Asset Essentials Release Archive

Work Order Point Color and Shape Enhancement

The work order points that display on the Esri map can now be color coordinated based on work category as well as priority. Also, the work order points will now display as various shapes to represent the status of the work order. They will default to a set shape based on the status category, but can be altered by each individual work order status, if needed. This enhancement will allow better visibility into what a work order represents on the Esri map at a quick glance both on the web and in the mobile app. *Note: This feature will only impact clients that have Esri enabled for their account. Please contact Client Services if you are interested in this feature.

Importing Budgets and Budget Years

You are now able to import your budgets and budget years through your Asset Essentials account or the Connector Tool. *Note: The Importing feature is only available to clients who have purchased Asset Essentials Enterprise. The Connector Tool feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing either of these features.

Mobile App Notifications List Enhancement

You will now see more information about the work order on the work order notification card in the mobile app. The work order notifications list will now display the most recent notification first. It will also have a green sidebar and a New! icon at the top. Once it is opened, the sidebar will turn gray and the New! icon will disappear.

Work Order Esri Addressing Logic Update

When creating or editing a work order, the address section will now be populated using more consistent logic in order to align with your workflow. The scenarios below will be true with this new logic in place. *Note: This feature will only impact clients that have Esri enabled for their account. Please contact Client Services if you are interested in this feature.

• If you create a new work order, the address section will populate with an address matching the coordinates assigned to the source of the work order.
• If the source does not have coordinates, the system will then reference the location or site's coordinates to populate that address.
• If there are multiple sources, the system will reference the coordinates of the first source in the list to populate that address.
• Once an address exists in the address section on the work order, it will remain there and the system will never override it if changes are made to the work order. You must manually update the address if needed.
• If you need to update the address section on a work order where you changed the source, you are able to do that by clicking the new Use Work Source Address button. This will update the address section with an address matching the coordinates assigned to the new source of the work order.

New Work Order Form on the Map

The new work order form will now display when creating a new work order from the Esri map. This will allow you to have the same work order experience throughout your Asset Essentials account. Once a work order is created, you will be able to add internal and external labor transactions as well as view and complete tasks. You will also have the option to be directed to the full work order form to complete other transactions such as adding parts or equipment usage. *Note: This feature will only impact clients that have Esri enabled for their account. Please contact Client Services if you are interested in this feature.

Combined Work Order and Esri Map Filters

Your work order list filter will now be shared with the work order filters on the Esri map . When you set your filters on your work order list and then navigate to the Esri map, the same set of filters will also apply to the map, and vice versa. This will allow for a more seamless transition when viewing work orders between the list view and the map view in your mobile app.

"Work Order has been Assigned" Push Notification

You are now able to enable the "Work Order has been Assigned" push notification on your mobile device when a work order has been assigned to you. You will need to enable this functionality within your Asset Essentials account and on your mobile device.

Sharing Dashboards in Analytics

You can now share your filtered dashboards with other Analytics users. This new feature will allow you to share up to 50 filters set on the individual graphs and in the Filter section on the left side of the page. By clicking the new Share button, you have the option to copy the link or send the link by email.

Assigning Cost Centers in the Mobile App

You can now assign a cost center to individual transactions, such as equipment usage, internal and external labor, parts, and purchases using the Asset Essentials mobile app. Also, a cost center will now be assigned to a new work order automatically based on the selected source type, and will automatically change if the source type changes. When managing your assets, you will now see the assigned cost center in the General section of the asset. Having the cost center name and number show in more places on the mobile app will allow you to eliminate errors when selecting a cost center and accurately track your work order expenses.

Asset Condition Fields

A new Asset Condition section will now display when adding, viewing, and editing your assets or configuring your GIS layers. This section can be used to track the current condition of your assets along with any notes from the most recent assessments that were done on those assets. The Current Condition field on the asset form was previously named Asset Condition and was located in the General section. You can easily view your asset's conditions from the asset summary page or by printing the asset's details.

Analytics User Access Management

Analytics users now have the ability to give other Asset Essentials users within their account access to log in and view data in Analytics. Users that have access to Analytics can log in through their Asset Essentials user account.

Update Work Order Address Using the Source Address Button

You can now update an address on a work order in the mobile app to reflect the address of the work source. For example, if your work order was created from the Esri map, the address field would populate based on the coordinates of your location on the map. Once the work order has been processed and a work source, such as an Asset, Location, or Site are added to the work order, you may need to update the existing address to match the address of that work source. To do so, you just need to tap the Use Source Address button on the Address card. Throughout the time a work order is being processed, the address will remain as is unless you update it by either tapping this new button or manually adjusting the address fields.

Meter Title Source Type PM Work Orders

You can now complete your PM work orders that have a source type of Meter Title from the mobile app. Meter readings can easily be added through the Meter Title card on the PM work order. There are multiple methods to add your meter readings, such as entering the reading directly from the meter title on the work order, or scanning an asset barcode from the work order.

Associated Parts

You can now access an asset's associated parts from the asset list or a work order in the mobile app. Each associated part for an asset displays the total quantity available as well as the quantity available for each location that the part is stored in. Once you navigate to an associated part from the asset card on a work order, you are able to add that part to the work order from that view, making it quick and easy to account for the appropriate part(s) needed to complete the job.

Managing Assets in the Mobile App

Creating a Work Order in the Mobile App

Update Trigger for a Meter-Based PM from the Work Order

*Note: This feature will not apply to meter-based PM work orders that generate from a threshold meter title. The Update PM Trigger button will only show on PM work orders that generate from a running total or accumulated reading meter title.

When a meter-based PM triggers a work order, that work may not get completed until a later date. Therefore, the next work order that generates from that meter-based PM should be based on the meter reading at the time when the last PM work order was completed, rather than when it was generated.

Now you can update the meter reading and date from the last service directly from the work order. This allows for more accurate future PM work order generation and prevents early maintenance on your assets. You can do this by clicking the new Update PM Trigger button in the Work Source section or in the Meter Reading window that appears when completing the PM work order. *Note: If you click the Cancel button on the Meter Reading window when completing the PM work order, it will not save the work order. You must confirm the meter reading and date from the last service by clicking Save to complete the work order.

Non-Stock Inventory Items

You can now designate a part as non-stock at the location level in Asset Essentials. A non-stock part is an inventory item that is not being kept on the shelf because of usage, cost, or size. Making a part non-stock in your account will allow you to track the usage and cost of that item over time on your work orders or assets. This feature will disable the fields that are specifically tied to reorder methods for that location and will not trigger the item to be reordered. You can see which parts are non-stock through the parts summary page, an Export, a Part Details report, or the location receiving window on a PO with the status of PO Arrived.

Inventory Location

You can now designate an existing or new location as an Inventory Location. Also, when assigning a location to a part, the location picker window will now automatically be filtered to only show locations marked as inventory locations, making it quick and easy to find the correct location your part is stored in.

Task Attachments Accessible in the Mobile App

You can now view various attachment types that have been added to tasks on work orders in the mobile app. An icon beside the task will indicate the type of attachment included. By tapping on the icon, it will allow you to view that specific attachment. *Note: You cannot add new attachments on tasks from the mobile app. They must be added from your Asset Essentials account on the web. Task attachments will not be available when offline on the mobile app.

• Tap the icon next to the task to open the attachment.
  • Document icon () - This icon will allow you to view documents such as a PDF or CSV file.
  • Image icon () - This icon will allow you to view an image.
  • Link icon () - This icon will direct you to the website of the URL provided.
  • Paper clip icon () - This icon will allow you to view all other attachment types. A paper clip that has a number badge will indicate the amount of attachments included and will allow you to select a specific attachment from a list view.

PM Tasks Performance Enhancement

To improve performance on PMs that include a larger amount of PM task data, some changes have been made to help you manage your PM tasks.

• When adding a new PM to your account, you must save the PM first before adding any tasks.
• When duplicating a PM, you have the option to include or not include all of the tasks on the new PM.
• When editing the tasks on a PM, you can click the edit icon () next to an individual task to alter the existing information or click the Edit button at the top of the section to alter the order of all of the tasks at once.
• When viewing the log on a PM, you can now see more details about a task that was edited.
• When viewing tasks on a PM, it will now show only ten tasks at a time in the grid. To view more tasks, you can navigate to the next page.

Breadcrumbs

*Note: To learn if you are eligible for this feature, contact Client Services.

Your administrative users have the ability to be able to view geographical location data of mobile technicians out in the field by tracking their Breadcrumbs in Asset Essentials!

Benefits

• Quicker response to citizen needs - There is a water main break, and you want to know who is nearby to fix it.
• Increased safety - One of your team members didn't return to the office. You need to make sure that person is safe.
• Reduce liability - A citizen reported that a garbage truck hit their mailbox. You need to see if the garbage truck was near the mailbox when the incident may have occurred.
• Boost day-to-day efficiency - As a supervisor of a fleet of trash trucks, you need to maximize the efficiency of the weekly truck routes. You can do this by looking at the breadcrumbs and then change the route moving forward.
• Plan for future work - You need to know how much of the city your snow plows were able to clear last week. You can then plan which parts of the city you still need to clear next week.

Work Order Location Reports

You can now run three new work order location reports and download them as a CSV file that will allow you to generate data associated with your locations. These reports will provide you with a roll-up of costs for each location and will also display the location path for better insight into the location's hierarchy.

• WO Detail by Source
• WO Summary by Location
• Cost Center Summary by Location

Asset Essentials Integrates with Capital Forecast and CapitalForecastDirect

Asset Essentials can now integrate with Capital Forecast and CapitalForecastDirect allowing you to get more work done faster through streamlining workflows and improving collaboration and communication between your departments.

Capital Forecast Integration

The Asset Essentials and Capital Forecast integration is now available! This integration will help you perform work based on needs and let work costs inform capital planning. We will continue to streamline and improve your integration experience in future releases. *Note: Only certain clients are eligible for this integration. To learn if you are eligible, contact Client Services.

 

 

CapitalForecastDirect Integration

The Asset Essentials and CapitalForecastDirect integration is now available! This integration will help you perform work based on needs and let work costs inform capital planning. We will continue to streamline and improve your integration experience in future releases. *Note: Only certain clients are eligible for this integration. To learn if you are eligible, contact Client Services.

 

 

Region/Site Section Update on Request Form

If a requester has access to submit a work request at more than one Region or Site, then the Select Region/Site section of the request form will now be expanded by default. If a requester only has access to submit a request at one Site, the section will then be collapsed by default. This will help them to avoid skipping this section by accident if they need to select a different Region or Site.

Parts Picker Enhancement on New Work Order Form

The filters on the Parts picker within the new work order form have been updated to display on the left side of the picker with a new look and feel. This will still allow you to filter by PM Parts, Asset Parts, Suppliers, or Kits.

Work Order Routing Rules Update

You can now create new filters for your work order routing rules based on the Origin of the work order (PM or Non-PM) and/or what product it was Generated From if you are utilizing our product integrations.

Mobile Request Form Enhancement

You will now see a brand new request form in the Asset Essentials mobile app! We updated the request form with a more modern look and feel and added additional functionality that provides you with a configurable workflow for submitting requests through the mobile app. We recommend that you upgrade to the current app version to benefit from the latest enhancements. *Note: Currently, you have the opportunity to navigate back to the old request form using the toggle feature that is in your mobile app settings. The new request form will become standard in your account soon and the toggle will be removed.

Benefits

• Aligns with the request template being used in your account on the web
• Fields that can provide your organization with valuable information for increased productivity such as Area/Room #, Custom Fields, and the relationship between Work Category, Problem, and Cause
• Modern look and feel is consistent with the new work order form in the mobile app

Asset Essentials Integrates with Energy Manager and Event Manager

Asset Essentials can now integrate with Energy Manager and Event Manager allowing you to get more work done faster through streamlining workflows and improving collaboration and communication between your departments.

Energy Manager Integration

The Asset Essentials and Energy Manager integration is now available! This integration will generate timely work requests to help reduce energy waste in your facilities. Energy managers can schedule work directly from within their system to be added to your maintenance team’s workflow in Asset Essentials. We will continue to streamline and improve your integration experience in future releases. *Note: Only certain clients are eligible for this integration. To learn if you are eligible, contact Client Services.

 

 

 

Event Manager Integration

The Asset Essentials and Event Manager integration is now available! This integration will help you understand the true cost of events including associated work and allow you to budget accordingly. You can seamlessly involve custodians and technicians in event setup. We will continue to streamline and improve your integration experience in future releases. *Note: Only certain clients are eligible for this integration. To learn if you are eligible, contact Client Services.

 

 

 

Work Order Survey Email Enhancement

You can now assign a work order survey email to specific User Types and User Roles in Asset Essentials. As an Asset Essentials Account Administrator, you are able to add one survey email to be sent to one User Type and multiple User Roles if you choose. As an Asset Essentials Enterprise Global Administrator or Account Administrator, you are able to add multiple survey emails for multiple User Types and User Roles. *Note: Please contact your Sales Representative or Client Services if you are interested in purchasing Asset Essentials Enterprise.

Asset Essentials Clients

Asset Essentials Enterprise Clients

Purchase Transaction Enhancement

When making a purchase transaction on a work order, you can now record the supplier that was used, the user who made the purchase, the type of purchase that was made, and the form of payment that was used.

Work Category Assignments

You now have access to enhanced work-flows to streamline the user experience with Work Category Assignments. This enhancement allows you to group users and assign them to Work Categories so they can focus on the work specific to their trade.

New Work Order Form Print Options

We have now added the option for you to select and print various printing formats for your work order directly from the new work order form! Click the drop-down menu to select your desired printing format and then click the printer icon to print your work order.

PM Expected By Date and Time

The Expected By option on a PM schedule will now allow you to set the number of hours alongside the number of days for when the work is expected to be completed. This allows for greater granularity on scheduling when the work need to be done.

Locked Work Order Numbers

You can now prevent your users from creating their own work order numbers when submitting a new work order or editing an existing work order. This feature will apply to both the standard work order form and the new work order form. If this setting is enabled, the Work Order # field will be locked and the number will automatically be generated once the work order is submitted or saved. *Note: This feature is only available to clients who have purchased Asset Essentials Enterprise. Please contact Client Services if you are interested in this feature.

The new work order form received visual enhancements to the user interface! We are continuing to listen to your feedback in order to make improvements.

New PM Exclusion Conditions Feature

You can now define events called PM Exclusion Conditions in Asset Essentials that allow the system to halt PM work order generation for a specific amount of time. Account Admins and Global Admins are able to create the list of PM Exclusion Conditions at the account level. PM Exclusion Conditions can be applied at the site level or when adding and editing a PM.

Part Transactions on the New Work Order Form

You can now create part transactions on the new work order form! After saving a new work order, or while editing an existing work order, you will be able to add any necessary part transactions without navigating away from the work order form. *Note: The new work order form can be activated in your individual user account by switching on the New Form toggle at the top of the work order form. This must be activated in order to see this new feature. Also, when creating a new work order, the work order must be saved before the parts feature will appear.

Performance Improvements

Our teams are continuously working to improve the performance of the mobile app. We have implemented additional tracking to help identify and troubleshoot issues that may arise. Our teams also continue to resolve issues in the mobile app based on our rigorous testing along with your feedback!

In order to benefit from all the improvements that were released in version 1.42.81, we ask that you confirm that you have upgraded to this version on your mobile devices. If you do not have the most up to date version, upgrade the Asset Essentials mobile app as soon as possible. You can do this by visiting the App Store, searching for Asset Essentials, and verifying that you are not prompted to update.

Returning Parts on Work Orders

You can now set up your account to ensure that a separate transaction is made when returning parts that were not needed for a work order on the mobile app. This feature will prevent part transactions on a work order from being edited or deleted. *Note: A Global Administrator must enable this feature in the system settings.

Improved Cost Center Selection

When selecting a Cost Center on a work order, the list will now display the name and number of the Cost Center before you select it. This will allow you to ensure you are selecting the appropriate Cost Center for your work order.

Improved Site Filter Options

When using a filter to select a site anywhere in the mobile app, you are now able to sort the sites alphabetically. Additionally, when typing in the Search field, the options that match what you are typing will begin to display in a drop-down list. These improved site filter options will allow you to quickly and easily navigate to the site you need.

New Location Assignments Feature

The Location Assignments feature that was released for web last week (11/21/19) is now available in the mobile app. Location Assignments will allow you to limit the work orders your Technicians can see in their work order list. When you assign a Technician to a location, they will only have access to view work orders at that location as well as work orders they have created and work orders that are directly assigned to them.

Site Filter for Location Source Type

When creating a new work order with a source type of Location, you are now able to filter the list of available locations by Site.

Settings Will Refresh Automatically

Any changes to your account settings on the web will now automatically update in the mobile app once every 24 hours. If you would like changes to your account settings on the web to be visible in your mobile app immediately, you can manually refresh the account settings by navigating to the Settings screen and clicking Refresh Account Settings.

New Location Assignments Feature

Location Assignments will allow you to limit the work orders your Technicians can see in their work order list. When you assign a Technician to a location, they will only have access to view work orders at that location as well as work orders they have created and work orders that are directly assigned to them. You can manage Location Assignments through the user's account or the location's details.

Locked Labor

The Asset Essentials mobile app will now honor the locked labor feature that is activated in the system settings on the Asset Essentials web application. When locked labor is activated in your organization's account you will not be able to edit saved labor transactions in the mobile app. If needed, you can create adjustments to correct the amount of labor reported for the user on the work order in the mobile app.

Equipment Usage

You can now add equipment usage transactions to your work orders through the Asset Essentials mobile app. Equipment usage transactions can help determine the operating costs for your assets.

Requester Availability Field

You can now include a Requester Availability field on a requester form. This text field is designed to allow requesters to designate an appropriate time that they prefer the work to be done.

• If you have Asset Essentials, contact your Implementation Specialist or Client Services to enable this feature for your account.
• If you have Asset Essentials Enterprise, contact your Global Administrator to configure the requester templates to include this additional field.

Request Template

Request Form

Automatic Cost Center Assignment

When a new work order transaction is created, the cost center that was selected on the work order form will now be the default cost center on all new transactions. You are able to select a different cost center if needed.

Work Order Form

Equipment Transaction

Fixes and Improvements

• Removed the "Is Searchable" checkbox that shows when adding or editing Parts.
• Fixed an issue that caused an error message to display when editing a PM in the Planner.
• Fixed an issue that occurred when editing an email template in the Design mode that caused the template to load continuously.

This release includes technical, behind-the-scenes changes to support your Asset Essentials system now and pave the way for future enhancements.

Technicians can view status based approvals on work orders

Technicians can now view status based approvals on work orders in the mobile app. This will allow them to see when a work order is waiting for approval as well as who is responsible for approving it. A technician is unable to take action on the work order until it is approved.

Next available statuses and their rule expressions will be honored offline

When downloading work orders to be edited offline, next available statuses and their rule expressions will now be respected. Once the work order has been downloaded, the list of next available statuses that display will honor their accompanied rule expressions. The rule expressions will continue to be honored as the work order is edited and saved. *Note: Any changes to the source type or source on the work order will void the acceptance of any rule expressions and therefore list all next available statuses regardless of their rule expression.

Quick Action Buttons

Grid tables on the new work order form now have an Actions column to the right of each table that allows users to quickly add or remove data from that section on the work order.

Date and Time Pickers

Selecting a date and time on the new work order form is now easier than ever. Use the new date and time picker buttons to quickly log your data on the new work order form.

Fixes & Improvements

• Fixed an issue that caused an error to display when trying to export data from the Audit Logs.

Cost Center field added on Equipment Usage transactions

When creating an Equipment Usage transaction on a work order, you can now select a Cost Center.

Requester forms can now include address fields

Address fields can now be made available as fields on a requester form.

• If you have Asset Essentials, contact your Implementation Specialist or Client Services to enable this feature for your account.
• If you have Asset Essentials Enterprise, contact your Global Administrator to configure the requester templates to include these additional fields.

Work orders can now include an Area/Room Number field

Area/Room Number is now available as an additional field on the requester form and work order form.

• If you have Asset Essentials, contact your Implementation Specialist or Client Services to enable this feature for your account.
• If you have Asset Essentials Enterprise, contact your Global Administrator to turn on the 'Display Area/Room #' setting under System Settings within the Admin Configurations and then configure the requester and work order templates to include this additional field.

Fixes & Improvements

• The Swedish language is now available in the list of Cultures.

• In the Connector Tool, the Meter Reading Table now requires fewer fields. This will allow you the flexibility of using MeterTitleId or MeterTitleNo now that MeterTitleName is not required.

• Selecting a Date Range of 'None' when generating a Trend report for an asset would only include one year's worth of data. Now, selecting a Date Range of 'None' will include all historical data for that asset.
• Fixed an issue that prevented scheduled reports from being emailed.

You will now see a brand new work order form in the Asset Essentials Mobile App! We updated the work order form with a more modern look and feel and added additional functionality and features.

Enhancements

• Collapsible cards that group together information logically and efficiently
• Redesigned labor form makes entering labor easier than ever
• Quickly add parts from your inventory or purchases made on the job
• Easily change the source of a work order on the fly
• Create site or location based work orders while offline
• General information card now displays the number of days a work order has been open
• Checking off a task is now a quick and simple process

Work Order Survey Email

As an Asset Essentials user, you can now send an automated Survey Email to your requesters in order to monitor the level of service and requester satisfaction for the work your team provides. A Survey Email can be sent to requesters when their work orders have been completed based on your chosen frequency.

As an Asset Essentials Enterprise user, you have additional functionality with Survey Emails. You can now send multiple automated Survey Emails to your requesters based on their Site. This allows you to monitor the level of service and requester satisfaction for the work your team provides. Survey Emails can be sent to requesters when their work orders have been completed based on your chosen frequency.

Fixes & Improvements

• Fixed an issue where the "Is Active" and "Is Searchable" boxes for a Part were unchecked, but the Part still remained Active and Searchable.

• Fixed an issue that caused a blank pop up window to display after clicking on the Select Work Order icon in the Associated Work Order section when editing a work order.

• Previously, work orders with a status that did not allow users to create labor entries would still allow labor entries to be added using the timer. To resolve this, there will no longer be a Create Timer option available for work orders that have a WO Status set to not allow labor entries.

Fixes & Improvements

• Fixed an issue on the new work order form where Estimated Hours were not available for Source Type.
• Fixed an issue on the new work order form where the Assigned Date was not populating when an Assigned Status was selected.
• Fixed an issue where the new work order form toggle would not stay on when navigating to a different work order.
• On the new work order form, users are now able to type in the cost center field in order to narrow down the list of cost centers and quickly select the appropriate one.

Fixes & Improvements

• Fixed an issue that prevented work orders from being continuously sorted alphabetically across all pages on the Work Orders summary page.
• Fixed an issue that caused the Show Trend Analysis report to reflect inaccurate part and labor costs for the work orders' sources when the "Divide across all" option was selected while adding a part or labor transaction to a work order.
• Fixed an issue where the Count Sheet report was not reflecting the applied filters set on the summary page.
• Fixed an issue that caused a select few users who currently have Universal Login accounts to be asked to reset their password after signing in.

Data Integrity Enhancement

We have removed the ability to delete users from Asset Essentials. Deleting users can cause issues with reporting and data integrity. To stop a user from accessing Asset Essentials, please utilize the disable user feature.

Fixes & Improvements

• Fixed an issue where the chart was not populating on the weekly calendar.
• Fixed an issue where no subject could be entered when using the work order email feature.
• Fixed an issue where parts were not being saved when using the Quick Part Entry form.
• Fixed error on the PM summary page when filtering PMs based on schedule type.
• Fixed an issue where PMs in the same stacking group would not generate work orders for each individual asset associated with a parent asset.

TRY NOW! Work Order Form Enhancement

The Asset Essentials work order form will be receiving an upgrade! We will be updating the work order form with a more modern look and feel. You now have the opportunity to try out the new work order form using the toggle feature before it becomes standard in your account in September.

Important Things to Know About the Toggle Feature

• The toggle feature is a temporary option that allows you to interact with our new work order form for a period of time before it becomes standard in your account.
• Before turning on the toggle feature, for any new work order or existing work order, be sure to save all changes to the work order form that you are actively editing.
• When turning on the toggle feature, this will only affect your individual user account and will remain active until you manually turn it off.

New Work Order Form

Old Work Order Form

Disabling Users Enhancement

Disabling a user will now prompt you to transfer the user's assigned items to another user.

Fixes & Improvements

• Fixed an issue loading the work order page when using Internet Explorer.
• Fixed an issue where shortcut icons would not show on the Work Order Summary page in some views.

Quick Filter Enhancement

You can now filter PMs by the Assigned to First Name and Assigned to Last Name fields.

Fixes & Improvements

• Fixed an issue where the filter building on the user list was non configurable.
• Fixed an issue where cost centers were not populating when creating new work order labor entries.

Purchase Order Update

When adding parts as line items on a purchase order, the parts will now automatically filter by the supplier selected on the purchase order.

Fixes & Improvements

• Fixed an issue where users were not able to delete a newly created Site.
• Fixed an issue where parts would not get associated with an asset when the work order had the source type of Meter Title.
• Fixed an issue where Firefox users needed to reload the request form before being able to enter any request details.
• Fixed an issue causing the error: "Object reference not set to instance of an object" when running the Future PM Detail Calendar report.
• Fixed an issue where filtering by Site showed no values on the WO Causes configuration page.
• Fixed an issue where the Save & Next button would be grayed out even though there are additional work orders in the list.

New Labor Permissions

Asset Essentials Enterprise Only - You now have more control over how users can enter labor in Asset Essentials. Users can now be configured to only view, edit, create, or delete their own labor entries. *Note: The user must have the edit work order permission active to configure the new labor entries permissions.

Additional Permissions Update

Asset Essentials Enterprise Only - The Other permission under the permissions configuration window has been separated into the following four permissions: Certificate, Solution, Tag, and Grid Settings.

Hide Site and Region Selection on Request Templates

Asset Essentials Enterprise Only - You can now configure a request template to hide the Site and Region selection if the user is only assigned one Site or Region.

Fixes & Improvements

• Inactive Cost Centers will no longer appear as an option on work orders. *Note: You can still run reports on inactive cost centers.
• Fixed an issue with printing PMs when a PM task had an empty name or description.
• Fixed an issue with creating Budget years with Quarterly/Monthly Budgets.
• Fixed an issue causing slowness when loading the WO Part page when the work order has a significant number of WO parts.

Remember my Last Site/Location/Asset option on Request Templates

Asset Essentials Enterprise Only - You can now configure a request template to remember the last request's Site, Location, and Asset, and have those selections auto-populate on the requester's next request.

Asset Repair vs Replacement Cost Report available for the Capital Forecast module

You can now run a report to show a cost analysis for your assets. This comparative analysis report provides an easy way to visually compare the maintenance costs of assets with your replacement costs of assets in order to determine those that are nearing the end of their expected useful life, and those that are overdue to be replaced.

Select Asset Cost vs Maintenance in the asset report drop down menu to show your aggregated maintenance cost versus the estimated replacement cost set on the asset details page. *Note: This report is only available if your account is synced with Capital Forecast or CapitalForecastDirect. For more information about Capital Forecast or CapitalForecastDirect contact Client Services.

Fixes & Improvements

• Fixed an issue that caused an error message to display when a PO Status that requires a signature was selected on a PO.
• Fixed an issue where editing a labor entry and changing the Reg/Overtime option would zero out the Wage and Subtotal values instead of adjusting them.
• The Description field is now available as an additional column when selecting a part on a work order.

Record your Fiscal Years in Asset Essentials

You can now add Fiscal Years to your account in order to organize and track your work orders for budgeting, forecasting and reporting purposes.

Fixes & Improvements

• Fixed an issue where the position of the Active Time Bar on the Planner didn't match the selected Time Zone.
• Fixed an issue that caused the Dashboard to load slowly.

• In the Connector Tool, certain fields are now available as read-only fields on the WO Part Table when importing, exporting, or filtering data related to work order parts. These fields will also respect the local User's timezone:

  • Created On
  • Last Modified On
  • Created By
  • Last Modified By fields

Fixes & Improvements

• The German (Deutsch) language is now available in the list of Cultures.

The mobile app will now remind you to sync your work orders

If you have work orders that were edited offline and have not yet synced them while online, the mobile app will now remind you to do so. You will see the reminder when you log into the app successfully, open the app while logged in and online, or attempt to log out while online.

Creating a work order with an address will now plot a point on the Esri Map

Now, you can map your work orders in Asset Essentials based on the address listed on the work order form! This new feature will allow you to easily track your work orders based on where the work took place. When creating a new work order the system will use the information listed in the Address section on the work order form to plot a point at that address on the Esri Map. If a user updates an existing work order with an address, they will receive a pop-up asking if they would like to move the point on the Esri Map to the new address.

The Qty Ordered field on a Purchase Order will now auto-populate with a default value

When adding Parts or Quick Part Entries to a Purchase Order the Qty Ordered field will auto-populate with a default value based on the Reorder Method assigned to that individual part. When adding Work Order Parts to a Purchase Order the Qty Ordered field will auto-populate with the value from the related work order. This field can be adjusted if necessary.

Fixes & Improvements

• Fixed an issue where the Connector Tool was pulling data based on the UTC time zone instead of the user's time zone.
• Fixed an issue that occurred when trying to add the same Supplier to a Part multiple times.
• Fixed an issue that would not allow users to sort various columns on the work order summary page.

Fixes & Improvements

• Fixed an issue where a location that was selected on the requester work order form would follow the incorrect location path. This happened when there were multiple locations that have the same name but various paths.
• Fixed an issue that occurred when a Stacking Group's work orders would generate with Work Requested data that was duplicating with each generation.
• Fixed an issue which would cause the following reports to run with a previously selected date range even after the Date Range Filter had been cleared before running the report:
  • Labor by Work Category
  • Labor Cost
  • Labor Cost by Department
  • Labor Cost by User
  • Labor Cost Detail
  • Labor Time Detail
  • Part Usage by Part
• Fixed an issue where the data entered in the Date Range Filter would not apply when running the following reports:
  • Part Usage by Asset
  • Part Usage by Location
  • Part Usage by Site
• Fixed an issue where a user is not able to save a new Work Order Summary report to "My Reports" when any filter on the work order summary list contained the forward slash character (/).

• Fixed an issue that occurred when a user would try to complete a Project but instead received an error that said "Nullable object must have a value". This happened when a Project would trigger a Project Routing rule that does not have an Approval rule associated with it.

• Fixed an issue that would not allow users to sort various columns on the work order summary page.

Fixes & Improvements

• Fixed an issue where the Location/Category side bar on the work order summary list would not remain collapsed after refreshing the page.
• Fixed an issue where the Meter Reading Summary report would not generate.
• Fixed an issue where the Labor Time Detail report would include incorrect data for the Source Location. We also fixed a related issue where the same report would not include external user records.
• Fixed an issue where a user’s Approval and Decline notes would not show in a Project Log.
• Fixed an issue that only allowed a user to edit the first ten labor entries on a work order.
• Fixed an issue where the last Assigned To user on a work order was showing as the default Assigned To user on the work order summary list. Now, the first Assigned To user will show as the default.
• Fixed an issue that prevented a work order route from being set up by a User Tag.
• Fixed an issue where the work order summary query builder and the Location/Category side bar would not filter data correctly. (Released 2/13/2019)

Create Quick Work Orders using mobile profile buttons while offline

Users are now able to create Quick Work Orders while offline on the mobile app. *Note: In order to have access to create Quick Work Orders, your account must have the GIS Mapping add-on feature.

• For Government clients, click the link for more information about Creating Quick Work Orders Offline.
• For Education clients, click the link for more information about Creating Quick Work Orders Offline.

New Fields on the Asset Form

There are now 10 new fields available on the Asset form. These fields will also be available as columns on the Asset summary list and can be exported to Excel.

Fixes & Improvements

• When importing data into the system, only 500 records can be imported at one time. The system will notify you that the limit has been passed when validation occurs or when you click import to upload the file.

• The "Require Login for Map" option from the ArcGIS Online Map Service Setting on the Map Configuration page is no longer available. All users will now be required to login when they open the secured ArcOnline webmap.

• Fixed an issue where changes made to the Filter Settings section under any Chart's details page would not save.

• Fixed an issue where any user role that did not have the "Create" permission turned on for Assets could not add meter readings to a work order.

• Fixed an issue where the usage of parts on a work order was not reporting the correct amounts under each Asset when running a Part Usage by Asset report.

• Fixed an issue where the Requester's role description said "File Request Only. Can see requests outside of their own." Now, the description says "File Request Only. Cannot see requests outside of their own." Also, the "Self Only" checkbox under a Requester's role permissions has now been removed, since they can only view their own requests.

• Fixed an issue where the login page on a mobile device would not allow a user to pinch the screen to zoom in to the username and password fields when the Mobile Web setting was disabled.

"From" Email Address Change

Please be advised Dude Solutions is updating the email address domain for Asset Essentials system generated emails. The new email address will be ae-noreply@smtp.dudesolutions.com. Please make sure that you add this new email domain to your allow list to ensure that you receive emails from the system. If you are using email filters, you may want to update the filter rules as well. Click here if you need instructions on how to add this new domain to your allow list. Please contact support@dudesolutions.com if you need assistance.

Fixes & Improvements

• Fixed an issue where data in the estimated hours column on a PM import template would upload with a value of zero when the estimated hours were based on the Source.

• Fixed an issue where the page would refresh repeatedly when editing a meter reading.

• Fixed an issue where clicking the save button after editing an asset would bring the user back to the asset summary list instead of staying on the edit asset page.

• Fixed an issue where users with a french keyboard were not able to key in a value for price when adding a non-inventory part to a work order.

• Fixed an issue where a user was unable to open the user picker window when clicking on the icon in order to email a Part Details report.

• Fixed an issue where a user tried to generate a Part report but received an unending loading page instead.

• Fixed an issue where the Part Usage by Part report was generating no data.

• Fixed an issue where the % On Time PM KPI was not giving the user the option to select Completed < Expected in the Filter Settings under the Schedule drop down menu.

Security update made to the "Keep me signed in" feature

New! The behavior of the Asset Essentials "Keep me signed in" login functionality has been modified with this release. Previously, checking the "Keep me signed in" checkbox provided an un-expiring application session. After the change, checking the "Keep me signed in" checkbox will provide for a maximum active session of 14 days. At the expiration of the session maximum active time period the session will be expired on both the client and server side and user re-authentication will be required. Persistent sessions present security risks by providing broad opportunities for hijacking by attackers. Establishing a limit on the session provides protection because for an attacker to be able to reuse a valid session ID and hijack the associated session, it must still be active. This change is in line with application session management security best practices as recommended by OWASP and in compliance with NIST 800-63 guidelines for authenticator assurance level 1.

Fixes & Improvements

• Work orders can now be emailed from Asset Essentials on an iOS tablet when the Send button is clicked.
• Resolved a potential printing error by removing the ability to modify the Data Source when duplicating a report.
• When editing a work order with a blank Assigned date/time field, the system will no longer auto-fill the field with the Originated date/time. The field will remain blank until it is manually updated by a user.
• Resolved multiple printing issues that were causing error messages and slowness.
• A single Asset can now be deleted from a meter-based PM schedule without the system deleting all Assets on that schedule.
• Fixed an issue that produced an error when editing the Difference Max of a Meter Title on a meter-based PM schedule.

• Resolved an Object Reference error when trying to access the map.

• Resolved an Object Exception error when loading the Arc Online Map.

Work Orders Can Now Be Created From Linked GIS Assets

• New! Imported GIS features that have been synced to Assets in your account will now allow you to create an Asset based work order directly from the GIS feature detail screen in the Asset Essentials Mobile App. Each selected layer that includes at least one linked Asset will now have a chain link icon () next to the layer name on the My Selections screen.

ArcGIS Online Supported on the Mobile App

• New! If ArcGIS Online is configured through the Asset Essentials web portal, users will be able to access their maps and GIS features through the Asset Essentials Mobile App.

Fixes

Update Required for Connector Tool and Part Express

The latest version for the Asset Essentials Connector Tool and Part Express requires Windows NET Framework 4.7.2. If you are having issues using the latest version of these tools, please contact your IT department to request the latest version of the .NET Framework to be installed on your computer. NET Framework 4.7.2 is an operating system component, and it is installed by default on Windows 8 and Windows 10. If you have the Connector Tool currently operating on a schedule, please verify that it is updated correctly. For additional questions, please contact support@dudesolutions.com.

Reports to Enhancement

• New! When adding, importing, or updating your users, you can now assign them a direct report in the new Reports To field. This feature will be visible on the individual user details page, and as a column on the user summary list.

Asset Status Column Enhancement

• New! When you click on an Asset from the Source Asset column on the Work Order summary page, there will now be an Asset Status column in the pop-up window.

Fixes

Update Required for Connector Tool and Part Express

The latest version for the Asset Essentials Connector Tool and Part Express requires Windows NET Framework 4.7.2. If you are having issues using the latest version of these tools, please contact your IT department to request the latest version of the .NET Framework to be installed on your computer. NET Framework 4.7.2 is an operating system component, and it is installed by default on Windows 8 and Windows 10. If you have the Connector Tool currently operating on a schedule, please verify that it is updated correctly. For additional questions, please contact support@dudesolutions.com.

Fixes

Part Negative Quantity Control Enhancement

• New! You can now control whether or not a Part transaction will allow the Part quantity to go below zero resulting in a negative value.

Work Order Search on the Map Enhancement

• New! You can now search for work orders on the Map by searching for specific criteria related to one or more work order fields.

Asset Path and Location Path on Grid View Enhancement

• New! You can now adjust the Grid Settings to include the Asset Path and Location Path on a PM, work order form, and request form!

Audit Log for Folder and File Operations

• New! When a File or Folder is uploaded, deleted, renamed, or the type has changed, the Audit Log will now reflect those changes.

Subscriber User Picker Enhancement

• New! When adding Subscribers to an Email Template under the Admin Configurations section on the WO Statuses page, you can now select multiple users at one time and set the value for the fields you would like them to receive work order emails for.

Fixes

Managing Work Orders Offline Enhancement

• New! You can now quickly sync your work orders that you managed offline by using the Sync Work Orders option in the Mobile App menu!

ArcGIS Online Integration

• New! All existing Asset Essentials map functions can now work with ArcGIS Online!

Connector Tool: Export Errors to CSV

• New! By turning on the Errors to CSV feature, it will allow the Connector Tool to include any failed records in the last column of a new CSV file when completing an import.

Filtering Enhancement

• New! You can now filter by multiple Crews on the Assets summary page!

Fixes

Filtering Enhancement

• New! You can now filter by multiple Sites!

Parts Express Enhancement

• New! You can now search Parts by their Manufacturer Barcode in Parts Express! You must have the Manufacturer Barcode documented on the Part in Asset Essentials in order for it to be searchable in Parts Express.

Side Navigation Enhancement

• New! The Parts & POs menu icon and page header are now called Parts & Purchase Orders by default! *Note: If you have Asset Essentials Enterprise, you can configure field title settings under Admin Configurations. Please contact the Global Administrator for your account to make any changes to these settings.

Fixes

Filtering Enhancement

• New! You can now filter by multiple Priorities!

Linked GIS Assets Enhancement

• New! Imported GIS features that have been synced to Assets in your account will now allow you to create an Asset based work order directly from the GIS feature detail screen in the Asset Essentials Mobile App. Each selected layer that includes at least one linked Asset will now have a chain link icon () next to the layer name on the My Selections screen.

Secured GIS Layers

• The Asset Essentials Mobile App now supports secured GIS layers.

Crews Enhancements

• New! You can now assign Crews to a user directly from their User Details page.
• New! If a user is assigned to multiple Crews, you can now designate a Primary Crew.

Part Transaction Enhancements

• New! You can now see a change log for a Part by right clicking on the Part and selecting View.

• New! A Part's transaction log now includes a Quantity Changed column and a Price Changed column.

Labor Entry Enhancement

• New! When adding labor to a work order, users can now click the Select Me icon () to add their own labor from the Add Labor window.

Esri Map Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• New! You can now click on the clear icon () to close the Measure Tool window and remove any measurements made on the map. This will also clear any selected work orders or GIS features from the results panel.

Filtering Enhancement

• New! You can now filter by multiple work categories!

All New Side Navigation

• New! The Asset Essentials navigation bar has received an upgrade! We have moved the main navigation to the left side of the screen and updated it with a more modern look and feel. It's important to note that the main features and functions of Asset Essentials have not changed with this update.

NEW	OLD

• Here is a preview of the new Navigation in action:

• The footer found at the bottom of the page has been removed to give you more screen space to get work done.

• Information previously found in the footer can now be found here:

Crews Enhancement

• New! You can now remove a user from a Crew directly from their User Details page.
• New! Creating Assets by importing now supports assigning a Crew to the Asset.

Summary Page Enhancements

• New! The Work Order Summary Page now includes the Latitude and Longitude fields so this data can be easily exported.
• New! The Asset Summary Page now includes the GIS Global ID for Assets that have been imported via the GIS Assets Sync. *Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

Esri Map Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• New! A Measure Tool has been added that allows you to measure area, distance, and a location's latitude and longitude.

Fixes

Work Order Enhancements

• New! You can now contact a work order's requester from within the app!

• New! The Work Category and the Work Requested will now display when viewing the work order list and the work order form.

• New! The labor entry form will now automatically adjust the Start Time based on the amount of hours entered.

Filtering Enhancement

• New! You can now filter by multiple work order statuses!

Fixes

Crews Enhancements

• New! You can now specify a Crew Lead. The Crew Lead denotes who the contact person should be for the Crew.

• New! Equipment can now be assigned to a Crew!

• New! You can now view all the Crews a user belongs to on the user's details page.
• New! Assets can now be filtered by a Crew on the Asset Summary page and when selecting an Asset throughout the application.

Esri Map Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• The GIS Asset Sync notification email is now easier to read.

• Assets imported from GIS data now have locations based on the features they were imported from. A work order created from any of those assets will now inherit the location of the asset.

Esri Map Enhancments

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• The Asset Essentials Mobile app now supports Secure Map Services.

Crews

New! Introducing Crews! You can now easily group users that typically work together into a Crew. Once a Crew is created, you can filter your users by the Crew to quickly assign work orders as well as record labor hours.

Project Routing Enhancement

New! You can now change the Project Status using Project Routing.

Problem and Causes Configuration Enhancement

New! The Applicable To section of a Problem or Cause is now alphabetically sorted.

Work Order Part Analyzer Enhancement

New! New fields have been added to the Work Order Part Analyzer: Cost Center, Part Name, and Quantity.

Return Transaction Enhancement

New! You can now create return transactions for Non-Inventory parts. *Note: The Return only for dispatched parts System Setting must be turned on to utilize this feature.

Audit Logs Enhancement

New! You can now export Audit Log records to various file formats.

Part Template Enhancement

New! Global Administrators can now set default values for Cost rule, Reorder Method, and Unit of Measurement in the Part Template.

Fixes

Esri Map Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

New! You can now quickly create a work order for multiple selected assets on a single layer with the push of a button!

User Permission Enhancement

New! You can now add a user to multiple Regions and Sites all once!

Project Routing Enhancement

New! You can now modify the Project Status and Priority using Project Routing Rules!

Fixes

Work Order Column Chooser Bug Fix

Asset Essentials Mobile App: Esri Map Address Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• You can now create a work order at a specific location by searching for an address!

• When creating a work order from the map or the main app menu, entering an address will automatically move the work order to the address location on the map.
• When editing an existing work order from the map or the work order form, updating the address will now give you the option to update the coordinates of the work order.
• If a work order is moved on the Esri map, a prompt will ask if you would like to update the address of the work order.

Work Order Column Chooser Enhancement

New! The Work Order Column Chooser is now better organized and easier to manage. Work order fields and global custom fields will now be bundled together under the new Work Order Fields grouping. Work Categories with specific custom fields will appear as groupings in the Column Chooser, and if the Work Category is Site-specific, the Site name will appear in parentheses next to the Work Category name. Check the box next to the columns you would like included in the summary view and click Apply.

Declining Projects Enhancement

• When declining a project, the decline reason will now appear in the project details next to the Project Status field.

Esri Map Enhancements

*Note: Your account must have Esri/GIS mapping enabled to utilize this feature. Please contact your Dude Solutions sales representative if you are interested in Esri/GIS Mapping.

• When accessing the Esri map from the web, the results panel will be hidden by default allowing for more screen space for your map. Simply click a work order or GIS feature to pop-out the results panel.
• Switching between Work Orders, GIS Features, and Addressing is now easier with the new Map Mode drop-down found right next to the Filter button.
• You can now easily select multiple GIS Features with the Wand tool ().
• Now when viewing your GIS Features in the results panel, linked and unlinked layers will clearly be separated. To see additional GIS information, click on a GIS Feature card in the results panel. Additionally, you can now easily zoom to the GIS Feature or create a work order right from the GIS Feature card.
• The Create Work Order button () and Refresh Map button () will now appear on the right side of the interface to increase screen space for your map.

Connector Tool

• The following fields have been added to the PO Line Item table: CreatedBy, CreatedOn, LastModifiedBy, and LastModifiedOn. *Note: Because these fields are system generated they cannot be modified by the Connector Tool, however they can be used to filter exports and imports.
• You now have the ability to setup the Connector Tool to send an email if an error occurs while running a scheduled job. *Note:  This feature requires you to use your organization's own SMTP email server to send the email notifications. Contact your IT department for your SMTP server details.

Fixes

Enhancements

Declining Requests Improvement

New! When declining a request, the decline reason will now appear to the requester and will be logged in the details of the request.

• For Manufacturing clients, click the link for more information about Processing Work Orders.
• For Government clients, click the link for more information about Processing Work Orders.
• For Education clients, click the link for more information about Processing Work Orders.

Cost by Vendor Report

New! An additional report has been added that will easily allow you to quickly view purchase order information grouped by vendor.

• For Manufacturing clients, click the link for more information about PO Reporting.
• For Government clients, click the link for more information about PO Reporting.
• For Education clients, click the link for more information about PO Reporting.

Approval Rules Enhancement

New! You can now set the amount of declines allowed for a work order or project request.

• For Manufacturing clients, click the link for more information about the Approval Routing.
• For Government clients, click the link for more information about the Approval Routing.
• For Education clients, click the link for more information about the Approval Routing.

Additional Scheduled Reports

New! You can now schedule additional reports to be emailed directly to you including Meter Reading, Budget, Physical Count, and more.

• For Manufacturing clients, click the link for more information about scheduling Saved Reports.
• For Government clients, click the link for more information about scheduling Saved Reports.
• For Education clients, click the link for more information about scheduling Saved Reports.

Fixes

Update to Parts Reorder Method

New! You can now set the Part Reorder Point Calculation to either trigger a reorder notification when the on hand quantity of the part is equal to or below the Reorder Point oronly when it falls below the Reorder Point.

• For Manufacturing clients, click the link for more information about setting the Part Reorder Point Calculation.
• For Government clients, click the link for more information about setting the Part Reorder Point Calculation.
• For Education clients, click the link for more information about setting the Part Reorder Point Calculation.

New! Asset Essentials can now suggest part reorder amounts based on the minimum and maximum levels set for each location where the part is stored! *Note: All existing parts that have a Reorder Qty value of "null" or "0" will automatically be set to "1" with this update. Any new part that is added with have a default Reorder Qty value of "1".

• For Manufacturing clients, click the link for more information about Adding Parts.
• For Government clients, click the link for more information about Adding Parts.
• For Education clients, click the link for more information about Adding Parts.

Enhancements

Connector Tool Enhancement

New! Improvements have been made to the import log.

New! The following fields have been added to the Parts and Assets Tables: CreatedBy, CreatedOn, LastModifiedBy, and LastModifiedOn.

• For Manufacturing clients, click the link for more information about the Connector Tool.
• For Government clients, click the link for more information about the Connector Tool.
• For Education clients, click the link for more information about the Connector Tool.

Fixes

Enhancements

Approval Rules

New! You can now allow approvers to make edits to work orders before approving.

• For Manufacturing clients, click the link for more information about creating Approval Rules.
• For Government clients, click the link for more information about creating Approval Rules.
• For Education clients, click the link for more information about creating Approval Rules.

Custom Fields

New! The limit for work order custom fields has been increased from 50 to 300.

New! Work Category has been added to the Custom Field summary view to allow for easier sorting.

• For Manufacturing clients, click the link for more information about Custom Fields.
• For Government clients, click the link for more information about Custom Fields.

• For Education clients, click the link for more information about Custom Fields.

Region Analyzer Enhancement

New! The Region Analyzer has been updated to include Site, Location, and Asset data.

• For Manufacturing clients, click the link for more information about the Region Analyzer.
• For Government clients, click the link for more information about the Region Analyzer.
• For Education clients, click the link for more information about the Region Analyzer.

Connector Tool Enhancement

New! The Asset Essentials Connector Tool can now export Custom Fields.

• For Manufacturing clients, click the link for more information about the Connector Tool.
• For Government clients, click the link for more information about the Connector Tool.
• For Education clients, click the link for more information about the Connector Tool.

Fixes

Enhancements

Work Order Approval Options

New! Approving work orders has never been easier. You can now approve work orders by simply right-clicking the work order and choosing approve or decline. In addition, you can also approve or decline work orders in batch!

• For Manufacturing clients, click the link for more information about Approving Work Orders.
• For Government clients, click the link for more information about Approving Work Orders.

• For Education clients, click the link for more information about Approving Work Orders.

Region Analyzer

New! You can now use the Analyzer Reporting Tool with Regions.

• For Manufacturing clients, click the link for more information about the Region Analyzer feature.
• For Government clients, click the link for more information about the Region Analyzer feature.

• For Education clients, click the link for more information about the Region Analyzer feature.

Fixes

Enhancements

Project Routing Enhancement

New! Projects can now be routed by the Priority field.

• For Manufacturing clients, click the link for more information about creating Project Routes.
• For Government clients, click the link for more information about creating Project Routes.

• For Education clients, click the link for more information about creating Project Routes.

Work Order Labor Transaction Lock

New! Labor Transactions can now be locked from editing once they are entered.

• For Manufacturing clients, click the link for more information about the Work Order Labor Transaction Lock feature.
• For Government clients, click the link for more information about the Work Order Labor Transaction Lock feature.

• For Education clients, click the link for more information about the Work Order Labor Transaction Lock feature.

Fixes

Enhancements

Route by Status

New! Work Orders and Projects can now be routed by the Status field. Now you can automate your work flows all the way to completion.

• For Manufacturing clients, click the links for more information about creating Work Order Routes and Project Routes.
• For Government clients, click the links for more information about creating Work Order Routes and Project Routes.

• For Education clients, click the links for more information about creating Work Order Routes and Project Routes.

Equipment Transactions

New! You can now record equipment usage transactions directly on the work order form.

• For Manufacturing clients, click here for more information about creating equipment usage transactions.
• For Government clients, click here for more information about creating equipment usage transactions.
• For Education clients, click here for more information about creating equipment usage transactions.

Approval Rules

New! You can now integrate approvals into your work flow routing. Send work requests through a chain of approval, or a capital project to a group of approvers.

• For Manufacturing clients, click here to learn more about setting up approval rules.
• For Government clients, click here to learn more about setting up approval rules.
• For Education clients, click here to learn more about setting up approval rules.

Fixes

Fixes

Fixes

Enhancements

Add External Labor from the Work Order Form

New! Labor entries for work done by individuals outside your organization can now be added directly on the work order form. To learn more about adding labor, click here.

Enhanced Request Form Welcome Message

New!You can now style your welcome message as well as include links to websites and emails. For more information about creating a welcome message, click here.

Required Fields for Request Templates

New! You can now require a requester to fill out at least one of the fields within a section of your Request Template. To learn more about setting up request templates, click here.

Fixes

Enhancements

Create a Welcome Message for your Requesters

New!You can now add a customized welcome message to your request templates. Add special instructions, announcements, or simply tell your requesters to have a nice day. For more information about creating a welcome message, click here.

The Last Modified fields are now available in the Connector Tool

New!You can now use the Last Modified On and Last Modified By fields for Work Orders and POs with the Asset Essentials Connector Tool. To learn more about the Connector Tool, click here.

Project Types

New!You can now classify your projects with customizable project types found on the Configurations page. When adding a project, you will now see the project type field in the General section.

Fixes

Fixes

Enhancements

Enter Labor right on the Work Order Form

New! Now adding Labor Entries is easier than ever! You can add, edit, and delete them right from the Labor Entries section on the work order form. Simply click the New button in the Labor Entries section to open a pop-up window where you can enter your time. Click the edit or delete icon next to any labor entry in the section to modify or delete the transaction. For more information about adding labor, click here.

More Document Storage

New! Enjoy more freedom to utilize documents and images in Asset Essentials with an increase in storage for your account. You now have access to 20 GB of storage, increased from 200 MB.

Global Admin Default Site Assignment

New! In Asset Essentials Enterprise, Global Administrators can now choose to be assigned a default site. This will update their views throughout the program to be filtered by that site. The Global Admin will still be able to view data across all sites if needed.

Fixes

Enhancements

Two New Fields for Categorizing, Organizing, and Reporting on Work Orders

The old WO Type field has been renamed to Work Category and a brand new field of Work Type has been added to help you organize and report on your work orders to better align with industry standards. Think of the new Work Type field as "why" the work is being performed and the Work Category field acts as a sub-type of work requests. The Work Category field can still be linked in a hierarchy with the Problem field to narrow down the available selections on the form. For more information about configuring these fields, click here.

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Enhancements

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Enhancements

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Enhancements

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