Work Order Documents 

We added linkage between the Work Order Documents and Asset Documents. Now, when a Work Order has documents added to it, you can now see those documents in that Asset’s documents tab, and it will be labeled which Work Order they are from.  

Inspection Management  

We added a date filtering option to the Inspection Management view – now you can filter your inspections to the last 30 or 60 days, or show all. 

Quick Search field  

We changed the Search field at the top of the view to be renamed the Quick Filter field, which is more accurate for the type of action it performs.  

Part Inventory Count View Update 

We revamped the Part Inventory Count View to make it easier and more intuitive to use. Now, when going through the lines, you’ll see the original warehouse and count, along with a field to easily update the quantity. If you need to fully remove the quantity and bring it to 0, you’ll now need to click the Clear Inventory button. This will help to stop quantities from accidentally being zeroed out. 

Warehouse Audit Feature – New!  

Users now have access to audit warehouses with both inventory and assets. You can set your parameters for the audit; which warehouse and location within the warehouse to search, and if you want to audit both inventory and assets or one or the other.  This new workflow is available on the Warehouse Audit view and more information is available in the Warehouse Audit topic in the User Guide.  

Item Issue – Asset View 

We fixed an issue where assets that were returned and discarded at the same time still appeared as assigned to the employee in the asset view (even though in reporting, it was showing correctly that it was returned). The view now correctly reflects that the asset is no longer assigned once it has been returned. 

Item Issue – Add Cost field  

We added a cost field to the Item Issue view so you can add an additional cost to an item you are issuing out.  

Shop Scheduler – Request Service Times Update 

We updated the Request Time view for the Shop Scheduler to fully reset the date/time when a different service is selected to prevent any errant requests of times that may no longer be available.

Collapsible Side Navigation for a Larger Workspace

You can now collapse the side navigation to create more space in your application workspace! 

• Click the arrows at the top of the navigation panel to collapse it into an icon-only view. 
• Hover over the icons to quickly access the views you need. 
• Click the arrows again to expand the full navigation menu.

Work Order – Documents & Pictures

The Documents and Pictures sections on the Work Order view have been moved to tabs at the top of the screen instead of as buttons in the middle. This makes it easier to see when files have been added to a Work Order.

Uploading is now simpler too! You can drag and drop multiple documents or photos at once, and uploaded items are displayed in a gallery-style view.

Meter Updates – Asset View

Based on client feedback, the Allow updates from asset view setting on the Organization Settings → Meter Settings tab is now unchecked by default. This change reduces the risk of inaccurate meter updates and unintended impacts to PM scheduling. If the setting is manually enabled, a reminder will appear noting that meter updates made from the asset view are not tied to or triggered by any application events.

Asset Disposal Form

The Asset Disposal Form is now enabled by default on Asset Categories, making it easier to access when retiring or disposing of an asset. You can find the form on the Asset View → Life Cycle tab. This change does not make the form mandatory; it simply makes it more visible when you need it.

Import Updates

We’ve enhanced the Import view to let you preview a selected number of records before loading the full dataset. This allows you to quickly validate a small subset of data (especially helpful when importing large volumes of similar records) so you can confirm everything looks correct without waiting for all records to load on screen.

Maintenance Requests + Work Orders

Images submitted with Maintenance Requests are now available on the Work Order view. If an image was included, an image button will appear on the Work Order Details → Maintenance Request tab, allowing you to view the submitted image.

In the example below, the image is on the Maintenance Request Management view when creating the Work Order. 

On the Work Order that was created, the Image is able to be seen on the Maint. Req. tab on the Details. 

Work Order Statuses + Inventory

We resolved an issue with the Available/Allocated and Need to Order statuses that were not displaying the correct inventory levels on the Work Order view. This has been corrected.

“Other Charge” Calculations

When using the “Other Charge” option on Work Orders for Upcharge percentage, it was discovered that the percentage was not applying to Misc Parts and Misc Labor on the WO. This has been corrected so it now calculates for those fields in addition to parts and labor.

Report Updates

• Accidents – Drivers at Fault: We updated this report to be easier to read and show you at a glance information about the driver and costs associated with accidents caused.
• Asset Repair History: Updated the meter columns so only the meters 3 and 4 display if data is available for those assets. If the asset only has 1 or 2 meters, the other columns don’t display.
• Asset Downtime: Updated the information in the report to better explain where downtime hours were generated
• Asset Driver History: Updated the look and feel of the report to be easier to read and give better information about asset assignments.

Item Request Updates

Introducing the new Item Request workflow, designed to make requesting and issuing items faster and easier for everyone. Limited Users can quickly create item requests using templates, search by item number or name, or simply describe what they need when item numbers aren’t known. Multiple items can be added to a single request, with support for sizing, color, and other required details. Data-linked users can also track request history and status.

Quartermasters now get a centralized management view to take care of requests end to end. Easily filter by status and timeframe, review item details at a glance, approve or deny requests, and issue items directly from approved requests. Requests that need attention are clearly highlighted, and it’s easy to select warehouses, resolve unspecified items, or override item styles – keeping fulfillment moving without delays.

Review the User Guide → Item Request for a detailed workflow on how to use these new views. 

Asset Audit Updates

The Asset Audit view now includes asset attachments. The audit process works the same as before, but any attachments linked to an asset will now appear indented directly beneath it in the list, allowing you to quickly confirm or deny whether each attachment is present.

Self-Auditing Feature

Admins now have improved visibility into employee confirmations. On the Employee View → Issued Items tab, each item is color-coded; green for confirmed, red for denied, and black for pending – making status easy to scan at a glance. Each item also displays the date and time the audit was completed. This information remains fully available in reports. 

Auto-Incrementing Inventory Numbers

You can now set Inventory to use auto-incrementing numeric inventory numbers for easier and more consistent tracking if you do not have specific numbers you want to use. This works the same as the auto-incrementing asset numbers feature. For information on how to use this feature, check the User Guide under the Inventory topic.

Admin – Idle and Absolute Timeouts

We added controls on the Admin page to manage idle and absolute session timeouts. These settings are available separately for regular users and kiosk users.

• Idle timeout: If you are idle (hands off the keyboard) for longer than the idle time set, you will see a login prompt and need to sign back in.
• Absolute timeout: When the absolute time is reached, you will see a login prompt even if you are actively working or typing. This check happens every few seconds, so the prompt may not appear the exact second the limit is reached.

Being idle briefly and then returning to work (without seeing a login prompt) does not extend your absolute time.
Logging back in resets both the idle and absolute timers.

Example:
If the idle time is set to 20 minutes and the absolute time is set to 12 hours:

• You step away for 10 minutes and return: everything continues to work.
• You step away for 25 minutes and return: you see a login prompt.
• You work continuously for 12 hours without going idle: you see a login prompt when the 12-hour absolute limit is reached.
• You work for 6 hours, log back in after a lunch break, then work another 7 hours: you do not see a login prompt because the timers restarted when you logged back in.

We did set general times already, so if you would like to change these you can reference the instructions on how to change them by visiting the Admin View topic in the User Guide under the General Navigation and Set Up section.

General Users:

• Idle Time: 20 minutes
• Absolute Time: 720 minutes (12 hours)

Kiosk Mode:

• Idle Time: 60 minutes
• Absolute Time: 4320 minutes (72 hours)

Report Updates

Invoice Report – the formatting has been fixed on this report so the text is no longer overlapping.

To-Do List View

The To-Do list has had some slight visual changes with Refresh button placement. There have been no changes to functionality.  

Employee Inactivation Requirements Updated

The employee inactivation workflow has been updated. Employees can no longer be inactivated if they have active issuances. All issued items must be returned (either consumed or returned to stock) before inactivation can be completed.

PM Reset

We fixed an issue with Inspection Due Dates not resetting on PMs.

Parts Status Log

A Parts Status Log has been created to better support questions around part timelines; this tracks each status a part moves through (e.g., ordered, received, installed) along with timestamps.

There is a Part Status Log view to locate these timestamps, and a Part Status Log report that can be run to see how long parts were in specific statuses on work orders.

Technician View

There is now a button available to Technicians on the Tech View that allows them to see their time logs for the day to ensure accuracy. It will show them both direct and indirect labor hours.

Report Updates

The Asset Condition report has been renamed Asset Replacement Condition.

Calendar Updates

We’re excited to share that Collective Data Calendars have received a fresh new look. The redesigned interface offers a cleaner, more modern experience while keeping all the same functionality you rely on; view upcoming due dates, complete tasks, and navigate directly to related records with ease.

The calendars have been added to the left-hand side navigation under their respective topics so you can find them easier.

Asset:

• Asset Registration Calendar (fleet only)
• PM Schedule Calendar

Employee

• License/Certifications Calendar

Operations

• To-Do Calendar

Work Order Notes

Work Order (WO) notes on the WO main tab are now permanently visible rather than hidden in a drop-down card. This reduces clicks and makes reviewing notes much faster.

We fixed an issue where WO Notes could be created from Asset views (Asset View, Asset Setup View, Asset Summary View) without being linked to an actual Work Order. These unlinked notes prevented the associated Asset from being deleted. This has been corrected so standalone WO Notes can no longer be created.

Employee License & Certification Update

We fixed an issue where Employee Licenses set to Specified Date were not always calculating correctly. This has now been resolved, along with a few minor visual updates.

When you update a Specified Date license, you’ll now see helpful messaging reminding you that if you want the license to recur, you’ll need to adjust the settings accordingly. Additionally, when a general license is configured as Elapsed Time or Specified Date, that setting will now automatically carry over when it’s selected.

Inventory + Last Pricing

If you use the Last Pricing model for your inventory, we made a couple adjustments to the application. First, we corrected calculations that occurred when using the Last Pricing model across multiple warehouses. We also resolved an issue where item quantities were not updating correctly in the destination warehouse during warehouse-to-warehouse transfers.

Inspection Management View

We added a new setting under Organization Settings → Inspection Settings that allows you to define a threshold for automatically closing inspections that remain in In Review status beyond that time frame.

For example, if the threshold is set to 30 days, any inspection that has been In Review for 31 days will automatically close. This helps reduce clutter and improve performance for teams with large numbers of older inspections that no longer require action.

Trigger Editor and Exception Report Editor

We made it easier to be able to select which days you would like your reports to run for automatic emails or exception reports. Now, in the editor you can simply click which days of the week to have them be sent.

Item Issue Updates

You can now intentionally update an item’s serial number after it has been issued using a dedicated button next to the serial number, preventing accidental changes. Previously, serial numbers could not be modified once issued. With this change, we also updated issue templates to allow for one serialized inventory item per line. This will help prevent any data issues when issuing the items out.

The Issue To field is now read-only after items have been added to an issue record to maintain data integrity.

Report Updates

We updated the Employee Receipt of Items Received report to include employee signatures and added Issue Date as an available filter option.

Miscellaneous Updates

We fixed an issue where Specified Date was inadvertently hidden on PM Scheduling for assets. This has been brought back and specified date can now be used again.

We resolved an issue where deleting a Work Order linked to a Maintenance Task did not fully remove the connection. Previously, the Work Order would remain tied to the Maintenance Task, preventing it from being reassigned even though the Work Order detail had been deleted. This has now been corrected.