In Office Tools, 17 new forms have been updated to support the editing of entries.

Work Order Forms now have a Show All button to show the forms created by all technicians on trips related to the same work order. This reduces the chance that duplicate forms are created across multiple trips.

The Trimble ID team is currently moving all Trimble ID users to a two-step verification (2SV). The date has been extended for Vista Web products including Vista HR Management, Vista Field Management, Vista Field Service, and Vista Financial controls.

This means that users logging into your Vista Web Employee Portal through Trimble ID will NOT be prompted to go to their email for a code (i.e. two-step verification) until a later date. We do not yet have a date for when two-step verification will be implemented for Vista Web, but we plan to provide at least one month's notice before it is introduced.

This message does not apply to users who meet any of the following conditions:

• Users sign in through Trimble ID using your organization’s Single Sign-On (Federated login).

• Users already have Multi-factor authentication enabled.

• You’ve enabled the portal setting Enable MFA for TID logins for your Employee Portal.

For details on the two-step verification process, see: How to Secure Your Trimble ID Account

For more information, see Bulk Import Managed Users.

• Audit reports are now automatically saved to an employee’s HR Resource Master record. As part of this change, a new Assign Attachment Type for Benefit Audit Report portal setting can be enabled to define a specific Attachment Type for these reports.

  Setting location: Admin > Portal Settings > Benefits > Advanced Configuration

• The Paperless Consent page now requires a valid input format for key fields. The Cell Phone field requires a 10-digit format and the Email field requires an @ symbol.
  Note: You must have the portal setting Phone formatting pattern to automatically format user input enabled to enforce formatting on the Cell Phonefield.

• The Allow employees to select Expense Reviewer portal setting has been modified so that the Reset Approvers button is disabled when it is enabled.

• The Onboarding portal now automatically displays the logo associated with the specific Company (PRCo) assigned to an employee's onboarding profile. If an onboarding profile is set to a specific company, that company’s logo is displayed.

  If a profile is set to All Companies, the system will default to the logo defined in the portal setting: Company Number for Onboarding and ATS logo.

• The new portal setting Automatically update Pay Method and mark account as Active in AP Vendors on Approval will automatically update the E-EFT pay method and set the account to Active in AP Vendors when direct deposit accounts are approved in the portal. This setting requires that Push personal info updates to AP Vendor record if account is linked is also enabled. Please note, this process does not occur automatically in Vista.

• You can now filter timecards by Employee Group from the Timecard Approval Grid.
• A new Default Approval Status to "All" in Job Time Approval portal setting can be enabled to make the Approval Status filter in the Job Time Approval default to All.

  Setting location: Admin > Portal Settings > Timecard > Job Approval

• Users can now upload a fillable PDF to a checklist template. For more information, see Manage Checklist Templates.
• Checklists now support dynamic validation logic with database customization. Administrators can define business logic that makes a checklist item required only when specific conditions are met during a workflow.
  Note: This feature requires database customization. Contact Trimble Professional Services or our partner Fiddletree if you are interested in using this feature.

• The main portal login page now features a direct link to the Kiosk Clock-in page. This new option replaces the previous clock-in feature that was available with employee number login. The Enable Clock In functionality on the Log In Page portal setting must be enabled to access this new feature. The image below shows how this appears when Trimble ID is enforced.

  

• The performance of the AP Invoice Approval tool has been significantly improved to better handle documents with high line-item counts.

• Users can now manually enter or adjust the Tax Amount when reconciling credit card expenses. Previously, the tax amount was automatically calculated based on the selected tax code and could not be edited, forcing users to manually split transactions to account for items with varying tax rates (for example, half-taxed or non-taxable items).

• When creating a PO from a Req, a new Choose Address dropdown is available in the creation modal. Selecting a line from the dropdown will automatically populate the PO’s shipping header with that specific address, eliminating manual data entry.

  For more information, see Create and Submit a PO Requisition.

Any changes made to the form on the web portal automatically update the same form in Vista. For more information, see Update Vista Forms on the Web.

To see a list of the current Vista forms in the Vista Web portal, see Vista Forms Available in Office Tools.