Feature Enhancements

Bulk Update Capabilities Expanded Across Asset Management

• What - Bulk Update capabilities have been expanded and standardized across supported Assets workflows, including Equipment, Inventory Type Lists, Apparatus, Equipment Groups, and Apparatus Groups. The experience follows the existing Equipment bulk-update pattern, providing a consistent two-step workflow for updating eligible metadata across multiple records.
• Why - Bulk-editing capabilities and available fields previously varied across asset types, creating an inconsistent experience for users performing high-volume administrative maintenance. Standardizing the workflow makes it easier to update multiple records efficiently while maintaining existing permissions, field-management rules, and protections for operationally sensitive data.
• How
  • Navigate to a supported Assets list and select the records you want to modify.
  • Open the Actions menu and select Bulk Update.
  • In Step 1, select the eligible Fields to Edit, then select Next.
  • In Step 2, enter the new values for the selected fields and select Save.
  • After saving, lightweight feedback identifies successful updates and any records that were skipped or failed.
  • Access to Bulk Update is controlled by five new permissions:
    • Apparatus - Assets - Bulk Update Apparatus – Allows users to access the Apparatus List and perform bulk updates to apparatus records.
    • Apparatus - Assets - Bulk Update Apparatus Groups – Allows users to access Apparatus Groups in Setup and perform bulk updates to group affiliation.
    • Equipment - Assets - Bulk Update Equipment – Allows users to access the Equipment List and perform bulk updates to equipment records.
    • Equipment - Assets - Bulk Update Equipment Groups – Allows users to access Equipment Groups in Setup and perform bulk updates to group affiliation.
    • Inventory - Assets - Bulk Update Inventory Types – Allows users to access Inventory in Setup and bulk update inventory item information, including group, minimum, par, and quantity information.
  • Note: Users must also have the applicable Setup permissions to access and perform Bulk Updates for Apparatus Groups, Equipment Groups, and Inventory within Setup.
  • Available fields depend on the asset type, field configuration, and user permissions. Restricted, read-only, system-managed, unique identifier, and operationally sensitive fields are not available for bulk editing.
  • Apparatus Status, assignment workflows, and other operational state-transition workflows remain separate from Bulk Update.
  • Existing record-level access restrictions continue to apply, and affected records receive history entries for changes made through Bulk Update.
• Use Case - A user performing routine asset maintenance can select multiple Equipment records and update shared metadata in a single action rather than opening each record individually. The same standardized workflow can be used to update administrative Apparatus information, normalize Inventory Type data, or maintain supported Equipment and Apparatus Group information, provided the user has the required Bulk Update and applicable Setup permissions.

Apparatus List - Bulk Update Apparatus Records

Equipment List - Bulk Update Equipment Records

Assets Setup - Apparatus Groups - Bulk Update Apparatus Group Information

Assets Setup - Equipment Groups - Bulk Update Equipment Group Information

Assets Setup - Inventory List - Bulk Update Inventory Items

Streamlined Save Confirmation Prompts Across Asset Management

• What - Save confirmation behavior has been standardized across Asset Management so that unsaved-change warnings only appear when actual modifications have been made. Redundant confirmation prompts have been removed, and confirmation messaging and button actions are now consistent across applicable screens.
• Why - Users could encounter unnecessary confirmation prompts when exiting editable pages or modals without making changes. This enhancement reduces unnecessary clicks and provides a more consistent and predictable experience while still helping prevent the loss of unsaved work.
• How
  • This enhancement is scheduled for release behind a feature flag.
  • Once enabled, the updated behavior applies to Work Order Boards, Purchase Order, Inventory Management / Inventory Request, and Apparatus Record screens.
  • When no changes have been made, users can exit the page or modal without receiving an unsaved-change warning.
  • When unsaved changes exist, a single confirmation dialog is displayed with options to Save, Leave Without Saving, or Cancel.
  • After a user confirms their action, an additional browser or system-level warning will not be displayed.
  • Confirmation messaging, button labels, and actions are standardized across applicable screens.
• Use Case - A user can open a Work Order or Inventory Request to review information and exit without receiving a confirmation prompt if no changes were made. If the user modifies a Purchase Order and attempts to exit before saving, a single confirmation dialog appears, allowing them to save their changes, leave without saving, or cancel and remain on the record.

Electronic Product Code (EPC) Field Added to Kit Records

• What - Added a new EPC (Electronic Product Code) field to Kit records in preparation for future RFID functionality. The field accepts up to 30 free-text characters, including special characters supported by SKU inventory, and is available throughout applicable Kit record functions, including Master and Saved Views, search, import, export, CSV downloads, and reporting.

• Why - This enhancement prepares Kit records for RFID functionality by providing a dedicated location to store the EPC associated with an RFID tag. This enables Kits to be identified and associated with RFID read events for automated inventory and location tracking.
• How
  • When creating, editing, or viewing a Kit record, use the EPC or Electronic Product Code field to store the Kit's EPC value.
  • The EPC value supports up to 30 free-text characters, including special characters supported by SKU inventory.
  • Use the EPC field when searching for Kit records by EPC value.
  • Add the EPC column to the Master View or configure it within Saved Views, including applicable criteria and filters.
  • The EPC field is available as an option when importing Kit data through the Import Wizard.
  • The EPC field can be selected for exports and is available when downloading applicable Kit data as a .CSV file.
  • The EPC field is available for inclusion in reports containing Kit details.
  • When an EPC is assigned to a Kit, RFID functionality can use the value to associate an RFID read event with the corresponding Kit record.
• Use Case - A user can assign an RFID tag's EPC value to a Kit record and later search, filter, import, export, or report on that EPC information. When the Kit is detected by an RFID reader as part of the RFID implementation, the EPC provides the association between the RFID read event and the corresponding Kit record, supporting automated inventory and location tracking.