Release Information > Release Notes > Service Board Releases > What's Enhanced
What's Enhanced
Work Plan Metadata Presentation
Feature Overview
The Service Board now displays the work plan Display Title and Display Description using a defined fallback logic. It first uses values from the work plan assignment record. If those values are not available, it falls back to the related work plan or the assignment name. This approach ensures that the system always displays meaningful information, even when data is incomplete.
User Impact
Users now see a consistent title for work plan assignments on the Service Board and related views. When the title or description is missing, the system automatically uses fallback values to display relevant information. This change improves clarity and ensures that users can identify work plan details even when some fields are not populated.
For more information, see Configuring Display Title for Work Plan Assignments and Configuring Display Description for Work Plan Assignments.
Enhancements in Patch Releases
Feature
Description
Release Date
Support to show Similar Jobs feature at the job level
Service Board enhances job discovery capabilities by supporting Show Similar Jobs, enabling dispatchers to quickly identify additional work opportunities job similarity criteria.
Show Similar Jobs allows dispatchers to identify jobs that share common characteristics, such as, address, installed product, and service team with a selected source job, helping group related work and optimize scheduling.
For more information, see Nearby and Similar Jobs.
March 8, 2026
Schedule control with Lag Time enhancements in Current-Day Optimization
Current Day Optimization (CDO) now supports enhanced Lead Time and Lag Time handling, providing administrators with precise control over how far into the past and future the optimizer can adjust schedules. These enhancements strengthen CDO by introducing configurable time boundaries to protect in-progress work, prevent unintended schedule disruptions, and allow controlled reshuffling of recent appointments.
Lead Time and Lag Time together define a controlled optimization time band such as Past boundary and Future boundary.
March 8, 2026
Support Secondary Service Teams for Resource Recommendations
Resource Recommendation (RR) now supports inclusion of Secondary Service Teams (SSTs), enabling dispatchers to broaden the candidate pool when recommending resources for a Job. This enhancement enables organizations to balance operational flexibility and team governance, improving time-to-assign while maintaining structured team-based dispatch policies.
Administrators can link Secondary Service Teams directly to a primary Service Team in Max Designer. If no SSTs are linked, RR continues to operate using only the primary Service Team.
March 8, 2026
Extend dependencies to support Task To Task
Service Board now supports Service Task to Service Task dependencies within Jobs in the Service Task Planning experience. This enhancement extends the existing job dependency framework to the Service Task level, enabling dispatchers to visualize, validate, and manage task sequencing directly in the Service Task Planning calendar. For more information, see Working With Service Task Dependencies.
March 8, 2026
Current-Day Optimization Execution Frequency Control
Current Day Optimization (CDO) now provides greater flexibility in configuring system job execution frequency, along with the ability to override the default validation guard for urgent scheduling scenarios. This enhancement provides greater operational flexibility for time-sensitive dispatch environments while maintaining recommended safeguards for system stability.
Administrators can configure CDO system jobs to run at intervals based on operational needs. For more information, see Configuring a System Job for Current-Day Optimization.
March 8, 2026
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