What’s new in PTW 1.7.1.6 Release - Pisys Limited

The following is a full list of features that were implemented in Pisys PTW 1.7.1.6 release.

1.1.1.Plot Plan Display Options

We have enhanced the functionality of our Plot Plan screen by incorporating support for optional query-string parameters. This new feature empowers users to customise their display preferences more precisely. By utilising these parameters, users can specify various aspects such as selecting specific data layers to visualise or adjusting the scale of the display. This added flexibility aims to improve user experience by allowing for a more tailored and relevant representation of data within the Plot Plan interface.

1.1.2.Hide Top Questions (Permit or Panel) on Printouts

We have significantly enhanced the PDF printing functionality of our system by implementing a new setting designed to offer users greater customisation. This feature allows you to control the visibility of critical questions, specifically those related to permits or panels, when generating printed documents. If a user selects the option to hide these top questions by setting it to "No," they will seamlessly vanish from the printed output. This improvement not only streamlines the printing process but also ensures that only the most pertinent information is presented, allowing for a cleaner, more tailored document that meets the user's specific needs.

1.1.3.Permits without a type selected cannot progress to Approval or Issue until a type is chosen.

Currently, some permits are occasionally approved and issued even when no permit type has been selected, leading to several near misses. To address this, we have updated the system with the following functionality:

We have implemented a feature in the permit version—specifically within the permit questions section—that displays a message when no permit types are selected. This message appears if a user attempts to either "Approve" or "Issue" a permit that has been created without selecting a permit type. The message will inform users that they must select at least one permit type before proceeding.

Permit Version

New setting under "Permit Option / Section" labelled "Type-Selection Mandatory"
- When NOT enabled, the Permit can be Validated or Issued without any Top-Questions being selected
- If enabled, the User will have to set at least 1 Top-Question to "Yes" in order to Validate or Issue

Permit

The button-click event for both Validate (aka Approve) and Issue call the same new method to check the Top-Question selections
If the new "Type-Selection Mandatory" has NOT been set for the Version, the check is skipped and the workflow can progress as normal
If "Type-Selection Mandatory" is enabled for the Version:
- Check the Top-Questions and only allow the workflow to proceed if at least 1 is set to "Yes"

NOTES:

- If the Permit Version has NO Top-Questions, the check is skipped regardless of the "Type-Selection Mandatory" setting since that's the only way any Permit under that Version will be allowed to proceed
- If the Permit Version has NO Top-Questions, BUT has Panel-Questions, at least 1 of those will be required to be set to "Yes" before allowing the workflow to proceed.

1.1.4.Spot checks are available at all stages of a permit process and can be added through the Permit Board.

We have updated our Spot Check functionality to allow users to add checks at every stage of the permit workflow. Additionally, we have added it to the options accessible when selecting the three dots on the permit.

Spot Check functionality updated as follows:
Permit Edit

Spot Check section moved from the main body of the Permit into a tab at the top of the screen
Tab Visibility
- The tab is not visible when initially creating the Permit
- The tab becomes (and remains) visible throughout the lifecycle of the Permit
"Add Spot Check" Button
- The button is available at all workflow steps until the Permit is Handed-back
- Only visible for Users flagged with the Permit-Rights setting for "Can Add Spot Checks" enabled
Delete Button
- Like Inspections, the delete button is displayed only for Pisys Admin to use in the event that a Customer requests removal of a Spot Check

Permit Board

The Permit Board box-menu has now been updated with an option for "Add Spot Check"
Like the other ways to add a Spot Check (i.e. Home screen and Permit Edit) the option is only available if the following conditions are met:
- Version uses Spot Checks
- User has the Rights to add Spot Checks
- Permit has not been Handed-Back (although this shouldn't matter in this case as the Permit wouldn't appear on the Board if it was Handed-Back).

1.1.5.Dynamic Print Headers

We have enhanced our permit headers to be dynamic. Not all permits should be labelled "Permit to Work"; some may be "Limitations of Access" or "Sanctions to Test," for example.

We have therefore made the following changes:

Added a textbox at the bottom of the "Panel Edit" screen labelled "Overall PDF Print Header"
Included further descriptive text alongside this textbox detailing what the setting does e.g.
- Heading displayed at the top of each PDF page if this Panel is deemed highest in the hierarchy for a Permit
If the textbox is left blank, the PDF header will continue to show as "Permit to Work".

We have also made the input editable at all times, i.e. even when the Permit Version is In-Use, this field will remain editable. This will allow tweaking of the Header at any time, and after the change is released, won't require the customer to create a new Version just to edit these headers.

1.1.6.Standardise Permit Terminology

We have ensured that the terminology used for permit status is uniform and coherent throughout the Home screen, the Permit List screen, and the Permit Questions screen. This consistency will enhance clarity and improve user experience across the system.

1.1.7.DropDown Lists as Filters

We are excited to introduce a new feature that allows certain permit question controls to function as powerful filters! Now, you can seamlessly use these filters on the permit list screen, making it effortless to sort and organise permits. This enhancement will prove especially beneficial for customers who frequently generate large volumes of permits at once, streamlining their experience and helping them navigate the system with ease.

Functionality updated as follows:

Admin -> Permit Version -> Question Edit

Checkbox
- Added new checkbox labelled "Custom Filter"
- "Custom Filter" row will always be displayed regardless of the Question-Type, but the checkbox will only be available for the following:
  - Checkbox
  - Date
  - Dropdown List
  - Dropdown Yes/No
  - Multi-Select Box
- In the case of selecting any other Question-Type, the row will display the message:
  - "This Question-Type is not configured for Custom Filtering"
- The "Custom Filter" checkbox will be toggle-able even after the Permit Version is in use
  - Originally, the Question Edit screen was read-only once in use, but the User is now able to set the checkbox and Save (if the Question-Type allows it)
- Duplication Checks
  - Since Custom Filters potentially need to return data across multiple Permit Versions, unique Question Names are a key part of the filtering process
  - This therefore means that we need to limit the selection of a Question as a Custom Filter to be unique within a Panel-Type, e.g.
    - Suppose we have 3 Versions, all with Panels for "General" and "Hot Work" containing Question:
      - General
        Question A
        Question B
        Question C
      - Hot Work
        Question A
        Question B
        Question C
      - The Custom Filter selection only allows for "General -> Question A" to be set as a filter in a single Permit Version
      - It will, however, allow for "Question A" to be set as a filter in both Panels
        In this case, the label on the Permit List screen will have the Panel Name appended to make them distinct, e.g. "Question A (General)" and "Question A (Hot Work)"
      - When opening a Question which has the same Name as a Question in another Permit Version under the same Panel, the row will display the message:
        "A Question with this Name has already been flagged as a Custom-Filter under Version/Panel: " -> ""
      - This check is also applied upon saving the Question if it is flagged as a "Custom Filter" i.e. User could set the flag, then change the name to be a duplicate

Permit List

Custom Filters
- Any defined Custom Filter will be displayed immediately below the existing Fixed Filters
- They will be hidden by default, but can be made visible via the "Show Custom Filters" button
- The type of input will depend on the Question-Type, i.e.
  - Checkbox = Dropdown with options of "Yes" and "No"
  - Date = Date-selector with accompanying 'Operator' dropdown containing options for =, <>, >, <, >= and <=
  - Dropdown-List = Dropdown with options as per the Question definition
  - Dropdown-Yes/No = Dropdown with options of "Yes" and "No"
  - Multi-Select Box = Dropdown with options as per Question definition
- Show/ Hide Buttons
  - Buttons provided to Show/Hide both/either the Fixed and Custom Filters
  - By default, Fixed are shown and Custom are hidden
  - If any Custom Filter is currently set, all Custom Filters will be shown upon opening/reloading the screen
  - NOTE: These buttons will only display if at least 1 Question has been set as a Custom Filter via Admin
- User Filters
  - Custom Filters have been integrated with the Save/Load of User Filters.

1.1.8.Introduced Toast Notifications in the PTW system

We have implemented a new toast notification feature across multiple screens of the PTW system. This enhancement provides users with quick, unobtrusive alerts that confirm successful actions after saving. Users will enjoy a smoother experience, allowing them to continue their tasks seamlessly while still receiving important feedback.

1.1.9.Redesign of the Archive/Delete UI

Since we introduced the bulk archiving and deletion of certain items in the system, we have updated the screens to use paging.

As a result, archiving has been simplified to a one-click button that toggles the archived state of each record on or off, with the row colour changing to reflect the current state. For deletion, since it is uncommon for a large number of records to be deleted at once, bulk deletion has been replaced with a standard button that is visible only for records that are not 'In Use.'

To maintain consistency, we have also applied the one-click archiving function throughout the Admin section. All admin screens that involve archiving now feature the same "A" Archive button.

Additionally, we have streamlined the layout of all Admin list screens to ensure a more consistent design, as there were previously various differences in button sizes, alignment, filter positions, and so on.

1.1.10. Save and Add Another Button introduced in Admin

We are excited to introduce a new "Save & Add Another" button across various administrative screens. This feature streamlines the process of adding records, allowing you to effortlessly keep the momentum going without stepping back to the main admin screen. With a simple click, you can instantly save your current entry and jump right into creating another record, enhancing your workflow and saving you valuable time.

1.1.11. Notification Emails for Permit Expiry

We are pleased to announce the introduction of a set of enhanced settings designed to facilitate the sending of notification emails when permits reach their expiration date. These new features allow users to customize their notification preferences, ensuring that they receive timely reminders well in advance of permit expiration. This will help users stay informed and take necessary actions to renew or handback their permits on time, thereby avoiding any potential disruptions.

Admin Settings

Added a new subsection under "Admin -> Admin Settings -> Permit Settings" labelled "Email Settings"
This contains 5 checkboxes and a textbox labelled/described as follows:
- Send Issue-Expiry Email
  - Tooltip: Send an email to the Person(s) specified below when the Permit Issue-Period Expires without Suspension or Handback
- Send to Creator
- Send to Issuer
- Send to Recipient
- Additional Email(s)
- Send Daily Reminders
  - Tooltip: Send a Daily Summary to the Person(s) specified above where the Permit Issue-Period has Expired without Suspended or Handback
NOTE: The other 4 checkboxes and textbox are only available for selection/input if "Send Issue-Expiry Email" is checked.
- If unchecked, the other checkboxes become unchecked and read-only and textbox is cleared
NOTE: Check added when attempting to save to ensure that if "Send Issue-Expiry Email" is checked, at least 1 of the 'Send to' Creator/Issuer/Recipient OR Additional Email(s) is Required.

1.1.12. Contractor Management Document Expiry Email Frequency

We have added a checkbox on the documents, allowing users to stop the daily emails.

This checkbox will essentially serve as a "mute" button for emails after a document has expired. The first two emails will remain unaffected, as they are necessary, but after the expiry date, users will be able to stop the daily reminders.

Our reminders are set up to be sent like so:

Expiry Date EQUALS 30 days from today.
Expiry Date EQUALS 15 days from today.
Expiry Day has passed.

The following is a list of enhancements that were implemented in Pisys PTW 1.7.1.6. The list includes bug fixes, security updates and new functionality.

PTW-1798 - Plot Plan Display Options.
PTW-1776 - Hide Panel Questions on Print.
PTW-1786 - Permits with No Panel Top questions.
PTW-1777 - Spot Checks added from the Permit Board.
PTW-1741 - Dynamic Permit Print Headings.
PTW-1762 - Notification Emails for Permit Expiry.
PTW-1769 - Standardise Permit Status Terminologies.
PTW-1792 - Change date/time validation messages for permit edit screen in approval/issue/reissue and suspend.
PTW-1453 - Dropdown Lists as Filters.
PTW-1575 - Implement a way of "expiring" self-hosted customers when they do not renew.
PTW-1780 - Add a Filter for Control Category and Hazard Category in Admin / Controls and Hazards, respectively.
PTW-1756 - Need Feedback on Save.
PTW-1785 - Contractor Management Expiry Email changes.
PTW-1787 - Include a Dropdown for Label Style in User-Added Questions under the Permit Details Panel.
PTW-1612 - Redesign the Archive/Delete UI of Users/Recipients.
PTW-1779 - Add an export button to the Risk Assessment and Method Statement List screens.
PTW-1781 - Save & Add Another button.
PTW-1760 - Consider reworking Recipient & User Admin List screens.
PTW-1797 - Contractor Management Document Expiry Email Frequency.

The following list of bugs was identified and were also fixed in this release:

PTW-1796 - Server Error when Permit is handed back and needs area manager approval.
PTW-1795 - Permit Status for Gas Test Before Issue shows incorrectly on the Permit List screen & Permit Edit screen.
PTW-1794 - The permit status is incorrect after manager approval and gas test at the issue stage have been performed.
PTW-1778 - Duplicate Row Header for Table.
PTW-1793 - Server Error when trying to Unapprove a Permit.
PTW-1790 - Move the newly added "License Key" button from General to Permit Items.
PTW-1791 - PTW QC CP is not displaying information for certain Tabs.
PTW-1789 - The New Label Style dropdown for user-created Permit Details questions does not retain its new settings after saving.
PTW-1788 - Spot Checks disappear as soon as the permit is completed.
PTW-1784 - Show/Hide Custom/Fixed Filters expand after a selection and a refresh of the page.
PTW-1783 - The "Save & Add Another" button for Requirements in CM does not redirect to the correct tab after saving.

The following list of Security Updates was identified and were also fixed in this release:

None available in this release.

For an overview of our update process, please click here: https://pisys.co.uk/our-update-process/

Kiki Raizi-Cooke