Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

In this chapter you will find a list of release notes that will be maintained and adjusted with every new release and that will give you the opportunity to follow PIRS newest features.

Regard slide in overview presentation listed above

PIRS  ReleaseNew FeatureShort DescriptionLink to Chapter in this Guide
3.9Presentation 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.



New Option for Predefined ActionPredefined Action is available also for Library Items.




3.8Presentation Overview

Layout of the Document headerRedesigned the layout of the Document header. Display all field labels.Erstellen eines neuen Dokuments

New option for Predefined ActionPredefined Action is available also for Letters.Erstellen und Versenden eines Briefs

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.

PIRS Symbolleisten

Organisieren


New view"My Correspondence > Send (Distribution List)" shows all notifications send via Distribution List

Ansichten im Projekt


Define default display of sectionsIn the user settings you can define that PIRS keeps the display of the sections.Benutzereinstellungen und Anpassungen




3.7Presentation 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)

Amerkungen Verwalten mit dem Comment Review Sheet (CRS)




3.6Presentation Overview

Import contactsImport contacts into the address book via MS ExcelImportieren von Kontakten mittels Excel Dokument

Improve notification of Action ItemsInform responsible or other users if Action Item is createdAction Item

Improve the mail box searchIgnore quotes and asterisk in mailbox searches

Volltextsuche

Volltextsuche innerhalb der Mailbox Ansichten





3.5Presentation OverviewPIRS Highlights 3.5

Move recipients of a correspondenceMove recipients of a correspondence easily between TO/CC/BCC/Doclink via mouse clickErstellen und Versenden einer E-Mail

Customizable new buttonDefine preferences for news buttons in personal settingsBenutzereinstellungen und Anpassungen

Additional sort optionsAllow sorting within grids of correspondence in read mode of a documentLesemodus vs Bearbeitungmodus

Optimize ActionsAllow execution of documents actions within a Transmittal or CommentSenden Sie Dokumente mittels Transmittal Slip

Additional tab informationShow number of available entries in every tabRegard respective slide in overview presentation listed above

Add Send By field to ThreadIn addition to the From field we also display the Send By field in correspondence thread/timelineRegard respective slide in overview presentation listed above

Improve the display of sent documentsImprove the display of sent document files in Transmittals and CommentsRegard respective slide in overview presentation listed above

Display of delete buttonThe delete button will be visible for a single record to facilitateLöschkonzept

Predefined Document Actions (Default Values)Predefined Document Actions will support now default values (if no other value has been defined)Vordefinierte Dokumentenaktionen

Smart pre-selection when FilingSmart pre-selection of default correspondence types during filing helps to avoid mistakesPersönliche E-Mails , Erstellen eines Kommentars mittels gesendetem Transmittal Slip

Enable context menu in navigator viewsDisplay additional menu options if you click the right mouse button in navigationAnpassen des Projokt Dashboard

Predefined Document Actions (Display)Open Predefined Document Action directly from Meta DocumentVordefinierte Dokumentenaktionen

3.4Presentation OverviewPIRS Highlights 3.4

Improve page navigationShow number of selected records within page navigationRegard respective slide in overview presentation listed above

Bulk Changes for Action ItemsModify multiple Action Items in one step via Bulk ChangesAction Item

Additional filter in administrationAllow to set filter in Correspondence Code administrationCOPY_Correspondence Keywords

Improve Predefined Document ActionsUse definition of Predefined Document Actions also if documents are added afterwardsVordefinierte Dokumentenaktionen

New filterA new "Select All" option in column filter to allow easier and faster selectionsRegard 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 uploadFiles can be dropped almost anywhere to upload. The "Drop files here to upload..." section is not required anymore.Anhänge hinzufügen

Enhance Create File from TemplateAdditional search wizard allows to generate template based on found documents.Vorlagen nutzen um Datei zu erstellen

New API for Action ItemsAllow creation of Action Items via API.Please, ask your PIRS contact or your Service Desk for more information.

SSO / FIMSSingle Sign On via Federated Identity Management Service.Please, ask your PIRS contact or your Service Desk for more information.

3.3OverviewPIRS 3.3 Highlights

Check for mail duplicatesPIRS filing wizard checks whether or not an email has already been filedVerhindern von doppelter Ablage

"Expand all" / "Collapse all""Expand all"  and "Collapse all" function is available within Documents and CorrespondenceRegard PIRS 3.3 Highlights

Recently viewedA new view shows all recently viewed documents and correspondences for easy and quick accessAnsichten im Projekt

Date Filter in Mailbox ViewSet a time frame for emails to be loaded when accessing your personal or project mailbox to optimize loading performancePersönliche E-Mails

Edit recipients of groupsPrior to sending or saving a new mail you are able to remove recipients that were included by adding a PIRS groupErstellen und Versenden einer E-Mail

"My Action Items" view on global dashboardAccess Action Items for all projects on your global dashboardGlobale Ansichte

3.1Document Check-in/ Check-outUsers 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

Drucken ohne Vorlage
Filter Attachment Column

Attachment column does now support filter (Yes/No)

Filter
Transmittal Slip CheckNew feature will check if the user selected at least one attachment per document within a transmittal slipSenden Sie Dokumente mittels Transmittal Slip
Edit Correspondence DatesNew optional feature that allows users to update the date of draft letters and library items. Project Admins can update all correspondence dates.Datum aktualisieren
Rename AttachmentsAllows user to modify attachment names without downloading the fileAnhänge hinzufügen
Multi-Value Keywords for Bulk Change

Bulk change for documents does now support super-box items, multi-value keywords can be adjusted as well.

Massenänderung
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 integrationOptional feature that allows to import and update the PIRS address book via LDAPPlease, ask your PIRS contact or your Service Desk for more information

3.0File ViewerPIRS File Viewer allows to use several common annotation and flag functions such as red lining, notes or underlining.Der 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.

Netzwerken mit PIRS
Encrypt E-mails

Send encrypted e-mails to recipients using S/MIME.

Filling of encrypted mail form the project inbox is also supported.

Versenden verschlüsselter E-Mails
PIRS Tags

Organize PIRS correspondence and documents by defining special keywords (Tags)

Schlagworte

2.4

     
View Files
Directly open files (pictures and PDF) in your browser window without downloading them firstDokumente im Browser anzeigen
Save and manage filtersSave personal and public filters for correspondence and document gridsFilter
New Correspondence view
Follow your received correspondence sent to you as Distribution ListKorrespondenz erhalten über Verteilerlisten
Drag & Drop of Tabs Arrange the open tabs within your PIRS project content displayVerwalten Sie Ihre Inhalte
Action Items
Manage your tasks and meetings, create tasks for yourself and your team and sent remindersAction Item
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 paneDownload the attachments and copy any text from preview paneVorschaufenster der Korrespondenz
Bulk changeModify the value of multiple documents in one step.Massenänderung
Download multiple files in one stepDownload all files of one or multiple correspondence / documents in one step as a zip file.Anhänge herunterladen
Predefined document actionsUse templates for transmittal slips / comments with predefined field values and document actionsVordefinierte Dokumentenaktionen
New options to select document numberStep by step selection in document numbering wizardErstellen eines neuen Dokuments

Send Transmittal Slip without document attachments

Transmittal Slip is send without the attachments of the linked technical documentsSenden Sie Dokumente mittels Transmittal Slip
New report configurations + new report downloadDialog box before report is started with additional report query properties + continue working while report is generated in the background.Report erstellen

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 EntriesSelect your favorite correspondence, documents, contacts, companies and contact groups and access them form views or widgetsEinträge favorisieren
Global ViewsAccess all your correspondence and documents from the global dashboardGlobale Ansichte
Global SearchFull-test search function cross-projectGlobale Ansichte
Global ReportsRun reports cross-projectReport erstellen
Search Attachment ContentInclude all attachments in your full-text searchVolltextsuche
Reply to TSUse new preselect function for sent documents replying to a Transmittal SlipErstellen eines Kommentars mittels gesendetem Transmittal Slip


  • No labels