Release Notes - Assets

Release Notes - Assets

Video


New Features


1.  Preventative Maintenance for Equipment

Preventative Maintenance (PM) for Equipment has now been implemented.

How it works:

  • Locations:

    • Assets/ Setup / Preventative Maintenance

    • Assets/ Equipment Checks/ Update Record/ Preventative Maintenance

    • Assets/ Equipment List/ Edit / Preventative Maintenance

    • Assets/ Preventative Maintenance Page

The PM for equipment works the same as for apparatus:

  • You can create or edit a PM for equipment from the PM list and it will be displayed in the PM tab of the associated equipment record.

  • from PM of equipment record you can create or edit an existing PM

  • Once a PM has been started, the WO is created, it cannot be restarted until the WO is completed.






2.  Preventative Maintenance for Stations

Preventative Maintenance (PM) for Equipment has now been implemented.

How it works:

  • Locations:

    • Assets/ Setup / Preventative Maintenance

    • Assets/ Preventative Maintenance Page

The PM for stations work the same as apparatus and equipment with the exception that they may only be generated based off of a scheduled time frame.

  • Once a PM has been started, the WO is created, it cannot be restarted until the WO is completed.





3. Notification Alerts

Email and notification alert options have been added to the Notifications page in Assets Setup.

How it works:

Users can now choose between email and or in-app alerts for the following areas:

  • Notify service changes

  • Notify on work orders creation

  • Notify on work orders status change

  • Notify on work orders resolution








Feature Enhancements


1.  Current Price to be applied in Work Order Inventory

The system now associates the current Inventory item Price Order Unit with Work Order Cost.  

  • Inventory item with Current Price per Unit NOT empty

    • Adding a cost from the work order: the system automatically populates the Cost field with the Current Price per Unit obtained from the inventory

    • This previously loaded value can be modified or set to empty or zero

    • If the inventory cost is updated from a work order (cost ≠ 0), the system automatically updates the Current Price Per Unit field in the inventory. If the cost = 0, the inventory keeps its value

    • When the cost of an inventory is updated in the inventory record, the system reflects the new cost when adding an inventory from a work order.

  • Inventory item with Current Price per Unit EMPTY

    • Adding a cost from the work order: the Cost field is zero (0)

    • This null value can be updated, and the inventory updates its value




 

2.  Receive Action added to the Receive Log in Inventory Management

A Receive action button is now available in the Receive Log list within Inventory Management, allowing Users to receive items without having to navigate out of the Receive Log.





3.  Add Additional Special Characters in Inventory Management SKU.

The system now supports special characters for SKU.  This offers more flexibility in obtaining SKU's with more complex values.

Special Characters allowed are as follows:
  1. period (.)
  2. asterisk (*)
  3. percentage (%)
  4. parenthesis (), (), ) ),
  5. plus sign (+)
  6. ampersand (&)
  7. space ( )
  8. quotation marks (", ')
  9. commas (,)

Info
The system will notify users should they enter any unsupported characters.




4.  Add requirement for User/Team in Inventory Request


User/Team is now a required field in Inventory Requests.  This ensures that Inventory Requests get assigned to a User or Team.



Info
If users attempt to save a Request Order without a User/Team in the Request To field they will receive an error.




5.  Default submitted user on inventory request

When creating Inventory Requests, the Submitted By field are now loaded by default with the logged-in user.




6.  Start Early checks for Equipment and Kits now appear in a Start Early Check for Apparatus when nested.


How it works:
  • Within the parent apparatus checklist, all nested checks with a Start Early setting are displayed correctly.
  • Nested checklists are correctly started with a Next Due section for today or according to the defined "Start Early" configuration.
  • Nested inspections are correctly Submitted/Saved/Deleted once started within the parent inspection.




For more information on associating sublocations with checklists, please see the related article:  Associating a Compartment, Storage, or Pouch with a Checklist



7.  Add Canadian Provinces and Territories to Apparatus Wizard.

Canadian Provinces and Territories are now available in the Apparatus Wizard for Canadian production sites.

Now, users in Canadian Production Sites can use the apparatus wizard to read the province or territory in the upload file so that they can correctly register their apparatus with accurate location information.

Notes
Customers needing access to the Apparatus Wizard will need to reach out to their Client Success Manager.



8.  Station List - Update to Platform List Views

The Station List has now been updated to the new platform-wide List View library component.





9.  Maximum Minimum Value Function In a Check.

Restock quantities are now calculated automatically based on Maximum and Minimum Values.


How it works:

  1. Asset Check (Apparatus, Station, Kit)-> Start Checklists with inventories
  2. If the inventory has Qty, Min, and Max values configured, the values set for the inventory at the location are displayed.
  3. If the total QTY value of the inventory at the location is between the Min and Max values, NO warning is displayed.
  4. If the total QTY value of the inventory at the location is less than the Min value, Add to Restock List will be checked. The inventory also displays the warning: Warning! The quantity value is smaller than minimum allowed.
  5. If the total inventory quantity at the location is less than the minimum and there is a maximum value defined for this inventory at this location, and the Add to Restock List check box is selected, when completing the inspection,  a restock is created with a qty = max - count
  6. If the total inventory quantity at the location is less than the minimum and there is NO maximum value defined for this inventory at this location, and the Add to Restock List check box is selected, when completing the inspection, a restock is created with a qty = min - count




10.  Additional schedule type available in Checklist Scheduler.


"Every X Weeks" has been added as a Schedule Type in Checklist Scheduler.


How it works:

  1. Select the Schedule Type "every X Weeks"
  2. The field: "Repeat Every ? Weeks" is displayed, with a default value of 2 (Min 2 Max 51).
  3. A value less than 1 or leaving the field blank is not allowed.  Error will display "Repeat interval cannot be blank."
  4. If a value of 1 is entered, Error will display "Every week's interval value is out of range is displayed when saving the scheduler."
  5. If a value greater than 51 is entered, it automatically changes to 2.




11.  Associate Dispatch Unit is now sorted in alphanumerical order.

Alphanumeric sorting has been implemented for the Associate Dispatch Unit dropdown to improve user efficiency and navigation.

This has been implemented everywhere this field occurs:
  1. Apparatus List / Create and Edit Apparatus
  2. Apparatus Checks/Swap Button
  3. Apparatus Checks / Update Record
  4. Swap History / Initiate button
How it works:
  1. The units are displayed in alphanumeric order (0-9, A-Z)
  2. Units with numeric prefixes (e.g., "1-Alpha", "2-Bravo", "10-Charlie") When the dropdown is displayed, the numerical sorting should be (1, 2, 10) rather than lexicographical (1, 10, 2)
  3. Units with mixed formats (e.g., "Engine 1", "Ambulance A", "Station 2") When the dropdown is displayed, units should be sorted first by text and then by number



12. Add Fulfill and Complete Button to Inventory Request Process.

A combined "Fulfill & Complete" button has been added to the inventory request process, combining the Fulfill process (step one) and the Close process (step two) in a single step.


When selecting the "Fulfill & Complete" button, the system should:
   

  • Move the items directly from the stored location to the received location

  • Update the request status to "Closed"

  • Record the fulfillment and completion timestamp in a single entry



 

For more information, please see the related article:  Inventory Management - Fulfilling Inventory Requests



13.  Retain Historical data from checks when a compartment has been deleted.

The data from historical checks will now show items and quantities when a compartment was deleted.

How it works:
  • If a compartment exists in the system with associated check records, when the compartment is deleted from the system, the check data related to that compartment will still be accessible in the audit trail.


14.  Reverse Swap Quantities Default to Original Amount.

How it works:
  1. The reverse swap interface now prefills the original quantities moved in the initial swap.   Allowing the return of inventory items more efficiently without redundant data entry.


Fixes

1.  Asset Checks Real Time Connection Error.

The bug that was affecting iOS users in checklists has been fixed.


How it works:

Depending on the value of the "Last User In Checklist Time Out After" field in the setup

  • The checklist closes when the user-defined time expires.

  • When the "Confirm Expired Items" message appears, pressing the Confirm button will exit the checklist. Pressing Cancel will now keep you in the checklist.






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