Started by  Rod Weir The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful is the new 'Log new job' object.  As the name suggests, this workflow object allows you to create a new job by selecting a job template.   When you select a template to use, you can also select whether to log the job silently, or with user interaction.  Silently means that the job will be logged right there and then, without any...
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by  Rod WeirJump to last post
12/12/2016 10:44 AM
0 Replies and 4211 Views Template catalogs  4211  0 Started by  Rod Weir Another great new feature of v17 is 'Template Catalogs'.  Template catalogs are groupings of Job Templates and Knowledge Base articles.  Each catalog can then be published to the new-look web portal.  Template catalogs allow a business to group together similar job types and articles (and other things in the future) so that users on the web portal can quickly and easily drill-down into the grouping and find what they're after.  This makes the user experience on the web for ...
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09/09/2016 4:59 PM
0 Replies and 3974 Views Clients can now link to multiple sites  3974  0 Started by  Rod Weir Another handy feature of HelpMaster v17 is the ability to link clients to multiple sites.  Previously clients could only be linked to 1 site only. This option really opens the door to a whole new range of business scenarios and workflows, and it ideal for staff/clients that move around between sites, or contract/work at different companies etc.   When multiple sites are links to a client, you can nominate one as the primary site.  When logging a job for the client, this is the ...
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08/26/2016 3:11 PM
0 Replies and 3683 Views Control Sets - think custom fields, but much, much better...  3683  0 Started by  Rod Weir One of the major new features of the next version of HelpMaster is the control sets. Think of control sets like mini-forms that you can design, and then associate with jobs, clients, sites and assets. Controls sets are similar to custom fields in that you can define the control type, values, and validation, however the awesome thing about control sets is that you can add one or more of them to each entity type within HelpMaster.  Individual control-set fields can also contain conditional...
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08/19/2016 4:37 PM
0 Replies and 3697 Views Workflow improvements  3697  0 Started by  Rod Weir The workflow feature of HelpMaster is a very powerful tool to design, build and execute business processes.  It has proven to be a popular part of HelpMaster, and the dev team have spent considerable time on developing the next version of workflow.  Improvements include: New workflow objects Powershell scripting Variables Scripted decisions Smart connectors and lines Milestones Log job via template  ...
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08/12/2016 1:26 PM
0 Replies and 3670 Views Next-gen web portal  3670  0 Started by  Rod Weir The next major release of HelpMaster will feature our brand-new, built-from-scratch web interface.  Not only does it look great and is fast, it includes a lot of new functionality, particularly for customer self-service. The new client-facing web portal will display 'Template catalogs', which are grouping of Job Templates.   Once a user has drilled into the appropriate job template, the new 'Control Sets' feature can be used to display and store custom data fields for each indivi...
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08/05/2016 3:06 PM
0 Replies and 3753 Views New-look log job screen  3753  0 Started by  Rod Weir The log job screen is one of the most heavily used screens in HelpMaster. For the next release of HelpMaster, we're adding some new functionality to it, as well as a re-arranged look.  Here's a quick screen-shot. Things to note: 1. There are visual quick-pick selectors for client, site and asset 2. If you pick a client, the drop-down boxes for site and asset will automatically fill with the sites/assets that the client is linked to.  In the next version, clients can be...
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07/29/2016 3:43 PM
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October 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release focusses on workflow stability, enhancements and other fixes. For a list of the ma...

August 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release has some great workflow improvements, new control set fields, a new manager feature, ...

Allow staff to view all jobs, all skillgroups by Rod Weir in Installation, configuration and upgrading with 0 replies By default, staff members can only view and action jobs that are assigned to the skillgroup(s) that the staff member belong to.  Fine-level contr...

Building knowledge management and KCS into the workflow by Rod Weir in Using HelpMaster with 0 replies Here's a workflow idea to assist with improved knowledge base articles and knowledge management / KCS As part of a support workflow, build into...

June 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, and change manageme...

October 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release focusses on workflow stability, enhancements and other fixes. For a list of the ma...

August 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release has some great workflow improvements, new control set fields, a new manager feature, ...

Allow staff to view all jobs, all skillgroups by Rod Weir in Installation, configuration and upgrading By default, staff members can only view and action jobs that are assigned to the skillgroup(s) that the staff member belong to.  Fine-level contr...

Building knowledge management and KCS into the workflow by Rod Weir in Using HelpMaster Here's a workflow idea to assist with improved knowledge base articles and knowledge management / KCS As part of a support workflow, build into...

June 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, and change manageme...

Workflow email object - email account by Rod Weir in Using HelpMaster The up-coming release of HelpMaster will have a lot of workflow improvements.  One of these is in the email object.  It is now possible to c...

Change Management by Rod Weir in Using HelpMaster Change Management in HelpMaster is a relatively new feature that is evolving rapidly.  Based off live-use in small and large departments, our &qu...

April 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, change management a...

February 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow and web portal. F...

RE: Job Templates get a new config option for web-based jobs by Rod Weir in Web interface, client self-service and remote access Just further to this topic....if using workflow to log a new job from a job that already contains control sets, and you are using the option to transf...