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Changelog

Follow up on some of the latest improvements and updates on the Collective Data platform. 

Shop Module: Shop Scheduler Updates

April 9, 2025

We’re excited to announce new enhancements to the Shop Scheduler, available exclusively in the Shop Module. This feature empowers drivers to schedule services or repairs with your shop, helping you better manage appointments and daily workflows. Here’s what we have added:

  • Time Blocking: Block off entire days or specific parts of the day to better control availability.
  • Time-Specific Services: Set certain work requests—like oil changes—to only be available during designated time slots (e.g., mornings only).
  • Work Code Integration: Assign exact work codes during scheduling, which will automatically carry over to the Work Order upon creation.
  • Improved Limited User Experience
    • Drivers can now view additional service details provided by the shop.
    • Appointment times are now selected via a dropdown, improving usability—especially on mobile devices.
    • Optional comment field for drivers when booking.
    • A new Service History tab allows drivers to reschedule or cancel appointments if needed.

Employee Self-Auditing

April 9, 2025

Limited Users can now easily confirm or deny possession of their issued items directly from the Issued Items tab. This self-audit option provides a quick way to track item accountability without using the Inspection Management view. Once enabled in Organization Settings, users will see Confirm and Deny buttons next to each item, with color-coded status and timestamps. Optional email reminders can also be set up to prompt employees to complete their self-audits.

Collective Data Academy

April 9, 2025

Did you know Collective Data offers a Training section on our website filled with helpful videos and webinars? Our expert trainers walk you through key workflows such as setting up inspections, performing asset audits, using the Report Selector, User Manager, and much more.

You can now access these resources directly from your application – just click the Help icon in the top right corner and select “Training Videos & Webinars.”

When new videos are added, we’ll post them in our monthly release notes. You can also find relevant videos directly within their related topics in the User Guide.

Accessibility Enhancements

April 9, 2025

We’ve added accessibility enhancements to buttons throughout the application. Now, when hovering over elements like the Reports or Question Mark icons in the top row, as well as filters, buttons, and other interactive items within views, an explanation of each button will be displayed.

Fleet: Tracking Tires Upgrade

March 13, 2025

We’ve made enhancements to how tires can be used and tracked in the application. The Wheel Configuration view allows defining tire setups for asset types, enabling bulk replacements in Work Orders. When using a Tire Service work code, a Tire Details tab appears with options to Replace All Tires, Rotate Tires, Repair Tires, or Replace Tires. Tracking serial numbers, DOT number logging, and history of tire treads and PSI enhance tire management.

 

Shop: Supervisor View

March 13, 2025

We added two additional statuses that are now available on the Supervisor View.

  • At Vendor: Allows you to see work orders that are in an At Vendor status
  • Clocked in: Allows you to see work orders that have a technician currently clocked in to a work code on it. This status only works if your shop uses the “Clock In/Clock Out” feature for work codes.

Quartermaster: Default Queries for Item Issue/Return

March 13, 2025

The Item Issue, Item Return, and Single Item Issue views now include a Last 30 Days query to improve performance by limiting the number of loaded records. To find older records, simply remove the query.

Quartermaster: Serializing Inventory on Receive

March 13, 2025

You can now serialize inventory when receiving items through Purchase Orders!

These serial numbers can either be set to auto-increment after the first one entered, or you can enter them manually.

Once an item is serialized, you can assign its specific serial number to an employee.

Ellipsis Icon Change

March 13, 2025

To better align with industry standards, the ellipsis icon located on fields has been replaced with a pop-out icon. It will now be referred to as the “Go To” icon, while maintaining all existing functionality.

 

Quartermaster: Employee Inspection Updates

February 14, 2025

We’ve made some key updates to Employee Inspections to improve efficiency and accuracy:

View Issued Inventory Quantities – The Perform Inspection view now displays the quantities of issued inventory, so you can easily see how many items an employee should have.

Quickly Add Issued Items to Inspections – Creating inspections for issued items is now easier than ever. With just one click, all issued inventory items will automatically be included in the employee’s inspection.

New “Performed by” Option – Employee Inspections now support a “Performed by” field, allowing you to specify who conducted the inspection. This means you can track both the inspecting employee and the inspected employee within the Inspection Management view.

These enhancements streamline the inspection process, ensuring greater accuracy and ease of use.

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ImprovedShop Module

Shop Module: Shop Scheduler Updates

We’re excited to announce new enhancements to the Shop Scheduler, available exclusively in the Shop Module. This feature empowers drivers to schedule services or repairs with your shop, helping you better manage appointments and daily workflows. Here’s what we have added: Time Blocking: Block off entire days or specific parts of the day to better control availability. Time-Specific Services: Set certain work requests—like oil changes—to only be available during designated time slots (e.g., mornings only). Work Code Integration: Assign exact work codes during scheduling, which will automatically carry over to the Work Order upon creation. Improved Limited User Experience Drivers…
Read More
NewQuartermaster

Employee Self-Auditing

Limited Users can now easily confirm or deny possession of their issued items directly from the Issued Items tab. This self-audit option provides a quick way to track item accountability without using the Inspection Management view. Once enabled in Organization Settings, users will see Confirm and Deny buttons next to each item, with color-coded status and timestamps. Optional email reminders can also be set up to prompt employees to complete their self-audits.
Read More
New

Collective Data Academy

Did you know Collective Data offers a Training section on our website filled with helpful videos and webinars? Our expert trainers walk you through key workflows such as setting up inspections, performing asset audits, using the Report Selector, User Manager, and much more. You can now access these resources directly from your application – just click the Help icon in the top right corner and select “Training Videos & Webinars.” When new videos are added, we’ll post them in our monthly release notes. You can also find relevant videos directly within their related topics in the User Guide.
Read More
New

Accessibility Enhancements

We’ve added accessibility enhancements to buttons throughout the application. Now, when hovering over elements like the Reports or Question Mark icons in the top row, as well as filters, buttons, and other interactive items within views, an explanation of each button will be displayed.
Read More
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460 12th Ave SE, Unit 200
Cedar Rapids, IA 52401

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