Follow up on some of the latest improvements and updates on the Collective Data platform.
We are beginning to add training videos in the application User Guide. Some are for limited users; you can share the link to the videos to those users in your organization.
New videos are available on the following topics:
We’ve improved accessibility to a new version of our Technician Work Form. Now, when selecting Print Work Form on the Work Order view, this will bring you to the newer version that has QR codes that can be scanned to pull up the Asset Summary or the Work Order. This report makes it easier to get to the information needed, reducing typing, and searching in the application.
We’ve enhanced the VIN Decoding functionality in our application, specifically for Fleet clients. Previously, our integration with the NHTSA automatically pulled in asset information when a VIN was entered, as long as the integration was active. Based on client feedback, we’ve added more flexibility in how this data is imported.
You can now manage these options in Organization Settings > Other Settings:
We hope this update improves your experience with this feature. For more details, please refer to the User Guide under Asset > VIN Decoding.
The Maintenance Request Management View received a facelift! Now, you can easily see all your requests in one list and act on them quickly. You can also review closed Maintenance Requests and send emails to the requesters with a status update.
We’ve added an exciting new feature to Inspections! Employee Inspections can now be configured to allow Item Requests for failed inspection items. With this enhancement, Employee Inspections can be reviewed and actions can be taken directly from the Inspection Management View, just like Asset Inspections.
In addition, we’ve improved the Inspection Set Up View for greater efficiency. You can now easily drag and drop inspection items within groups or move them between groups to reorganize your inspection setup. No more deleting and re-entering items to rearrange sections!
For more details, refer to the Inspection documentation in the User Guide, or contact your Client Success Coordinator for a quick walkthrough.
We’ve enhanced the Work Order view to provide clearer information on how a Work Order was created. A new field, Created by Employee, has been added at the bottom of the view, showing which employee initiated the Work Order. Additionally, the adjacent field, Created by, will display whether the Work Order was generated from a Maintenance Request, a Maintenance Task, or an inspection.
In the below example, Jay Williams created this Work Order via a Maintenance Request.
You asked, we answered! The Employee View sizes section now includes fields for Sleeve Length and Dominant Hand.
We’ve made three updates to the Work Order view to simplify adding labor.
First, when you add a Labor line to a Work Order and click the +Add Labor Time button, the Labor Time will now open in a pop-up window, making it easier to enter time, especially when adding multiple time entries while the Work Order is open.
Second, if a Work Order already contains multiple work codes, we’ve streamlined the process for adding labor to all lines. After setting the Lead Technician, simply check the Create Labor for Lead Tech box. This will enable a new Add Labor to Existing Work button, which, when clicked, automatically adds the lead technician to all labor lines.
Lastly, we’ve made it easier to track labor when recording an inspection connected to a Service Vendor. Now, when you add an inspection to a Service Vendor, the system will automatically create an external labor entry for tracking time.
To use this feature:
1. Add the inspection under the Service Vendor option.
2. Save the entry.
3. Start the inspection.
Once started, an external labor line is automatically added where you can log the time spent. Complete the inspection as usual and follow your standard workflows to finalize and close the work order.
We’re excited to introduce a powerful new feature in Collective Data: customizable dashboards! This enhancement allows you to tailor your Home view to better suit your unique operational needs, ensuring you have quick access to the most relevant data for your specific operational needs.
Key Features:
Ready to dive in? Visit the User Guide under “Dashboard and Charts” to start customizing your dashboard today!
You’ll notice several visual enhancements across the application, including darker borders around fields, updated styles for checkboxes and toggle buttons, and other subtle design improvements. Rest assured, no views, tabs, or workflows have been rearranged or removed with this update. All functionalities remain the same, and the changes are purely visual.
Collective Data, Inc
460 12th Ave SE, Unit 200
Cedar Rapids, IA 52401
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