We are proud to announce the new iinsight version 5. This new version includes:
Safari and Google Chrome Web Browser Support.
iPad and Android Support in Beta Version.
Multiple Document Upload.
Fields FROM and TO removed from cost windows and replaced with Duration.
New "Case" Group by Option for Billings by Employee Grouped Report.
New Durability Fields in the Case List Grid.
Add Cost / Post Date Warning
Safari and Google Chrome Web Browser Support
Users are now able to access iinsight through Safari and Google Chrome. It’s also now possible to access iinsight from Mac operating system. Other web browsers will be supported in future versions.
iPad and Android Support in Beta Version
Access from mobile devices including iPad2 and Android is now in Beta version. Users are invited to give a try along the next 2 or 3 weeks and provide us feedback.
Multiple Document Upload
iinsight users have been asking for a feature allowing them to upload multiple documents to a case all at once. iinsight version 5 has this new feature. There is extra functionality implemented for Chrome and Safari users but Internet Explorer users can also use a simplified version.
Internet Explorer
Go to the Documentation tab as highlighted below:
Press Multiple button which will then give you the below window:
Then, click on "Browse for files" button in the top left hand corner of the screen. Then,
select the file(s) you would like to attach as per the below example:
To attach more files, repeat this process by pressing Browse for files again.
Safari and Google Chrome
The new Multi Document Upload window has an additional functionality in Safari and Google Chrome as shown below:
As can be seen in above screenshot, users can drag files directly from their file system and then attach to the case. However, users are also able to select files by pressing "Browse for files". On mobile devices, Browse for files allows users to take a photo or browse the file system. After files are selected and/or dragged, the Attach files button will attach all files to the case’s documentation.
Fields From and To Were Removed from Cost Windows
There is a new change which replaces fields From/To Time in All Cost windows. It now displays Duration instead of Start & Finished which is more user friendly and less time consuming. Please see below example.
Under the Case lists tab in iinsight, select Activity as below:
The new field now shows Duration as marked below:
New "Case" Group by Option for Billings by Employee Grouped Report
The Billings by Employee Grouped report can be used to determine the case load for each consultant over the selected period of time. It can now be sub-totalled by "Case".
An enhancement is contained in this report in order to make it easier for Management. The modified report will include a sub-total of the number of cases assigned to each Consultant next to the Consultant name.
For example. Iinsight software support has 13 current cases assigned out of 17 as per below:
This new "Case" group option now has Client name added and also has a new field called "current" indicating that a case is current - "X"means "current". It also shows the total number of cases per employee as per the below example:
New Fields in the Case List Grid
New fields 1st durability reminder and 2nd durability reminder will be added into the case list grid to indicate the status of durability reminder. There are 4 status types:
No icon (blank)
This icon is shown when:
The durability reminder is disabled for the selected closed case or
The durability reminder is disabled for the case’s service contract or
The case isn’t closed.
Tick Icon
The tick icon is shown when:
The durability reminder is enabled for the selected closed case and
The durability reminder is ticked for the case’s service contract and
The durability outcome has been provided.
Overdue Icon
The overdue icon is shown when:
The durability reminder is enabled and
The case is closed and
The case’s durability reminder is ticked and
The service’s contract durability reminder is ticked and
The durability outcome has not been provided and
The case’s durability week precedes the current date. For calculation purposes, the following test is used: (Closure Date +( durability weeks + 1 week) < today() )
Scheduled
The scheduled icon is shown while durability assessment is pending.
Please see some below examples of 1st and 2nd Durability fields and icons now added:
Post Date Warning
There is now a Warning sign when an attempt to add cost with a date more than 28 days in the future. The new warning message is ‘You are about to add a cost in the future’ as per below example: