Version 24.11 Release Notes

November 2024

Spotlighted New Features

  • Get real-time insights with AI! New tools like Daily Labor Analysis and Overdue Work Analysis provide summaries to help prioritize tasks and streamline workflow. Discover more about AI-enabled insights here.

  • Easily track technician hours with our new Clock-In / Clock-Out feature. Log shift times directly from the dashboard for more accurate records. Learn how this tool simplifies time tracking here.

More New Features

  • Work Order Status Comment Notifications

    • Designated personnel can now receive email notifications whenever a comment is added to a Work Order, keeping relevant team members updated even if the status doesn’t change.

    • Notifications can be assigned to specific users in the system or using fields such as “Assigned To,” “Requested By,” “Workflow Approvers,” and more.

    • We added a comment icon next to Work Order Status, which will flash when new comments are added.

    • When a comment is saved, all designated users receive a notification, and the comment saves with the current work order status for accurate tracking.

  • QR Code Enhancements

    • Scanning a QR code now provides users with direct access to key asset actions based on login status.

    • Non-logged-in users gain access to submit Quick Requests upon scanning a QR code.

    • Logged-In users now have a menu with access to Create Work Orders, View Open Work Orders, and Access detailed Asset Info.

  • Non-Issue Return Feature

    • Added Non-Issue Return functionality to allow users to exchange previously issued parts with a newly issued part on a Work Order without adjusting the cost of prior issues.
    • Introduced an Exchange button on the Issue Line when creating a new issue record. This button lets users select a prior issue line for exchange.
    • When an exchange is performed, the system adds a new line showing the linked order number, a -1 quantity, and a $0 Unit Cost for the returned item, keeping the original issue cost intact on the previous Work Order.

  • New KPI Tiles

    • We added a KPI tile for tracking Closed-not-Completed vs. Completed work orders for the last 7 days.
    • Added a new KPI to track Work Orders Due Today, with an optional pie chart grouped by status for a quick visual breakdown.
    • Added two KPIs for Work Order completion: Work Orders Completed in the Last 7 days and Year-to-Date WO Completion Rate.

  • Work Order Improvements

    • Repair Comments have been added as a filter in the Work Order Finder, simplifying the process of locating work orders by specific repair notes.

    • Added an Asset Location filter to the Work Order Finder, allowing users to sort work orders by asset location.

    • We’ve added a system configuration to display a tooltip over the Work Order Approve button, indicating if a user who completed the work cannot approve it.

Other Improvements

  • Cycle Counts for serialized items now include a toggle between 0 and 1 counts, verifying item presence. Blind counts display only counted items; non-blind counts show uncounted serials after saving.
  • Added Label Field 1 and Label Field 2 to Item Class Setup, so new items inherit values by default.
  • A Requisition Quantity column was added to the Reorder List, displaying quantities on open purchase requisitions.
  • GL Accounts and Vendors can now be filtered by the selected PO Stockroom, displaying only those available in that stockroom, and refreshed when the stockroom changes to maintain accurate selection.
  • The Quick Search on the homepage now includes serial number search, making it easier to locate items by entering a serial number.
  • Added the Picking Priority (Rank) field to the Item Master screen for stockroom locations, allowing users to view and adjust priority ranking in the item’s stockroom cards.
  • Work Quality Checklists now support file uploads and picture captures, making it easier to document and verify quality assurance steps.
  • Added a system configuration to enforce unique serial numbers for assets, preventing duplicates while leaving existing duplicates unaffected.
  • The Inventory Transfer screen now includes standard locations in the To Location dropdown when transferring inventory. This feature can be configured under TO Stockroom in Configuration mode.

  • The Utilization History chart now features a dynamic y-axis that adjusts based on data range, providing better visual clarity for high-value data points.

  • Added an Available In section to the Work Definition screen to give users the ability to link Work Order Definition and assets together.
  • Added standardized rejection templates for users rejecting, deleting, or Close-Not-Completing a Purchase Orders and Work Orders. This feature is enabled by a system configuration. 

  • Added an Adjusted Value column to the Cycle Count Approval page to show a field the total value of all adjustments in the grid.
  • Updated the Role details page by hiding fields Entity, Plant, Email, Phone, Default Label Printer, Craft, Default Stockroom, Job Title, Data Authorization, Linked Work, and Activity Log.

Resolved Issues

  • Resolved various issues to improve overall system stability and performance. These updates are part of our ongoing commitment to enhancing your experience.