Top-Liner - Case V8.7.0, Coming March 2025

For the Case V8.7.0 Release in March, we're planning the following improvements:

• Support for Additional File Types -- Adding support for several file types as attachments to cases:  .dbc, .pssettings, .pcapng, .glc, and .khc file types
• Mobile Estimates -- To enhance the accuracy of customer approvals, we are implementing changes to our Mobile Estimate used for customer estimate approvals. 

Coming Soon:

• Recommended Operations -- We have implemented several new user interface enhancements in this area of the platform. When creating a new case, a pop-up will now appear by default, presenting options for Campaigns & Recalls, Recommended Operations, Warranty & Extended Coverage, and Service Contracts & Subscriptions relevant to the asset.

Ready For Pilot:

Please reach out to your Decisiv representative for more information on enabling these new features for your location.

• Case Timeline -- The Case Timeline feature provides a clear, visual overview of the progress and status of a case. It helps you quickly understand what’s happened, what’s next, and any pending steps without having to interpret timestamps or dig through audit trails.
• Case Assistant Checklist -- This new feature offers a comprehensive checklist for case milestones. The checklist improves case data management and establishes a standardized process, helping you implement best practices without the need for formal training. 
• Karmak - Parts Search -- We have enhanced our integration with Karmak to provide the ability to perform parts searches using partial or semi-matching parts information.  
• Karmak - Related RO's -- Locations integrated with Karmak can now relate more than one RO number with a single case.

Case V8.7.0 Release:

Support for Additional File Types:

In the upcoming V8.7.0 release, we are adding support for several file types as attachments to cases:  .dbc, .pssettings, .pcapng, .glc, .khc file types.

Mobile Estimates: 

To enhance the accuracy of customer approvals, we are implementing changes to our Mobile Estimates used for estimate approvals. Once these changes are in effect, previously approved, deferred, or declined operations cannot be altered in subsequent approval requests. This update will result in improved control and tracking of estimated versions.

Coming Soon:

Recommended Operations:

We have implemented several new user interface enhancements in this area of the platform, which are targeted for launch on March 17th, 2025. 

When creating a new case, a pop-up will now appear by default, presenting options for Campaigns & Recalls, Recommended Operations, Warranty & Extended Coverage, and Service Contracts & Subscriptions relevant to the asset.

Location Administrators can modify the alert preferences in the Administrative Tools section by selecting Admin > Customize Your Database > Case Preferences > Recommended Operations, Campaigns & Recalls > Alert Preferences. Once on this page, the behavior for case creation and viewing notifications can be adjusted. 

Ready for Pilot:

Please reach out to your Decisiv representative for more information on enabling these new features for your location.

Case Timeline: 

The Case Timeline feature provides a clear, visual overview of the progress and status of a case. It helps you quickly understand what’s happened, what’s next, and any pending steps without having to interpret timestamps or dig through audit trails.

Case Assistant: 

This new feature offers a comprehensive checklist for case milestones. The checklist improves case data management and establishes a standardized process, helping you implement best practices without the need for formal training. It helps collaborators manage cases more consistently and efficiently by allowing them to track the progress of each case. Additionally, location administrators can customize the case checklist to meet specific requirements.

Karmak - Parts Search: 

Providers often spend significant time searching for parts because some integrations require precise part specifications to return valid matches. Karmak offers a fuzzy search for parts through its API, allowing users to perform partial searches. This enhancement will display a modal with the search results for parts, enabling providers to select a part of their choice. Once the part is selected, it will be added to the operation.

Karmak - Related RO's:

Service providers currently have the ability to generate additional repair orders (ROs) from within an existing RO in the dealer management system (DMS). This allows them to bill repair line items separately and select an alternate billing account for warranty items. However, when a new RO is created in this way, it is no longer visible from the originating case or RO.

The Related RO enhancement provides the means to retrieve related RO information from the DMS and populate the case accordingly.