Release Notes - Assets

Release Notes - Assets

Video


New Features


1.  Setup Option for work order modal for inventory

We added the ability to toggle the new work order modal for inventory. This allows you to choose whether or not you would like a Work Order to generate when failing an inventory item in an Apparatus, Station, or Kit checklist.

How it works:

  • In Setup, there is new toggle "Show New Work Order Modal for Inventory".

  • Default value is ON

  • If the toggle is ON, a Work Order Modal will open when failing an inventory item in a checklist.

  • If the toggle is OFF, a Work Order Modal will NOT open when failing an inventory item in a checklist.








2.  Archive Swap History

We added the ability for a user to archive a swap's history after a certain duration.

How it works:

Setup->Settings, the Archive Swapover History toggle is added:

  • The added toggle is located between Display Fleet Overview Secondary ID Field and Scanner Remove Length Limitations.

  • By default, the toggle is disabled.

  • When the toggle is enabled, a secondary field named "Archive Swapover History after" appears with a text field for entering a numeric value.
    - This field is required.
    - Min is 1 – Max 365

  • If the toggle is ON:

    • The swaps with a Closed status code are set to Archived.
      - When the command is run, the Status Code Archived is set to "Updated at" or "Number of days defined in the Archive 'Swapover History after' field.

Swap History page:

  • We added the Archived value to the Status Code filter.

  • By default, the list displays all swaps: Open, Closed, and Archived.

  • The Updated at column has been added: This column displays the last update date for the swap.
    - For closed swaps, this is the date used to calculate and archive the swap.
    - For records that already existed before adding this task, this field has been entered with the date the task migration was run.

  • The Updated by column has been added: This column displays the last user who updated the swap.




Feature Enhancements


1.  Nested Checks Statuses

The system now displays the status of checklists when they are nested inside of another check, whether they are being performed inside the main check or as a standalone check.








2.  Preventative Maintenance - Platform List View

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





3.  Updated the Restock and Usage Log.

The restock and usage logs have been updated to include financial data if applicable (current price, work order numbers, total cost).

How it works:
Restock and Usage Logs: added Current Price and Total Cost

  • If the inventory in the action has a defined Current Price per Unit, the value is displayed.

  • If the inventory in the log does NOT have a defined Current Price per Unit, this field is blank.

  • If the inventory's Current Price per Unit is modified, previous logs will remain with their previous values.

  • These fields have been added to the filters and criteria. They are displayed as filters in the Default View

  • Given the Current Price per Unit and Quantity information is available, when viewing restock or usage logs then the system should calculate and display the total cost (price per unit × quantity)





Usage Log:

  • The Incident # column also displays WO #:

    • Incident # if the usage process was started from the usage process.

    • WO # if the usage process was started from the creation/editing of a WO.

  • The Action column has been added:

    • Created: if a usage is added from an Asset or from a WO.

    • Updated: if an inventory is edited from the cost of a WO.

    • Deleted: If an inventory is deleted from the cost of a WO.

    • If the WO is archived, the last log recorded regarding inventory usage is retained.









4.  Add "Pass All" Button to Reverse Swap Interface

We have now implemented a "Pass All" button in the reverse swap interface to streamline the process of moving all items back to their original locations.

How it works:

  • In a reverse swap operation with multiple inventory items When the reverse swap interface is displayed the "Pass All" button should be visible

  • If the user previously selected an inventory (pass or fail), the Pass All button must respect this selection; it must not be overwritten.

  • If there are not enough items to reverse, the Pass All button must suggest the existing quantity in the destination, and a partial reverse is performed (current manual process).





5.  Remove Inventory fields from Equipment Record view

We have removed the following fields from equipment records:

  • Inventory Count

  • Inventory Minimum

  • Inventory Max


This applies to the following areas:

  • Equipment List->Create / Edit

  • Equipment Overview->Update Record

  • Import Wizard

  • Copy Equipment


6.  Retain Historical data from checks when a storage has been deleted

The system retains historical data related to checks for storages that have been deleted, to maintain an audit trail and ensure data integrity even after deletion.

How it works:

  • The deleted storage is still displayed in Checklist History / View

  • The deleted storage no longer appears in the following functionalities: Restock | Request | Usage | Swap








7.  Rename Inventory Max label to Par

We have renamed Inventory Max label to Par to reduce confusion about the inventory amount. 

How it works:

Label changed from Max to Par for inventory:

  • Inventory list

  • Inventory sample spreadsheet

  • Inventory filtering

  • Inventory in compartments

  • Inventory usage and restock overview

  • Inventory checks

  • Compartments when adding or editing an inventory

  • A compartment list view of items

  • Warning for the checks








8.  Updated the logic for the Save button for compartments

When selecting Save after creating or editing an Apparatus Compartment, the user will remain in the Compartment until they select the Close button.

How it works:

Create -> Save button:

  • Saves the information, creates the compartment, but does NOT close the page. It switches from the creation to editing page.

Edit -> Save button:

  • Saves the information, does NOT close the editing page.

Close button: Maintains the current behavior



9. Take off required end date for in/out of service edit log

How it works:

Users can now update the Started At Date and Time in the Out of Service Log without having to enter the Ended At Date and Time!






10.  Add Federal to Funding Source drop-down field


How it works:

For Apparatus and Equipment List:

  • When creating or editing an Apparatus (Department - Aiding) or Equipment, the “Federal” value was added to the Funding Source field.

  • Was added to the saved view filter

  • Was added to the Ad-hoc report






11.  Update Save behavior in Work Order

When adding Labor Costs, Inventory and or Other Parts in a Work Order those changes will not update or be reflected in a printout until the user SAVES the Work Order.

How it works:

Creating or Editing a Work Order:

  • The changes are not saved in the database when adding a Labor Cost. These persist only when the WO is saved.

  • The changes are not saved in the database when adding/editing/deleting an Inventory. These persist only when the WO is saved.

  • The changes are not saved in the database when adding/editing/deleting Other Parts. These persist only when the WO is saved.



12.  Transition Manufacture Date Fields (Apparatus and Equipment)

Manufacture Year and Manufacture Month have been merged into a single field for both Apparatus and Equipment records.

How it works:

For both Apparatus and Equipment:

  • Created a new field labeled Manufacture Date.

    • This will be a Date field with a calendar

    • This field will NOT be required

    • Year: minimum is 1900 – max current year

    • Month: Min 1 – Max 12

  • Any record that has ONLY a Manufacture Year value will have a value of 1/1/YEAR in the new Manufacture Date field

  • Any Record that has ONLY a Manufacture Month value will NOT have a Manufacture Date value

  • Any Record that has BOTH Manufacture Month and Manufacture Year will have those values combined with a day value of 1 (the 1st of the month).

  • Added in:

    • Master View

    • Download CSV

    • Save View (Manufacture Date added in Column, Criteria, Filters)

    • Ad Hoc reports, including the Manufacture Date column.

    • Import Wizard, including the Manufacture Date column.

    • In the checklist setup (only equipment)

    • Bulk checks (only equipment)




13. Update Assigned to Field list in the setup checklist

The Assigned to field when creating an Asset checklist has been updated to only show personnel users with a status of Active or On call in the Personnel Module.






14. Add Electronic Product Code (EPC) field to equipment records

Electronic Product Code (EPC) field has been added to equipment records, laying the groundwork for RFID tracking and identification.

How it works:

Equipment List->Create/Edit/Import equipment, the Electronic Product Code (EPC) field was added:

  • Free text field, NOT required, max 30 characters,

  • Does not allow characters: [$, !, @, $, ^, =, }, ], {, [, :, ;, >, <, ?].

  • Allows characters: "-", "_", "/", "#", period (.), asterisk (*), percentage (%), parenthesis (), (), ) ), plus sign (+), ampersand (&), space ( ), quotation marks (", '), commas (,).

  • The field was added:
    o Column (added to the existing Master View)
    o Filter
    o String criterion
    o Download
    o Import
    o AD-HOC report






15. Set Quick View in apparatus list to default to department-owned apparatus

This feature will change the default behavior of the Quick View to initially display only department owned apparatus, improving efficiency and user experience while still maintaining the ability to view all apparatus when needed.

How it works:

  • The Owner Type column was added to the Apparatus Quick View.

  • By default, only department owned apparatus are displayed.

  • The Owner Type column is displayed, showing the label “Department”








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