Author: Ethan Wilke

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.2.1, which incorporates the following:

Solutions

• Corrected an issue that prevented the value of the Currency field from being saved when updating an Inventory Item
• Corrected an issue that prevented users from viewing the details of a Service Request that was generated via a “quick create”.
• A Work Order Notes grid now properly displays the value for the Added By
• Corrected an issue that prevented an Inventory Item’s Location from being displayed on the Inventory Item record’s Stockroom / Storage Locations
• Standardized information displayed in the footer across FTMaintenance Select.
• An Invoice’s Creation Date now displays the correct date.
• Payments against invoices can now be cancelled before the payment is recorded.
• Standardized the date format in Invoicing to match other dates in FTMaintenance Select.
• Corrected an issue that caused an error when guest requesters logged into FTMaintenance Select Service Request.
• Improved the tab layout of Work Order.

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.1.9, which incorporates the following:

Features

• Invoicing
  • Generate and manage invoices.
  • Create and issue invoices based on work orders.
• Notifications
  • Notify users of Service Request and Work Order events using text message (SMS) and push notifications.
• Inventory Management
  • Pull inventory items to work orders.
  • Restock inventory items from work orders.
• Work Order Management
  • Track work order part, tool, and labor costs.
• User Management
  • Identify an FTMaintenance Select user as a Labor Resource, Vendor, or Employee.
• Reporting
  • Generate a report that displays planned versus actual work order completion.
  • Generate a report that displays a Pareto chart of the top ten assets by labor hours.
  • Generate a report that displays a list of work order labor hours by labor resource.
  • View requester information on Work Order Form.

Solutions

• The Equipment Service History menu link now works as expected.
• All required fields are now displayed on the Create transaction page, allowing the transaction to be performed successfully.
• The work order Print button now works as expected.
• Corrected an issue that prevented Parts from being created from a Work Order.
• Corrected an issue that prevented Tools from being created from a Work Order.
• The Active Work Order List report now correctly displays data for Asset fields, Work Order dates and times, Customers, Labor Resources, and Locations.
• The Past Due Work Order List report now correctly displays data for Asset fields, Work Order dates and times, Customers, Labor Resources, and Locations.
• Recurring work order appointments now properly display on the Global Schedule after a date change is applied to a single appointment in the series.
• Part numbers now display correctly after being added to a Work Order.
• An asset’s Status can now be updated without providing a Status Reason.
• Part records can now be edited from the Work Order.
• Corrected an issue that caused Inventory Group records to disappear when clicked.
• Geofence Radius is no longer required when adding GPS Coordinates to a Location.
• Improved usability and presentation of Active Work Order List.
• Improved usability and presentation of Past Due Work Order List.
• Corrected an issue that prevented labor resources from being selected when creating a labor log.
• Corrected an issue that prevented user from viewing the details of a closed Work Order from the Recently Closed work order grid on the FTMaintenance Select Home.
• Corrected an issue that caused an error when selecting a value from the Item will be Measured In field on an Inventory Item record that represents a Building, Facility, or Property.
• The Item Will Be Measured In field now works as expected on Inventory Item records for Buildings, Facilities, and Properties.
• Values contained in specific drop-down lists are now ordered alphabetically.
• The Transaction History grid now properly displays additional columns.
• Inventory Item data now properly appears when selected as part of a Transaction.
• Corrected an issue that prevented users from emailing a work order.
• Corrected an issue that prevented a Country from being saved on a Manufacturer.
• Corrected an issue that prevented the Phone Number from being saved on a Vendor.
• Corrected an issue that caused Vendor records to be hidden when using the search bar on the Vendors.
• Corrected an issue that prevented data from being displayed on the Facilities.
• The MM user account can now be updated.
• The Quantity Used for this Work Order field can now be populated when adding a one-time Part to a Work Order.
• The Location table now correctly displays the Location Type.
• Customer data is no longer cleared when cancelling an update to a Customer record from a Work Order.
• Standardized text message notification recipient Phone Number.
• Location data is no longer cleared when cancelling an update to a Location.
• Corrected an issue that caused an error when deleting some Part and Tool records from Work Orders.
• Guest requesters can now successfully log in to the standalone FTMaintenance Select Service Request.
• The Assets tab can now be hidden from Work Orders.
• Part numbers can now be updated from a Work Order.
• Corrected an issue that prevented new Sales Representative records from being created by clicking a menu link.
• Corrected an issue that prevented the default “Main” Inventory record from being updated.
• Corrected an issue that prevented text message notifications from being properly set up.
• Improved the layout of the Planned vs. Actual Work Order Completion and Work Order Labor Hours by Labor Resource.
• Corrected an issue that prevented report downloads from being canceled.
• Corrected an issue that prevented service request configuration settings from being saved.
• The work order and service request Asset lists now only display maintainable assets.
• Corrected an issue that prevented new Users from being created.
• The service request Attachments grid now displays the attachment Name and Upload Date.
• Service Requests can now be emailed successfully.
• Work Order History records now contain Attachments.
• A Status Reason can now be added to a Service Request with a status of Information Requested and Rejected.
• Corrected an issue that resulted in data loss after saving a new Sales Representative.
• The values for a tracked part’s Quantity on Hand and Quantity Available fields now display when adding a Part to a Work Order.
• New Recipients can now be created in Notifications without error.
• Improved stability of the work order Tasks.
• Users can now access their User record from a main menu link.
• Corrected an issue that prevented a Unit of Measure from being selected when adding a new Part to Inventory.
• Corrected an issue the prevented previous data from being cleared when creating an Aisle, Rack, Shelf, or Bin.
• Corrected an issue that prevented records from being displayed in the Stockroom Items.
• Corrected an issue that prevented users from viewing the details of a Work Order History record if the Work Order contained one-time Parts.
• The Locations list no longer displays Stockroom records multiple times.
• Stocking Location records are now properly nested under their corresponding Stockroom in the Locations.
• Corrected an issue that caused an error when viewing an Inventory’s.
• Corrected an issue that caused an error when attempting to edit a Model via the Model dropdown list.
• Corrected an issue that caused an error when attempting to edit an Asset Category via the Asset Category dropdown list.
• New Part records are now set to “Non-Maintainable” by default.
• Corrected an issue that prevented Service Requests from being sent to specified Recipients.
• Corrected an issue that prevented Attachments from being added to Service Requests.
• Work Orders with a Status of “Completed” can now be transitioned to “Active”.
• Corrected an issue that caused inaccurate values for an Inventory Item’s Quantity Available when tracking the Inventory Item in multiple locations.
• Corrected an issue that prevented a Stockroom/Storage Location from being added to an Inventory Item record following creation.
• Standardized report naming convention.
• Inventory Items record’s Unit of Measure now defaults to “Each”.
• Corrected an issue that prevented users from editing an Inventory Item from a Stockroom.
• Corrected an issue that caused the Reactivated Work Orders list to display Work Orders with other statuses.
• Work Orders with a Status of “Skipped” can now be unskipped.
• Corrected an issued that caused deselected Assets to be added to Service Requests.
• Users can now be defined as a Labor Resource, Vendor, or Customer.
• Corrected an issue that prevented a Service Request Attachment’s name and upload date from being displayed.
• Work Orders can now be printed using the Additional Actions dialog box.
• The Planned vs. Actual Work Order Completion report no longer displays work orders with a Status of “Draft” or “Skipped”.
• Corrected an issue that prevented new Recipients from being added to Work Order and Service Request Notifications.
• Standardized requirements for creating User.
• A User Group’s Creation Date is no longer editable.
• Improved layout of Inventory Item record fields.
• Improved workflow of updating Service Request.
• Corrected an issue that prevented data from being displayed when editing a Work Order.
• Corrected an issue that prevented Work Orders from being updated.
• Corrected an issue that allowed guest requesters to access FTMaintenance Select.
• Locations can now be removed from service requests.
• Attachments can now be added to service requests without errors.

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v1.2.3.0, which incorporates the following:

Solutions

• Work orders can now be created for a date/time before the current date/time from the Global Schedule.
• The Work Order Form report now displays values for Location.
• Asset Status and Asset Reason now display on the Equipment grid on the Equipment Under Maintenance
• The Past Due Work Order List report can now be queried by Work Order Description.
• The On Time Maintenance Report can now be queried by Work Order Number.
• Corrected issues related to one-time Parts on Work Orders:
  • The Description field now displays the description entered by the user when creating or viewing the work order.
  • The Unit Price now displays the correct value when creating or viewing the work order.
  • The Quantity Allocated now displays the correct value when creating or viewing the work order.
  • The Quantity Used now displays the correct value when viewing the work order.
• Corrected issues related to one-time Tools on Work Orders:
  • The Description field now displays the description entered by the user when creating or viewing the work order.
  • The Unit Price now displays the correct value when creating or viewing the work order.
  • The Quantity Allocated now displays the correct value when creating or viewing the work order.
  • The Quantity Used now displays the correct value when viewing the work order.
• A unique name is no longer required to create a one-time Part, Tool, or Task.

Features

• Interface
  • Set and display the current time zone of the logged in user.
• Work Order Management
  • Print work orders with attachments.
• Reporting
  • Generate a report that displays work order completion metrics.
  • Generate a report that displays work orders by assigned labor resource.
  • Generate a report that displays downtime by asset.

Solutions

• Corrected an issue that prevented Inventory Groups from being displayed when attempting to edit.
• Corrected an issue that prevented the Priority drop-down list items from appearing on the Work Order creation page.
• Vendor information can now be edited from an Asset record.
• Indoor locations can now be created, added, or updated from an Inventory Item record without error.
• Improved usability of the Service Request Form and Work Order Form reports.
• Removed the requirement for a user to enter a Geofence Radius value.
• Improved date range filters for service requests and work orders.
• Corrected an issue that prevented phone numbers from being saved on Customer records.
• Service Request configuration changes can now be saved without error.
• New Inventory Item records now retain their Quantity on Hand values.
• Corrected an issue that caused an error when selecting a Stockroom Location from the Location grid.
• Individual occurrences of an appointment series can be deleted from the Global Schedule.
• Improved Work Order Labor Log creation process.
  Corrected an issue that prevented a Work Order Location’s Location Type from being saved.
• Runtime Units can now be created or edited via an Asset record.
• Reduced the requirements for generating the Active Work Orders List report.
• The Asset Cost History Report now works as expected.
• Updated report headers to include the name of the organization.
• Corrected an issue that prevented the Work Order Description field data from being displayed in the work orders grid on the All Work Orders page.
• Values for a Vendor’s Phone and Email fields now properly display in the Vendor Details window when accessed on the Vendors page.
• Values for a Task’s Assigned To, Estimated Hours, Actual Hours, and Completed By fields now properly display on a Work Order Task.
• Improved search functionality when using keyboard commands.
• Values for a Labor Log’s Name and Hours Estimated fields now properly display on the Edit Labor Log window.
• Improved navigation of Transactions pages.
• Improved the process of creating a Work Order using the quick creation method.
• Improved search functionality in Transactions History.
• Improved the process of attaching a file to a work order.
• Improved the ability for users to search list items in report queries.
• A Location’s Description field now accepts multiple lines of text.
• Improved query capability when filtering reports.
• Corrected an issue that prevented reports from downloading.
• An Asset’s Notes now reflect the correct date and time on which they were created.

Features

• Asset Management
  • Record asset downtime on work orders.
  • Edit asset downtime records.
• Deployment
  • Host and run FTMaintenance Select on your organization’s internal servers and network.
• Reporting
  • Generate a report that displays the details of a work order.
  • Generate a report that displays the details of a service request.
  • Generate a report that displays work order costs.
  • Generate a report that displays asset costs.
  • Generate a report that displays a list of assets.
  • Generate a report that displays a list of assets by location.
  • Generate a report that displays a list of active work orders.
  • Generate a report that displays a list of past due work orders.
  • Query reports to see a filtered set of data.
  • Export a report in Excel file format.
• Work Order Scheduling
  • View work orders on a calendar schedule, color-coded by maintenance type.

Solutions

• Corrected an issue that prevented Floor records that utilize special characters from being edited.
• Buttons related to adding Users or User Groups in Asset Configuration are more clearly labeled.
• Drop-down menus in the Stockroom Items list now work properly.
• The system now notifies users when illegal characters are used when entering a Description on a Service Request when creating a Service Request as a Guest.
• When creating a Maintenance Category on a new Service Request, the Maintenance Category field now automatically displays the newly created Maintenance Category.
• The system now properly validates phone numbers and email addresses when creating a Customer.
• The character limit for the Equipment’s Model Number field has been increased.
• The system now notifies users when the character limit is exceeded in the Asset Category field on an Asset record.
• Meter Type and Unit can now be entered on a new or added Meter Reading.
• The currently logged in User is automatically entered on a Downtime record.
• The system now notifies users when the character limited is exceeded in the Inventory Item Number and Inventory Item Name fields of an Inventory Item record.
• Downtime records can now be added when creating an Equipment record.
• The list of Parts, Properties, and Building records can now be sorted in ascending or descending order.
• A User’s Status is now displayed on the All Users page.
• Meter Reading details, such as Date, Data Type, and Units, are now automatically populated when the associated Meter Reading Definition is selected.
• Updating an Asset’s Location no longer changes the format of the address.
  The Service Request Configuration page now indicates the current Workflow Mode.
• The Service Requests section on the FTMaintenance Select Home page is now hidden when the Service Request configuration option is disabled.
• Asset Tree Nodes can now be filtered by Tag.
• Error messages no longer display when creating a Downtime record.
  A Location’s Location Type can now be updated successfully.
• When creating a Cost Center on a new Service Request, the Cost Center field automatically displays the newly created Cost Center.
• When creating a Customer on a new Service Request, the Service Request automatically displays the newly created Customer.
• One-time Tasks can now be deleted from Work Order records.
• Error messages no longer display when creating an Equipment record with a Runtime Unit.
• Values for Location Type now properly appear on the Add and Edit windows for Inventory Item Locations.
• Notification Events are no longer disabled when located via a search.
  Tooltips now display when hovering the mouse cursor over the icons in the Actions column on the All Work Orders page.
• Data with quotation marks can now be successfully imported.
• Updating the name of a child Location no longer changes the Location Type for the parent Location record.
• A new Customer’s Address now displays when a Guest creates a Customer from a Service Request.
• A Phone Number can now be entered on a Vendor record.
• Customers now display properly on Service Requests.
• The Manufactured Date and Installed Date fields are now correctly populated when Equipment data is imported.
• A Downtime record is automatically created when the Status of an Asset is changed to “Out of Service”.
• Property data can now be imported.
• An Area Unit field has been added to the Buildings import template.
• A Vendor Email field has been added to the Parts import template.
• Vendor Email and Vendor Description fields have been added to the Vendor import template.
• Work Orders now save Labor Logs for multiple Labor Resources.
  Deleted Users can no longer be edited.
• Transactions can now be performed on Buildings, Facilities, and Properties records.
• The Meter Reading Definitions grid now properly displays Units.
• Error messages no longer display when updating fields in the Meter Readings window.
• A Downtime Entry’s Start Time now properly saves the time as either AM or PM.
• Improved the selection of a State on a Work Order Customer record.
• The “Requested on Behalf of” fields no longer disappear when editing or updating a Cost Center on a Service Request with a Status of “Pending” or “Approved”.
• Corrected an error that prevented files from being attached to Equipment records.
• The system now notifies users when illegal characters are entered into the Phone field of a Customer record.
• Notifications for Blocked Work Order events now use the correct Notification Template.
• The system now notifies users when incomplete Address information is entered on a Customer record.
• A Customer’s Phone data is now saved when a new Customer is added from a Service Request.
• Non-required Custom Work Order Fields no longer prevent a Work Order from being saved.
• Adding a new Labor Resource from the Work Order Lead’s Name field no longer removes data from the Lead’s Name field.
• Updating a Stockroom location from the Locations page no longer disassociates a Stockroom Location with its parent Location.
• Corrected an error that prevented Units from displaying in the Meter Readings grid for a Facility or Tool.
• A Meter Reading’s Unit is now retained when adding a Meter Reading to a Part.
• Changes to a Meter Reading’s Units are now reflected in the Meter Readings grid.
• The character limit for Task Number has been increased.
• Asset Names that include spaces now properly display.
• Improved the process for submitting a Service Request.
• A Work Order Appointment’s Time now displays on all Appointment Blocks on the Work Order Schedule tab.
• Units are automatically populated when a Meter Reading Definition is selected.
• Floor names and numbers can now utilize a wider range of characters.
• Service Requests with a status of “Approved” can now be updated to “Information Requested”.
• Improved the process for editing a Downtime Entry record.
• Tooltips now display when hovering the mouse cursor over the icons in the Actions column on the Reports page.
• Corrected an issue that led to the inability to create or update an Equipment record.
• Corrected an issue that caused an error when adding a Meter Reading from the Meter Readings Sheet.
• Improved the ability to navigate to Draft Service Requests from other modules.

Features

• Usability
  • Search for units of measure based on their type, including quantity, length, mass, time, temperature, speed, and density.
• Service Request Management
  • Send email notifications to the service requestor.
• Notifications
  • Automatically notify labor resources via email when they are added to a work order.

Solutions

• Work orders can now be deleted from the global work order schedule.
• Confirmation messages for asset restrictions in asset configuration are clearer.
• Requestors now receive a warning message when the required Service Request Description field is not filled out.
• Text for recipient names and email addresses now wraps to fit the space provided.
• An indoor location’s location is now displayed as a path in the Name column.
• Locations now require all address data to be entered.
• Stockroom location numbers are no longer required.
• A service request’s Priority color-coding now works correctly.
• Error messages no longer display when entering valid characters in a service requests’ Requestor Email and Requested for Email fields.
• Error messages no longer display in a service request customer’s email field when creating a new customer record from a service request.
• The system now notifies users when character limits are exceeded or illegal characters are entered into Inventory Name and Description fields of an Inventory record.
• The system now notifies users when character limits are exceeded in Serial Number, rTotal Usage So Far, Usage at Installation, and Daily Runtime fields of an Equipment record.
• The system now notifies the user when required fields are not completed when creating a new Downtime record.
• Special characters now display properly in the Locations grid.
• Work order information now displays correctly on the Global Schedule.
• The warning message for Zip Code fields has been improved.
• Corrected an error that prevented the user from saving an asset record without viewing the custom fields tab.
• The system now notifies users when character limits are exceeded or illegal characters are used when creating a Facility Type from a Facility record.
• Locations associated with an asset can now be deleted.
• Special characters used in Location names now display correctly.
• Administrators can now hide service request and asset pages from users.
• Special characters entered in a location’s Name no longer prevent updates.
• Valid locations can now be updated or deleted from the Locations page.
• Work orders scheduled from a work order’s Schedule tab now properly display in the global schedule.
• Special characters (i.e., plus sign) can now be used in an asset’s Name.
• Administrators can now delete users.
• Asset names now appear correctly in runtime schedules.
• Meter reading units are now maintained when assets are updated.
• Asset records now properly display a tool’s Type.
• A meter reading definition’s Units now display correctly.
• Meter reading definitions are no longer hidden from the list after the definition has been updated.
• Asset names now display correctly when editing asset records from a work order’s Assets tab.
• Part names now display correctly when viewing or editing part records from a work order’s Parts tab.
• Tool names now display correctly when viewing or editing tool records from a work order’s Tools and Assets tabs.
• Deleted users can no longer be updated.
• User must now fill out all required fields on a meter reading.
• Date and Value fields are no longer carried over from previous meter reading entries.
• Notes are no longer deleted when a work order is created.
• The system administrator user can no longer be deleted.
• The user management page now defaults to a list of active users.
• Stockroom location names now appear correctly on the Locations page.
• Indoor locations are now properly nested beneath their parent location.
• Adding GPS coordinates to an asset’s location no longer causes errors.
• Viewing the Stockrooms and Storage Locations tab on a new inventory item record before it is created no longer causes errors.
• Saving work order configuration settings no longer causes errors.
• Adding indoor locations to parent locations no longer causes errors.
• Adding new labor resources to work orders no longer causes errors.
• Changing an asset’s Status to “Out of service” now creates a downtime record.
• A location’s Type is no longer removed from the Locations grid when an asset with a location is updated.
• Adding new indoor locations to a location from an inventory item’s Stockroom and Storage Locations tab no longer causes errors.
• Location Types are now properly labeled in the Locations grid.
• Users are no longer redirected to the FTMaintenance Select Home page when clicking a username in the Users grid.