Follow up on some of the latest improvements and updates on the Collective Data platform.
A new setting in Organization Settings now allows you to select a Fiscal Year option for viewing Work Order Counts in Mission Control. This is useful for organizations that do not run on a January-December calendar year. If your organization does have a fiscal year of January-December, you do not need to change anything in your application.
We’ve introduced a new feature designed to enhance the item issue workflow! You can now ensure that specific Asset Categories must be inspected before being re-issued. This addition improves safety and accountability by requiring inspections to be completed and reviewed before assets are put back into circulation.
We’re excited to share an update to the Asset Attachments workflow, making it easier and more intuitive to manage asset attachments. For a detailed walkthrough, check out the User Guide: Asset – Attachments topic.
Highlights include:
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.
Our April Release is here!
Our March Release is here!
Our February Release is here!
Our December Release is here!
For any questions or to schedule an update, please reach out to your Client Success Coordinator by clicking here.
