Assets Release Notes: August 2025

Assets Release Notes: August 2025

Video

Info
The Release Notes Video for August will be posted on September 1st.

New Releases

1.  Compartment Equipment Group
  • What - Introduced a comprehensive Compartment Equipment Group system that allows agencies to specify required equipment groups within apparatus compartments, track minimum quantities, and perform barcode scanning for equipment management. The system displays equipment organized by assigned groups with quantity monitoring and includes functionality across compartment management, audits, checklists, and reporting.

  • Why - This new feature was developed due to customer request to improve equipment accountability and organization within apparatus compartments.

  • How - Configure and use Compartment Equipment Groups:

    • Setting up Equipment Groups:
      • Navigate to the desired Compartment
      • Click + Group to add a new equipment group
      • Select an Equipment Group from the dropdown (required)
      • Set Qty (min) value between 1-99 (required)
      • Save the group association
    • Adding Equipment:
      • Use + Equipment button to add individual items
      • Use Scan button or begin typing name to select and add equipment via barcode scanning
      • Equipment automatically moves to appropriate groups based on assignments
    • Managing Groups:
      • View equipment organized under respective groups or "Non-grouped equipment"
      • Monitor quantity warnings when below minimum requirements
      • Use Pass All options in audits and checklists for group-level actions
    • Audit and Checklist Integration:
      • Groups display in compartment order with Non-grouped equipment first
      • Below-minimum quantities show warnings and require justification
      • Equipment can be added/removed during audits with automatic group updates
  • Use Case - Fire departments can configure Engine 1's main compartment to require a minimum of 4 items from the "Power Tools" group and 6 items from the "Appliances" group, enabling crews to quickly verify during daily checks that all required tool categories are present in sufficient quantities, while allowing barcode scanning during equipment swaps to automatically maintain accurate compartment inventories and generate alerts when minimum requirements are not met.








Enhancements


1.  Display Home Location for Apparatus in the Overview
  • What - Added a home location field to the apparatus overview display that shows where each apparatus is normally stationed. This read-only field appears above the editable Location field and displays the assigned home location value when available, or remains empty if no home location has been assigned.

  • Why - This enhancement was implemented due to customer request to allow users to quickly identify where each apparatus is normally stationed without having to access detailed apparatus records, improving operational efficiency and situational awareness.

  • How - This feature is automatically available in the apparatus overview:

    • Navigate to the Apparatus Overview section
    • Locate the new Home Location field positioned above the existing Location field
    • View the assigned home location (field will be empty if no home location is assigned)
    • Note that this field is read-only and cannot be edited from this view
  • Use Case - Emergency response coordinators can now quickly assess apparatus deployment by viewing the home location directly in the summary, enabling faster decisions about which units to deploy based on their normal station assignments versus current locations during multi-incident responses or mutual aid situations.





2.  Add NERIS ID, NERIS Type and Home Location Fields to the Import Wizard
  • What - Enhanced the apparatus Import Wizard to include three additional fields: NERIS Apparatus ID, NERIS Apparatus Type, and Home Location. These fields are now available for bulk import operations alongside existing apparatus data fields.

  • Why - This improvement was made due to customer request to streamline the apparatus setup process by allowing all necessary apparatus information to be imported in a single operation, reducing manual data entry time and potential errors.

  • How - Access these new fields through the Import Wizard:

    • Navigate to the Import Wizard for apparatus
    • Select the NERIS Apparatus ID field from available import columns
    • Select the NERIS Apparatus Type field from available import columns
    • Select the Home Location field from available import columns
    • Map your import file columns to these new fields as needed
    • Complete the import process as normal
  • Use Case - Departments implementing new apparatus or updating existing records can now import comprehensive apparatus data including NERIS identifiers and home station assignments in one streamlined process, particularly useful during system migrations or when onboarding multiple apparatus units simultaneously.






3.  Active Status for Personnel Dropdowns
  • What - Updated personnel dropdown menus throughout the Assets module to display users with "Applicant" status in addition to those with "Active" and "On Call" status. Previously, only active and on-call personnel appeared in these selection lists.

  • Why - This modification was implemented due to customer request to include applicant personnel in dropdown selections, allowing departments to assign responsibilities and track equipment assignments for personnel who have the "Applicant" status.

  • How - This change is automatically active across all personnel dropdowns:

    • Navigate to any Assets Module function that includes personnel selection
    • Access any dropdown menu for personnel assignment
    • Personnel with Active, On Call, and Applicant status will now appear in the list
    • Select personnel as needed from the expanded list
  • Use Case - Training officers can now assign equipment and apparatus to applicant firefighters during their probationary period, enabling proper tracking of gear assignments and training equipment usage before the applicant achieves full active status in the department.



4.  Correct On-Demand Scheduled Behavior
  • What - Fixed the scheduled date display for on-demand checks in checklist history to show the actual date when the check was initiated rather than an incorrect date. The scheduled date now accurately reflects when the on-demand check was started within apparatus and equipment records.

  • Why - This correction was made due to customer request to ensure accurate historical tracking of when on-demand checks were actually performed, providing reliable audit trails and maintenance records for compliance and operational review purposes.

  • How - This correction is automatically applied to all on-demand checks:

    • Navigate to any Apparatus or Equipment record
    • Access the Checklist History section
    • View completed on-demand checks
    • The Scheduled Date will now display the actual initiation date of the check
    • Historical records will reflect accurate timing information
  • Use Case - Maintenance supervisors reviewing equipment inspection histories can now rely on accurate scheduled dates to verify compliance with inspection intervals and identify patterns in on-demand check frequency, ensuring proper maintenance scheduling and regulatory compliance documentation.





5.  Home Location for Equipment
  • What - Added a Home Location field to equipment records that allows departments to distinguish between where equipment normally resides versus where it is currently assigned. This optional field uses the same interface component as the Assigned To field for consistent user experience.

  • Why - This feature was developed due to customer request to enable tracking of equipment's normal storage location separate from its current assignment, improving inventory management and equipment accountability during deployments and transfers.

  • How - Configure equipment home locations through the equipment record:

    • Navigate to the Equipment record you want to update
    • Locate the Home Location field in the equipment details
    • Select the normal storage location using the location picker
    • Save the equipment record
    • Note that this field is optional and can be left blank if not needed
  • Use Case - Equipment managers can track that a thermal imaging camera normally resides at Station 3 but is currently assigned to Engine 7 for a special deployment, enabling accurate accountability during equipment audits and facilitating proper return of equipment to home stations after incidents or training exercises.






6.  Add Inventory Group Field to the Ad Hoc Report
  • What - Enhanced the Ad Hoc reporting system by adding an Inventory Group field as a selectable option when using the Assets Inventory data source. This field can be used as a column, filter, or search criteria within custom reports.

  • Why - This enhancement was implemented due to customer request to improve inventory reporting capabilities by allowing users to organize and filter reports based on equipment groupings, providing more detailed analysis of inventory by category or type.

  • How - Access the Inventory Group field in Ad Hoc reports:

    • Navigate to Ad Hoc Reports
    • Select Assets Inventory as your data source
    • Choose Inventory Group from the available field options
    • Add as a Column to display inventory group information
    • Use as a Filter to limit results to specific groups
    • Apply as Criteria for targeted reporting
    • Generate your custom report with inventory group data
  • Use Case - Inventory managers can create reports showing all PPE equipment grouped by type (helmets, coats, boots) across multiple stations, enabling analysis of inventory distribution and identification of equipment shortages or surpluses by category for budget planning and procurement decisions.







7.  Add Ability to Set One-Time Preventative Maintenance
  • What - Introduced a new "On-Time" option in the Preventative Maintenance scheduling dropdown for Apparatus, Equipment, and Stations. This option allows departments to schedule one-time maintenance events for future planning while maintaining the ability to execute manually or automatically.

  • Why - This capability was added due to customer request to accommodate special one-off maintenance events and inspections that don't follow regular recurring schedules, such as annual certifications, major overhauls, or special compliance inspections.

  • How - Schedule one-time preventative maintenance events:

    • Navigate to Preventative Maintenance for the desired asset
    • Create a new PM or edit an existing one
    • If creating the first rule as a Scheduled Type, select On-Time from the dropdown
    • Configure execution as Manual or Automatic as needed
    • For manual execution with multiple assets, the PM remains active until all assets complete the maintenance
    • Save the preventative maintenance schedule
    • Note: On-Time option is not available when adding a second scheduled rule after a trigger rule
  • Use Case - Fleet managers can schedule a one-time annual ladder testing event for all apparatus equipped with aerial devices, setting a specific future date for this specialized inspection while maintaining normal recurring maintenance schedules for routine checks, ensuring compliance with specialized certification requirements.




Bug Fixes

No bug fixes were included in this release.


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