Features and Improvements - ECM Release 2020-12-16 (131.2)

Owned by Rose Eliff (Unlicensed)
Last updated: Feb 24, 2021
9 min read

  

Issue No. 
Summary
Configuration
Operation 
ECM Admin/Configuration 

OE-10708

Sites - Grid view: Auto-suggest text when text is entered in search field 

Improve use of search field by displaying matching results as text is entered. 

N/A

Path: Sites > Sites and Groups 

  • Enter text in text field
  • Results matching text (whole or partial) are shown automatically in grid 

Fresh KDS


OE-14897

Fresh KDS Kitchen System Integration 

(no description)



OE-14939

Account Feature Toggles: Add feature toggle "4.8 Fresh KDS Kitchen System"

Account feature toggle required*

4.8 Fresh KDS Kitchen System 

Added an account feature toggle for the Fresh KDS configuration. 

When the feature toggle is selected for the account ,"Fresh KDS" settings become available in ECM.  

OE-14948

Areas > Location: Add ability to select Fresh KDS for location to route to

ECM kitchen locations must be configured to route orders to a specified Fresh KDS device. 


Path: Edit a site > Areas > Locations > Kitchen location 

  • Select Kitchen area
  • Go to Locations tab and select the location that will route orders to a Fresh KDS device. 
    • Location type: Kitchen 
    • Output Type: Video 
  • Route to Fresh KDS device: Select the Fresh KDS device (configured in Fresh Tools) that orders will be routed to from this location.  (Default: None) 
  • Click Refresh list to update the list of available Fresh KDS devices. (Changes cannot be made to the location screen while update is in progress.) 

OE-14947

Sites > Kitchen: Add Fresh KDS to kitchen management engine list; add Configure button


Path: Edit a site > Kitchen 

  • Kitchen management engine:
    • Fresh KDS is listed as an option in the dropdown list. 
    • Configure Fresh KDS button will display when Fresh KDS is selected 


OE-14950

Sites > Kitchen: Add settings to configure Fresh KDS, add token and pair to site

Fresh KDS uses a location site for each restaurant.

The admin must pair their restaurant site to the Fresh KDS location site using an authentication token to ensure they are matching to the correct Fresh KDS location site. 



Fresh Tools account 

Create authentication token: 

Create Fresh KDS locations (these are the restaurant sites): 

Path: Edit a site > Kitchen 

  • Click Configure Fresh KDS
  • Fresh KDS Authentication token: Enter the authentication token created in the Fresh Tools account. 
  • Click Authenticate. This sill populate the list of Fresh KDS location sites.
  • Select the Fresh KDS location site to pair to this restaurant site: From the list of Fresh KDS locations (created in Fresh Tools), select the corresponding Fresh KDS location site. 
  • Click Pair. 


OE-14949

Sites > Kitchen: Pair site to Fresh KDS location; map kitchen location to Fresh KDS device

After pairing the restaurant site to a Fresh KDS location site, map the kitchen locations (restaurant site) to Fresh KDS devices (Fresh KDS location site). (Fresh KDS devices are configured in Fresh Tools.)




Path: Edit a site > Kitchen 

  • Select a kitchen location. 
  • Select a Fresh KDS Device from the list. Order items will be routed from the selected location to the selected Fresh KDS device. 
  • Click Refresh list to update the list of available Fresh KDS devices.

NorthStar Pay 

OE-15169

Sites > Receipts > Bar/QR codes tab: Configure settings for link to NS Pay landing page

This new feature expands on NorthStar Pay functionality.

Admins can configure the site to take guests to a landing page on their mobile device when they scan/enter the QR code on their receipt. This landing page can contain links to other sites, e.g., survey, special offers page, mobile payment, etc. 


Account feature toggle required*

4.8 Allow NorthStar Pay

When toggle is enabled, the NS Pay settings on Bar/QA codes configuration are shown. 

Path: Edit a site > Receipts > Bar/QR Codes tab

Path: Sites > Receipts > Bar/QR Codes tab 

  • Click Use NS Pay URL to populate the QR code data parameters field
  • Click Add the following links on landing page to add links on landing page.
    • To add a link to NS Pay, add a label and copy the URL from QR code data parameters
    • To add a link to another page, add a label and enter the link 


Payeezy Integration

OE-15317

Online Ordering: Add Payeezy option to online ordering configuration

Payeezy has been added to list of credit card processors available for online ordering.

A customer-specific payment page ID and transaction key provided by Payeezy are required for setup. 

N/A

Path: Edit a site > Online Ordering tab 

  • On the Online Ordering tab, select Payeezy from the Credit Card Processor dropdown list. 

  • Enter the payment page ID and transaction key provided by Payeezy. 

Text to Pay via NS Pay

THIS FEATURE WILL BE AVAILABLE IN AN UPCOMING APP RELEASE. The ECM work is part of the feature development effort. 

OE-15263

Sites > Receipts > Bar/QR Codes: Add a setting for the text-to-pay payment message by site

Part of the larger Text-to-Pay feature effort in development. 

Setting allows admin to create customized text that will be sent to the guest's mobile device for payment. 


Account feature toggle required*

Text to pay

Path: Edit a site > Receipts > Bar/QR Codes tab 

  • Text-to-pay message - Enter text to be sent to guest's mobile device via SMS message (message sent by Twilio) 
    • Message may be up to 1000 characters 

OE-15252

Sites > Areas: Add setting to enable text-to-pay payment by area

Part of the larger Text-to-Pay feature effort in development. 

Text-to-pay can be set by area of the restaurant, allowing the feature in some areas but not others. 

Account feature toggle required*

Text to pay

Path: Edit a site > Areas 

  • In Payment Settings, select Enable text-to-pay payment (requires NS Pay) 
    • Default: not selected 

UltiPro Employee Integration 


OE-15270

Concepts > UltiPro: Use setting marked Active
 

An account may include multiple concepts. Only one concept has to be configured for UltiPro and marked Active for the UltiPro settings to apply to all concepts within the account. 
All concepts in the account will inherit the UltiPro settings created in the Active account. 
(If UltiPro settings are configured in another concept, only the settings in the Active concept will apply to all concepts.) 

Account feature toggle required*

Enable UltiPro API integration

Path: Sites > Concepts 

  • Edit a concept to be used for UltiPro settings 
  • Select the UltiPro tab
  • Select Active 

All concepts in the account will inherit the UltiPro settings created in the Active account. 




OE-15089

Concepts > UltiPro: Add UltiPro Integration configuration settings 

When the feature toggle is enabled, a new tab - UltiPro - is available in Concepts. UltiPro configuration settings include access keys, user name and password, report paths and report frequency. 



Path: Path: Sites > Concepts 

  • Select UltiPro tab
  • Click Active checkbox 
  • Complete each field: 
    • Client access key
    • User access key
    • User name
    • Password 
    • Report paths - Reports are pulled from UltiPro using the access keys and the user name and password 
      • Report path: New hires - Path to pull report from UltiPro 
      • Report path: Employee updates - Path to pull report from UltiPro 

  • UltiPro settings continued 
    • Frequency in minutes - Timing for report information to be pulled 
  • Time Record Export 
    • FTP Server - The server hosting the time records and time record adjustments files that UltiPro will pick up/listen to
    • FTP SSH Host Key Fingerprint - Also known as RSA Key. Ensures that the client is connecting to the correct FTP server.
    • User name
    • Password 
    • Path: Time Records - The folder in the FTP server where the files will be uploaded
    • Path: Time Record Adjustments -  The folder in the FTP server where the files will be uploaded
    • Frequency in minutes - Timing for report information to be pulled 

OE-14987

UltiPro: Save employee changes and deploy to stores

Changes made to employee records in UltiPro are transmitted to ECM and then deployed to stores. 



  • Manager/admin makes changes to users in UltiPro
  • Based on frequency, UltiPro sends the changes to the ECM database
  • ECM deploys the employee changes to sites 

UltiPro Time Record Integration 



OE-15245

Jobs: Revise job permission; allow time records and time record adjustments to be excluded from UltiPro from users with permission selected 

An account may wish to exclude user data from certain jobs from being sent to UltiPro integration or from any third party. To exclude user data for a job from export, select the job permission "Do not send user data to third party." 

If a user works multiple jobs, their user data is only excluded from a job with the "Do not send ..." permission selected. User data from other jobs will continue to be exported. 



Path: Users > Jobs 

  • Edit a job 
  • Job permission "Do not send user data to HotSchedules" has been changed to "Do not send user data to third party" 

Other 




OE-15354

Guest Facing: Add setting to prompt for phone number instead of guest identifier 

This ECM setting is part of a larger development effort.

Setting has been added in Guest Facing to prompt guests to enter their phone number when the guest taps I want to pay when ordering at a kiosk. 


N/A

Path: Edit a site > Guest Facing 

  • Select Kiosk: Prompt for phone number 
  • In the Kiosk prompt text box, enter the prompt text to be shown in the app (user-configured text) 

OE-15090

Staff Facing: Add setting “Show non-active menu items in menu manager”

This Staff-Facing setting allows admins to specify if non-active menu items can be shown in menu manager. If not selected, only active menu items will be shown. 

N/A

Path: Edit a site > Staff Facing 

  • Setting: Show non-active menu items in menu manager 
    • Not selected (default) = only active menu items are shown in menu manager 
    • Selected = non-active and active menu items are shown in menu manager 

OE-14932

Component Pricing: Allow component pricing changes by single or multiple sites and by single or multiple groups

This improvement expands the functionality of component pricing. 

In Component Pricing, admins could previously apply pricing on a global/concept level. This improvement allows admins to apply pricing by site, sites or site groups, allowing for more targeted pricing as needed. 

N/A

Path: Products > Component Pricing 

  • Two new filter options appear at top: 
    Sites 
    Groups 
  • Select specific sites and/or site groups 
  • Edit pricing for these sites/groups 
  • Click Save Changes to save
  • Pricing will be applied to the sites/groups selected 

OE-14731

ECM Welcome page:  Add filter on column headers for Data Processing Time 

The addition of filters on the Data Processing Time table allows admins to apply filters to view the data as they wish. e.g., by specific sites, status or processed time. 

N/A

Path: Log in to ECM > Order Entry 

  • On the Welcome page, click filter on any column and make selections to apply filters as desired. 





*Please contact your NorthStar representative to have this setting enabled for your account.

ECM documentation: Enterprise Content Management (ECM) (New features may be in progress.)