itrac360 Release Notes

Table of Contents

• Overview
  • New pagination options
  • Revised report filters
  • Global search
  • Multiple value Tooltips
  • Ability to create a new contact or address during RMA entry
  • Improvements to repair tracker for RMAs
  • Enhanced device recovery workflow for found devices
  • LCM Report
  • Enhancement to Device Assignment
  • Inventory Summary Report for All Tenants
  • User audit reporting for user administrators
  • Additional information for asset history
  • Improvements to Asset Detail page
  • Additional Improvements

Overview

This release note covers features and changes rolled out over the previous quarter.

• New pagination options for reports
• Revised report filters
• Global search
• Tooltips for report fields with multiple values
• Ability to create a new contact or address during RMA entry
• Improvements to repair tracker for RMAs
• Enhanced device recovery workflow for found devices
• Enhancement to Device Exchange page
• Visibility to orders placed through the new Stratix ordering portal
• Assignment history for a contact now indicates if device has been lost
• User audit reporting for user administrators
• Additional information for asset history
• Improvements to asset detail page
• New Bulk operations (User assignment, contact and address)
• Tablet device support
• Performance improvements

New pagination options

Report pagination has been enhanced to allow you to choose the number of rows on a page.

In the bottom right corner of a report you will see the pagination controls and a new option called ‘Rows’ allows the number of rows per page to be configured. The default of ‘Auto’ will fit as many rows on the screen as possible for the size of your display. Choosing one of the other values will set the number of rows to a fixed quantity, allowing scrolling as needed to see all the rows on the page.

Revised report filters

Report filters have been enhanced to allow multiple filters per column and the ability to see and set the column sorting all within the same editor.

Click on a report column header to bring up the filter editor.

Set the filter options as needed and click on the checkmark icon to set the filter value.

The filter value will be shown below the title and you can now either click on the Save button to save the filter, or enter another filter value for the column.

The sort buttons toggle to allow you to choose either an ascending or descending sort, or no sort if you toggle a highlighted sort button to the off state.

To edit an existing filter setting, click on the filter value and the description will update to allow editing of the values. Click on the checkmark button to record your changes, and the Save button to close the editor.

Global search

The search bar at the top of the screen will now automatically search across all accounts you have access to. For example, if you have access to 2 or more accounts, anything typed into the search bar will search across all available accounts. If you click on any of the search results, the active account will automatically switch to the account that owns the search result.

Multiple value Tooltips

Some report fields can have multiple values, such as ‘Returned Serial #’ on an RMA report.

Hovering over the field will now display a tooltip with all the values for the field.

Ability to create a new contact or address during RMA entry

When completing an RMA form, if you have the necessary permissions, you can now create a new contact or address.

For example, when clicking on the search icon to lookup an address, you will see a new option to create the address if you complete a search and are unable to find the address you are looking for.

Click on the ‘Create Address’ button and complete the new address form.

When complete, click ‘Save’, and the new address will be used on the RMA.

Improvements to repair tracker for RMAs

The repair tracker on an RMA details page will now show one tracker for each device being returned. Additionally, the tracker is updated with the date and time of the replacement device when it ships.

Enhanced device recovery workflow for found devices

When recovering a lost device, itrac360 will now automatically handle additional scenarios:

• Allow a replacement if one was not originally requested when the device was initially lost.
• When returning a found device to Stratix, an appropriate RMA code will be used based on whether a replacement had been issued.

 

Found Lost Device	Returning a found device that had not been replaced
Found Replaced Lost Device	Returning a found device that had been replaced
Replace Found Device	Returning a found device, not initially replaced, and needing a replacement

 

Reporting a recovered device:

Scenario – allow a replacement if one was not requested when the device was initially lost

From the main navigation menu, choose the option to Report a Lost/Stolen/Recovered Device.

Use the search bar to identify the device that has been recovered.

Click on the Process Recovery button

Click Yes to recover the device.

Click Yes to return the device to Stratix.

At this point, if a replacement was not requested while initially reporting this device as lost, you can request a replacement now by answering Yes to the replacement question. This will automatically create an RMA for this device.

LCM Report

There is a new report under Returns, Repairs & Replacements called LCM Incidents

This report provides a complete history of all requests and RMAs that are counted as an Incident.

Enhancement to Device Assignment

Exchange Devices option in the Device Assignment page now has the following enhancements to make the workflow more intuitive.

• Clear prompts to select the first and second device for the exchange.
• The assignee name shows on the device card.
• User friendly success and error messages.

 

Inventory Summary Report for All Tenants

The Inventory Summary report can now be loaded for all the accounts that a user has access to. This will enable users to view their inventory levels across all their accounts in a single report. The ‘Available to Order’ field will however be unavailable in the ‘All Accounts’ mode, as this is a heavily calculated field and will slow down the report considerably.

To switch to ‘All Accounts’ mode, navigate to the Account menu and click the All Accounts blue button.

User audit reporting for user administrators

Users that have the permission to manage other itrac360 users within their organization can now access a user audit report.

Under the Administration menu, there is a User Audit Report option.

This is an interactive report allowing the lookup of individual users, or across a date range, and returns last login, permissions and whether the user has been banned, i.e. had access revoked or disabled.

Additional information for asset history

The asset history viewable on an asset details page has been enhanced to include RMA Opened and Closed dates, together with user assignment and un-assignment information.

Improvements to Asset Detail page

The asset detail page has been modified to auto-expand the Additional Information section.

Additional Improvements

• Visibility to orders placed through the new Stratix ordering portal
  • An Order Reference field has been added to order reports and is populated with the internal order number from the Stratix portal if the order was sourced from there.
• Assignment history for a contact now indicates if device has been lost
  • When viewing the assignment history for a contact, if a currently assigned device has been reported as lost, it is now flagged.
• New Bulk operations (User assignment, contact and address)
  • The ability to bulk upload user assignments and create or modify addresses is now supported. Contact your CSM to enable this feature if needed and for training.
• Tablet device support
  • Enhancements to allow itrac360 usage on tablet devices such as iPads or Galaxy Tablets.
• Performance improvements
  • Overall system tuning has been completed to provide a smoother experience.