* see attached PDF
READYAsset
Title: A new “Approved By” Field has been added to Work Order Details in the Dates/Costs Card.
- The “Approved By” field now shows in Completed Work Orders that have been approved.
Title: The "My Assigned Work Orders" grid has been recaptioned to "My Work Orders" to account for associated Personnel.
Title: Asset Type User Defined Custom Validation Lists are now available in various drop-down sections as expected.
Title: Work Order Services cost are now accurately calculated.
Title: If a step is deleted from a Procedure's data collection, it will not show up in the "Enter Assessment Data" popup on an open Work Order.
READYTrak
Title: New label printing custom fields have been added.
- Users are able to add data. For example, users have the ability to add Manufacturer Name to the options for label printing at the item level.
Title: Additional functionality related to Purchase Order Terms and Conditions has been added.
- Users can select "include terms and conditions statement" checkbox per Vendor in Vendor Details.
- Users must upload the Terms and Conditions PDF to the Vendor.
- If "yes" has been checked, then at time of Purchase Order, the terms and conditions statement will be added to the Purchase Order printout, including during release.
Title: Purchase Order receipt fields, such as Packing List # and Vendor List # are now restricted to 20 characters to prevent saving errors.
Title: Functionality to allow editing lines on released Purchase Orders has been added.
- A new Purchase Order status “Partially Received” has been added.
- This is triggered when any line has been received against it.
- At this point, the Purchase Order is not editable until it has been closed.
- In this status, lines can be added but not removed.
- Users can cancel a line that has not been fully received and it will not show up in the receiving screen.
Title: Vendor emails and phone numbers can be added for each contact shown on the info card.
- These now show in Vendor Info in Purchase Order Details.
Title: A number of issues with Purchase Order Services and Total Parts costs/calculation have been addressed.
- Purchase Requisitions are now showing in the grid and also added to the Services Costs.
- The Line Total in the grid now incorporates the freight and miscellaneous costs proportionally distributed.
- The Dates/Costs card is now only showing the received totals in the services costs.
- An issue with the Work Order # not carrying over to Purchase Orders from Requisitions has been addressed.
- The Total Parts Costs on a Work Order now properly accounts for and calculates accurately when there are multi-lines.
- An issue with Purchase Order Totals not saving correctly under specific situations (with Freight or Miscellaneous Costs) has been addressed.
Module Updates
Title: Various improvements have been made to the GIS Module.
- Multiple improvements have been made to improve performance and/or the time it takes to load data on screens.
- A user, given the appropriate security & authorization, is now able to auto-import GIS assets.
- The views for open Work Orders on an Asset are properly appearing for layers that have poly-lines.
- The 4 colors that overlap between GIS overlays and the Work Order Finder now properly match.
- When adding Work Orders, the GIS map now properly reloads automatically.
- Down Assets are now showing as expected on the Map when using the “Show Down” button.
Title: Various improvements have been made to the Project Module.
- When Finalizing a Project with no approvals, the Project status will go to “In Progress”.
- Project Task Types now properly show if the tasks are global or are set for that specific Project Type.
- Project Details “Create Work Order” & “Create Purchase Order” will show appropriately whether Workflow turned on or not.
Title: Various improvements have been made to the Workflow Module.
- Duration is now properly set for the entire rule.
- The ability to set a duration will only show when there are active condition groups.
- When clicking the timer icon, a popup will show allowing the user to set a duration with a specific Unit of Measure.
- Two new Unit of Measures (days and weeks) have been added.
- Issues with Workflow email notifications have been addressed.
- The application will automatically email the appropriate group when a Work Order is entered.
General Updates
Title: References to the term "SCADA" have been updated to reference the term "Machine Interface".
Title: Users can now multi-select and scroll through Purchase Orders and Projects using arrows and scrolling functionality.
Title: A request to create a “Projects Pending My Approval” grid has been addressed.
- If Workflow is turned off, and a logged in user has Approve permissions for Project then this grid will show all Projects Pending Approval.
Title: Various improvements have been made to the Transaction Log grid.
- Tran log entries are now added for each individual field change. They are grouped by the Date and Time of the save.
- Revision History has been renamed to Activity Log in Purchase Order Details.
- The Activity Log grid in user management has been renamed to User Activity and now has an audit tab that shows changes to the user record.
Title: The “My Assigned Work Order” Grid and “Open Work Order” Chart, now accurately reflect the same information.
Title: An issue with the User Admin checkbox has been addressed.
- The System Admin checkbox is now a disabled for all non-admin users.
- For Admin users, any updates to this setting save properly.
- Additional logging has been added for future audit and research purposes.
Title: Filtering by “is Admin” in the User Management screen now accurately returns only Admin options.
December Release Additional Info
- A collection of small issues as well as minor cosmetic improvements have been included in this release.
- A number of items targeted to specific customers are not included in these Release Notes, however they will be communicated directly with the impacted parties.