- 24 Sep 2024
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Release Notes
- Updated on 24 Sep 2024
- 5 Minutes to read
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September 19, 2024
Features
Ability to manage static asset groups directly from the Assets screen.
Add or remove assets in new or existing asset groups.
Assets Upload screen now allows you to create a new asset group with all the assets you are uploading.
Support for numeric comparisons on Asset Property changes:
Conditions include less than, greater than, in range, and outside of range.
Support for Asset Name conditions on Asset Property changes:
Trigger alerts when the asset name contains or starts with specified text.
Support for dynamic value comparisons on asset property alerts:
Alert when a property value is not the same as another property.
Procedures, Buildings, and Assets screens are now permissions-aware.
Users without permission to add/edit will see disabled buttons.
Users and Planner screens will disable add/edit buttons if the user does not have permission to make changes.
Building Details slideout now lists the Organizations that have access to a building.
August 15, 2024
Features
Ability to add Asset Property definition from the Procedure screen on any question when enabling Integrated Data.
In the Asset Details slideout, clicking on a Property row opens a mini slideout displaying the property’s history. If there are multiple numeric values, they will be shown both as a line graph and a list for easy analysis.
Permissions aware screens: The Users and Planner screens will disable add/edit buttons if the user does not have permission to make changes.
July 25, 2024
Features
Building Details Slide-out has “Add Customer” and “Add Contact” options now.
Assets page has “Location” and “Service Location” columns.
Add Building form now supports Mexico in country and timezone.
Service History has a filterable map view.
Visits tab in Notifications supports:
Work Category condition
Ability to email users when a visit is assigned to them
Settings page now shows a description of each setting, explaining what it does.
Users page has a tooltip describing permissions for the selected role.
June 18, 2024
Features
Planner Preview tab
You can look ahead at the schedules for up to 11 months by selecting the month. Schedules are expanded so you can see a list of visits in each schedule.
Planner
Next Start Date - When editing a schedule that has already run, Next Start Date is editable so that you can control exactly how the recurrence pattern changes
Next Start column - This column in the table will help you know what’s coming up and will help identify problems if a schedule gets stuck in the past.
Settings page
Users can manage a few default settings like Next PO Number, PO Prefix and Location.
May 8, 2024
Features
Building details slide out
Available in the customer portal as well.
Ability to edit and delete buildings.
View active visits and issues, and the next upcoming visit.
Service Summary: View assets with their “last inspected” date.
Visits tab:
View the Visits for the building.
Issues tab
View and add Issues for any Asset in the building
Service history tab.
View the service history of all assets in the building.
February 28, 2024
Features
New Asset Upload Functionality: Users now can add assets directly from the Admin Portal by uploading an Excel sheet of the template provided. They can upload custom columns as well as upload multiple worksheets at once.
Edit assets: Users can now edit assets directly from the Admin Portal from the Asset Details Overview page.
December 13, 2023
Features
Add Issue Functionality: Users now have the ability to add a new issue to an asset directly from the Asset Details slideout, enhancing the ease of tracking and updating asset conditions.
Components Tab: This new tab allows users to view and browse child assets, simplifying asset management and navigation.
Service History Tab: Access an asset's inspection history instantly without the need to navigate away from the current page.
Alert Title Support: Users can now specify an alert title to give clear context to the email recipient about the alert's purpose.
New Conditions for Notifications:
User Role: Tailor alerts based on the role of the user.
Asset Property Name/Value: Set up alerts to trigger based on specific asset properties.
October 27, 2023
Features
Asset "Move" Functionality: A powerful new feature that enables users to move selected assets with ease. The "Move" action seamlessly transfers not only the selected assets but also all related data. This includes all asset components and their respective components, tasks, issues, QR codes, and inspections. This ensures a unified transition of assets and their associated information.
Bulk "Set Status" Option: Administrators now have the ability to perform bulk "Set Status" actions on multiple assets simultaneously. This feature simplifies tasks such as marking numerous assets as "Inactive".
Inline Editing for Asset Properties: The update introduces inline editing for the Asset Properties table. Users can effortlessly edit and manage asset properties directly within the Admin Portal. Additionally, it allows for the addition and removal of properties as needed.
August 11, 2023
Features
Asset Details slide-out (i.e. Asset Profile) for Assets that include:
Last service date
Count of issues
Next upcoming task
Mini map with geo-location of asset
Asset properties table
Matching procedures for migrated Orgs
Notification Rules include asset property change notifications
Conditional and Mandatory questions are available on the Procedure Designer
July 11, 2023
Features
Allows users to configure subquestions in their procedures that show/hide questions according to the users answer.
March 29, 2023
Features
Procedure Designer is now available on the left navigation menu
Building screen has a 'Delete Building Group' button
Fixes/Improvements:
Various bug fixes and style updates
January 5, 2023
Features
Notification Rules are now available for Assets, Documents, Issues, Users and Visits
August 18, 2022
Features
Enabled file versioning for Documents.
Assets screen
Added a building dropdown for filtering
Added select checkbox and multi-delete, up to 1000 assets at once
August 5, 2022
Features
New: Slide-out panel on the 'Users' screen lets you set the Building Group for each user in your Org. They will only see those buildings in the App.
Fixes/Improvements:
Shared Inspections screen - various bug fixes.
July 18, 2022
Features
Allow users to upload, organize and share documents
July 4, 2022
Features
New endpoints available on production
Documents management (read/add/edit/delete documents, create folders)
Create/manage public sharing links for documents
March 31, 2022
Features
New endpoints available for organization settings and inviting a user.
February 14, 2022
Features
New endpoints
POST asset properties
GET shared inspection details
February 10, 2022
Features
New endpoints to read/upload documents
New endpoints to read/create PM schedules
New endpoints for an org to read shared inspections