2017-08 Release Notes
Iteration: 2017-08
January 25, 2018
What’s New?
Fixes and Improvements
Features & Fixes Details
Added fields to Excel Export in Letter Queue/Archive
The following fields have been added to the generated Excel file when when exporting the Letter Queue: BILLING_LN1_ADDR, BILLING_CITY_NAME, BILLING_STATE_NAME, BILLING_POSTAL_CODE.
Multiple selection of Switch Types at utility level
Customers were not able to define when they were switching to their new provider. With this new functionality, they can define in which date their contract starts. Utility Manager now allows you to choose between multiple switching types and not only one:
For each associated switching type, you can define a specific verbiage that will be displayed in the enrollment process. Select the associated switching type and use the box in the right to set the verbiage:
Don’t forget to save your changes by hitting the “Save” button on the bottom right corner!
During the enrollment process, utilities that have more than one switching type will offer the customer the possibility of choosing from a list of switch types. The verbiage that was set up under Utility Manager will be displayed as well:
If “Self Selected Switch” is selected, customers will have to choose their Requested Start Date:
You can also enroll a customer with autoselected switch in Quick enrollments:
This will be the contract start date that will be submitted to ESG once the enrollment process is finished.
Option to set a plan to auto renew to another plan
This functionality is intended for Residential Customers from the Connecticut Market. When Residential Customers have reached the end of their original service agreement, they may still drop or renew but can never “expire”. This means that OpsAdmin is required to automatically switch the customer to a FIXED PLAN, instead of a Variable Plan as the rest of the Markets when their current service agreement comes to an end and they haven’t dropped/renewed by themselves. If the auto-renew rates term ends, it will have to pass to another fixed auto renew rate in an infinite loop until the customer drops or elects to renew themselves on a plan of their choosing. Before their contract ends, customers will receive renewal documents where they are informed about the plan that they are being switched to.
To enable this functionality, under Utility Manager, you must activate the “Use Autorenewable Plans for Residential Customers” checkbox:
To create a new autorenewable plan, you have to access the new section from Market Manager >> Autorenewable Plans:
The Autorenewable Plans work the same way as Web or Non Web Plans, with the exception that they do not appear in the website and when you create them, you can define to which other Autorenewable Plan they point to. For Example: Having 3 ARP Plans. Plan 1 points to 2. Plan 2 points to 3:
When creating or editing a Web/Non Web plan, you can define to which plan they are switching by selecting an autorenewable plan from the drop down box:
After setting up the Autorenewable plans structure and updating your web/non web plans to point to the ARP Plans, customer can now automatically switch to them.
Customer Type required fields now are available in Rates Wizard
All the required fields that are setted up in the Customer type page were available only in Quick Enrollments.
Now they are also available in the Rates Wizard:
Role Groups updated to the 2.0 interface
We improved the presentation of the Role Groups page!
By now it’s just a UI improvement to bring it in line to the 2.0 style, but we promise to improve the user experience way of setting up a Role Group soon.
Menu Manager updated to the 2.0 interface
We improved the presentation of the Menu Manager page! The functionality is mostly unchanged, just take into account that the ordering of the option menus is done by draggin the UP/DOWN arrows in the first column.
Same applies for the submenu configuration window.
Reject Codes updated to the 2.0 interface
Drop Management updated to the 2.0 interface
Lots and lots of Drop pages with 2.0 UI!!!!
Again, most of the changes are just style improvements and updates, but while we tried to keep most of the information that was visible at first sight, we also wanted to clean the UI a little bit so some options are now in the menu at the end of the tables. These changes apply to all of the Drop pages so we will show them here for once.
For example, the Do Not Contact icon is still easily visible at the end of the table.
You’ll find all the features inside the menu:
For example, viewing the History:
Also, changing the queue now prompts to confirm the change, this also applies to massive changes when checking multiple rows of the table (Mistakes prevented means less work to do ^-^).
Retention Queue updated to the 2.0 interface
Winback Queue updated to the 2.0 interface
ETF Invoice Queue updated to the 2.0 interface
Re-Enroll Listing updated to the 2.0 interface
Drop Archive updated to the 2.0 interface
Invoice Archive updated to the 2.0 interface
Drop History updated to the 2.0 interface
Drop Codes updated to the 2.0 interface
Several performance improvements for the whole Admin system
This one is a little more technical but we wanted to share it because we are talking about a lot of performance fixes and improvements that you’ll start to experience from now on.
The first one is bug in the new component that we use for the tables which provoked that the loading process of the data in the table was executed twice. This didn’t duplicated the data shown, but if you ever felt that some tables took too much time to load for such small amount of data this little bug was the guilty.
The other two affect ALL the Admin site, not just the 2.0 pages (although these are more benefited as they use newer technology ^-^).
On the one hand we removed a LOT of operations that were repeated constantly for each action made on the system although they were needed only when the page was loaded (>.<). You may not feel an improvement in a day to day basis, but it will help a lot on those days when the servers have a higher workload and thus should keep the system running smoothly.
On the other hand, we made the system able to process several petitions from the same user at the time. This is a big deal, and here is an example: if you open the ETF Invoice Queue which has eight dropdowns, up until now each of this dropdowns was loaded one at the time, and only after that the load of the table was started. Now, all of those operations are performed at the same time which greatly reduces the time it takes to finish all of them!!
Several improvements made to the usage of 2.0 tables
We made some minor improvements to the usage of ALL the tables for the pages with the new UI.
For starter, when the table is being updated now it gets locked until the update process ends. This means that after an update, delete, search, etc., while the page will still be responsive and working, any operation inside the table will be blocked, be it checking a row or clicking a button to prevent any operation with outdated data.
Another changes consist in improving the behavior of the responsive feature of the tables. Now when it fires up and columns are hidden, the one with the options or delete button will remain visible.
Also the hidden values are now presented in columns instead of rows to make better use of the space available.
Finally, the Loading… message of the tables changed a little to make it more visible and in tone with the rest of the UI.
