For the Case V8.27.0 Release, targeted for December 19th, we're planning the following improvements.

• Fixes:
  • Notes Recipients Menus: Improved performance of Recipient lists that load slowly due to an extremely large number of recipients.
  • New Ops Table: DMS Indicator will no longer change for operations flagged as Withheld at the time of RO Export
  • Service Provider - Edit Asset Screen - Shared history: Resolved concerns where some cases are not displaying correctly.
• Enhancements:
  • Contact Labels: Addition of “Primary” and “Driver” labels to the Recipient lists in the Notes section, as well as QAB and Send to Customer modals. 
  • Inspection Outcomes: Clearly categorize inspection items by urgency based on the severity of the outcome.
  • Inspection Operations: If an inspection item fails and has a linked outcome operation, the system can transfer any notes entered on the failed inspection item into the Complaint Description field of the relevant outcome operation.

Case V8.27.0 (Targeted for December 19th):

Case Notes Recipients List - Improved Performance for Loading:

We implemented enhancements in the V8.27.0 release that will significantly improve the loading speed of case notes recipient lists.

New Ops Table - DMS Indicator for Withheld Operations:

DMS Indicator - The indicator was showing an operation as exported even when it was marked as Withheld and not actually included in the export. We've resolved this concern so that once an operation is marked as withheld and the estimate is exported, it will no longer be shown as 'exported to repair order.'

Service Provider  - Edit Asset Screen - Shared History:

We implemented a fix in the V8.27.0 release that resolved reports of the Shared History area not displaying case information correctly.

Primary & Driver Contact Labels:

The Primary and Driver Contact labels are now included in the recipient lists for Notes, QABs, and the Send to Customer modals. These labels assist users in determining the appropriate recipient for each type of note, helping to prevent situations where notes are mistakenly sent to recipients. 

Inspection Outcomes - Categorize inspection items by urgency - based on severity:

We're making improvements to help users and customers better understand which failed inspection items are urgent, which are important but can wait, and which are simply informational. This will help all involved to make confident decisions about what to address now, what to plan for later, and what’s just for awareness.

Inspection Operations - Notes transfer to the Complaint Description field of the relevant outcome operation:

We're streamlining our inspection process to include an automatic transfer of any notes entered in the notes fields for inspection items where related repair operations are available. Inspection item outcome notes will automatically be added to the complaint field on the related operation (when added from the inspection), saving users time from having to rekey the information.