Important: 4.3xx upgrades.  

If you are upgrading from a version prior to 4.3 to 4.300 or a later version, please read and observe the following:

The upgrade to version 4.3 involves significant database changes in connection with SmartNet.  These are handled automagically when you run the upgrade but if you have been running an early version of SMART or an interim build there is a possibility of unexpected problems occuring.

We strongly recommend that you have us run the 4.3 upgrade for you, as problems may occur, especially with older systems. There is no charge for us to do this via remote connection.

If you prefer to run the upgrade yourself, please observe the following guidelines:

• Run the upgrade on a PC which is rarely used. Once you have run the upgrade successfully on this PC you can proceed to upgrade other PCs.
• Ensure that no operators are using SMART when you run the upgrade. Otherwise your SMART system may run very slowly for an hour or more.
• If an error should occur, please contact SMART support with the exact error message, including the error number (if any). You may then continue to use PCs which have not yet been upgraded.

Smart 4.x

25 Aug: New: Job dispatch list can now be filtered to include/exclude permanent jobs (press F2)

2 Aug: Fixed: operators would be prevented from dating transactions in prior period if holiday occurred early in current period.

16 July: Fixed (and improved) suburb lookup did not occur automatically in Location Details window.

13 July: Fixed: Periodic charges/services with permanent patrols not calculating price correctly if suspended, terminated, or cancelled in period.

13 July: Fixed: Periodic charges not being priced correctly if 'daily rate' used.

10 July: Fixed: Site notes window not scrolling (so length of notes which could be entered was limited).

10 July: Fixed: Merging sites would sometimes give an error

1 July: New: Merge customers (button at lower right corner of customer list).  Access control is according to Operator Configuration setting 'System Access' / 'Merge Customer'

28 June: Fixed: Contractor list could give error if operator configured with remote profile.

28 June: Fixed: Adding a location as customer (location details window) not subject to operator access control.

25 June: Fixed: Jobs would appear in Invoicing window multiple times in some situations.

25 June: Improved: Display of error messages in periodic charge generation window much faster.

24 June: Option to prevent operators using Calculator buttons in Periodic Charge window. Operator Configuration, System Access/Calculate Periodic Charge and Calculate Periodic Payment.

24 June: Fixed: Jobs in Prepare Items for Invoicing window incorrectly highlighted as overcharges.

23 June: Fixed: Rounding error in base customer price on job when penalties apply.

22 June: Fixed: Key listing report filter not applied when printed from key listing window.

15 June: This version made available for general release. The major version number (4.4) has been updated to match internal database revision numbers and does not indicate major new functionality.

15 June: 'Requested By' and 'Price Accepted By' are now displayed in the box below the list of jobs.

15 June: Fixed: manually entering number of patrols in Job Details window would not update job price (only applies if the MTWTFSS service matrix is in use).

15 June 2010: Fixed: Sales report would include jobs multiple times in total if override rates in use.

14 June 2010: New: Option to use smaller SMART 'map' on main window (hides buttons which operator does not have access to). Operator configuration SMART map / Use small map.

14 June 2010: New: 'Add new Location' button on list of locations used when the operator creates a job is hidden if the operator is not permitted to add a job.

14 June 2010: Changed: Pressing the Enter key in the list of locations now takes the cursor to the list of locations instead  of opening the Location Details window.  Now remembers operator's usual search field.

14 June 2010: Fixed: Main menu buttons were not being hidden when not required.

14 June 2010: New: Option to hide booked times when entering guard or service jobs. Maintenance \ Smart Setup \General Configuration \ Service Types, Job Details / Display quoted times.

14 June 2010: New: When searching list of providers you can now choose 'Starts with' (the name or code of the Serivce Provider starts with the specified characters) or 'Contains' (the specified characters appear anywhere in the name or code). Operator configuration item Service Providers / Search Match.

14 June 2010: New: 'Requested By' field in the Job Details window can now be made required for a service type.

5 June 2010: New: customer and contractor pricing (in jobs and Periodic Charges) can now be fixed independently

5 June 2010: Fixed: Wrong number of patrols could be specified on patrol run sheet if two or more sets of patrols were specified for the same site/run/day.

31 May 2010: Fixed: Job override rates could become confused, ie. wrong override rate could be picked up.

25 May 2010: Fixed: Permanent patrols allocated to two or more runs could cause a wrong customer charge to appear when generating a job.

25 May 2010: New: When receiving a job via SmartNet which may be matched to the incorrect location in your database, the operator is asked to confirm the match or choose a different location. NB this resolves a problem with SmartNet jobs not always conveying key and code details.

24 May 2010: New: When selecting from list of locations, new options to see list of sites on entry and show only location with keys.

16 May 2010: Fixed: Uniguard downloads where two or more buttons have exactly the same date and time would be rejected.

16 May 2010: Fixed; System speed would degrade if the 'show response and patrols' feature was activated in the Job Dispatch window and multiple users were making regular use of this window.

15 May 2010: Fixed: changing a job's service type after entering shifts or patrols would erase the shifts or patrols

3 May 2010: Option to prevent remote SmartNet user updating the initial status/request field in the Job Details window (their changes are displayed as a SmartNet message).

1 Apr 2010: Changed: Changes to Periodic Charges and Services made by using the Copy button in the list of Periodics are now logged.

                  Changed: If patrols are scheduled for a day which is also a holiday, only the patrol with the higher call count is displayed on the run sheet.

31 Mar 2010: Fixed: Runsheets sometimes out of order.

30 Mar 2010: Warning if merging sites linked to incomplete jobs

                      SmartNet: Remote user can't set job to abandoned unless they were the requester.

25 Mar 2010: Fixed: Set location customer by service type not working.

2 Mar 2010: Fixed: Operator time of day report not counting jobs between midnight and 1am

12 Feb 2010:

Changed: Daily Hours calculator (Job Details window) can now cope with 24 hour period. If no guard (hourly) rate has been selected for the job, a message to that effect is displayed in the calculator window.

Fixed: After editing a job in the Prepare Items for Invoicing window, the wrong job would be selected in the list.

Fixed: When editing a customer payment entered on a previous date, the date of the payment would change to today.

Changed: When a payment which was entered on a previous date is applied

• If the payment was entered in a previous period, and the period has been closed off, the payment allocation has the date set in the top left corner of the Receive Payments window.
• Otherwise, the payment allocation has the same date as the payment.

Fixed: Patrolman phone number in the Job Details would sometimes disappear.

Fixed: Minor discrepancies in operation of Periodic Charges window

5 Feb 2010:
New: Log invoice creation so you can see which operator created an invoice.
Fixed: Deletion of temporary files at startup. Still highly recommended to use a free utility like CCleaner to remove the temporary files created by Smart and other programs which can build up and slow system performance, especially on PCs in use 24x7.

Changed: When pricing guard shifts, the number of guards is taken into account, e.g. 2 guards x 12 hour shift is priced at 24 hours.

1 Feb 2010:

Fixed: Previous accounting period was locked too soon if new month started on Monday.
Fixed: 'Invalid time format' when deleting service provider

25 Jan 2010:

21 Jan 2010:

Fixed: GPF when emailing from Periodic Charges list.
Fixed: Periodic charge details not attached when emailing from Periodic Charges list.

17 Dec 2009:

Fixed: Error when filtering Periodic Charges by Service Type.

2 Dec 2009:

Fixed: Missed call reporting in Patrol Verification window now much faster.

New: Buttons in the Missed Call tab of the Patrol Verification window now give access to the Location Details and Permanent Patrol Details window (subject to access control). A button location (lower left of this tab) can be edited by double clicking on it.

31 Nov 2009:

Change: Order numbers received via SmartNet from a service provider are ignored.

26 Nov 2009:

Fixed: Public holiday surcharge not being labelled correctly when periodic charges/services generated

Fixed: Providers in list of service providers (\Maintenance \Service Providers) were being classified as active when they had been providing a patrol service now assigned to another provider.

16 Nov 2009:

New feature: Compare charges as currently set for periodic charges/services with charges made on each of the three previous cycles. Details here.

SmartNet: Job numbers for jobs created by another Smartnet user are no longer prefixed with their initials.

7 Nov 2009:

Job updates received via SmartNet now recalculate the job price if the offsite time is entered or changed and the job has not been marked complete by your operator.

Fixed: Deleting a patrol in the Job Details window could delete the wrong patrol

Fixed: Uniguard button matching could be affected by poor data.

Account aging: By default, aging has been restored to the way Smart has always aged accounts (previous calendar month = 30 days).  We changed this in a previous version to suit factoring agencies but this did not suit some users.  If you wish to use the alternate aging method  (previous calendar month = current) please contact Smart support for a simple configuration change.

New: Option to select which type of aging is used, in the Trial Balance report (only). This setting is independent of the system setting (above).

Fixed: Incidents which were created from the Job Details window could not be edited (this should only occur if the option Log Internal Notes as Incidents is checked).

Buttons may now be assigned to a different site by right clicking on the button in the Site Details window.

Buttons may be now be included when printing Site Details or Patrol Run Sheets.

Fixed: Manually created credits now have a job reference ending in 'CR' (if there is room).

New: Control room time of day report has option to exclude deferred jobs from response time calculation. NB deferred responses are counted as 'non-response services'.

New: When autogenerating contractor invoice or RCTI, option to exclude incomplete jobs.

New: Option to omit Service Providers from patrol validation reporting (Service Provider Details window).

New: Option to delete button scan [Uniguard] records which have been downloaded but not yet matched. Right click in the unmatched buttons list of the Patrol Verification window.

New report lists scheduled safety checks (\Operations \Guards \Safety Checks \ Scheduled Safety Checks

Uniguard support - see documentation.

• Button matching: fixed problem where matching would crash if site name had apostrophe (e.g. O'Brien).
  

Periodic Charge / Permanent Patrol window:

• Right click on column headers for options to hide or display columns.
• Optionally display total value of charges and payments in current view at top right of window. Operator Configuration item Pricing Access / Periodic Totals.

Job pricing revised for improved handling of patrols and guards.

Contractor invoice (RCTI/SCTI) - when a job allocated to another contractor is added the invoice, the provider shown on the job is changed to match.

Display of patrols below location list:

• Now shows run number as at today's date
• Right click to change run.
  

Minor change to job status terminology = 'Ready to Schedule' means that job details have been taken and the job is ready to be allocated a date and time to be performed. This normally only applies to service technician jobs where the customer has to be contacted to arrange a time.

Fixed: problem with periodic guard charge/service not applying fixed price

Fixed: when printing details of periodic patrol service, prices would be displayed although 'Customer Charge' and 'Contractor Payment' boxes not ticked.

New: When viewing Site History, new option (bottom right) to see history for sites with the same site code.

• When a job is received via SmartNet for a site which has been serviced before, but the address details are even slightly different, a new site is created in Smart with the same site code, to ensure the job is dispatched to the correct address.
  
• You can merge these sites via the Merge Sites function in the Location List window. If you ensure that the older sites are merged into the newer site (i.e. the newest site details are the ones that remain) then a new site will not be created next time you receive another SmartNet job for the same site.

Fixed: When selecting a site for a periodic charge, a customer would not be selected until a service code was specified.

Various changes to patrol verification setup and reporting.

Fixed: Amounts over 90 days not included in Trial Balance report.

Fixed: Statement filters work correctly and 30/60/90 balances display correctly.

New:Improvements to edit in place in Contractor Invoice window.

Fixed: Issuing credit for approval would set invoice to paid before credit approved.

Fixed: Unable to attach service provider to Periodic

New:  Harder for operator to accidentally modify existing entry in customer, sites, service provider, and similar windows.

New: Tighter access control for invoices awaiting approval; operators  who are not permitted to authorise a credit may not edit one either.

New: Contractor invoice window: Amount the contractor is to be paid for each job may be edited directly instead of opening a second window.

New: Contractor invoice window: List of jobs in Find/Add Jobs tab may be sorted by pressing the Ctrl key and clicking on the top of a column.

New: When creating a credit or recharge an internal note  may be added.

Fixed: Prepare Items for Invoicing window would reposition incorrectly after editing a job.

New: Customer Relationship Management functions now completed. Full details here.

New: Credit and recharge facility has been enhanced to allow partial credits and to require approval before a credit can be issued. More details here.

New: Option to show only customers marked 'stop trade' in the list of customers.

New: Customer contact details may be exported as part of factoring data.

New: Option to allow patrol periodic services or charges to be created without entering details. General Configuration window, Patrols tab.

Fixed: Rounding error in new Credit/Recharge Invoice function would leave invoices outstanding with 1c balance.

New: Option to create separate invoices by service code (Customer Details window, Invoicing tab)

Fixed: Periodic charges and service would not recalculate price in some circumstances if e.g. they were terminated part way though period.

New: You may continue to use the patrols matrix (MTWTF etc) in the Periodic Charge/Service window if the setting 'Display Patrol Matrix in Job Details window' is ticked (previously, if you entered patrols in the matrix they would be transferred to the list of patrols  when the window was closed).  This setting is found in the General Configuration window, Patrols tab.

New: Performance improvements in dispatch window / Job list. (If you are experiencing this problem in earlier versions, turn off the option to include incomplete patrols in the Response View in the F2 window.)

New: Option in dispatch window / job list to view scheduled jobs x hours ahead is now displayed in F2 window when list is set to display responses only.

Revised: Applied data in Customer Payment window can now be manually changed.

New: Time Zone settings are now accessible from the Operations \ Manage Control Room menu.

New: Invoice credit/recharge. Allows some or all jobs on an invoice to be credited and optionally recharged to the same or another account. Receive Payments window, Credit/Recharge Invoice button.

New:  By default operators may not edit a job once it has been approved for invoicing.  To change this, go to the Invoicing section of the Operator Configuration window and change the setting 'Edit when approved'.

New: To roll customer end of month dates forward, press the Close Customer Billing Period button in the Print Invoices window. Previously Smart attempted to do this automatically but unintended results could occur.

Fixed, Dispatch window: New jobs not being displayed while one or more job windows open.

Fixed, Dispatch window: 'Another operator is editing this job' not being displayed/handled correctly.

New: Operators may be permitted to approve items for invoicing with no customer charge, contractor payment, and/or dates. See Operator Configuration, Invoicing settings (settings will not be displayed until one or more jobs has been approved with this version).

Fixed: When clearing filter in Invoicing window, some filters (e.g. invoice no) were not being cleared.

Fixed: Unresponsive buttons in Invoicing window

Change: To sort the list in the Invoicing window, use Ctrl-click on the top of the column (hold down the Ctrl key and left click).

Fixed: Map lookup from main toolbar (click on map icon to see list of UBD streets, then click on map icon at bottom to go to Google maps).

New: Service log print has new Letterhead option (bottom right) which leaves space top and bottom so you can print onto your letterhead.

New: Improved searching in Service Provider list. 

Fixed: Safety check listing would show wrong date for shifts.

Fixed: 'Invoice This Job' in Prepare Items for Invoicing not working.

Fixed: 'Script Error' in Job Dispatch window.  To prevent this message appearing before applying this upgrade, turn off audible warnings (\File \Operator Setup \Dispatch Window \Disable warning sounds).

New: Site instructions and notes (include patrol instructions) can now be accessed from a button on the 'Other Details' tab below the list of locations (sites). If the tab is not visible, tick 'Show Details' at bottom right of the window. Access to this window is controlled by the Operator Configuration setting 'System Access' / 'Location Instructions'

New:  When creating invoices or credits or entering customer payments,  operators may be prevented from entering a date which is not in the current month.  This guards against invalid date entry and also has the effect of closing off the previous month so that accounts reports can be prepared.

For the first two business days of the month, the operator may create invoices etc with dates in the last two days of the previous month so that month processing can be completed.

To active this feature set the Operator Configuration setting Accounts /  Edit Current Period Only to Yes

New: Totals Only option on Invoices/Credits Payments reports allows fast generation of results for transfer to general ledger.

New: Specify one or more types for a customer (Customer Details window).  To create, edit, or delete customer types right click in the 'Customer Types' box in this window.

New: Select invoices to print by customer type.  Go the Filtering tab in the Print Invoice or Batch Print window, select one or more customer types, and select 'Include' or 'Exclude'.

Tweak: When printing night patrol runs the run would finish a day earlier than expected.

New: Invoice print window remains open after printing or previewing an invoice (if 'Return here' is checked at the bottom of the window).

Fixed: When printing invoices, the 3rd address line would repeat on all invoices.

New: Default email addresses. You can now set up default sender email addresses by workstation and/or operator type so that you don't have to set up individual operators.  This ensures that, for example,  users with 'Operator' access always use (say) the Dispatch email address.

• Set up default email addresses for each operator type in the General Configuration window (\Maintenance \Smart Setup \General Configuration, last tabl).
• Set up a default email address for a workstation at \File \Workstation setup \Dialler/Fax/Email. If you leave this empty, the default for the operator type is used.
• When the operator sends an email from Smart they can specify a different sender email address, which will become the default for all future emails for that operator. Otherwise
• If a sender address has been set up for the workstation, that will be used.
• Otherwise,  the default address for the operator type is used.

New: The 'Is this job complete?' message which appears when pressing OK in the Job Details window can now be suppressed by changing the Operator Configuration setting 'Job Details', 'Confirm Job Complete' to 'No'

Emailing from SMART can now use an email server other than your ISP.

Fixed: Export from Service Provider list would only export current page.

New: The Service Provider may be changed on an invoiced job when processing contractor invoices.

• Right click on a job in the Contractor Details window (either list) to change the Service Provider
• The contractor price will be recalculated unless the job is marked Fix Price.
• Jobs which have been invoiced (to the customer) may not be changed unless the Operator Configuration setting Job Details / Change provider once invoiced is set to Yes

New: Prepare Items for Invoicing window now allows filtering by contractor and/or jobs which utilise a contractor which  has not yet been paid. This allows you to quickly locate and reprice a jobs which might be affected by a change in contractor price. 

New: Guard shift listing report.  Select \Operations \Print \Guard Shifts from the Main Menu.

Workstation configuration settings now handle Terminal Server/Citrix environment, i.e. settings are linked to the remote PC and not the server.

Fixed: Stop trade functionality broken in previous build.

Changed: If a job is marked 'fixed price' and the provider is changed, the price is not recalculated.

Significant changes have been made to handling of patrols in this version. See the patrols documentation for more details.

• The patrols matrix in the Job Details window (allowing quick entry of patrols per night/day) is not displayed by default. To make it visible, go to the Patrols tab in the General Configuration window. Please be aware that using the patrols matrix instead of entering patrol details in the list below prevents patrols from appearing on a run sheet or being priced or tracked.
• Printing of patrol run sheets has been overhauled to allow printing of multiple runs and multiple days (or nights). There are also numerous additional options which determine what information appears on the run sheet.
• You may now specify that site notes only apply to a one service type and/or that they relate to a safety issue. You can also choose to print  these notes - and a site's patrol brief - along with patrol run sheets.  This enables you to enter a site note which relates to a safety issue for a time period, and print it on the run sheet. You can also e.g. print all patrol briefs with a patrol run sheet for a new patrolman.
• You may specify by customer that patrols must be marked done and/or verified before they can be charged.
• You may require that one or more of the following must be entered before a patrol is considered complete: verified, times, docket number.  This requirement can be applied by customer and overridden for individual patrols.
• Selected patrols may displayed in the Response view of the Job Dispatch window if they are overdue or about to become due, i.e. if they require real-time handling.  To use this feature
• Check the Monitor box when creating a permanent or casual patrol (you can specify a default setting for each customer).
• Set  the Operator Configuration setting 'Jobs List / Include patrols with responses' to Yes. This setting is available from the window which appears when you press F2 in the Jobs list.
• By default, monitored patrols will appear in the list of jobs 5 minutes before they are due, and will remain there until they are completed.  To change this setting, press F2 in the Jobs list. To see only patrols which are late, set this value to a negative number, for example -10 will not display patrols until 10 minutes after they are due.
• The last two settings are applied by operator, i.e. different operators may choose different settings

Fixed: Report emailing not working

New: Jobs may be approved if no contractor payment has been calculated. (See Invoicing tab, General Configuration).

New: Access to contact details in the Location Details window is now controlled by the  operator setting System Access, Location Contact Details

Changed back: Locators (search fields) in the Customer list has been changed back to entry fields which are generally faster and more flexible.

New: Select one or more service codes when printing patrol run sheets.

New: Periodic charge/service list may be filtered by state.

New:  Pricing region may be included when exporting to spreadsheet.

Fixed: Customer address on invoice could repeat address of previous invoice.

New: Service Provider selection window (appears when you look up a provider for job and in many other places). Lists providers which are linked to the location or postcode. The following options appear in the 'Suitability' column, visible when selecting a provider for a job

• This Location / Service Code: This provider has been linked to this location for this service code
• This Location / Service Type:  This provider has been linked to this location for this service type (e.g. Response) but a different service code.
• This  Location / Any Service:  This provider has been linked to this location but no service code has been specified.
• This Location: This provider is linked to this location for some other service code.
• Postcode 1: This provider is not linked to the location but is the first preference for this postcode.
•  Postcode 2: This provider is not linked to the location but is the second preference for this postcode.
• Postcode 3: This provider is not linked to the location but is the third preference for this postcode.
• This provider is authorised to perform this service code but is not linked to this location or postcode.
• This provider is authorised to perform another service of this service type but is not linked to this location or postcode.

New: Allow to delete all patrols on and after a specified date.

• In the Job Details window for a patrol job, right click on the first patrol to be deleted and select  'Delete from this patrol'. All patrols from and including this date will be deleted.
• To terminate a permanent patrol, open the Periodic Services/Charges window, click on 'generated jobs' and locate the most recently generated job. Double click on it to open the Job Details window and delete the patrols as above.
• You are not permitted to delete patrols from a job which has been invoiced unless it has a fixed price.
• If you start to delete patrols from a job which has been approved for invoicing and does not have a fixed price, you will be warned.

Fixed: When entering multiple patrols in the Job Details window, the end date would not be calculated correctly if specific patrol times were not set.

Fixed: error when selecting service provider

There was a problem with the previous build which could prevent the Site History window from opening.

Some performance improvements in location list.

Improved searching in Prepare Items for Invoicing window.

Modifications to casual patrol entry for faster setup.

Fixed: Phantom invoices could occur if two or more people attempted to create invoices at the same time.

Revised printing of some or all patrol run details (Periodic Services) to optionally show site briefs and other details.

Revised printing of some or all location details (Location (Sites) list), ditto.

Edit in place' (spreadsheet entry) for patrol details.

State filter for all operational statistics reports (please advise any other reports which require to be filtered by state).

Invoice print has option to omit items with zero charge (see Customer Details window)

Popular work-related web pages (maps, white pages, etc) can now be accessed from the Web top menu selection without using a web browser. If you wish to add or remove entries in this list, contact Smart support.

Fixed: Incorrect onsite time show in job summary on Accounts tab (Job Details window)

New: Pricing overrides may now be set by suburb, all suburbs in postcode, parcel zone,  BSP (Barcode Sort Plan)  and metro/regional for one or all states.   Postcodes are grouped according to Australia Post standards. This enables you to easily set a special price for an area.

Postcode provider update shows message if no postcodes updated.

Sections of main menu and top toolbar can be hidden from operator - see Operator Configuration, Main Menu Access.

Main menu revised - Service Provider settings (including links to sites and postcodes and bulk update) now available from the Operations menu as well as the Maintenance menu.

Operator list now available from Operations menu.

Operator can be forced to enter an internal note if the time on site exceeds the first price break for the customer (applies only to services e.g. alarm response which use block rate pricing).  General Configuration, Service Types, Job Details, Req. reason if late off site

Fixed: operator could dispatch job to inactive provider by entering their number in the Job Details window.

Operators can be set to have 'view only' access across SMART. Operator configuration,  System /View Only. 

Default service codes for location can now be set system-wide (/Maintenance /Smart Setup / General configuration,  Job Details tab (lower right).

• These settings apply when the location is first created, and may be changed by the operator.
• When a customer is selected for this location, the service codes (if any) specified for the division linked to the customer will be applied (and may be changed by the operator).

Operators may be limited to viewing jobs, locations, and periodic charges and services for one or more time zones / states. 

• Select \Maintenance \Operators \Operator Details
• Highlight the operator name
• In the list of states and timezones to the right of the operator list, press the space bar to select or deselect states or time zones.
• Use Operator Type to group multiple operators together and apply the same settings.

The list of service providers (\Maintenance \ Service Providers) now shows Locations, Keys, Patrols, and Postcodes linked to the provider.

Charged patrols (periodic patrols) can now have different service providers specified for different days of the week or shifts.

Additional operator logging in invoicing area (log creation, editing, and deletion of invoices, payments, and credits).

Enabled operator logging in Service Provider Details window.

Prevent operator from changing customer on job which has been invoiced.

Reduce occurence of backup reminder.

SmartNet: message deliveries now confirmed. Time of receipt is shown as job acknowledged time, and deliver progress is shown in the Job Details box below the job list.

Key listing report now has 'sort by numeric' option.

Fix: Export to spreadsheet failed if filtered by Alarm Company.

Fix: Backup reminder occurring too frequently (now waits 4 hours).

Fix: Location details for a job transmitted by SmartNet could become inaccurate if edited by an operator at the receiving. Location details are now transmitted and updated with every job and any changes made by the receiving operator will be overwritten.

Fix: Invoice prepared with previous build would show zero balance. If you have encountered this problem please contact Smart support for rectification.

New: instant access to Smart and Sendem forums. Forums are a place where you can read the latest news from Skorpion and exchange news and views with other Sendem and Smart users.  Select \Help \Smart Forums from the Main Menu, or browse to http://sendem.com/forums/

Invoice layout revised to allow larger message.

Comms processor now downloads complete list of SmartNet users.

Fix for intermittent 'Truncate' error when creating incidents.

Response Action Summary tidied up.

Backups more user friendly.

Invoices now handle GST rounding for NZ GST

Jobs dispatched via SMS now include Job Reference

Fixed: Site notes not always displayed when opening job.

Fixed: Job initial status/request not printed on invoice if 'Requested by' field has an entry.

ATM number field now 20 characters

Job list now shows 'abandoned' for abandoned jobs when viewing history

Up to three response service providers can be linked to each postcode. 

• For providers to be automatically selected by postcode, the Service Type configuration setting Job Details, Get Provider from Postcode must be set to Yes.  This setting is found in the General Configuration window.
• Providers are ranked, i.e. preferred, 2nd choice, 3rd choice
• Preferred provider selected automatically when job is first created, or received via SmartNet.
• To change the provider, press the provider lookup button in the Job Details window, and tick the 'Postcode' box to show providers for the job's postcode. If no providers have been specified for this postcode, the box is greyed out.
• If a provider has been specified for the location (Location Details window, Providers button) this provider will be selected for the job and not the postcode's provider. To delete all providers currently linked to your locations, please contact Smart support.

For SMART to select the response provider automatically, the configuration selection  Job Details / Select provider automatically must be set for both the service type (General Configuration window) and the operator (Operator Configuration window). By default both these settings are set to Yes.

Fixed problem with Smart Comms processor which would stop if an incoming job had more than one possible Service Provider.

Revised: Keys are now displayed in the job list regardless of whether they are held by the job's Service Provider.

Revised: Job list now refreshes more frequently so you can see changes made by other operators more quickly.

Fix: History view in Job List window painfully slow on larger systems. Column sorting is now disabled in this view.

Fix/New: Order number field extended in Service Schedule and related windows.

Fix: Key details not being sent when job dispatched by email

Fix: Colour coding not applied to service providers in jobs list

Fix/New: Alarm company phone number included in autodial window in Job Details window.  Autodial window cleaned up.

Fix: Printing invoices - when cancelling from a preview, invoices are returned to the correct tab (Approved or Invoice Now).

New: Key register: Keys can now be displayed in either alpha or numeric order.

New/Fix: Job list: Responses given higher priority when mixed service types are displayed.

Fix: Keys were not being displayed correctly in the dispatch window

Fix: Searching the site list for '*' (e.g. to see all temporary sites) would give an error.

Fix: Speed improvements in History view of Job Dispatch window

Numerous small improvements to SmartNet and job list operation

• New options in job list to display scheduled jobs
• Jobs created or updated by remote user via SmartNet go to top of job list until opened.
• Fixed: Street number printed twice when printing incidents in Service Log.

Replaces .06 build which caused performance problems on some systems.

• 'Enter daily hours' window (button in Job Details window) now rounds times according to system setting.
• Print Service Log: new option to print location address when printing incidents.
• Location search now handles ' character
• Fixed: Resizing in Patrols Management window.
• Support for 'Seal checks' (alarm response only).
• In the 'Job Times' tab of the Job Details window you can select 'Seal Required', Seal Granted', or 'Seal Denied', as appropriate.
• If you are using SmartNet this change will be visible to the alarm company which sent you the job. 
• Performance and stability improvements in Job Dispatch window
• New right click options in Job Dispatch window to clear SmartNet messages.
• New option when printing job(s): Show advised time (appears next to Alarm Company, when selected).

New:

• Customer pricing can now be limited by date, for example a customer can be given a free introductory period for a service.  See Customer Rates window, dates at bottom.
• Related incidents can now be included when printing jobs from the Service Log window (\Operations \Service Log).  
• New video / slide show for Accounts operator training. Select \Help \Videos \Accounts from the Main Menu.  Please provide feedback as to whether this is helpful as we are considering similar for other areas.

Improved: 

• Street directory lookup positions closer to match.  Automatic lookup can be disabled  (operator configuration item Location Details / Validate Street Name).
• More search options for Provider in Bulk Location update.

Minor fixes:

• Reminders not operating.
• Periodics not generating correct number of days ahead.
• Periodics not generating correct pricing and hours for some guard jobs.
• Job Details: couldn't edit times on a guard shift after generating.
• Job Details: provider removed from guard shift after editing.
• Fixed crash which could occur if Job Details lookup window was open while housekeeping running.

Fix: Error when running Sales report

Fix: Cancelling out of an invoice run could occasionally leave jobs marked as 'invoiced' but with no invoice number

Fix: Editing an invoice could cause Smart to crash after pressing OK in the Job Details window.

Fix: Users could not edit an invoiced job (if permitted).

Fix: Invoice message has additional space (2 or 3 lines depending on invoice layout). Previously, only one line would be displayed.

First general release of version 4.3.  The major change in this version is the introduction of SmartNet, which provides automated communications with other SMART users and people using email or a browser.

• For an overview of SmartNet, go here.
• For information about dispatching with SmartNet, go here.

New: Audible warnings in the Job Dispatch and Field Monitor windows have been upgraded to notify when a remotely added or updated job requires attention.  Change settings at \File \Operator Settings, Dispatch Window tab, and update 'New Remote Sound' according to your preference. 

New: Patrol on site dates are included when exporting patrol jobs (\Accounts \Export/Import \Export to Spreadsheet.)

New: Patrol Commence and Terminate dates (if any) are shown on invoice (requires that patrol be set up as Charged Patrol or Periodic Charge or Service).

New: Operator is prompted to perform manual backup when logging in if database backup has not been done for specified period (default 24 hours).

New: Operator report shows logons and jobs created and updated for a single operator for a week or a month. \Operations \Control Room Reports \Operator Analysis (List).

New: Jobs in Dispatch window may be filtered by state.  (NB if a location's state has not been specified it will be included in the list regardless of which state is selected. ) To specify the state, press F2 in the list of jobs.

New: Service Provider details now available from the Operations menu (subject to operator access control).

Fix: Key register window not resizing correctly, now uses space bar to tag/untag keys

New: Personal settings for dispatch operators (highlight colours, alarm sounds, etc) are now available from the dispatch window (press F2 from the Jobs List, then  'Other Personal Settings' near bottom.

New: Send jobs by email. Choose Email as the 'Auto Dispatch By' option in the Service Provider Details window. (The Smart Communications Processor must be running.)

New: New SMS service provider, SMS Global. SMS Global and Traitel (also supported) have the lowest SMS rates in Australia, starting at around 9c per message. Once you have an account and have entered your account details in the Smart Communications Processor you can dispatch jobs by SMS or send ad hoc messages from the button on the main menu.

New: Default email addresses when sending email from Smart are now workstation-specific, not operator-specific. Email addresses are set up in a new 'Settings' tab in the Send Email window, visibible only to users with Administrator access.

4.202.07

Fix: Reports not emailed if 'Email' was the only output selected.

Change: Periodic Charges now show details of individual patrols (this allows patrols to appear on a run sheet).

Fix: Reports which were emailed or saved to PDF would have an 'evaluation copy' watermark.

New feature: Reports can now be saved to PDF, HTML, or XML.  Saving to CSV (Excel) and emailing have been improved

New Functionality: When copying a job to the clipboard (in the Job Details window), the site address is now included. To prevent this, set the Operator Configuration 'Job Details', 'Copy site address to clipboard' to NO.

Replaces previous builds - 4.202.05 which was missing a new component and 4.202.06 which had a problem with job printing on some systems.

4.202.04

Fix: Change of Alarm Company in Job Details window was not immediately displayed

4.202.03

Fix: Previous build was unstable on some PCs

4.202.02

Fix: Unable to add new customer if existing customer has 0001 as an account number.

Fix: Resizing problems on customer list.

4.202.01

New functionality: Set starting window.  Operator Configuration setting System/Starting Window determines which window opens automatically at login - can be Field Monitor, Job Dispatch, Guards, Patrols, Technicians, or Systems

New functionality: Filter Job Dispatch window for Scheduled jobs.  Turn this on in the General Configuration window, Service Types tab - set option Job List / Filter by Scheduled Date to Yes. Right click in the list of jobs to see new Status option (Scheduled). Options to filter by Service Provider and Date are shown below the list and to the right (requires Show Details below Job List to be enabled for this window).

Possible fix: Some users reported an 'OLE Automation Error' in the Job Details window which stems from a problem with the spell checker. This build installs earlier versions of the spell checker files which may fix this problem. Please advise if the problem continues.

Fix: Guard shifts now appear in Field Monitor window. Press space bar to complete them.

4.200.05

Minor fixes for guard rostering:
Error when selecting 'My Portfolio'
Guards not displayed correctly when 'For Location' selected
Guard list partly obscured when first displayed.

4.200.04

Fixed: Couldn't add shifts to a Guard Periodic Service
Fixed: Phone list button on main menu was always disabled.

4.200.03

Guard Rostering: Complete some or all shifts in one pass.
Fixed: Checking 'Site Notes' in Service Log would cause hang.
New functionality: Training videos

• Training videos will be made available here and on the main Skorpion web site as they are completed.
• Install the videos in a shared folder on your network to which all Smart workstations have access.
• Select \Help \Training Videos \Select Video Folder from the Main Menu and point to the shared folder. The setting you make here will be applied to all Smart workstations (you will have to restart Smart on the other workstations before it takes effect).
• Select \Help \Training Videos to select from a list of available videos and play them.

4.200.01

Unreleased (alpha test only)
do not install unless instructed.

New functionality in Service Provider list when selecting a provider for a job.
- remove provider from location/postcode
- mark provider inactive
- add new provider
Export to spreadsheet now includes TAS when VIC state is selected
Modifications to Smart Communications Processor for improved running as a service under Vista and XP
Updated all libraries (internal program components)
Fixed: Some inactive periodic charges/services would still be generated.
New functionality: Show popup display of site notes when entering Location Details window.  Turn off in Operator Configuration, Location Details / Show Site Notes

4.186.01

Fixed syntax error when running Sales report
Fixed syntax error when rolling billing dates forward

4.185.01

Fixed problem which would cause Periodic Charges/Services to 'disappear'
Fixed problem with calculation of price on part assembly
Fixed problem with shift time entry on Job Details window.
New 'Tips 'n' Tricks option on Help menu links to Skorpion web site.

4.168.01

Now handles upgrade of Communications Processor if running.
Cleans up temporary files at startup to improve stability and performance
Fixed: Generated patrol and hourly jobs not handling commenced/terminated dates correctly.

4.165.01

Contractor invoicing: Fix multiple display of selected job

4.164.01

Contractor invoicing: Show response time and on site time in job list, fix bug causing lockups

4.163.01

New option to calculate periodic charges on a daily basis. Select the new option in the Periodic Charge/Service Details window to charge the specified amount for each day of the period.

4.161.04

Remote support available - select \Help \Remote Support from the Main menu to and your desktop can be viewed by a SMART support operator.

4.161.03

Automated workstation upgrading (see here)

Provider selection list called from Job Details window was displaying duplicate entries

4.161.02

Fixed problem with 'Total for Period' report

Email address list wasn't showing Service Providers or Drivers

4.161.01

Revised Location Listing report, now has many more filter options and revised layout

4.158.02

Job print settings would not save if print type changed before closing window.

4.158.01

Fixed error on upgrading from much earlier version

These earlier builds available on request, to registered users.

4.156.02

Revised contractor invoice reconciliation for improved performance

4.152.02

Includes interfaces to other systems omitted from previous build.

4.152.01

Displays CodePad on main Job Details window.

Fixes problem exporting reports which were filtered by State.

4.149.03

8 Oct 2007

Handles alternative SQL password. Tech scheduling filter on jobs list may be disabled to avoid performance problems.

4.137.03

Various minor useability changes and bug fixes for guard scheduling.

Technician scheduling enabled (beta release only, still subject to testing).

This build is a candidate for first general release of Smart 4.1.

4.137.02

SmartNet fixes: receipts not being delivered, bad data would cause communications processor to hang.

4.137.01

Button to display current customer balance (aged) in Job Details and Customer Details windows.

Option to colour-code Service Providers in job list

Job Details window now allows inline edit of shift details.

4.134.01

Key register tidied up (keys not sorting correctly). Sales report now handles master master customers and totals by state.

4.130.01

Fix: Postcode import gives error on some databases

4.125.01

Fix: SmartNet not always picking up outbound email address

4.122.01

Version 4.1 general release candidate. Includes completely revised SmartNet functionality and new phone list (button at right of main toolbar gives access to all phone and fax numbers, system wide).

Main version number (e.g. 4.122) now changes automatically whenever a database change occurs. Database changes are applied automatically by the first workstation to install the new version.

New installer is compatible with Windows Vista and eliminates access problems with some installations of Windows XP. Installation file is now significantly smaller.

4.100.04

Minor fixes to key register, invoice printing (Invoice Now tab now displayed, printing of single invoice always includes off site report)

4.100.03

Database changes to support SmartNet revisions

4.000.42

Operator Analysis window

4.000.41

Option to hide Accounts tab in Job Details window
Prepare Items for Invoicing window now shows 'Approved' and 'Invoice Now' items together if billing cycles are not being used.
Can now locate, view,  and/or print an invoice from the Prepare Items for Invoicing window.
Minor revisions to MYOB import

4.000.40

Mods to PO/SS (specific customer only)
New option: no charge (or contractor payment) if over maximum response time for customer.

4.000.39

Minor fixes
Allow to hide profit margin (General Configuration / System)
Show provider and keys below list of jobs
Add multi-field search in sites list (when starting new job)
Create temporary site code when adding site in main Sites window.
Operators automatically logged off after period of inactivity (General Configuration / System)

4.000.38

Fixed problem with 'Totals for Period' report

4.000.37

Job price automatically fixed if manually adjusted.
Useability revisions to Prepare Items for Invoicing window.
Customer-specific mods

4.000.36

Remove update of received time.

4.000.35

No user-related changes.

4.000.34

Modifications to invoice printing, key listing, quote printing.

4.000.33

RemoteSmart improvements (see below for client)

4.000.32

Stability improvements for specified installation

4.000.31

Minor mods to custom reports

4.000.30

Allow to include logo when printing from job screen(s)

Smart 3.x

Further mod to custom invoice - support condensed mode

Custom invoice modification

User access to pricing in the Periodic Charges/Services window is now controlled by the settings 'Pricing Access / Customer Rate Details' and 'Pricing Access / Contractor Rate Details', i.e. they can be permitted access to the window but denied access to customer and/or contractor pricing.

Further optimisation of vacation patrols window

Tweak for periodics preview to suppress 'casual' job if generated by periodic.

Fixes problem with condensed invoice.

Fixes 'unable to create SiteAttributes' problem

Optimise vacation patrols window

Full rebuild to address invoice print problem

Custom mod to invoice printing (revision 3)

Fix problem displaying ADSW job (once again).

Fix problem displaying ADSW job (again).

Fix problem displaying ADSW job.

Custom modification to invoice printing (revised)

Complete rebuild of version 3.4 to eliminate any component mismatch.