OldCastle Enhancements Changelog

OldCastle Enhancements Changelog

Below is a collection of the OldCastle Enhancements to the WorkSchedule.Net system as well as any changes, additions, or subtractions of features. These changes are organized in descending order, starting with the most recent changes to these enhancements. This page will act as a running guide for the current state of the OldCastle Enhancements Suite within WorkSchedule.Net.

August 24, 2017

Changes planned for August 24, 2017

  • Material Line Items Can Show in Time Blocks – We have added a new option in View | Other View Settings called “Show Materials in Time Block”. With this option checked you can now see the material line items without having to edit the time block and without having to click the (i) bubble to see it on the Shift Information pop up.
  • Abbreviated Labels in Time Blocks – We have added a new option in View | Other View Settings called “Show Category Labels in Time Block”. With this option checked you can now see the first two characters of the Category Name. For example, instead of seeing just “64-22” as the AC Liquid Type, you will see “AC:64-22”.  This also applies to the line items categories as well (usually Phase and Mix codes)
  • Added Square Yardage (SY) to Show In Time Blocks – Now you can see SY along with Tons and TPR/TPH in the time block (without clicking anything) with an option called “Show Quantities in Time Blocks”.  With that option checked in View | Other View Settings, all three values will show in the time blocks. If it is unchecked, none of those values will show.
  • Major Speed Improvements for Edit Page – When adding or editing a time block, you should notice speed increases.  On average you should see about 10 times faster load speeds for the add area (The actual number depends on many factors). We have streamlined a number of areas:
    • We have reconfigured all accounts to have only 3 data entry forms per page that you can use to add time blocks when you click the add button, down from 14.  We can easily change that number to as low as zero, or higher if you would like, upon your request to our support team.  The more forms, the longer the page takes to load.  When you run out of forms you can simply submit and click add again, and you’ll get more blank forms.
    • We have decreased the number of material line items available from 9 for most companies down to 4. Like the number of data entry forms on a page, this number is configurable by company also.  So if you want less or more just let our support team know. Also like the forms, the more line items you have, the slower the page load will be. The count can drop to as low as 1 or go back as high as 9.
    • We have also made improvements in efficiencies for the generation of each drop down selector inside the forms, which seemed to be the key culprit of the slowness. This makes the speed gains multiply somewhat, because there are also now less selectors on a form, and less forms on the page.
  • CC Admins on Schedule Change Alerts – The existing feature to allow Managers and Read Only users to be carbon copied on emailed schedule change alerts that go out to crews in their departments now includes Administrators as well. Admins, if opted in to the feature, will receive schedule change alerts for any department, since they, by definition, manage all of them.
  • Sorted Category Item Lists – In Categories when editing a category (for example “Job Numbers”) you can now choose the option “Sort Category Items Alphabetically”. With this box checked, the page where you can add, edit, and delete this category’s items will be sorted alphabetically by category item name.  This should help with category item maintenance. This has no effect on the order in which items show when selecting them in the time block edit/add area or the time block order/grouping in Current Schedule, as those could already be controlled by existing options before this update with a different option.
  • Add User Licenses Online – You no longer need to contact support to increase or decrease your number of user licenses.  You can now make changes to your subscription on the new “Subscription” tab of the Billing area in your WorkSchedule.Net account. Increases take effect immediately and are pro-rated for the rest of your term, while decreases can only take effect as of your renewal date.
  • Miscellaneous – Minor fix to ViewPoint import. Rewording of some text in the Other View Settings area to be clearer what the options are.

July 27, 2017

Changes as of July 27th, 2017

  • Correction to Rejection of ViewPoint Import File Duplicates – This change was implemented in the previous update but had issues, so we removed it immediately afterward. We are now re-implementing it. Now when importing a ViewPoint file, the system will reject it if the job code has already been imported. Importing the same job twice can cause problems, especially with duplication, so this is a protection to keep your data clean.  If you need to make further changes to items associated with a job after import (like phase codes or mix codes) you can do that inside WorkSchedule.Net. Also it will reject any file that does not have the same job code for every row, as importing multiple jobs in one file is not supported.
  • Import is “All Or Nothing” – There were circumstances before where the ViewPoint import could error part of the way through but leave some data imported, resulting in a partial import.  Now if the import fails it fails entirely and no WorkSchedule.Net data is added / affected.
  • Automatic Character Replacement in Import – To avoid the hassle of having to prep the ViewPoint file to remove characters not accepted by WorkSchedule.Net, we have moved to a replacement method. Instead of rejecting the import, WorkSchedule.Net will accept it but will replace the invalid characters with characters that are valid and are similar to the invalid characters. A single quote gets converted to a backtick (‘ –> `). A double quote gets converted to two backticks (” –> ` `). A comma gets converted to a semicolon (, –>;)
  • Flexible Import Columns – The ViewPoint file import feature can now be configured by our support team to import just about any columns you want, and is not restricted to a specific number of columns either.
  • Editing Job Code Parent in Category Item  – When editing a category item, you can now edit its associated job code (also known as the “parent job code”) manually.  If it has an associated job code, it will show as “Parent Job Code” (Previously labelled as “Parent Category Item”) at the bottom of the form.  This allows you to properly associate items like mix code, phase code, etc., with their correct parent job code, and gives you manual control to set all that up without the need to import the data (which does the association as well).
  • Filter By Job Code  – Now in the Categories area you have the flexibility to declare that any category should be filtered by job code.  Exceptions are:  your department type category, usually “Plant”, and the job code category.  If you check the box for Filter by Job Code an a category, it will change the behavior of that property in the time block adding/editing area in the following ways: (1) Once you choose a job code for a time block (or change it), only the category items in the category that have that job code as a parent will show after clicking off the job code box. (2) When adding a new filtered item on the fly, it will be automatically attached to the job code as its parent. With the Filter By Job Code option off, all the category items will show for the property in the time block adding/editing area. Note that this behavior is not new functionality, but the ability to configure just about any category to have this behavior is new.
  • API getTimeBlocks Function Expanded  – This API function will be essential in upcoming integration to external software like JWS and Libra but did not previously have all of the data that OldCastle companies use.  It now includes the following time block properties: Tonnage, SY (square yardage), TPR/TPH (tons per round/tons per hour — it is the same property regardless its label). It also includes materials line item detail with the following properties of each line item:  Phase Code (or substituted category), Line Item Tonnage, Mix Code (or substituted category), and Line Item Comments.
  • Original OldCastle Report Removed  – For those customers that still had it available on their reports menu, the “OldCastle Report” has been removed, still leaving the “Custom OldCastle Report”.  The “Custom OldCastle Report” is a replacement for original “OldCastle Report”, but we left both available until we were sure the new report was fully stable.
  • Miscellaneous Minor Changes  – After adding a new job code in a time block, the filtered category items will have no choices, though you can add new ones on the fly. Setting both Multiple AND Add On The Fly is not supported in Categories and now results in an error. Line item categories “Phase Code” and “Mix Code” can be substituted with another category instead, like “AC Liquid” for example, with help from our support team.

June 20, 2017

Changes as of June 20th, 2017

  • Viewing Job Code Parent in Category Item  – When editing a category item, you can now view it’s associated job code.  If it has an associated job code, it will show as “Parent Category Item” at the bottom of the form.  This can assist you in cases like when you have duplicate phase codes or mix codes to determine which one belongs to which job.
  • Rejection of ViewPoint Import File Duplicates – When importing a ViewPoint file, the system will reject it if the job code has already been imported. Importing the same job twice can cause problems, especially with duplication, so this is a protection to keep your data clean.  If you need to make a change to items under a job (like phase code or mix codes) you should do so inside WorkSchedule.Net instead of re-importing the job.

April 4, 2017

Changes as of April 4th, 2017

  • Custom Report Overhaul – WSDN has provided a UI for report configuration, allowing full customization of columns and report inclusion, sorting by crew or plant, filtering by all categories, and the ability to save multiple report profiles and configurations for future use. This will enable each company to run the reports that suit their specific needs at any point in time, such as a 3-day lookahead tonnage report, a plant-centric output report, or a simple and readable printout of the week’s schedule.
    • New Initial User Interface
      • The initial user interface, seen when first selecting the OldCastle Report, has been overhaulted to provide extensive customization and flexibility. Along with the previous functionality of choosing date range and report type (weekly/range or daily), users will now be able to completely customize their report filter, choose which employees to include, and also create specific report profiles (of which multiple can be saved and edited) to use for quick running of reports.

    • Report Profile Customization
        • Users will be able to add and edit report profiles – saved configurations of the columns, column headers, and sort they wish to display in a specific report. These profiles can then be chosen to be run at any time from the initial user interface, shown above. A visual of this is shown below:
        • To Add report columns simply click on the plus sign next to “Add new record.” This will open your edit row, as seen above. The drop down menu will contain any available categories you can choose from, the text field to the right is where you can type in the desired title for this specific column, the check mark will save the column and the red circle will cancel the addition. Once added, any new column will always “fall” to the bottom of the list becoming the now farthest left column on the report. You can edit a previously added column using the pencil icon, delete using the trashcan icon, or move the order using the arrows on the far right.
        • The “+/-” symbol can be toggled by checking the box on or off, a sort of either crew or the designated Plant field can be chosen, and lastly users can save their profiles with chosen names for later use.
      • NOTE: Crew and Plant are not dropdown options for each column because they are always displayed in each report. If Crew is chosen, as seen above, it will be the “sort” column of the report, similar to sorting by Crew on the Current Schedule, and Plant will be the second report column following the date. If Plant is chosen, the opposite is true, with Plant being the sort column and Crew being the second report column.
  • Tonnage Amounts Sum Into Tons – Individual tonnage amounts inside of each job, those associated with the individual phases and materials, will now automatically sum up into the “# Tons” field on each job. This is a dynamic process that will update anytime a value is typed into the individual tonnage amount fields. The interface for this is shown below:

 

  • Rubber Stamp Cancel – Tool to easily mark a job as cancelled, such as for a rain out, for historical record keeping and data integrity.This tool can be accessed by selecting any time block, going to the Edit menu at the top of the current schedule, then selecting the Rubber Stamp Cancel option. The following pop-up menu, pictured below, allows the user to change the color as well as add notes, to any selected time blocks.
  • Schedule change alerts to Managers – This feature will now send job schedule change alert emails to managers in the system, specifically intended to go to plant managers when jobs from their plants are changed. In order to enable this functionality the criteria below must be met:
    • Employee assigned to time block(s) must have an email address in their User Record (Found in the general information tab)
    • Manager must have an email addresses in their User Record but specifically in the Reminders/Alerts tab – the main email address will not be used
    • Manager must have any plant they wish to receive alerts from inside of their “Managed Departments,” a tab within their user record.
    • Manager must have the option checked that reads “CC schedule alerts if managed department changes” found under the Manager Settings tab of their user record
    • Schedule is posted and time blocks that intend to send alerts are within the posted portion of the schedule
    • The general option for sending Schedule Change alerts is turned on
  • Default Read Only to Full Screen – With this feature, now all full screen users will always enter the full screen view without the need for the special URL’s that were created and distributed in the past. This view will take Read Only Users directly into the Current Schedule, with no left hand bar, and the schedule itself filling the entire screen. This is to promote readability and extend its use.
  • Filtering of Equipment Select List – Jobs will now have the equipment multi-select list filtered to not include any equipment item that is scheduled on a conflicting time slot / job time block.Example: Time block A with Equipment 1 and Equipment 2 is on the Current Schedule from 8am to 1pm. A new time block, time block B, is being created on the same day on the schedule. The user enters a start time of 8am and an end time of 4pm for Time block B. Now that the start and end time has been established, the time block editor will update and the Equipment multi-select category will filter out equipment 1 and equipment 2 from the list of available items.If the start and end time of a time block is modified at any point, the list of available equipment items will be reset and the existing selections will be cleared, much like functionality of the job code linking feature. This is to avoid accidental double scheduling of equipment items on the schedule. No additional warnings or notices will be given for existing conflicts
  • Total Only for Posted Time Blocks – The black bar directly underneath the schedule will now show a total tonnage amount based strictly off the currently posted shifts on the schedule, useful for 2-day or 3-day look aheads. Normal totaling such as per column or per row as well as per view are unaffected. This feature also works properly with the below “TPR/Tonnage Toggle” feature.
  • Toggle between Tonnage Per Round / Tonnage – WSDN has created a toggle to switch between totaling based on overall tonnage (the single integer value attached to each time block) or totaling based around tonnage per round, another single integer field being reintroduced with this update. In order to use this feature the “tonnage per round” integer field that is now on each time block must be used – data entered into a similarly named category will not be taken into account.This feature will specifically affect the totals as displayed inside the current schedule at the bottom of each day column, the far right of each row, the bottom left hand corner (which is the “grand total), and lastly the bottom black bar. This toggle affects the posted total as well in that it will show the posted total TPR rather than tons when toggled accordingly.

Changes as of April 4th, 2017

  • Custom Report Overhaul – WSDN has provided a UI for report configuration, allowing full customization of columns and report inclusion, sorting by crew or plant, filtering by all categories, and the ability to save multiple report profiles and configurations for future use. This will enable each company to run the reports that suit their specific needs at any point in time, such as a 3-day lookahead tonnage report, a plant-centric output report, or a simple and readable printout of the week’s schedule.
  • Tonnage Amounts Sum Into Tons – Individual tonnage amounts inside of each job, those associated with the individual phases and materials, will now automatically sum up into the “# Tons” field on each job going forward
  • Rubber Stamp Cancel – Tool to easily mark a job as cancelled, such as for a rain out, for historical record keeping and data integrity
  • Schedule change alerts to Managers – This feature will now send job schedule change alert emails to managers in the system, specifically intended to go to plant managers when jobs from their plants are changed
  • Default Read Only to Full Screen – Self explanatory, now all full screen users will always enter the full screen view without the need for the special URL’s that I was creating in the past
  • Filtering of Equipment Select List – Jobs will now have the equipment multi-select list filtered to not include any equipment item that is scheduled on a conflicting time slot / job time block.
  • Total Only for Posted Time Blocks – The black bar directly underneath the schedule will now show a total tonnage amount based strictly off the currently posted shifts on the schedule, useful for 2-day or 3-day look aheads. Normal totaling such as per column or per row as well as per view are unaffected.
  • Toggle between Tonnage Per Round / Tonnage – Toggle between totaling tonnage and tonnage per round anywhere that shows a total on the schedule
  • Undo 

April 25, 2017

Changes as of April 25, 2016


  • The Tonnage Per Round input field, located next to total tonnage and SY total, has been removed. Any company wishing to input and display Trucking/Tonnage Per Round will use the corresponding category to do so.
  • The Excel Import has merged into the Viewpoint import. Viewpoint will import Job Codes, Mix Codes, and Phase codes from an excel file only.
  • The maximum number of Categories in the system is now 20, up from 15.
  • The corresponding Notes included with each Phase, Mix, and individual Tonnage amount for a time block has been relabeled as “Comments” in the Time Block Editor

Original Enhancements - Feb 17, 2016

Enhancements as of Feb 17, 2016


  1. DAILY/WEEKLY REPORT OF SHIFTS AS PER P.J. KEATING EXISTING REPORT

Program Works agrees to create a report showing shifts for a given day or week. It will be available for generation on the fly from the reports area.

What will be included in the report:

All time blocks in the given date range sorted by and including:

  1. Crew – User First and Last Name
  2. Plant – Plant Category Item
  3. Customer – Customer Category Item
  4. Job Address – Job Address Category Item
  5. Job # / Name – Job #/Name Category Item
  6. Phase – Phase Category Item
  7. Tons/SY – Tons Count OR SY float value (if Tons = 0 then use SY)
  8. Mix – Mix Category Item
  9. TRKs – TRK Category Item
  10. Drop – Drop Category Item
  11. QA/QC – QA/QC Category Item
  12. Tack – Tack Category Item
  13. Mgr – Mgr Category Item
  14. Comments – Notes field

What you will need to enter before running the report (parameters):

A specific date range to run the report in.

How it will be formatted:

If Weekly Report is chosen, then the Report will sort by User, Last Name descending, and list the starting and ending date range for each User as well as the shifts that fall on each day. If the Daily Report is chosen, then the report will sort by User, Last Name descending, and will not display the date for each shift. It will be saved as an Excel spreadsheet.

How the report will be filtered:

Only the specific shifts in the given date range listed above will be included in the report. No category items will be able to be filtered out, all categories assigned to shifts in the provided date range, custom or otherwise, will be given for the specific date range.

How the report will be sorted:

The report will be sorted by Last Name, First Name

  1. CHANGE HOURS TO TONS IN SYSTEM

The specified instances of Hours in the system as a track-able and reportable float will be changed to Tons to be reflected in the system. This includes:

  • The “Hrs” label in the top right of the current schedule being changed to “Tons”
  • Hours Report will be completely removed from the list of reports.
  • “Total manhours” at the bottom of the current schedule will be changed to “Total Tonnage”
  • The shift edit area in both assigned and unassigned will be edited to reflect the changes in figure 1, below. The changes should be close to figure 1 but may not be exact. They include hiding the auto calc hours option, defaulting to specifying number of hours (hours being changed to tons), and requiring a tonnage amount to be entered for each shift, being a float value above or equal to 0, 0 being the default value. Tonnage field will be labeled as simply “Tons:”.
  1. ADDITIONAL CATEGORY FUNCTIONALITY – HYBRID DROP DOWN/TEXT FIELD

Program Works agrees to create a new functionality for a category for use on any shift. It will be a hybrid drop down menu and text field, with the functionality listed below:

  1. User can enter in a new text value into the text field. This will then save this value as a new category item in the respective category
  2. If string value entered is already an existing category item, WSDN will then suggest the already established category item to prevent duplicate category items in the respective category
  3. User can use a drop down menu to select a previously entered value

This category functionality can be activated and used on any category in the Categories area (much like users can activate a category as “multiple”), and in this case, would be specifically used for Mix Codes and Phases for a shift. This functionality will only be available in the single edit area for a shift, as well as both assigned and unassigned shift creation areas.

  1. INCREASED NUMBER OF CATEGORY ITEMS

The current maximum number of categories in WSDN is set to 9. This enhancement would increase the maximum number of categories to 15.

  1. DATA ENTRY OF PHASES, EXTRA TONS, MIX CODES, AND NOTES

In the edit view of a given time block a new area will be created allowing the Customer to add a number of sub-records to each time block.  Each sub-record will contain a Phase, a Mix Code, an extra tonnage amount, and Notes.  The Mix Code and Phase will use the Hybrid Drop Down / Text Field functionality specified above to allow Customer to select a choice from a given list, or add a new one on the fly. This allows the company to enter in specific ordering for Phases, Mix Codes, an extra tonnage amount, and Notes as per the existing PJ Keating Daily Shift Report provided. The drop downs for Phases and Mix Codes will be taken from their respective category item lists. The extra tonnage amount will be a simple integer number field and the notes will be a simple character entry field and both will not save or correspond to a specific category or category item. A mock-up of this edit view can be seen below in Figure 2. This mock-up will be close to the final product but may not be exact. Note that Shift History and Shift Info tabs may or may not be present in initial release.

oldcastlegui2016

  1. IMPORT OF DATA FROM VIEWPOINT

WSDN will allow the importation of viewpoint files into the WSDN system with the purpose of populating specific category items with data from aforementioned file. This import file will be in the form of an XLSX file from Viewpoint which contains phase codes, job numbers, and units which will all correspond to similarly named categories in WSDN. Repeated phase codes, job numbers, and units that already exist in WSDN will not be duplicated and will be ignored. These items will be presented in the following column format relating to a similarly named Category in WSDN:

  1. Job Number: Job number to be imported
  2. Phase Code: Phase code to be imported
  3. Units: Units to be imported

Each cell of the import file will correspond to a category item to be imported. Please see Exhibit C for an example of the correct formatting. This process will be available to Customer at any time.

  1. IMPORT OF DATA FROM EXCEL

WSDN will allow the importation of excel files into the WSDN system with the purpose of populating specific category items with data from aforementioned file. This import file will be in the form of an .XLS from Excel which contains mix codes which will correspond to a similarly named category in WSDN. These items will need to be in a single column with one category item per cell, per row.  If a mix code already exists in the Category Item list then that record will be ignored. Please see Exhibit D for an example of the correct formatting. This process will be available to PJ Keating at any time.

  1. CUSTOM TIME BLOCK FIELD TO TRACK SY AND TONNAGE PER ROUND:

A custom field will be added to time blocks to track both an SY and a Tonnage Per Round amount for each shift. It will be a text field labeled “Tonnage Per Round/SY” that the user can input a float amount into. This will then be displayed on the shift information area as well as the edit shift screen. This field will not save to a corresponding category item in any way and is strictly for display and informational purposes.