Check out the latest enhancements to the WQ 2.0 application!

On Thursday 12/8/16 the below enhancements and bug fixes will be available in the Agile WQ 2.0 application:

• Document & Notes tab-This will allow all users to add, view, edit docs and notes that pertain to a WQ.
• Increased size of WQ Detail window and placement of Assigned To drop down
• Fixed issue where if the first digit of a document # was 0 it would cause the Find WQ search to fail
• Fixed sorting issue on Ship Promise Date column heading
• Fixed issue with sorting on Audit Log columns
• Corrected code to no longer display PRC subtasks that are marked Complete. This should reduce the number of pricing exceptions that are returned to the dashboard.
• Recently Completed option added back to menu for quick access
• “Recently Completed Task” filter name changed to “Completed Task.” This filter will display up to 1500 completed tasks based on preferences (Default 500)
• Added Assigned by column to layout options- This field will now be populated with the name of the person who assigned the WQ to you
• Added Ship From as subscription filter option for the Hold WQ exception type

For specific details regarding these changes please review the below documentation and contact either Karl Miller or Christi Brown for assistance.

 

Documents and Notes has been added to WQ 2!

The addition of the Documents and Notes tabs will allow users to add a document or note from the WQ detail screen. All documents and notes that are added will then be visible from any wq for that document number. They will also be visible from the Documents and Notes tab of the document # the wq was created from. For example, if a document or note is added to an order it will be visible from the Agile OM order as well as the Job File tab in OMS. The addition of these new tabs should help to streamline the back and forth correspondence between groups in the current process.

How do I access this new feature?  

To access the new tabs, open the WQ task from your dashboard. The WQ detail screen should appear and from there you can click on Documents or Notes to view or add.

How do I add documents?

To add a document, click “New Document.” The Agile Document Manager screen will then be visible.

• Default Category- This is a required field and should be set to WQ Doc
• Default Operation– allows you to select to upload the actual document or a link to the document. If the link is chosen, it must be located on a network drive, otherwise it will not add the document.
• Share with Rep– If selected this will make it so the rep/agent can see the document. It is important to note, that unless selected, the Notes and Documents will not be shared with Agents.
• Select Files(s)- Click the “Select File(s)…” button. The documents will be displayed in the “Choose Files” section. The category, operation, and share with rep can also be set in the Choose Files section in the event the default was not selected.

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• Remove File and Remove All buttons -can be used to remove documents you no longer want to upload.
• View File– Allows for user to view the selected document
• Drag & Drop– Users have the ability to drag and drop a document from their computer or directly from email rather than the “Select File(s)…” option. To perform this operation just select the document and holding down the left mouse button drag it to the Agile Document Manager screen. Release the mouse button and the document should then be added to the list.
• Upload/Link-Once you have selected all documents click this button to add the documents to the WQ.

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Okay, I have added my documents…now what?

• Editing existing Documents-Once a document is added, the user can make edits by clicking on the Edit button on the row of the document you would like to modify. Once the desired change is made click Save or Cancel to discard changes. Below are the edits that are allowed.

Tags- Tags are a quick way to identify documents without having to open the document or decipher what type of document it is based on the file name. To add just click on Edit and select a tag from the available list.

Description-To update this field edit the row and enter your text

File Link-Click on the blue hyperlink to launch the document in the default application

Email file Link-Click on the beside the blue hyperlink. This will open a new email message and automatically attach the link to the document.

 

• Delete- Select the checkbox on the left of the document(s) and click the trashcan to remove the document
• Batch Download– click this button from the toolbar. On the download screen check the boxes for the desired documents and the application will build the zip file with the desired documents.
• Grouping documents– The documents can also be grouped and displayed based on column headings. Click the menu button in the top right and select “Show Groupings.”

  

Just above the document headers the user will see the message “Drag a column header and drop it to group by that column.” Drag the headers to be sorted on to the message, selecting as many as desired, and the groupings will be done automatically.

How do I add Notes?

A new note can be created by clicking “New Note” from the Notes tab. Notes are a great way of informing the next user down the line of needed information without uploading a document or losing notes in the comments section of WQ because it is now a different wq task type.

• Like documents, the user must select a category and decide if the note is to be shared with the rep/agent. By default this will not be checked. The user can then enter up to a 2000 character note and save.

• Mark Critical-A user can mark a note critical, causing it to pop up every time the order is opened in Order Management, by selecting the check box beside the note and clicking “Mark Critical.”
• Delete- A note can be deleted by checking the box beside the note and clicking the trash can at the top of the page.