New Features and Enhancements

Assets

Add Card View

You can now view asset search grid using a card view.

Add Make and Model to Bulk Update

Asset Make and Model were added to Bulk Update.

Add Search and Filter to Children Grid

You can now search and filter on the Children Grid on Asset Detail page.

Asset Model

You can now model and existing asset.  The function will copy columns for the selected record to the new asset.  

It will also allow you to choose if you want any associated information copied to the new asset.

Multiple Site Search - (Enterprise Only)

New page that allows you to search for assets in multiple sites within your enterprise.

Add popup to allow user to enter comment when scrapping an asset

When scrapping an asset, you can now enter a comment.

Work Order

Add Asset Group 1, 2, and 3 to Available WO grid

Added Asset Group 1, 2, and 3 to the Available Work Order grid in Labor Scheduling.

Display non stock parts issued to work orders from Parts Tab on Completion Workbench

The Parts tab now includes a section that displays non stock parts that were issued via purchasing receipts to the selected work order.

Add Down Required to WO Approval Workbench

Added Down Required Indicator to the work order approval grid.

Add Planner and Priority to Add Followup Work Order page

Preventive Maintenance

Add Type to PM Forecast Grid and Filter

Type has been added to the PM Forecast grid:

and filter:

Model

You can now model and existing PM Master.  The function will copy columns for the selected record to the new PM Master.  

It will also allow you to choose if you want any associated information copied to the new PM Master.

Add Planning Required Support

Added Planning required and Planner to PM Scheduling records.

If the scheduling record is marked as planning required, the generated PM Work Order will be produced with a status of Planning.

Inventory

Part Model

You can now model and existing part.  The function will copy columns for the selected record to the new part.  

It will also allow you to choose if you want any associated information copied to the new part.

Auto Purchasing Configuration

Added ability to configure part for auto purchasing from Part Detail page.

Purchasing

Hot Link Added to Purchasing Notifications

The Purchase Request or Order ID on any Purchasing Notification is now a hot link that allows you to display the purchase request or order.

When you hover the pointer over the Purchase Request or Order ID, the hot link will display.  When you select the hot link, the program will take you to the selected record.

Add Purchase Order Required Date on Purchase Order search page and Filter

The Required Date has been added to the search page:

and filter:

Project

SOMAX redone the Project Detail page to allow you to view more details about the project.  This includes:

Adding comments and viewing project activity

View associated work orders and purchase orders

Track project budget 

Reports and Analytics

New Analytics Dashboard

Added Work Order Status Dashboard to Analytics Section.

You can select from a variety entries for work orders created in the past 180 days.

New Reports

Six new reports were added to this update:

• PM Completion Rate by Asset
• Enterprise Punchout Purchase Requests
• Punchout Purchase Requests
• Enterprise Purchase Request Punchout Summary
• Purchase Request Punchout Summary
• Purchase Request Details

User Management

Add Employee ID and Security Profile Name to Search Grid

System

Add ability to Zoom In/Out on Photos

Add ability to reorder Tasks with Drag/Drop

Bug Fixes and Small Enhancements

Assets

• View Widget- Add Warranty Vendor Name

• Asset Availability Log - Added Personnel Name

• Event Log - Added access from Detail page

Work Orders

• Work Order - Corrected situation where work order page would error is personnel record referenced in a work order event had been deleted
• Instructions - Enlarged Instructions popup window
• Remove Schedule - Remove Schedule function now updates Modify Date and Modify User columns
• Task Cancel - Corrected situation where task cancel was not working when accessed WO Active grid in Assets
• Rescheduling in Labor Scheduling - Corrected situation where rescheduling function would change Scheduled Hours
• Work Order Event - Create Work Order Event when removing schedule on a work order
• Notification - Add notification for Planner Assignment

Preventive Maintenance

• Instructions Incorrectly Copied - Corrected situation when generating PM Work Orders, the corresponding instructions would not be copied to the work order correctly.
• Complete All Tasks Setting - Corrected default setting for Complete All Tasks Indicator when generating PM Work Orders
• Metered PM Generation - Corrected situation where Metered PM Work Orders were not generating with Failure, Action, or Root Cause Codes
• PM Schedule Record Deletion - Deletion now deletes corresponding Assigned User records
• PM Master Deletion - Deletion now deletes corresponding Assigned User records
• PM Schedule Search Grid - Added ability to filter 
• PM Forecast - Added Asset Group 1, 2, and 3 to PM Forecast results grid
• PM Schedule Search Grid - Resized Scheduled Assets Grid on Detail Page

Parts

• Event Log - Added access from Detail page
• History - Date now displayed in Local Date/Time zone
• Part Detail - Added Last Issue Date, Last Purchase Date, and Last Purchase Price to View Widget

Personnel

• Showing Inactive Users - Corrected situation where Personnel Search page was displaying inactive users.
• Assigned Group1, 2, and 3 - Corrected situation where Assigned Group 1, 2, and 3 were being overwritten on personnel save
• Attachments - Corrected situation where print indicator could be selected for non PDF files

• Personnel Detail - Added Buyer Indicator 

Vendors

• Event Log - Added access from Detail page

Sanitation

• Verification - Added ability to Add a Comment when Job is Passed

Reports

• User List - Added Middle Name
• Sanitation Jobs - Added Cancel Reason and comments
• Part Issues - Add Part History Comments
• Work Orders by Failure Code - Added Failure Code Description
• Enterprise Work Orders by Failure Code - Added Failure Code Description
  
• Canceled Work Order List - Added Cancel Reason Description
• Daily Labor by Shift Report - Added Work Order Completion Date
• Asset List - Added Comments
• Asset Part Usage - Added Asset Name to group heading
• Asset Cost Report - Added Work Order Type 
• Daily Labor Report - Add Asset ID, Asset Name, and Asset Groups 1, 2, and 3
• Completed Work Order List by Complete Date - Added time to Completed Date
• Receipts List - Added Purchase Order Status
• Receipts by Account - Added Purchase Order Status
• Receipts with PO Line Info - Added Purchase Order Status
• Report Interface - Add scroll bar to Filter
• 
  

System

• Changed Enterprise User Security - Gave Enterprise User access to Enterprise reports.  Removed access to Maintenance Dashboard
• Removing user from a site - Corrected situation that deleted corresponding personnel record when removing user from a site
• Photo Zoom - Corrected photo zoom issues in mobile
• Inactivate User - Inactivate User function now removes email address for inactivated user
• Dashboard - Corrected Sprite line calculation for Low Parts widget
• Security - Added security vector to control access to Convert to Purchase Order function
• Security - Corrected Change Asset ID and Part ID security vector issue