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| PIRS Release | New Feature | Short Description | Link to Chapter in this Guide |
|---|---|---|---|
| 3.18 | Presentation Overview | ||
| Faster filing (via drag and drop) |
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| Improved navigation |
| Chapter is being updated | |
Define sort order for selection fields |
| Contact your PM for more information and assistance on setting up the desired orders. | |
| Improved new Revision option |
| Create new revision | |
| Access all files of linked items within Action Item |
| Action Items | |
| Improved sending process for TS |
| Submit documents using transmittal slip | |
| Privacy statements available |
| Help & Privacy Statements | |
| 3.17 | Presentation Overview | ||
| Workflow Bulk Processing |
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| New workflow configuration options |
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| New sort options | Allow sorting of check in / check out column in document grids | ||
| File Viewer Improvements |
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| 3.16 | Presentation Overview | ||
| Improved Auto Filing |
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| File Viewer Improvements |
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| 3.15 | Presentation Overview | ||
| File Viewer | New File Viewer User Interface with many new features | PIRS File Viewer | |
| 3.14 | Presentation Overview | ||
| REST API for Office365 | Support of MS Graph REST API for Office365 | Please contact your service desk for further information | |
| Project visibility | Global Scope for Projects | ||
| Display of fields in Document | Hide Customer or Supplier details in Documents | ||
| Display of tabs in Document | Customize the tab order in Documents | ||
| Extend mobile UI | Approve/Reject Documents in PIRS mobile UI | ||
| 3.13 | Technical Release | Bugfixes, Performance, Security, Support of additional fonts in PDF | Please contact your service desk for further information |
| 3.12 | Presentation Overview | ||
| COMOS Interface | Automated import of COMOS meta data and files based on xml | Interfaces with CAD, PDM or ERP systems Please also contact your service desk for further information | |
| 3.11 | Presentation Overview | ||
| New options for document numbering | Compute the document number based on any meta data | Create new document | |
| Keep Downloads | Keep all downloads in „Files in Progress“ window | PIRS Downloads | |
| 3.10 | Presentation Overview | ||
| Zip upload | Enable the upload of all document files via zip file. FTP server is not needed anymore. | Import Documents with attachments | |
| 3.9 | Presentation Overview | ||
| Implement Comment Review Sheet in Portal | Create Comment Review Sheet for any Document in PIRS:Portal. Transfer your Comment Review Sheet Items to PIRS:Portal and vice versa. Share and track feedback to Documents with all project partners. | Comment Review Sheet (CRS) | |
| New Option for Predefined Action | Predefined Action is available also for Library Items. | Predefined Actions | |
| 3.8 | Presentation Overview | ||
| Layout of the Document header | Redesigned the layout of the Document header. Display all field labels. | Create new document | |
| New option for Predefined Action | Predefined Action is available also for Letters. | Create and send a letter | |
| Easier organizing | Mark multiple items as Favorite in one step. Tag several items in one step. Create a new Action Item for several Documents or Correspondence in one step. | ||
| New view | "My Correspondence > Send (Distribution List)" shows all notifications send via Distribution List | ||
| Define default display of sections | In the user settings you can define that PIRS keeps the display of the sections. | User Preferences and Set-up | |
| 3.7 | Presentation Overview | ||
| Introduce Comment Review Sheet | Review documents internally before sending them to partners Share comments between all parties Follow up the whole commenting process Give feedback to documents in a uniform way Perform exhaustive commenting within PIRS (centralized) | Comment Review Sheet (CRS) | |
| 3.6 | Presentation Overview | ||
| Import contacts | Import contacts into the address book via MS Excel | Import Contacts based on Excel Sheet | |
| Improve notification of Action Items | Inform responsible or other users if Action Item is created | Action Items | |
| Improve the mail box search | Ignore quotes and asterisk in mailbox searches | ||
| 3.5 | Presentation Overview | PIRS Highlights 3.5 | |
| Move recipients of a correspondence | Move recipients of a correspondence easily between TO/CC/BCC/Doclink via mouse click | Create and send an email | |
| Customizable new button | Define preferences for news buttons in personal settings | User Preferences and Set-up | |
| Additional sort options | Allow sorting within grids of correspondence in read mode of a document | Read Mode vs Edit Mode | |
| Optimize Actions | Allow execution of documents actions within a Transmittal or Comment | Submit documents using transmittal slip | |
| Additional tab information | Show number of available entries in every tab | Regard respective slide in overview presentation listed above | |
| Add Send By field to Thread | In addition to the From field we also display the Send By field in correspondence thread/timeline | Regard respective slide in overview presentation listed above | |
| Improve the display of sent documents | Improve the display of sent document files in Transmittals and Comments | Regard respective slide in overview presentation listed above | |
| Display of delete button | The delete button will be visible for a single record to facilitate | Deletion concept | |
| Predefined Document Actions (Default Values) | Predefined Document Actions will support now default values (if no other value has been defined) | Predefined Actions | |
| Smart pre-selection when Filing | Smart pre-selection of default correspondence types during filing helps to avoid mistakes | Personal Mailbox , Create a Comment using a sent Transmittal Slip | |
| Enable context menu in navigator views | Display additional menu options if you click the right mouse button in navigation | Customize your project dashboard | |
| Predefined Document Actions (Display) | Open Predefined Document Action directly from Meta Document | Predefined Actions | |
| 3.4 | Presentation Overview | PIRS Highlights 3.4 | |
| Improve page navigation | Show number of selected records within page navigation | Regard respective slide in overview presentation listed above | |
| Bulk Changes for Action Items | Modify multiple Action Items in one step via Bulk Changes | Action Items | |
| Additional filter in administration | Allow to set filter in Correspondence Code administration | Correspondence Keywords | |
| Improve Predefined Document Actions | Use definition of Predefined Document Actions also if documents are added afterwards | Predefined Actions | |
| New filter | A new "Select All" option in column filter to allow easier and faster selections | Regard respective slide in overview presentation listed above | |
| Computed numbers | Allow Customer- and Supplier Document Number to be generated automatically by external systems. | Please, ask your PIRS contact or your Service Desk for more information. | |
| Improve file upload | Files can be dropped almost anywhere to upload. The "Drop files here to upload..." section is not required anymore. | Manage Attachments | |
| Enhance Create File from Template | Additional search wizard allows to generate template based on found documents. | Create file from template | |
| New API for Action Items | Allow creation of Action Items via API. | Please, ask your PIRS contact or your Service Desk for more information. | |
| SSO / FIMS | Single Sign On via Federated Identity Management Service. | Please, ask your PIRS contact or your Service Desk for more information. | |
| 3.3 | Overview | PIRS 3.3 Highlights | |
| Check for mail duplicates | PIRS filing wizard checks whether or not an email has already been filed | Prevent duplicates | |
| "Expand all" / "Collapse all" | "Expand all" and "Collapse all" function is available within Documents and Correspondence | Regard PIRS 3.3 Highlights | |
| Recently viewed | A new view shows all recently viewed documents and correspondences for easy and quick access | Project Views | |
| Date Filter in Mailbox View | Set a time frame for emails to be loaded when accessing your personal or project mailbox to optimize loading performance | Personal Mailbox | |
| Edit recipients of groups | Prior to sending or saving a new mail you are able to remove recipients that were included by adding a PIRS group | Create and send an email | |
| "My Action Items" view on global dashboard | Access Action Items for all projects on your global dashboard | Global Views | |
| 3.1 | Document Check-in/ Check-out | Users are able to check-out and check-in documents. The document will be locked and only available in edit mode for this user. | Document check-in & check-out |
| Print Button | Correspondence, documents and action items can now be printed via direct browser print without creating a PDF version first | Print without print template | |
| Filter Attachment Column | Attachment column does now support filter (Yes/No) | Filter data | |
| Transmittal Slip Check | New feature will check if the user selected at least one attachment per document within a transmittal slip | Submit documents using transmittal slip | |
| Edit Correspondence Dates | New optional feature that allows users to update the date of draft letters and library items. Project Admins can update all correspondence dates. | Update date | |
| Rename Attachments | Allows user to modify attachment names without downloading the file | Manage Attachments | |
| Multi-Value Keywords for Bulk Change | Bulk change for documents does now support super-box items, multi-value keywords can be adjusted as well. | Bulk Change | |
| Integrate Active Directory | Optional function allowing to synchronize PIRS users and PIRS access groups with Active Directory | Please, ask your PIRS contact or your Service Desk for more information | |
| LDAP integration | Optional feature that allows to import and update the PIRS address book via LDAP | Please, ask your PIRS contact or your Service Desk for more information | |
| 3.0 | File Viewer | PIRS File Viewer allows to use several common annotation and flag functions such as red lining, notes or underlining. | PIRS File Viewer |
| Social Networking | PIRS Activity Stream displays actions and activities of all PIRS users. Actions and activities listed in the Activity Stream can be commented by creating Posts. | PIRS Social Networking | |
| Encrypt E-mails | Send encrypted e-mails to recipients using S/MIME. Filling of encrypted mail form the project inbox is also supported. | Sending encrypted E-Mails | |
| PIRS Tags | Organize PIRS correspondence and documents by defining special keywords (Tags) | Tags | |
2.4 | View Files | Directly open files (pictures and PDF) in your browser window without downloading them first | View Files within your Browser |
| Save and manage filters | Save personal and public filters for correspondence and document grids | Filter data | |
| New Correspondence view | Follow your received correspondence sent to you as Distribution List | Correspondence received via Distribution Lists | |
| Drag & Drop of Tabs | Arrange the open tabs within your PIRS project content display | Manage your Content Tabs | |
| Action Items | Manage your tasks and meetings, create tasks for yourself and your team and sent reminders | Action Items | |
| Portal | Integrate your customers and suppliers in your PIRS project using the PIRS Portal environment | For more information ask your PIRS project manager, contact the SOBIS Service Desk or read our related blog posts. | |
| 2.3 | Improved preview pane | Download the attachments and copy any text from preview pane | Correspondence Preview Pane |
| Bulk change | Modify the value of multiple documents in one step. | Bulk Change | |
| Download multiple files in one step | Download all files of one or multiple correspondence / documents in one step as a zip file. | Download Attachments | |
| Predefined document actions | Use templates for transmittal slips / comments with predefined field values and document actions | Predefined Actions | |
| New options to select document number | Step by step selection in document numbering wizard | Create new document | |
Send Transmittal Slip without document attachments | Transmittal Slip is send without the attachments of the linked technical documents | Submit documents using transmittal slip | |
| New report configurations + new report download | Dialog box before report is started with additional report query properties + continue working while report is generated in the background. | Reports | |
PIRS Archive Solution | Export of all project data from PIRS e.g. for project handover to customer / access all project correspondence and documents without using PIRS | Optional Feature | |
| 2.2 | Favorite Entries | Select your favorite correspondence, documents, contacts, companies and contact groups and access them form views or widgets | Favor Entries |
| Global Views | Access all your correspondence and documents from the global dashboard | Global Views | |
| Global Search | Full-test search function cross-project | Global Views | |
| Global Reports | Run reports cross-project | Reports | |
| Search Attachment Content | Include all attachments in your full-text search | Search documents with full-text search | |
| Reply to TS | Use new preselect function for sent documents replying to a Transmittal Slip | Create a Comment using a sent Transmittal Slip | |
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