Request a Demo

Changelog

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

Shop Module – Technician View Spanish Language Availability

May 31, 2024

The Technician View for Shop now has Spanish as an option for technicians. To activate, go to the Employee View and locate the Technician. Select Spanish as their Language.


Technician Language Selection Example

You must ensure your employees are data-linked in the application. When the employee logs in, their Technician View will have buttons in Spanish. For example, the Start Work button is now Iniciar Trabajo.


Technician View in Spanish Example

This process is now available in the User Guide.

Inventory Levels Audit

May 30, 2024

A new tab has been added to the Inventory View → Warehouse Stock tab called “Inventory Levels Audit.”

This tab allows you to track stock levels in relation to the reorder points listed on the Inventory record. You’ll be able to see what date/time an item went at or below your set Reorder Point and what the Reorder Point was at the time of the audit.

How to use:
You must have your Reorder Points and Max Qty on Hand fields filled out on the Inventory record. When an item’s quantity hits or dips below the reorder point, an audit point will appear on that tab that tells you the date/time the item met or went below the reorder point, what the qty was, and what the reorder point is.

Once it hits below the reorder point without being restocked, it will not continue to add records on this tab; it only will take the first time it went below the point. After an additional quantity is added, another point will be added if the item goes below the reorder point again.

*Example:*
Part ABC has a Reorder Point of 5 and a Max Quantity of 10. There are currently 7 in stock.


Inventory Levels Audit Example

  • 4 were used on a Work Order, which brought the available quantity to 3. An audit point will appear on the tab, with a current Qty Available of 3 and Reorder Point of 5.


Audit Point Example 1

  • Another Work Order used 1 of these items, which brings the Quantity on Hand down to 2. There will not be an additional audit listed, because the quantity already hit below the Reorder Point.


Audit Point Example 2

  • A Purchase Order was then received for this part, and the quantity went back up to 10 (the Max Qty).
  • Another Work Order was done and used 7 of this part, which brought the quantity on hand to 3. An Audit point will appear on the tab, because it’s the first time it went below the reorder point after more quantity was added.


Audit Point Example 3

Please see the Inventory section of the software User Guide for more information if needed.

Employee Rank History

January 5, 2024

We’re thrilled to share that we’ve added new functionality to improve the visibility and transparency of when an officer moves from one rank to another in our Quartermaster solution.
In the Employee View, you will now see a Rank Log button has been added next to the Rank field under the Details section.


Employee View Rank Log Button

This button will display a pop-up showing a historical list of changes to the selected employee’s Rank field.


Rank Log

Additionally, there is now a Rank Log tab that has been added to the Employee View. This tab is intended for Admins to make corrections to an employee’s rank history.


Rank Log tab

Finally, the Employee Rank Log View has been created for Admins to make corrections to all employees’ rank histories. This view also allows users to create a report that displays the number of days at each rank.


Employee Rank Log Report

FedRamp Update and SOC2 Type 1 Report Now Available

June 26, 2023

Dear Valued Customers,

We are thrilled to share two significant developments in our ongoing commitment to data security and privacy. Your trust in our services drives us to continuously raise the bar and ensure that your information remains safe and secure.

First, we are delighted to announce that we have successfully completed our SOC2 Type 1 Audit. This accomplishment validates our dedication to protecting your confidential information and upholding the highest standards of security. The SOC2 Type 1 Audit involved a rigorous evaluation of our internal controls, policies, and procedures by an independent auditing firm specializing in information security. We are proud to have met all the necessary requirements, reinforcing our commitment to maintaining your trust.

But that’s not all! We are excited to inform you that we are embarking on another important journey: FedRamp Compliance. The Federal Risk and Authorization Management Program (FedRamp) is a rigorous framework that sets the standard for security controls for cloud service providers. By undergoing the FedRamp compliance process, we are taking additional steps to ensure the utmost protection of your data.

The FedRamp compliance process involves a comprehensive evaluation of our systems, processes, and controls by a third-party assessment organization. This process will help us align with the stringent security requirements mandated for federal agencies and further enhance our security posture.

We are committed to providing you with the highest level of transparency and will keep you informed throughout the FedRamp compliance journey. Once we have completed the process and obtained the final authorization, we will proudly announce this achievement. FedRamp compliance reaffirms our commitment to protecting your data, not only for our federal customers but for all of our valued clients.

As always, we welcome your questions and concerns. If you would like to request a copy of our SOC2 Type 1 Audit report or seek further information regarding our FedRamp compliance process, our dedicated customer support team is here to assist you.

We extend our deepest gratitude for your continued support and trust. Your confidence in our services inspires us to go above and beyond in ensuring your data security. Together, we are forging a future where your privacy is paramount.

Thank you for being an invaluable part of our journey. Stay tuned for more exciting updates!

Best regards,
Jesse Farris
COO
Collective Data

Load More
Fleet

Fleet: Scheduling Tab Badge Update

The badges on the Asset View → Scheduling tab have been updated to give even more information on what items are past due, so you can see at a glance what needs to be taken care of for your vehicle. Now, it takes into account expired registrations and will give the total number of expired services.
Read More
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
Collective Data logo
Facebook-f Twitter Linkedin-in

Collective Data, Inc
460 12th Ave SE, Unit 200
Cedar Rapids, IA 52401

Solutions

Who We Serve

Resources

Start simplifying and centralizing your data.

Request Demo
Collective Data Sourcewell Logo