Fleet: Work Order View Update

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.

Employee View Updates

You asked, we answered! The Employee View sizes section now includes fields for Sleeve Length and Dominant Hand.

Dashboards and Charts

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:

• Default Dashboard: Your Collective Data Home dashboard home view was updated with commonly used charts for quick access to important data.
• Additional Charts: We’ve added over 40 new charts, giving you the ability to easily track the critical day-to-day metrics that drive your success.
• Customizable Dashboards: Customize your dashboard effortlessly by adding and rearranging charts, menus, and tables. Monitor key areas like assets out of service, open work orders, and overdue items with views that align perfectly with your workflow.

Ready to dive in? Visit the User Guide under “Dashboard and Charts” to start customizing your dashboard today!

New Look!

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.

View Updates

We improved a few views in the application to streamline workflows and processes. Take a look below to see what changed!

Work Order Updates

• Streamlined Document & Image Uploads: The previous combined document and image upload feature in the center of the page has been split into two buttons, allowing you to upload documents and images separately.
• Improved Asset Summary Layout: The Asset Summary on the right side of the page has been reorganized for a better fit, especially on mobile devices. Additionally, we’ve renamed the button for viewing asset details to “Review More Asset Information” to provide clearer navigation.

Accident & Claims Updates – Fleet

• Primary Asset Selection: You can now designate a primary asset for each accident, making tracking easier.

• Improved Damages Tab: The Damages tab now has a Pictures subtab to upload images of the accident for each issue. Now, when you add an asset to the Damages tab, you can easily upload and view images of the accident within a dedicated subtab.

• Centralized Image Access: These images uploaded to the accident record are now conveniently accessible under “Pictures: Other Images” on the Asset View.

Asset View Updates

• Yearly Operating Costs Chart: We’ve reintroduced the Yearly Operating Costs Chart to the Main Asset view. This chart consolidates data from the Life Cycle and Scheduling tabs, allowing you to view Maintenance, Collision, Fuel, and Registration costs all in one place.

• New Recalls Tab: There is now a dedicated Recalls tab. If a recall is open and the work is pending, a red badge will appear next to the tab name. Once the work is completed, the badge will disappear, but you can still review the recall details.

Image Size Updates

We’ve updated image compression settings in the application in key areas, allowing for larger images to be uploaded for more clarity. This change applies to new images going forward and won’t affect or convert the existing ones that are already in your application.

Import Updates

We’ve made improvements to the Import Templates and File Schema to simplify mass data imports. The template columns have been reorganized, and we’ve added extra comments and instructions to guide you through the import process more easily.

Introducing Our New Filter Bar: Simplifying Your Search Experience

At the top of each view, you’ll now find a sleek filter bar with quick-add options for seamless filtering. Easily choose the type of filter you want to apply by clicking on one of the buttons and entering your search term.

This update also allows you to create custom filters effortlessly, helping you narrow down options and find the records you need in no time. Plus, you can save these filters for use by any licensed user, eliminating the need for everyone to create their own filters.

To learn more about how this filter can be used, please go to the User Guide – General Navigation – Components of a View.

Shop Module: Work Order Feedback

The Shop module now includes a feature called Work Order Feedback, enabling drivers or other employees who bring vehicles to your shop(s) to submit feedback on the service received. After the work order is completed or closed, the driver will receive an email at the address provided in their Employee record. They will be able to rate the service on a scale of 1 to 5 and provide additional comments. You can then generate reports based on shop location(s) to review this feedback.

For detailed setup instructions, please refer to the User Guide, specifically the “Shop Module: Driver Feedback on Work Orders” section. This feature is included in your Shop module annual pricing with no additional charge.

Questions or looking to receive a demo on our Shop module? Please contact your Client Success Coordinator.