Features and Improvements - ECM Release 2020-08-18

ECM Admin/Configuration

OE-9392

Time clock: Add site-level setting to allow sites to display user key codes on time clock adjustment screen (Future release)

Setting added to Time Clock allowing site to show user key codes on time card adjustments on app  

Path: Sites & Groups > edit site > Time Clock 

Setting added with Yes/No options. "Yes" = key codes will show on the time card adjustments on the app. 

OE-11952

Schedule menu item price changes (4.8 product release) 

Price changes for menu items can be scheduled in advance using effective date and expiration date. 

New job permission added (Path: Users > Jobs > Permissions)

• Allow user to schedule menu item price change 
  
  

  Open

  

Menu item pricing
(Path: Products > Menu Item Pricing)

• Schedule price change tab added 
  
  

  Open

  

  
  
  
  

• Workflow:

  • From Schedule price change tab, select menu item category, click Add Price Change.

  • On Add Price Change pop-up, select menu items, enter the price change and the effective and expiration dates, then save. 
    
    

  • Items will appear on Schedule Price Change tab. Expand each item to view details. Price change can be deleted. 
    
    

Edit Menu Item (Path: Products > Menu Items > edit menu item)

• Select sites: select none, one or more sites; the UI will differ slightly depending on site selection. (Description is for no sites selected.)  

• Schedule price change link added
  
  

  
  
  
  

• Workflow: 

  • Click Schedule price change to open window Edit - Price Change 

  • Click Add Price Change, enter price change, effective date and expiration date; click Save changes
    
    

  • Note: If multiple sites are selected, the site name is shown on the price change window
    
    

• Validation rules

  • Expiration date must be greater than or equal to effective date

  • Expiration time must be greater than effective time

  • Expiration date must be less than or equal to six months from effective date

  • If a menu item has multiple price changes for different dates, the effective date and expiration dates cannot overlap

OE-14072

File export: Files exported to CSV format should show items in same order as in ECM grid 

CSV files were showing items sorted by external ID instead of in same order as on grid in ECM.

N/A

Applies to the following grid pages: 

• Sales Categories

• Menu Item Categories

• Prep Categories

• Convenience Center Categories

• Adjustment Reasons

• Sites

Sample: Menu Item Categories grid in ECM: 

Exported to CSV file: 

HotSchedules Integration

OE-14656

HotSchedules: Add settings to Roles (above store) and Jobs (global) to prevent sending user data to HotSchedules

Site can set specific jobs to be excluded from information sent to HotSchedules. 

N/A

Add new settings:

• Account level: Path - Dashboard > Users > Roles > edit > ECM Access tab
  Add new setting: Do not send user data to HotSchedules
  

• User Job Level: Path - Order Entry > Users > Jobs >edit > Permissions
  Add new setting: Do not send user data to HotSchedules
  

• Requirements
  
  

  • Selected state: When flag is turned on, we will send all the users associated to that job or above store role to HotSchedules to remove them

  • Unselected: When the flag is turned off, we will send the users associated to that job to HotSchedules to add them/update them, triggered by the following actions:

    • Add a new user in ECM (Adding a user in Dashboard does not trigger the HotSchedule integration because there is no site assignment yet)

    • Modify user status

    • Modify user job(s) assignment(s)

    • Modify user role

    • Modify job’s HotSchedules permission

    • Modify a role’s HotSchedule permission

• Precedence rules

  • If the above-store Role is set to Do not send, it will take precedence over the user’s Job permission for this setting

  • If a user is set to multiple jobs and one of their jobs is set to “Do not send to HotSchedules,” we will not send that user to HotSchedules.

UI Text/cosmetic fixes

OE-14275

Key Codes: Use plural "Key Codes" in dropdown and page title

Corrected wording to make Key Codes plural instead of singular.

N/A

Path: Users > Key Codes 

OE-14285

Time Records Adjustment report: For Record Deleted, use "Yes" to make more user friendly

Changed text in Record Deleted column from "True/False" to "Yes/No." 

N/A

Path: Reports > Time Records Adjustments 

Other

OE-14741

Payment: Allow Vantiv gift cards to be decrypted by Magensa

This improvement allows Vantiv gift cards to be decrypted when swiped through a Magensa card reader. A new setting on the Payment tab is added to select the type of encryption to be used. 

Path: Sites and Groups > edit a site > Payment

Add new setting: 

• Gift Card Encryption Type

• Dropdown options: 

  • Vantiv (card uses Vantiv encryption)

  • Magensa (card uses Magensa encryption) 

OE-14758

Hourly Sales and Labor report: Report only Sales menu item type (non-revenue sales not included)

Refined report to only include sales for menu items configured as Sales menu item type. Disclaimer added for clarity. 

N/A

Hourly Sales and Labor report refined to exclude non-revenue sales. Disclaimer added for clarity.