Assets Release Notes: October 2025

Assets Release Notes: October 2025

Video

Info
The video will be posted on or around November 3rd.



New Features

1.  Ability to Remove Incomplete Checks
  • What - Introduced the ability to remove incomplete checks from apparatus, location, equipment, and kit checklist sections. The feature includes a new permission "Assets - Delete Incomplete Checks" that controls access to the removal function, and automatically returns deleted checks to their appropriate scheduled status based on their scheduler type.
  • Why - This new feature was developed due to customer request to maintain cleaner and more intuitive checklist management by allowing removal of incomplete checks that may have been started in error or are no longer relevant, while preserving proper scheduling and completion status tracking.
  • How - Remove incomplete checks with proper permissions:
    • Verify you have Assets - Delete Incomplete Checks permission (defaults to users with Delete Completed Checks permission)
    • Navigate to check type:
      • Apparatus CheckChecklist SectionIncomplete Checklist
      • Location CheckChecklist SectionIncomplete Checklist
      • Equipment CheckChecklist SectionIncomplete Checklist
      • Kit CheckChecklist SectionIncomplete Checklist
    • Locate the remove action option
    • Select Remove for the incomplete check
    • Results:
      • Check returns to Next Due or Overdue status based on scheduler
      • Check no longer appears as incomplete in Checklist Completion Status report
      • ON DEMAND inspections do not visually return to any schedule
  • Use Case - Operations supervisors can remove an incomplete daily apparatus check that was accidentally started on Engine 5 during a shift change, returning the check to its proper "Next Due" status so the oncoming crew can complete it correctly, while maintaining clean checklist records and accurate completion status reporting for operational oversight and compliance tracking.




Enhancements

1.  Create Dispatch Units from Apparatus Import Wizard
  • What - Enhanced the Apparatus Import Wizard to automatically create associated dispatch units when they don't already exist in the system. The wizard now reads the Dispatch Unit Code from the CSV file and creates new dispatch units using the provided code as both the name and code identifier, with a maximum character limit of 40.
  • Why - This enhancement was implemented due to customer request to streamline apparatus setup by automatically creating dispatch units during the import process, reducing manual data entry and ensuring proper apparatus-to-dispatch unit associations without requiring separate dispatch unit configuration.
  • How - Dispatch units are created automatically during apparatus import:
    • Navigate to Apparatus Import Wizard
    • Include Dispatch Unit Code column in your CSV file
    • Enter dispatch unit codes (maximum 40 characters)
    • Process the import
    • System checks if dispatch unit code exists:
      • If exists: Associates apparatus with existing dispatch unit
      • If does not exist: Creates new dispatch unit with code as both name and code
    • New dispatch units appear in the Dispatch Unit list
    • Apparatus are automatically associated with their dispatch units
  • Use Case - Communications supervisors importing 15 new apparatus can include dispatch codes like "E1", "T2", and "M3" in their import file, and the system automatically creates corresponding dispatch units "Engine 1", "Truck 2", and "Medic 3" if they don't exist, eliminating the need to manually create dispatch units before importing apparatus and ensuring immediate availability for CAD system integration.


2.  Add Work Performed Field from Work Orders to Ad Hoc
  • What - Added the Work Performed field from Work Orders to the Ad Hoc reporting system, enabling users to include detailed work descriptions in custom reports. The field is available for use in all report configuration options including columns, filters, criteria, sort, grouping, and summary rows.
  • Why - This enhancement was implemented due to customer request to provide comprehensive work order reporting capabilities that include detailed descriptions of maintenance activities performed, enabling better analysis of maintenance patterns, costs, and resource allocation across fleet operations.
  • How - Use the Work Performed field in Ad Hoc reports:
    • Navigate to Ad Hoc Reports
    • Select Work Orders as your data source
    • Access the new Work Performed field
    • Configure the field in report sections:
      • Columns - Display work performed details
      • Filters - Limit results by work type
      • Criteria - Search specific work descriptions
      • Sort - Order by work performed
      • Grouping - Organize by work categories
      • Summary Rows - Aggregate work data
    • Generate reports with comprehensive work descriptions
  • Use Case - Fleet maintenance managers can create reports showing all brake system repairs performed across the apparatus fleet in the last quarter, including detailed work performed descriptions like "Replaced front brake pads and rotors, bled brake lines, adjusted parking brake," enabling analysis of common maintenance needs, parts inventory planning, and identification of recurring issues that may indicate systemic problems requiring preventive action.




3.  Add Ability to Manually Type in the Date Field in the Manufacture Date for Equipment
  • What - Enhanced the Manufacture Date field for equipment to allow manual date entry in addition to date picker selection, providing users with flexibility in how they input manufacturing dates during equipment creation and editing processes.
  • Why - This enhancement was made due to customer request to improve data entry efficiency by allowing direct typing of manufacturing dates, particularly useful when entering dates from equipment documentation or when processing multiple equipment records with known dates.
  • How - Manually enter manufacture dates for equipment:
    • Navigate to Equipment creation or editing
    • Locate the Manufacture Date field
    • Type the date directly using your keyboard
    • Alternative: Continue using the date picker if preferred
    • Save the equipment record
    • Manual entry follows standard date format validation
  • Use Case - Equipment managers entering manufacturing dates for 30 new SCBA units from purchase documentation can quickly type dates like "05/15/2024" directly into the field rather than clicking through date pickers for each unit, significantly reducing data entry time during bulk equipment registration and ensuring accurate warranty tracking and replacement planning based on equipment age.




4.  Preventative Maintenance Notes Workflow Update
  • What - Enhanced the Preventative Maintenance notes functionality to allow individual PM notes editing at the asset level while maintaining the original setup notes for other assets. Users can now customize notes for specific assets without affecting the master PM configuration or other associated assets.
  • Why - This enhancement was implemented due to customer request to provide flexibility in PM documentation by allowing asset-specific maintenance notes while maintaining standardized instructions across multiple assets, accommodating unique equipment conditions or site-specific requirements.
  • How - Edit individual PM notes at the asset level:
    • Create Preventative Maintenance from Setup with notes
    • Navigate to the Preventative Maintenance page
    • Select the specific asset requiring custom notes
    • Edit the notes individually for that selected asset
    • Original setup notes remain unchanged for other assets
    • Asset-specific notes apply only to the selected asset
    • Other assets continue displaying the original setup notes
  • Use Case - Fleet supervisors can customize PM notes for Ladder 1's aerial device inspection to include "Check hydraulic fluid levels in auxiliary reservoir due to previous leak repair" while maintaining standard aerial inspection notes for Ladder 2 and Ladder 3, enabling technicians to address unit-specific maintenance concerns while following standardized procedures across similar apparatus types.




5.  Bulk Inventory Request Creation with Automatic Board Separation
  • What - Introduced bulk inventory request creation functionality that allows users to select multiple items from inventory usage and restock sections and create requests with one click. The system intelligently processes requests based on board configurations, automatically separating items by board and validating required fields including assigned-to personnel and default request types.
  • Why - This enhancement was developed due to customer request to improve inventory request efficiency by enabling bulk processing of multiple items simultaneously while maintaining proper board organization and required field validation, reducing time spent creating individual requests and improving inventory management workflow.
  • How - Create bulk inventory requests with automatic validation:
    • Navigate to Inventory Usage and Restock overview sections
    • Select multiple inventory items for requesting
    • Request button becomes available with multiple selections
    • Click Request to initiate bulk creation
    • System validates and processes based on configurations:
      • Same board, assigned-to, with default request type: Request created successfully
      • Same board, assigned-to, without default request type: Modal indicates request cannot be created
      • Same board, not assigned-to, with default request type: Modal indicates request cannot be created
      • Different boards with various configurations: Modal shows which requests created successfully and which were skipped
    • Confirmation modal displays results with request numbers as clickable links
    • Request numbers link directly to request forms
    • Inventories associated with same request are identified with numbers
  • Use Case - Supply coordinators can select 20 different inventory items needing restock across multiple stations and create bulk requests with one click, with the system automatically creating separate requests for items on different inventory boards, validating that assigned personnel and request types are configured, and providing immediate feedback showing "Request #2024-156 created for 8 items on Station 1 board, Request #2024-157 created for 12 items on Station 3 board," dramatically reducing the time spent on routine inventory request processing from 20 individual submissions to a single bulk operation.




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