[1OFFICE] PERIODIC FEATURE UPGRADE ANNOUNCEMENT – MAY 2024
Dear valued customers,
In May 2024, the 1Office Product Development Team has upgraded the following features:
Mục lục
- 1. Purchasing Module
- 1.3. Material Requisition and Material Planning Objects
- 2. 1Chat
- 3. Tasks
- 3.1 Upgrade: When creating a new recurring task, you can set: After the assignee reports completion, the task will change status to Completed or Under Review
- 3.2 Upgrade: When creating a new recurring task, you can set: After the assignee reports completion, the task will change status to Completed or Under Review
- 3.3 Upgrade: Allow setting the time allowed for re-evaluation after task completion
- Purpose
- This setting helps limit the evaluation time, ensuring the evaluation process occurs on schedule and maintaining the accuracy of other periodic evaluation results.
- Purpose
- Change Details
- Purpose
- Change Details
- Purpose
- We developed this feature to allow you to use var code keywords from Formbuilder just like other system var code keywords. From now on, you can not only get var code keywords from the system but also from the Formbuilders of previous nodes to use in subsequent nodes.
- Change Details
- 5.3. Upgrade: Added SMS/ZaloOA Node
- 5. Forms
1. Purchasing Module
1.1. Added a Purchase Status column for each product.
Purpose
Adding the Purchase Status column for each product aims to help track and manage the delivery progress of orders.
Change Details
In the purchase order details, we have added a Status column in the Order Content. When you check the product status as fully delivered, unchecking it will change the status to not fully delivered.
1.2. Added an “Assignee” field to purchase orders
Purpose
We added the Assignee field to purchase orders to help you clearly identify who is primarily responsible for handling that order.
Change Details
On the new purchase order creation screen, you can add an Assignee to the order to designate who will be responsible for managing and tracking it.
1.3. Material Requisition and Material Planning Objects
Upgrade: When a product has a base unit and conversion units, all units for that product will be displayed for selection when creating a new Material Requisition or Material Plan.
Purpose
Displaying all base and conversion units of a product for selection when creating a new Material Requisition or Material Plan is to ensure flexibility and accuracy in product management and usage.
Change Details
When creating a new Material Requisition, you can select the appropriate unit for the product according to the creator’s preference.
Similarly, when creating a new Material Plan, you can also select the appropriate unit for the product according to the creator’s preference.
1.4. Material Requisition Report Object
Upgrade: Added a Budget Report screen
Purpose
On the Budget Report screen, the system will automatically calculate the budget for each department on a monthly basis to effectively track and manage budgets from requisition forms.
Change Details
On the Budget Report screen, our system will automatically calculate the budget for each department on a monthly basis based on data from requisition forms, purchase orders, etc., that you have previously created.
2. 1Chat
Upgrade: Added a setting to allow new members in a chat to read or not read old messages.
Purpose
We added a setting to allow new members joining a chat to read or not read old messages to control privacy and information security in conversations.
Change Details
In the group settings of a chat box, you can adjust the chat history setting to allow or disallow new members from reading old messages.
3. Tasks
3.1 Upgrade: When creating a new recurring task, you can set: After the assignee reports completion, the task will change status to Completed or Under Review
Purpose
This setting allows you to change the task status depending on the nature of the task.
Change Details
On the new recurring task creation screen, we have added a “Status after reporting” setting to help you configure the status based on the nature of the task.
3.2 Upgrade: When creating a new recurring task, you can set: After the assignee reports completion, the task will change status to Completed or Under Review
Purpose
This setting allows you to choose a suitable and accurate task evaluation method.
Change Details
In the task settings, we have added the ability to configure the Work Quality Evaluation Method.
Managers can evaluate work quality in 2 ways:
- Qualitative: Includes a 5-point scale: Excellent, Good, Fair, Average, Poor.
- Quantitative: The manager gives a score from 1 to 10.
If evaluating Qualitatively, the results evaluation table will have the following form
If evaluating Quantitatively, the results evaluation table will have the following form
3.3 Upgrade: Allow setting the time allowed for re-evaluation after task completion
Purpose
This setting helps limit the evaluation time, ensuring the evaluation process occurs on schedule and maintaining the accuracy of other periodic evaluation results.
Change Details
By default, when a task has been evaluated as complete, the manager has the right to re-evaluate it. However, if you want to limit the time frame for this re-evaluation right, enter the number of days in this setting.
4. Process Tasks (BPA)
4.1. Upgrade: Add “Delay until” feature for the Planning Node
Purpose
If you need to pause the entire process until a fixed date to ensure consistency and standardization, you can use the “Delay” node.
Example: In an invoicing process, all invoice requests can be delayed until Friday for processing. You can use the Delay node to ensure the accounting department only issues invoices on this day.
Change Details
- We have renamed the Planning node to Delay
- Added a feature to the Delay node that allows setting a specific “Delay until” date.
The Delay until date can be set in 2 ways:
1. Setting Delay until To date: You can select a specific delay date: The same date next month, a date in the last month of the quarter, a date in the last month of the year
2. Setting Delay until To day of the week: You can select a specific “day of the week” as shown below
4.2. Upgrade: Added an Attach File field to the Post Article node
Purpose
When posting an article on social media, in addition to attaching a file directly to that node, you can also automatically attach a file based on the selected object.
Example:
When posting a welcome message for a new employee, you can attach their photo to the post.
When posting a commendation or disciplinary decision, you can attach the commendation or disciplinary file to the post.
Change Details
We have added the Object’s attached file field. This option helps you find all attached files of the matching record and attach them to the post.
The following file types can be attached:
- Attached files from previous task nodes
- Attached files of the object
- Fixed attached files
4.3. Upgrade: Allow extracting keywords from Formbuilder in the custom list
Purpose
We developed this feature to allow you to use var code keywords from Formbuilder just like other system var code keywords. From now on, you can not only get var code keywords from the system but also from the Formbuilders of previous nodes to use in subsequent nodes.
Change Details
Here is a specific example:
1. In Action Nodes where a Formbuilder can be created, the user creates a Formbuilder with keyword fields as shown in the image.
Please pay attention to the keyword field “Sales order executor” in this Formbuilder.
2. Create a Task node after that Action node, and you will see that the keyword from the Formbuilder of the above Action node is now available in the Task node.
Now you can see that the “ Sales order executor” keyword you created in the Formbuilder above has appeared in this Task node for you to use.
5.3. Upgrade: Added SMS/ZaloOA Node
Purpose:
In BPA, we have added an SMS/ZaloOA node to automate communication, helping you save time and ensure notifications are sent accurately and effectively.
Change Details
1. You can configure the SMS/ZaloOA node according to your needs to send messages to your desired recipients.
2. After the process successfully runs through the SMS/ZaloOA node, it means the Recipients have received the message. You can view the detailed history of sent messages here:
3. If the number of messages to be sent is greater than the number of messages set in the process, you will receive a notification to reconfirm the recipient list
When you click on that notification, you can re-select the people you want to send the message to
5. Forms
Purpose
The ability to export forms for the “approval process” keyword makes exporting forms more convenient and informative.
Change Details
For objects that use an approval process, we have added a separate set of keywords for the approval process to the form, with usage instructions below
6. Recruitment
6.1. Upgrade: Allow selecting multiple Profile Screeners in a Recruitment Campaign
Purpose
Allowing the selection of multiple Profile Screeners in a recruitment campaign provides flexibility when choosing screeners
Change Details
From now on, you can select multiple Profile Screeners instead of just one as before
6.2. Upgrade: Ability to move multiple candidates to a recruitment campaign at once
Purpose
Allowing you to move multiple candidates to a recruitment campaign at once helps you transfer candidates to the campaign more quickly and conveniently
Change Details
In Candidate Profiles, tick the checkboxes for multiple candidates and click the Move Campaign button as shown below to move multiple candidates to a recruitment campaign at once
6.3. Upgrade: Added feature to import interview schedules into a campaign
Purpose
Adding the feature to import interview schedules into a campaign helps save time and improves the efficiency of interview schedule management.
Change Details
We have added the feature to import interview schedules here
Below is the setup screen for you to import interview schedules
We hope these new upgrades will bring you a better experience when using the 1Office software. If you have any comments, suggestions, or questions, please contact us through the following channels:
- Customer Support Hotline: 1900 3313
- Email: support@1office.vn
- Live chat on the Ticket software
We sincerely thank you for your continued trust and support of our services.
Sincerely,
The 1Office Product Development Team!
