Follow up on some of the latest improvements and updates on the Collective Data platform.
On the Work Order view, the repair history of an asset can now be seen on the right side under the Asset Info section. This will make it easy for your Technicians to see the Repair History and all the details on the same page without needing to print or flip through tabs on their browser. For Shop Module clients, this can also be seen on the Technician View.
The Asset Audit view has received a facelift! Now, it’s easier to perform asset audits. If you haven’t used this feature before, it’s a handy way to verify your assets are in the correct storage locations.
We’re excited to introduce the Asset Catalog Book report. This new report provides a comprehensive catalog of all assets, complete with scannable barcodes to streamline asset issuing and auditing processes. Each entry includes the asset number (also used as the barcode), description, category, type, and location for quick reference. Simply search Asset Catalog Book in the Search Bar to access this report.
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.
Collective Data, Inc
460 12th Ave SE, Unit 200
Cedar Rapids, IA 52401
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