These features are available on your Test site as of the evening of August 21st, on your Preproduction site on the evening of August 22nd and on your Production site on the evening of August 27th.

New Features in This Release

• Driver App & Scanning Improvements
• Additional pricing controls
• New columns on Orders List
• Extended functionality and configurability on User Fields
• Improved driver history tracking
• More fields exposed to Notification Templates
• Additional security permissions
• Workflow improvement with Script integration

TABLE OF CONTENTS

• Driver App Version 1.67
  • Sending Log from Login Page
  • Exception Codes
  • Improved Performance to the Add Item Workflow During Scanning
  • Confirmation to Cancel during scanning at pickup and delivery
• Back Office
  • Orders
    • Orders List
    • Orders Detail
    • Reset Delivery Price and Reattempt Price on Order
      • Reset at Order Creation
      • Reset on Edit Pricing Items
    • Route Plans
      • Orders > Route Plans
  • Drivers
    • Device Information
      • Driver Detail Page
    • Driver History
  • Transactions
    • Frozen Transaction Number Column
    • Transaction Details
      • Transaction Number
      •     The three dots icon will display a dropdown upon clicking with the following options:
      • Download Document
  • Accounts
    • Account List
    • Account Details Billing Options
    • Order Profile
      • User Fields and Item User Fields
      • Workflow Steps
    • Notification Content
      • New Properties for Content Templates
• Dispatch Board
  • Routes
  • Grid Boards
    • Navigate To Different Tabs
    • View All User Boards
• Self-Serve
• Administration
  • Roles
    • Internal Roles
      • New Permissions
    • Self-Serve Roles
  • Users
  • Application Logs
    • Search Bar
    • Title Column
• Scripts
  • Workflow Step
  • Recalculate Order
• Script Rules
  • Sort and Filter
  • Sort Script Rules List Columns
  • Filter Script Rules Columns
  • Remove Filter From Script Rules Columns

Definitions

The release notes refer to different sections of the application:

Back Office: Where Customer Service Representatives (CSR) create and edit orders, create accounts, review drivers, etc.

Dispatch Board: Where Dispatchers assign orders to drivers, get notifications for invalid orders, etc.

Auto-Dispatch: This section refers to the automated order assignment setup and its process.

Administration: This section is in the Back Office but refers to sections only an administrator will use like Settings and Pricing.

Customer Portal: Where account users log in to create orders, view their order history, enter a credit card, etc.

Tracking site: Where customers enter a tracking number like the order ID or a reference number to view the status of their order.

OData: Data fields and variables saved in OData

Account API: API provided to your accounts to create, update and get orders. For documentation, please follow this link: https://api.dispatchscience.com/
Tenant API: API provided to you to create orders for your accounts, retrieve invoices and change invoice status. For documentation, please follow this link: https://api.dispatchscience.com/  

Scripting: Custom script building abilities and functions within Dispatch Science

Driver App Version 1.67

Sending Log from Login Page

On the Login page, below the environment selection, you now have the ability to send the log from the Driver App. This will open a new email on the user's email application on device. You can add a copy of the Driver App log as an attachment which the Driver will then be able to send to the appropriate email addresses. 

Exception Codes

Driver must have a minimum of view access:  Orders>Exception Codes>View under Role Permissions in order to view the Exception codes on the Orders or Items as follows:

• Stop Details
  
• Stop Details>Items
  

Driver must have edit access for Orders>Exception Codes>Edit under Role Permissions to have access to the Add Exception Codes link in the following areas:

• Stop Details
  
  
• Stop Details>Items
  
  
• Exception Codes at the pickup, delivery or checkpoint

The Exception Code icon will only be visible during scanning if Driver has Edit access to the permission Orders>Exception Codes.

• During the scan at pickup, delivery and checkpoint
  

The Orders>Exception Codes permission will be checked on default for all driver roles as well as all Warehouse worker roles. 

Improved Performance to the Add Item Workflow During Scanning

While scanning, a Driver or Warehouse worker is able to Add multiple items to an order when scanning at pickup, delivery or checkpoint as long as the driver is set up allow Allow Adding Multiple Items.

Notable changes: 

• The overlay showing red or green has been removed and replaced by a small popup:
  
• Once the addition of all barcodes is completed, the new barcodes are sent in a batch back to Dispatch Science.

Confirmation to Cancel during scanning at pickup and delivery

While scanning at pickup or delivery, if Driver selects Cancel, a confirmation message will be displayed to make sure this is intentional:

If No is selected, Driver is returned to the scanning page without losing the scans already completed. 

If Yes is selected, Driver is returned to the Stops section and all scans are lost.

Back Office

Orders

Orders List

Four columns are added to Orders:

• Signature (Pickup): Signature image at pickup
• Signature (Delivery): Signature image at delivery
• Received From (Pickup): Signature name at pickup
• Received By (Delivery): Signature name at delivery

Orders Detail

Reset Delivery Price and Reattempt Price on Order

You can Reset the Delivery Charge and/or Reattempt Charge that has been manually updated. This will only work when you release an order using a Reattempt Service level and an Account associated Price List. 

It can be done on order creation or update by editing the Pricing Items section. 

Reset at Order Creation

1) During Order Creation, if internal user changes the delivery price on the order, a Reset Default link will be displayed:

2) Clicking on the link will reset the Delivery price to the price calculated from the pickup and delivery addresses, service level and vehicle type. 

If resetting the delivery price would result in an invalid price, the price will not be changed and an error message will display:

This option is not available when the Order was created from an Order template and the template has an overridden price.

Reset on Edit Pricing Items

When editing the pricing of an Order, you can reset the Delivery and Reattempt charges that were manually updated or if the price was set to stay the same when modifying the service level, vehicle type or addresses. The same rules highlighted above applies during the modification.

1) Edit Pricing Items section on an Order:

If the Delivery charge has been manually modified, a Reset Default link will be displayed. 

If a Reattempt charge has been manually modified, a Reset Default link will be displayed as long as the Reattempt charge was added using a Reattempt Service Level. If the Reattempt charge is added using a custom price, no Reset Default link will be displayed. 

Route Plans

Orders > Route Plans

The Zones section has been renamed to Zones/Routes in the Route Plan detail page: 

Drivers

Device Information

Driver Detail Page

The Last Connection To Wifi field setting is now available under the Device Information section:

Driver History

Driver List > View History column OR  Driver Detail Page > View History

The Driver history is changed to display the stops from a workload until the workload is recalculated. While the workload recalculates, It will show the Stops that were closed with a, the stops that were cancelled with a.

Hovering on these icons will give you the date-time when the action was completed.

The last stop will always show since there is no longer a workload on the Driver. Hovering on the icon, you can see what has been completed and its corresponding time of completion.

Example: last stop in a driver's run was cancelled.

Example: the last stop in a driver's run was delivered:

Transactions

Accounts > Transactions

Frozen Transaction Number Column

On the Transactions list page, the Transaction # column is now frozen, allowing you to scroll to the right while keeping the transaction number visible at all times.

Transaction Details

The Transaction Detail page will now show you the Transaction #, as well as give you access to the menu path back to Transaction list. The Transaction Document can also be downloaded now from its detail page. 

Transaction Number

The Transaction details now shows the Transaction number as part of the breadcrumbs:

    The three dots icon will display a dropdown upon clicking with the following options:

• Receive Payment:
  
• Make an Adjustment:
  

Download Document

You can download the Invoice, Debit Note or Credit Note from the Transaction detail page using the new Download button:

Accounts

Account List

The filters on the Account lists' columns will now default to Contains for text type columns and the list of operands is reduced to make it more user friendly.

Two new columns are added to the Account List:

• Blocked: Yes or No
• Blocked Reason: Reason why the account is blocked

These two columns can be filtered:

Blocked and Blocked Reason:

Account Details Billing Options

A new option is available under the Account's Billing Options to send or prevent sending invoices that have a total of $0. If the Account's Invoice Delivery Method is setup as Email or Email & Print AND the Send $0 Invoices Automatically is unchecked- it will not be sent. The email Invoice can be sent through the Transactions List Actions column or Transaction Detail page.

1) Open an Account and click Edit button under the Billing Options section:

2) Scroll to the bottom of the section:

3) Uncheck the checkbox if you do not want to email the $0 invoices. 

By default, this will be checked on all Accounts.

Order Profile

Found under Accounts>Profiles

User Fields and Item User Fields

A Visibility for Internal Users dropdown field is added on the User Order Fields and Order Item Fields settings for Internal Users visibility on the Order List and Order Detail page level. 

User fields/Item user fields that are set as read-only or hidden applies to only field type Free Text. This will ensure that an Order cannot be saved due to a validation error.

Visibility for all User and Item User fields is defaulted to Updatable. If you wish to change the visibility, you can edit the user field/item user field in the Order Profile.

Set As Read Only

1) Open Profiles and select an Order Profile.

2) Open a User Defined Field.

3) Click on Visibility For Internal Users

4) Select Read Only.

5) The Field Type will automatically change to Free Text and be locked:

The user/item field on the Order Details will be locked. The field is still updatable by the driver on the Driver App under Stop details if setup or if field is used in a workflow. 
The field will be visible on the Order List under the User fields column.

Set As Hidden

1) Open Profile and select an Order Profile.

2) Open a User Defined Field.

3) Click on Visibility For Internal Users

4) Select Hidden. 

5) The Field Type will automatically change to Free Text and will then be locked:

The user/item field on the Order Details will be hidden. The field is still updatable by the driver on the Driver App under Stop details if setup or if field is used in a workflow. 
The field will not be visible on the Order List in the User fields column.

Workflow Steps

A new Tag field is available on the Workflow Step detail page to enter a tag value for this step. This will be used in Scripts and integrations when needing to activate or deactivate a specific Workflow Step. 

Modifying the value of the Tag once it has been used in a Script will cause issues with the scripts or integration.

Notification Content

Found under Accounts>Notifications>Content Templates

New Properties for Content Templates

Two new properties were added  to the Content Templates:

• PickupArrivalDate :  @Model.PickupArrivalDate?.ToString("G") 
• DeliveryArrivalDate : @Model.DeliveryArrivalDate?.ToString("G") 

This will show the Date and Time in the Pickup or the Delivery time zone when the Driver arrives within the inner radius of the pickup or delivery address.

Dispatch Board

Routes

The Route Board, from the Container List to the Stop List for each route now opens faster. 

Grid Boards

Navigate To Different Tabs

You can now navigate through your different tabs without waiting for the default tab to load, making it faster to view what you are looking for. 

The Tabs do not get grayed out, allowing to click on any tab while the loading completes.

View All User Boards

A new feature allows you to check the View All Users checkbox on the Dispatch Board List page to view boards created by all users (for more info, please see Self-Serve Roles below).

When viewing the list, the current's user boards will show with the following dropdown menu under Actions column and the board Name is hyperlinked:

The boards from other users will show with only the Copy in the Action menu dropdown and the name will not hyperlinked, therefore another user's board cannot be opened/viewed unless it is copied to the current user:

This feature is automatically activated for users using the Admin Role.
It can be turned on for other users by adding the permission to their Role. 
Note that it does take about 5 minutes for Roles to be updated and user will have to log out and back in to see the changes.

Self-Serve

When a Self-Serve user clicks on a link from the Top or Side menu associated to a page that the user has no access to viewing, the menu icon will display an error message or be hidden altogether:

Administration

Roles

Found under Settings>Configuration>System>Roles

Internal Roles

New Permissions

• Boards>View All
  This new permission is added to all Internal Roles to allow seeing views created by different users. This permission will be used in conjunction with Boards>Copy to allow copying boards from one user to another. This is beneficial to review issues on other users' boards.
  

This permission is enabled for all Admin Roles. 

• Orders>Notification
  This new permission will allow removing access to the Notification section on the Order Details.
  

This permission is enabled for all Internal Roles.

Self-Serve Roles

The Self-Serve Roles has permissions that gives or limit access to different sections. 

• Account Contact>View or Edit permission allows user to view or create/edit the Account Contacts.
  
• Account Contact>Add Addresses from Postal/Zip Code permission allows the user to enter an address on the Account Contact from the Enter address from Zip/Postal Code field. This can be unchecked if addresses should always come from the Suggestions.
  
• Account Contact>Delete allows users to access the garbage can icon to delete contacts from the Account Contact list.
  
• User Contact>View or Edit allows user to view or create/edit the Contacts under the current user.
  
• User Contact>Add Address From Postal/Zip Code allows user to add an address on the Account Contact on the +Enter address from Zip/Postal Code field. This can be unchecked if addresses should always come from the Suggestions.
  
• User Contact>Delete allows user access to the garbage can icon to delete contacts from the Account Contact list.
  
• Address>Contacts>View allows user to view the Contact List under the the Pickup and Delivery Address fields when creating Orders.
  
• Address>Global>View or Edit allows user to view the Global addresses under the Pickup and Delivery Address fields when creating Orders. Using Edit allows user to create a Global address using the +Enter address from Zip/Postal code as Global address option.
  
• Address>History>View allows user to view the history list in the Pickup and Delivery Address field dropdown when creating Orders.
  
• Address>Suggestions>View allows user to view Suggestions under the Pickup and Delivery Address field dropdown when creating Orders.
  
• Orders>Notification>Edit allows users to edit the Notification section on the Order.
  
• Orders>Restricted>View allows users to only view the orders created by and for them.

The following permissions will be setup according to the selection on the Self-Serve Role and Role type:
Admin Roles with access to Contacts will have edit access to the Account Contacts and User Contacts along with the ability to create addresses from Zip/Postal Code.
User Roles with access to Contacts will have edit access to the User Contacts along with the ability to create addresses from Zip/Postal Code.
All users with Orders>Edit access will have access to all Addresses permissions.
All user with Admin Roles will have edit access to the Notifications.

Users

Found under Settings>System>Users

In the User List, the Role column is a hyperlinked and navigates to the Role Detail page:

Click on a hyperlink to view in detail:

Application Logs

Found under Settings>System>Application Logs

Search Bar

An information icon is added on the Application logs search bar to indicate what values can be searched:

Allowed search fields include:

Title Column

A Title column is added to the Application Logs list. This column is available to be searched on using the search bar or by a filter directly on the column:

Scripts

Found under Settings>System>Scripts

Workflow Step

A new field is added on the Workflow Step called Tag. This field is available in the scripts to activate/deactivate the Workflow Step. 

For more information about Workflow Steps, please see   https://github.com/dispatchscience/DispatchScience.Scripting/blob/main/Dispatch.Scripts.Abstractions/Interfaces/IWorkflowReader.cs

Recalculate Order

You can now recalculate an Order charges when an Order Update script is run using the order.RecalculateCharges. 

Using await order.RecalculateCharges(), all charges on the Order will be recalculated.

The following options are also available to only recalculate some of the charges:

bool updateDeliveryCharge = true/false,
bool updateWeightExtraFee = true/false,
bool updateNumberOfPiecesExtraFee = true/false,
bool updateMileageAffectedExtraFees = true/false,
bool updateVehicleAffectedExtraFees = true/false,
bool updateScriptedExtraFees = true/false;

Script Rules

Found under Settings>System>Script Rules

Sort and Filter

The Script Rules List now allows you to sort any of the columns and filter in all columns. 

Sort Script Rules List Columns

1) In the List, click on the column to sort.
One click sorts ascending, one click descending and a third click to remove the sort.

One column can be sorted at a time.

Filter Script Rules Columns

1) In the List, click the filter icon .
Depending on the type of column, different filters will be available:

• Columns with Text field type: Name, Company, Account, Script Name, Rank will have filters as follows:
  

• Column with Value field type: Stop Processing and Status will have filters as follows:
  

2) Select the operand (is equal to, contain, does not contain...) then enter the value on Text column type or select one of the values displayed on the Value column type.

3)Click on Filter.

4) The list will be filtered and the filter icon will change from to .

Remove Filter From Script Rules Columns

1) From the list of columns, locate the filters that are set as .

2) Click on the filter and click on Clear button: