Report Printing
You can now print directly from the Reports page without downloading the report first when your report is in PDF view. Printing will also include any highlights or text you’ve added to the report. 

New Look and Feel for Document and Image Tabs
We’re excited to announce that our Documents and Images tabs now feature gallery-style functionality. You can upload multiple images and documents at once by dragging and dropping them in, and everything now displays at the same time – no more clicking through individual line items.

All your existing documents and images remain fully accessible for viewing and downloading; they’ll simply appear in the new gallery display.

Searching & Filtering in the Application

We’ve made it faster and easier to find what you’re looking for.

Quick Filter – Expanded Search Options: Added more fields to Quick Filter so you can locate items faster.

Filtering Options on Dropdowns: Dropdowns pulling from across the app now support smarter filtering for large data sets. For example, in Quartermaster’s Item Issue view, clicking in the Issue To field now allows you to narrow your searching scope so you can get to your desired selection faster. 

Purchase Order – Removing Edit Options Once Quantity Is Received
We updated the Purchase Order > Items tab so that all fields lock once a partial or full quantity has been received, helping maintain data integrity.

Calendar Loading Time
Less waiting, more scheduling. Calendars now load in a fraction of the time with some speed improvements.

Serialized Parts – Work Orders
We fixed an issue where inventory items set to “Serialize upon Receive” were not searchable in the parts list when adding to a Work Order. These items can now be selected and added as expected.

Accident & Claims – Asset Selection Fix
We fixed a filtering bug that prevented assets from different hierarchies from being added to the same accident record.

“Issued To” Fix
We fixed an issue where the Issued To column on the Item Selector was not displaying the correct data.

New Email Options for Item Requests
We added email notification options for Approved/Denied Item Requests to be sent to the requester. To enable these, use the Trigger Editor, please see the User Guide for details.

Transfer Item Button – Allow Hiding via Security
We added a security permission that controls visibility of the Transfer Item button, allowing it to be hidden for groups that shouldn’t have access.

Kits Updates
On Item Issue, we’ve improved the ability to split kits among multiple employees and to easily see which items from a kit have been issued. For example, if you have a 16-piece wrench kit but only want to issue 4 pieces to a specific person, you can now do so, and the Asset view will show exactly which items have been issued.

Auto-Cancel Reservations
We added the ability for reservations to automatically cancel if the vehicle isn’t picked up by the scheduled time. Users can set how long a reservation stays open before it’s cancelled.

New Report: Employee License/Certifications

We have a new report available that breaks down Employee License/Certifications by their type, so you can easily see who has what license and their due dates.  

Chronological Dates on Asset Life Cycle

We’ve added a helpful check to the Purchase Date, Received Date, and In Service Date fields on the Asset Life Cycle tab to make sure these dates always make sense in chronological order. Keeping these dates accurate and in the correct sequence is important for calculating your Depreciation correctly and for tracking Warranty coverage windows. Since both depreciation schedules and warranty terms are based on when an asset was purchased, received, or put into service, out-of-order dates can lead to inaccurate reporting or missed warranty coverage.

Specifically:

• If a Purchase Date is entered, the Received Date (if filled in) must be on or after the Purchase Date.
• If a Purchase Date is entered, the In Service Date (if filled in) must be on or after the Purchase Date.
• If a Received Date is entered, the In Service Date (if filled in) must be on or after the Received Date.

You can still leave any or all of these fields blank; you’ll only see a message if the dates entered are out of order.

License/Certifications Scan Field

When completing a License/Certification log, a scan field has been added to the completion log so any certificates or paperwork can be added when updating the completion date.

Work Order Updates

The History tab on the Work Order view has been renamed to Asset Maintenance History, to more clearly reflect the information found on that tab.

User Manager – Resolved Issue

We fixed an issue where only the first 100 employees would show in the Data-link list. This has been updated so all employees now show.

Registration Number Addition

On Asset Scheduling –>Registration, we added a field called “Registration #” to allow users to add in a Registration or tracking number if needed. This was also added to the Registration completion log as well. 

Item Request – Additional Improvements

Item Request Templates now support a Required option. When enabled, requesters cannot remove that item from the template on the Item Request view. This setting defaults to unchecked, so existing templates will continue to work as they do today.

For the resume item request workflow (introduced last month), unsubmitted requests will now display a badge on the History tab, alerting requesters that their request was not formally submitted.

We’ve also made several improvements to the Item Request Management view:

Inventory quantity is now shown directly on the request card, so you can see stock levels at a glance before approving.

Cards for items with 0 in stock are highlighted in grey as a visual indicator. This doesn’t limit any functionality; you can still approve the request, open a PO, or update the status on the Item Request view as usual.

Updating or swapping out requested items is now easier and more streamlined.

Requests with a comment now appear with an orange line in the list, making them easier to spot.

Lastly, a new toggle filter lets you view unsubmitted requests (available if the “Save” feature is enabled in Organization Settings). 

Live Reports

The Reports experience has been refreshed! Navigating to Reports in the left-hand menu now displays all available reports in a side panel, where you can filter, group, and set date ranges, all on a single screen. Click Run Report and results load right there; no more bouncing between pages to adjust your selections.

When a report is in PDF format, you can use the editing options at the top of the report to type or highlight directly on it. Any changes you make will be preserved when you download the report, so they’ll appear when you print it.

A new Grid view option is available as well, which helps improve data layout on some reports in the Reports view.

Dates are easier to select too, with a larger display and buttons.

Your Favorite reports and custom reports are still available. Building a Custom Report will function as it did before.

The Run Report buttons on your views are now re-directed to the Report Selector as well. Filtering will still work as normal, but you’ll now have the ability to see/print it in the Live Reports view.

Multiple Groups Functionality

Users can now be assigned more than one role within the application – no more managing separate logins. For example, a user who acts as both a Driver and a Technician can be assigned to both roles and simply select the appropriate one at login depending on their needs that day. 

Note: If one of a user’s roles requires Limited User access, a separate Limited User account is still required for that role. 

For more information, please see the User Manager topic in the User Guide. 

Auto Status Issue Fixed

We fixed an issue that was occurring with assets that have multiple Work Orders open where the Asset Status wasn’t always updating to match the Work Order. This has been fixed.

Resuming Item Requests

A new Organization Settings option lets administrators enable limited users to save and resume item requests. When enabled, limited users can save an in-progress request and return to it anytime via the Request History tab. For full details, see the Item Request topic in the User Guide.

Bulk Issuing Inventory Items Import

Inventory Items can now be bulk issued via an import. Simply put the inventory item number, issued employee number, issuing employee number, issue date, and quantity. If the inventory item needs to be serialized upon issuance, you can do that as well. For more information, please see Importing à Bulk Issued Inventory Items in the User Guide.

Barcodes on Item Requests

We fixed an issue where only the main barcode on an inventory record was working on Item Request. Now, the barcodes entered for warehouses or item styles also work when requesting items for Item Requests.

Inspections: Required Images

Images can now be required separately from notes on inspections. Any current inspections in your application will not have any user experience changes, but you can manually update them if desired. Please see the Inspection topic in the User Guide for more information.

Warehouse Inactivation + Available Quantity

We’ve updated the workflow to prevent a warehouse from being inactivated while it still contains active inventory. All active inventory must be transferred to another active warehouse before the warehouse can be inactivated.

Purchase Order Calculation Update

We identified and resolved an issue where, in certain cases, canceling an item from a purchase order did not consistently update the “Quantity on Order” field within the Inventory view. This behavior has been corrected to ensure the field now always updates. 

RFID Scanning available in Asset Audit

The Asset Audit view now supports RFID scanning. If this is something your organization would like to incorporate, please reach out to our Support Team.

Fleet Dashboard

The PM Status chart has been enhanced to more clearly reflect vehicles with upcoming or due preventive maintenance. 

To-Do List

The To-Do List was updated so that the Due Date and Days Left columns pull in information for all Tasks that are listed in the list.  

Work Order Totals

We resolved an issue where the grand total displayed on the Work Order view did not update correctly when a Work Code with associated miscellaneous costs was deleted. This issue was limited to the on-screen display on the Work Order view, and did not impact any reporting.

Questionable Meter Reading Report

We updated the Questionable Meter Reading Report to ensure that Meter Replacements were not included in the report. Additionally, we updated the Asset → Meter Updates tab to make sure that any meters that were entered as a result of a Meter Replacement were not flagged as being questionable.

Item Issue & Return: Expiration Date Updates

We updated the Item Issue and Item Return views to have the Asset expiration date field. The data shown in this field comes from the main tab of the Asset view.

Item Request: Serialized Items & Multiple Items

We updated the Item Request workflow to properly handle serialized items. When a user requests items that are tracked by serial number, they can enter the total quantity needed, and the system will automatically separate the request into individual lines to ensure serial numbers can be properly assigned during issuance. For additional details, refer to the Item Request section in the User Guide.

Technician View

We fixed and updated the “Add Upcoming Services and Requests” button so it works exactly the same as it does on the Work Order view.

Shop Scheduler

We updated how shop times can be inactivated on the setup if your shop no longer supports a time slot that was previously available.

Maintenance Task Status

We fixed an issue where new statuses created for Maintenance Tasks were causing the task to automatically close. This has been corrected.

New Look and Feel!

The Advanced Training Module has been redesigned for a faster, simpler experience. Easily create classes, schedule sessions, enroll entire departments, and let users view and sign up for open classes—all in just a few clicks. If you have this module, check out the User Guide for more details, or reach out to Support for help. 

New Look and Feel!

The Motor Pool Module has a fresh new look and improved usability. A dedicated setup view makes it easy to manage assigned vehicles, while a new management view streamlines assigning vehicles to requesters. Drivers can now complete their own inspections using the inspection feature, or motor pool staff can complete them alongside the requester. If you have this module, visit the User Guide for more details, or reach out to Support for help. 

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.