Enhancing Rollouts one release at a time

Release v2024.13.0

For each Rollout, client filters can now be saved. Rollout Managers are responsible for maintaining and setting them up for their team. Users with a role higher than service desk will be able to access and use them. This will enable Rollout crews to track clients more efficiently and create work packages.

A small outlook on future features accessing these saved filters:

• Replacing the long filter URLs on the client listing page with a single parameter for the ID of the filter when sharing them with other users
• Customizable reporting dashboards
• Pre-defined filters on the Client Dashboard

Other Improvements

• Client flags can now be imported using the inventory importer
• For inventory exports, we have added two checkboxes for client flags and links
• The responsible roles of a checklist can now be edited while it is in use
• Improved loading states of (multi-)select fields on the Client Detail View
• Fixed a bug where the Client Assignment created a history entry even if the previous and next assignee are the same
• Minor code and performance improvements

Release v2024.12.0

We are pleased to announce the release of a highly requested feature and we call it Conditional Checklists. When editing a checklist, you can now define conditions that must be met individually per client for the checklist to show up in the process. Like this, clients inside the same inventory can take different paths throughout the workflow determined by their attributes.

The condition rules are based on:

• Custom field values
• Client groups

The rules can be grouped on multiple levels and compared with (N)AND / (N)OR logic.

Other Improvements

• For every paginated table you can now select the amount of elements to display per page, up to 100
• Improved the UI for moving clients into another inventory
• Minor bugfixes and component improvements

Release v2024.11.0

Inside your inventory, you can now access a collective overview of your Delivery Sheets. Here you can download all signed Delivery Sheets, either per inventory or for the entire Rollout project. Clicking on the chart will redirect you to the client listing page, filtering them by the selected inventory and Delivery Sheet status.

Other Improvements (includes v2024.10.0)

• Rollouter can now be installed as Progressive Web App (PWA) for a device-native look & feel
• The app will now detect if it is running on an outdated version and automatically update itself
• In the account settings, you can now disable success notifications from being shown
• Inventory exports are now also exporting client links
• The Delivery Sheet is now storing and displaying linked clients
• Improved the Delivery Sheet signature on mobile devices
• Improved the Inventory Dashboard client group progress for a large number of client groups
• Inventory imports are now providing the number of the row that could not be imported together with the reason
• Client links can now be accessed from the Client Dashboard
• For custom fields, a regular expression can now be configured to validate the user's input
• Improved client linking UX by providing a preview of the links to be created
• Fixed a bug where a select component was infinitely loading instead of showing "No options found"
• The dark mode setting is now stored cross-device
• Improved the client history, Rollout and collaborators' activity performance
• Improved session and push notifications handling

Release v2024.9.0

For each appointment that was set up for a Rollout an overview page can now be accessed, displaying all of the client appointments that were already scheduled and the ones that yet have to be scheduled.

Other Improvements

• The user notifications are now also displayed in the mobile UI
• Inventory exports are now also exporting client flags
• The "three dots" dropdown menu of the Client Detail View header is now also displayed when opening clients aside the clients table
• Multi-selection custom fields can no longer have the same option added twice
• Fixed an issue with the browser tab title getting out of sync
• Fixed a bug where filtering clients by "Unassigned" did not work properly

Release v2024.8.0

In the last two sprints, many improvements to the client listing page were made!

• The clients can now be filtered by default and custom field values. The filter can be shared as a link to other users so they get the same results when opening it.
• Additionally, clients can now be opened to the side which enables you to edit the client's status, fields, or leave comments. Like this, you do not have to open the Client Detail View for every small change you are about to make.
• Rollout managers can now flag clients to highlight and keep track of them. By providing a flag reason, other users will see that information at first sight when dealing with the client and are able to proceed as required.

Other Improvements

• A client's checklists can now also be modified by roles that are higher than the responsible roles. The Client Dashboard will remain showing only the checklists a user is truly responsible for.
• We removed the user deletion functionality and provided a feature to disable them instead, which suspends their access. Through this, data integrity is maintained regarding client history entries, comments, and so on.

Release v2024.7.0

In the last two sprints, we have been working on the User Notification feature! Users are now being notified in real time about the following events:

• The user was assigned or unassigned to/from a client
• The client user is changed of a client which the user is assigned to
• A comment was added to a client which the user is assigned to (all Rollout managers receive the notification as well)
• A task was assigned to the user or created for a client which the user is assigned to

The notifications are also being sent as an email.

Other Improvements

• Checklist steps can now be linked with Custom Fields, rendering them right next to the step where they can be edited
• Imports can now be approved by the only Rollout manager of a project without an Admin being involved
• Removed the option to deselect "Keep History" when moving clients to another inventory
• Fixed a wrong count on the Reporting Dashboard when filtering by inventory
• Fixed a bug where the client group table and the Client Assignment overview page showed a maximum of 10 items
• Tables and selects that are listing Rollout projects are now showing newest Rollouts first
• The dropdown of the multi-selection component on the Client Detail View now stays opened after selecting an option
• Improved validation feedback

Release v2024.6.0

In this release we have implemented a client task overview page which is accessible from the Rollout view.

Other Improvements

• Inventories can now be exported as Excel or CSV
• A new checklist step type "Delivery" was introduced, which is linked to signing the Delivery Sheet (requires a Professional plan)
• Rollout managers can now move a client with incomplete checklists forwards by confirming to skip them
• Fixed a bug inside of the Roadmap and Client Assignment when deleting client groups
• Fixed the text of client history entries for linking clients

Release v2024.5.0

Rollouter's first Reporting Dashboard is now released and accessible for Rollout managers. It provides real-time data with key KPIs of your Rollout, enabling you to track the speed of client and checklist progress as well as tasks.

Other Improvements

• The Rollout activity page was moved into the Reporting section
• Delivery Sheets can now be reset by Rollout managers
• The options are now required for the custom field type "selection"

Release v2024.4.0

In this release we have introduced a global Rollout activity page, displaying the changes made to all clients of the current Rollout.

Other Improvements

• The comments of a client are now shown on the Client Dashboard
• The global search can now be opened with the shortcut CTRL + SPACE and it preselects the currently selected Rollout in the filters
• Fixed the layout of the Inventory Dashboard on 4K resolution screens
• Fixed a bug where the task identifier was undefined when opening tasks from inside of the Client Dashboard

Release v2024.3.0

The global search can now find clients by custom field values!

Other Improvements

• The app was translated into German
• Fixed a bug where deleting the last item on the last table page results in an empty view
• Deleting a client will now also delete all of its appointments
• Required form fields can now be identified by a red * symbol next to the label

Release v2024.2.0

We have improved our email templates! Users will now receive state of the art HTML emails with images and buttons to click on.

Other Improvements

• Users can now reset their password themselves via email
• Fixed a bug where Rollout images were deleted after renaming the Rollout
• Fixed a bug where custom fields on the Client Detail View would show "Unsaved changes" even if there are none

Release v2024.1.1

For this release we have been working on the Automatic Client Assignment feature. Based on the configuration rollout managers are now able to setup for each inventory, clients are automatically assigned to specified technicians as soon as they reach that workflow status. This distribution between technicians can either be setup for all clients, or per client group.

Other Improvements

• Added activity history for collaborator profiles
• Roadmap: Last workflow status does not need to be scheduled anymore and the sidebar width can now be adjusted
• Resolved an issue where the link of an inventory search result leads to an "undefined" route
• Guides, changelog and server status page are up and running