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UB4

15 results found

  1. Allow posting from Control Panel

    Allow posting of misc fees and adjustments from the Account Control Panel. Current workflow requires adding the transaction on the control panel, leaving that screen to go to posting, post the transaction then go back to the control panel for any follow up tasks. This causes significant time loss during daily tasks when multiple misc fees or adjustments are needed across many accounts.

    4 votes

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  2. Manually add inventoy item outside of meter changeout.

    In UB4 we want to be able to manually add an inventory item when on the account outside of a meter changeout. It interrupts the process to have to go to inventory to add the serial number prior.

    4 votes

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  3. On account screen, customer tab should open up first not history

    When opening an account, have the customer tab in the 1st position to open up right away or just change it that the customer tab opens up right away instead of history tab. I'm always having to go and click on customer tab and with the slight delay it can waste time.

    2 votes

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  4. List notes & Message Board by date order, newest first

    Right now they seem to be in a random order, or listed oldest first. The most recent Note or Message should be at the top of the list.

    2 votes

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  5. Link to my CWP from my UB4 Dashboard

    It would be convenient to be able to get to CWP from within the UB4 UI.

    I think the UB4 Dashboard would be a logical place for a link to my CWP.

    Bonus points for single sign on, i.e. if I am logged in to UB4 as an admin, then automatically log me in to CWP as an admin.

    2 votes

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  6. payment entry

    The manual payment entry screen is awkward. Can it be made more user friendly?

    2 votes

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  7. My Tasks Due Date or Notification

    Allow a due date to be added to My Tasks

    1 vote

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    0 comments  ·  Admin →
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  8. Payment Breakdown chart

    Could the Payment Breakdown chart on the Dashboard be customized for selected date ranges or given options so it can match up with the Collected Today, Collected This Month and Collected This Year figures?

    1 vote

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  9. Service Order Control Panel

    Provide a way to delete open service orders (MSO) in mass from the Service Order Control Panel.

    1 vote

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  10. Configurable Control Panel

    CS Week 2024: - Several of the largest utilities we spoke with suggested that the control panel itself be configurable based on user role. This includes the ability to hide any tab along with customizable widgets along the top of the screen where the customer and location cards are located.

    3 votes

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  11. Have the Capability of Editing the Read Type on the Customer Control Panel Level

    In UMS you're able to edit the Read type by going to Location > Manage Installations > On the meter click 'Edit Item' > Meter > Select your Register > Change Read Type there

    In UB4 Go to Devices > Search for Meter > click on Meter > Make the Changes there

    That process is fine, however we would like to be able to change the Read Type in the Control Panel based level also.

    1 vote

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  12. Automations

    CS Week 2024: Larger utilities will require more automations in general, however the most common request here was involving the delinquency/shutoff process. A common call out was creating a workflow that would automatically notify customers x days in advance of receiving a penalty or shutoff without the utility manually generating these notices. I understand that any automation surrounding shutoffs could a bit scary. Perhaps this is an area where a focus group with some larger customers or consultants could help inform this process.

    2 votes

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  13. Company logo

    CS Week 2024:Ability to add the company logo on the main UB4 login screen.

    2 votes

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  14. Configurable Dashboard

    CS Week 2024. A consistent theme for almost every demo was the ability to configure the primary UB4 dashboard that is displayed upon initial login to UB4. These dashboards would be configured based upon user role. There should be several canned widgets that users can select from like the admin/customer dashboards in CWP. Ideally users could create custom widgets

    2 votes

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  15. Create Re-read service order

    CS Week 2024: When demoing the usage exception reporting in UB4 most utilities asked if they could generate re-read service orders from this report. Ideally users would be able to use the exception type limit options to generate these service orders in MSO or a third-party asset management application in mass. They could also create an individual re-read service order from the “enter reads” screen itself. Closing that service order should update the read in UB4.

    1 vote

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