Versions 1.23.x

An additional action has appeared in the assets context menu, which allows you to create a material plan based on selected assets in the selected work order. This allows for the following scenario:

Assets have the ability to store information about their quantity using a floating-point number. This allows you to store quantity/length information with an accuracy of 6 decimal places.

In the material plans view and with the storage module enabled, it is possible to indicate the storage location for a given material. In this version, in addition to storage locations, the view also shows information about material reservations in warehouse documents and collections for service requests/service protocols.

Sometimes it is necessary to divide a given asset into parts. Such cases may be:

This option is useful when something happens to the data while the system is running and after importing it. During division, we can enter the quantity and measurement (length, width, pieces, etc.) of the material to be divided. The system immediately calculates how many elements remain.

You can also use this interface to verify the remainder and choose whether the new assets are sub-assets of the original asset. After creating a division, data regarding type, parameters and common identification data are transferred to new assets.

In the mobile view, after enabling the configuration option, it is possible to divide a given asset into sub-assets with a division of quantities. In this case, you can divide the assets while performing these activities.

Adding an option to the definition of a supervised parameter in supervision, which will force a given parameter to be provided during supervision registration. Otherwise, the parameter becomes optional.

An option has been added to the governance state definition that allows you to enter only one valid governance state (no duplicates).

An option has been added for supervision status that forces photo evidence (attachment) to be attached before saving a given supervision.

An additional configuration flag has been introduced into the system, which allows you to limit the visibility of supervised elements in the system to those to which a given user has been granted access rights.

Added additional question option in inspections. The Text type question allows you to enter an additional text description when performing an inspection.

Added an option to ask questions when performing an inspection as a pair of enumerations with a text description. This allows you to save additional comments when selecting an option.

The inspection system allows for the definition of the correct resulting response. For YES/NO questions, we can indicate which answer is correct. For a calculation question, we can provide answers that are treated as correct (acceptable). This allows for easier definition of questions and validation of answers.

For integration with the Catenda Hub system, the ability to selectively select and display objects on a 3D model has been added.

Added the ability to visualize elements in a 3D model using integration with Catenda Hub software. Items from resource (or related) views can be displayed in the 3D model with their location marked.

A daily inspection round report has been added to the inspection rounds system. It displays in tabular form the execution of rounds, values, validation and persons performing the rounds for individual hours in the work schedule.

For ULMA and PERI EDI document integration machines, a default supplier record configuration has been added for documents that cannot contain this data.

A configuration option has been added to integrate EDI documents from ULMA, allowing conditional processing of documents from the ACT system. This allows you to selectively choose document processing from both available systems.

If the administrator enables the start tiles feature in the mobile view and no tiles are defined, a default message about missing elements will appear along with information on where to define them.

API communication addresses to Catenda servers - BIM/CDE browser have been changed. The change is due to the bimsync.com servers being shut down in the near future and being replaced by catenda.com.

An option to remove an attachment from the list has been added to production events.

Display of service events by default has been added in the general map view (if the module is available).

In the general map view on mobile devices, the ability to display service events on the map has been added (if the module is enabled).

The ability to add items directly from the map view has been added to the location and resource views. We indicate a place and then create a resource with the location already set. The same applies to location.

An option has been added to individual supervision states that allows you to force the entry of all previous (in percentage) records of this supervision state. After enabling this option, you cannot save a given state if all previous ones have not been saved before.

An option has been added to the supervision filter in the main view that allows you to filter out resources that had a status change within a specific date range.

PDF reports for deliveries, orders, and warehouses in the quantity column include unit formatting in the type. If it is a piece, it is an integer, if a meter it is 2 decimal places, etc.

Additional information has been added to the warehouse view in the status bar, depending on the current selection of items. When items are selected, they show the sum of the quantity, selection values.

An additional option has been added to the supervision template definition that allows you to select multiple displayed parameters at once.

The map system has the ability to add a map that is an overlay map, i.e. one that can be displayed above the basic map layer. This will allow you to define the visualization of plant maps directly related to the geographical map.

The ability to specify the transparency of a map that is an overlay map has been added for the map system.

Automatic grouping of items into documents and generating a summary of that item has been added to the Lease Report for Partial Payment Details.

An option has been added in the delivery importer that allows you to select a field that will search for the type of elements in the system and check whether a given type exists in the system or whether it should be created.

The resource importer has been extended with the ability to indicate a parent resource (name) when mapping existing records. This allows you to re-import a nested resource structure.

The resource view in the work order has been expanded with additional elements that allow you to navigate to a given resource or perform basic operations on this resource.

The detailed work order progress report button is enabled only when the extended work order logging option is enabled in the system configuration.

In the definition of the Inspection round element, the ability to remove the question/measurement template directly from this view has been added.

CAUTION. You can only delete a question/measurement/task template that is not used in any other element of this or other inspection rounds.

In the case of the Inspection rounds module, we can add/select question/measurement templates dedicated only to the Inspection rounds mechanism to the Inspection round template definition.

For the inspection template, the ability to specify whether a backdate can be entered when performing an inspection has been added. After enabling this option, see the figure below.

During the inspection, we have the opportunity to determine the actual date of the inspection. This allows inspections and control work that have already been performed to be saved in the system.

If the supervision template has many states with long names, a scroll bar for the list of available states is enabled in the details view. This allows you to display all states and not cut off the text on the buttons.

In the list of supervision states, their defined percentage progress has been added to the visualization of all states. This makes it easier to define progress and next steps.

In the Incoming integration view, a new button, selected by default, All has been added, allowing you to display all integrations in one view. Those processed and those waiting for decisions. This allows you to detect the flow of documents and their statuses as well as possible duplicates.

The filter is set using buttons and a drop-down filter. The state is saved in the page address, which makes it easy to open the integration view in a new window with a specific state selected.

Sometimes one resource may have several supervisors active at one time. In the mobile view, displaying them in a list can cause a problem with recognizing the item. To make this easier, an option has been added in the configuration of table views to show the supervision template from which it came. We add the {template} option to display the name of the supervision template in the list.

The map view in the supervision now respects the filter conditions for the view. This allows you to display supervised elements according to the given filter parameters, e.g. show only resources with a specific template and supervision status directly on the map view.

The supervision list view in the mobile version has been changed. The product group filter has been moved to the filter dialog and additional location filtering has been added. Search fields allow you to filter by typed text.

The application does not have a default starting location for the map view. This causes the map to set to position (0,0) which is not expected. If the location has not been set, when starting any view with a map and the user has permissions to edit maps, a message will appear about the possibility of setting a default location and selecting it on the map.

Adding default backgrounds to the views in the production module for the case when the views do not (yet) contain data. This includes dashboards, production data and charts.

Filters in the service event view in the mobile section have been moved to a separate window and their functions have been expanded with the possibility of filtering by location and product groups.

In the mobile view, it is now possible to visualize service requests that have a specific geolocation directly on the map.

From the map view, we can create new service requests directly on the map. To obtain this, click on the (+) button and then select a place on the map/plan to place the service request there. We then fill out the form…​ and that’s it.

You can add attachments directly when creating or editing a service request. Previously, this could only be done after saving the report.

When creating a comment, we can add new attachments. Attachments will appear attached to the report to which we are creating a comment.

For people with permissions, the ability to add a new type of service event directly from the report adding form has been added.

The service event view has received additional filters allowing you to filter events according to the location to which they were assigned or to product groups in which the resources for which the report was created are located.

For instances that do not have a warehouse module, views regarding warehouse data and service costs are hidden.

A tab has been added in the main application view allowing you to display all notifications on a map/organizational plan.

The resources view has been expanded with an additional tab presenting resources placed directly on the map.

For instances with the service module enabled and the functionality of multiple external clients, additional fields have been added in the list view and service event filter.

A cost summary of visible events, i.e. warehouse costs and service costs, has been added in the main view of service events and in contextual views of events (e.g. in a resource).

In the supervision module, the ability to define people/departments who are authorized to change the selected supervision template or even a specific state has been added. This allows you to define who can enter a given type of status, e.g. information about delivery, only the person responsible for the warehouse, etc.

In the definition of the inspection template and in the execution of the inspection, the ability to specify a list of people/committee that participates in a given inspection has been added. This list can be used to generate an inspection report.

An option has been added that allows you to perform the inspection verification procedure. Without this option enabled, inspections do not require verification by a reviewer.

In the automation task for generating inspection reports, the ability to automatically assign an inspection report to all resources related to a given inspection (for virtual inspections) has been added.

The ability to edit enumerated values and specify the order using the up/down buttons has been added in the inspection question editor

In the inspection report, the ability to include a list of faults/service requests created while performing this inspection has been added.

An option has been added to the audit report that will automatically hide unused report sections when generating the report.

The inspection report contains a list of participating persons (committees). You can turn off the display of this data.

A new machine has been added that allows, after performing an inspection (and checking it), to record the appropriate supervision status in related resources. This allows for further automation of processes and connection of Supervision and Inspection modules.

In the inspection round definition, we can select an option that will hide available inspection rounds in the mobile view if they have already been executed in a given schedule window (hours) or the time for such inspection has not yet come.

The SaaS system received additional information about the date and validity of the test instance.

If the importer ends with an error for some reason, this will be marked in the log viewer.

When defining an integration endpoint, the system appropriately hides configuration data that does not apply to a given integration direction (import/export)

The partial payment report has the ability to filter work orders of the appropriate type. This allows you to display only those lease orders that interest you from the full range of data.

The lease view has changed its arrangement and presented data, and has received an additional option to show summary data for subordinate orders. This allows for the presentation of lease/cost data and valuation estimates for all facility components.

Warehouse documents received an additional tab informing about the document’s history. This element presents actions related to changing the date, moving the document, creating TRANSFER documents and other actions related to this document. This allows you to track the history of this document in the system.