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Settings 2.0 (Admin)

Overview

Reorganized the modules and pages in the Admin section to make it more structured and intuitive to the user.

Key Navigation / Functional Changes

Type of Change

Field / Subject

Description

Enhancement

Renamed

The Admin section has been renamed to Settings.

Enhancement

Navigation / Organization

This section has been reorganized for a better structure into these modules:

  • General Settings

  • Business Settings

  • Work Order Settings

  • Workforce Settings

Enhancement

Skills

Skills and Skills tab are now combined as Skills page and can be accessed from Settings > Workforce Settings > Skills tab.

This was previously accessed only from Workforce page.

Enhancement

Stock Units

The Stock Units module is now accessible from Settings > Business Settings > Stock Units tab.

Previously, this module was accessed from Billing and Invoicing > Catalog.

Removed

Customer/Customer Sites

The Customers module has been moved as a standalone module. See Customers 2.0.

The Customer Sites module which is available as a tab on the Customers module has also been moved. See Customers 2.0.

This was previously accessed from Admin > Customers.

Removed

Contractors

This module has been removed from Admin.

The Contractors module is now available from Workforce > Contracts.

Removed

Skills Level

The Skill and Skill Level pages are now combined and are now seen as a tab in Technicians 2.0.

Removed

Moved to Studio Z

These modules have been removed from Admin and will be available in Solution Builder / Studio Z.

  • Approval Workflows

  • Priorities

  • Statuses

  • Status Actions

  • Status Permissions

  • Status Transitions

They were previously located as individual tabs in Admin > General Settings.

Detailed Changes

This section describes key changes with accompanying screenshots between FSE 1.0 and FSE 2.0.

To view all the screens, go to https://app.zeplin.io/project/5bb5f4ca48a15c645a747871/dashboard.

General Settings

Type of Change

Field / Subject

Description

Enhancement

Renamed

The Admin section has been renamed to Settings.

Removed

Customer

The Customers module has been moved as a standalone module. See Customers 2.0.

This was previously accessed from Admin > Customers.

Removed

Customer Sites

This module has been removed from Admin.

The Customer Sites module is now available as a tab on the Customers module. See Customers 2.0.

Removed

Contractors

This module has been removed from Admin.

The Contractors module is now available from Workforce > Contracts.

Removed

Skills Level

The Skill and Skill Level pages are now combined and are now seen as a tab in Technicians 2.0.

Removed

Moved to Studio Z

These modules have been removed from Admin and will be available in Solution Builder / Studio Z.

  • Approval Workflows

  • Priorities

  • Statuses

  • Status Actions

  • Status Permissions

  • Status Transitions

They were previously located as individual tabs in Admin > General Settings.

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