Release notes

Work

• Delete several work orders at once. Tick work orders on the list and choose Delete, give a reason, and type the count to confirm. A completed work order cannot be deleted, and the report names any that were refused. This needs the permission to cancel work orders.
• Activity creation summary on Maintenance Due. A new view shows each maintenance plan’s rounds for three months as Activity 1, Activity 2 and so on. A round skipped by activity merge stays in its place in red and names the round that does its work.
• New work orders and problem reports start where you are based. The site and location begin at the Based at place on your workforce record. You can change them, and choosing an asset still moves them to the asset’s place.
• Fixed: category on a work order about an asset. The category now follows the asset and is locked, as the site and location already were. It used to be possible to save an asset’s work order under another category.

Assets

• Issue and Return from the register. Tick one asset and choose Issue, or Return if it is already out. You can issue it against one of its bookings or directly with no booking. A direct issue asks for Required until and holds the asset on the availability calendar until then. The same button is on the asset’s Bookings tab.
• Issued and returned history. An asset’s Bookings tab now lists every time it went out and came back, with or without a booking, and marks any that are overdue.
• Condition on transfer. Transfer now asks each asset’s Condition, starting from the condition it is in now. When you move several assets, each row has its own condition and Set every condition to fills them all. The confirmation shows any change, such as “Fair → Poor”.
• Book several assets at once from the calendar. On the availability calendar, tick machines or a whole category, drag across the days, and book them together. The tray says whether every one is free for every day, and New bookings raises one booking for each.
• Search the availability calendar. Find a machine by part of its code or serial number, even one inside a category you have not opened.
• More on the availability calendar. It now shows an asset issued without a booking, an asset still out past the end of its booking as overdue, and one that has been returned.
• Checklists at hand-over and return. Where your organisation has set a checklist for an asset, the hand-over and Take it back ask it before you can confirm. A row shows how many questions are answered, and the hand-over names any asset that still has questions waiting.
• Swap a machine by scanning it. At hand-over, scanning another machine that the line can take swaps it and proves it in one step. The row shows In place of with Undo swap. If you pick a machine from the list instead, the row shows where to fetch it from.
• Booking location at hand-over. The hand-over table has a Booking location column showing the booking’s site, with the place under it where the booking has one.
• Why a booking line is no longer held. On an asset’s Bookings tab, a line that was released or swapped now shows not held and the reason, such as the machine that went in its place.
• Switched-off sites in New booking. New booking no longer offers a site that has been switched off.
• Reader status. Readers now shows whether each reader is alive, silent, down or coming back, with a sentence saying what decides it.
• Issue and return several assets at once. Tick assets on the register and choose Issue for those that are in, or Return for those that are out. Each asset gets its own row, and Required until, for all of them fills every row, which you can still change one by one.
• Billing on an issue without a booking. Issue asks each asset’s Rate card, Chargeable and Billed, starting from the asset’s own defaults, and asks once who pays. An asset’s history shows what each direct issue was billed on and who it was charged to.
• Assets on a booking go out from the booking. Issue on the register is now for assets with no booking. An asset that a booking holds shows Booked on and the booking, and you issue it from that booking’s hand-over.

Property

• Lost reports are assigned to a team. A new lost report goes to the team set for its site, and everyone on that team is told until somebody starts the investigation. The lost reports list has new With, Start by, Outcome by, Outcome and Days open columns.
• Investigate and record an outcome. Choose Start to take a report, then Record the outcome: cleared, escalated, or ownership disputed. A manager other than you approves the outcome.
• Close a report as never found. Close it as never found records what was tried. Once a manager approves, the person who reported it is told. You can filter the list by Under investigation and Never found.
• Disposal needs approval. Disposing of a found item now asks Why and goes to a manager with Ask for approval. A manager other than the person who asked uses Decide to approve it or send it back with a note.
• Checks before handing something back. Hand it over now asks what you checked and needs at least two checks. For a valuable item, one of them must be starred: a matching identifier, a photo or receipt, or what is inside. It also asks for their phone, and the Checked column shows what was checked.
• Two people claim the same item. Two people say it is theirs holds a found item, and it cannot be handed over until somebody uses Settle whose it is.
• Found items not yet in store. An item that has been booked in shows Not yet in store until you choose Store, which needs a photograph and a storage place. Found items also have an optional Condition column.

Procurement

• Book in a delivery of assets one row per asset. When you receive an asset line, a grid gives each asset its own row for asset number, serial number, status, site, location, custodian and warranty date. You can type into it or paste from a packing list. An empty cell keeps what the order says.
• Receivable on order lines. Part and asset lines have a Receivable switch. Adds stock or Adds assets is the default. Records only records the delivery without adding anything. You can change it while the order is open, not only on a draft.
• Parts and categories when adding an order line. Add line offers a Part from the catalogue for a part line and an Asset category for an asset line. A catalogue part fills in its own description and unit.
• New requisitions start where you are based. A requisition raised from the Create menu begins at your Based at site and location.
• Request type. Where your organisation has set up requisition types, you choose a Request type first, and it decides what each line may ask for. Some types also need a Department, and some leave prices to the buyer, so the line’s price shows Priced by the buyer.
• Requested for on every request. A new request shows Requested for, starting with you. Only people allowed to raise requests for others can change it. The requisitions list has a Requested for column.
• Cost centre follows the person. Cost centre fills in from the user record of the person the request is for, and changes when you change Requested for. Your organisation can lock it in Form Studio.
• Project and task on each line. Where your organisation has open projects, each line can name the Project and Task it is bought for. The request then shows a Project / task column.

Finance

• T&C Appraisal Note Form. A new screen under Capex for appraising a purchase item by item, with its own approval workflow. Its approver can correct the note inside the approval and save it before approving.
• Bulk upload on the proposal consolidation register. One file can now correct or add proposals across every plan you can see. A new proposal names its plan in the Plan column. Download the listed proposals gives you the proposals the list is showing, ready to correct in Excel and upload.
• Approval Month Year in the capitalization upload. The Plans sheet of the capitalization upload now includes Approval Month Year.
• Fixed: opening balances after creating the first book. On the depreciation settings, loading opening balances into a book created on the same screen no longer fails.
• Tidier items on the T&C Appraisal Note Form. Qty now takes only whole numbers up to 99,999 and is totalled at the foot. The columns keep their width, so a quantity and the net value can always be read. The heading that repeated the form’s title is gone.

Analytics

• Compare a dashboard. Compare with on a dashboard’s filter bar offers The period before or Another site. Number tiles show the change with an arrow and a percentage, charts draw the comparison in grey behind each figure, and tables show the other figure under each one. A tile that cannot be compared says why.
• Open on this selection. Open on this selection makes the site, period and comparison you are looking at the ones everybody opens the dashboard on. Readers can still change them while they look, and a tile pinned to Today follows them.
• Comparisons in scheduled dashboards. A schedule can now include a comparison, and the dashboard’s list of schedules shows what each one is compared with.

Setup

• Asset conditions. Assets settings has a new list of asset conditions. Good, Fair, Poor and Unserviceable are the defaults. Transfers, moves and verification rounds offer your organisation’s list.
• Checklists at issue and return. Booking settings has a new section where you choose the checklist asked as an asset goes out and as it comes back. You can choose it by asset status, category and site, and check which checklist a given asset would get.
• Wording for any module on an approval email. On an approval notification, Add wording for a module lets you write wording for any module that has a workflow. It starts from your own general email.
• Placeholders grouped by where they come from. When you write notification wording, the placeholder list now shows each field’s name and groups them under The record, Custom fields, The workflow and Also on the event.
• Drag blocks on the page in Document studio. You can now reorder a template by dragging a block on the page preview onto another.
• Fixed: switched-off sites in priorities and rules. A priority or a rule set for a site or location that has since been switched off now shows its name instead of a blank or an id.
• Who investigates lost reports. Lost & Found settings has a new Who investigates section. For each site, you choose the team a new report goes to and how long it has to start the investigation and to finish it. A row with no site covers every other site.
• Requisition types. A new Requisition types screen sets the kinds of purchase request people choose between. For each type, you choose what its lines may ask for, which roles see it, whether it needs a department, and whether prices are left to the buyer.
• Hide a field from everyone. In Form Studio, Who sees it now has Hide from everyone, which also covers roles added later. On a field you added, it hides the field and its answers everywhere, including the register and exports. On one of the record’s own fields, it hides the field on the form and the record screen. The answers are kept.
• Searchable form picker. You can now search The form for in Form Studio instead of scrolling through the list.
• Back to the standard layout asks first. The button now says what will move before you confirm. It also puts back the photographs and files the product added, and appears on forms that have only your own fields.
• Fixed: longitude in imports. An import now offers a column for longitude beside latitude.

The field app

• Add more staff on any work order you may edit. Anybody who can edit a work order can now add a helper to it. Before, only the work order’s supervisor could.
• Condition when moving assets. Moving assets now has an optional Condition for each one, and Set all to… fills every row.
• Your organisation’s conditions on verification rounds. The condition buttons on a verification round now show your organisation’s own list.
• Confirm a dial that went round. When you enter a reading lower than the last one on a meter that rolls over, the app shows how far round that would take the dial. You tick The dial really went past … and back to zero before you can record it.
• Rollover on dials that show a fraction. A reading such as 9999.5 on a dial with a rollover of 9999 now says what the rollover needs setting to.
• New work orders start where you are based. A work order raised on the phone begins at your Based at site and location.
• Mandatory steps before saving. Editing a work order now waits until its mandatory checklist steps are answered, and Still needed says how many are left.
• Category follows the asset. When you edit a work order about an asset, the category is now locked to the asset’s, as the site and location are.
• Read RFID tags on a verification round. With an RFID reader paired, Read a tag reads the nearest tag. With the scanning list switched on, Start reading adds every tag the reader hears until you choose Stop reading.
• Checks before handing back lost property. Hand it over asks what you checked, as on the web: at least two checks, and one starred check for a valuable item. An item two people claim cannot be handed over.
• More of the lost and found desk on the phone. A found item appears as soon as it is booked in, before it is in store, and lost reports under investigation stay on the list.
• Fixed: fields hidden from a role. A field your organisation hides from a role is now hidden from that role in the field app too, on the asset screen and on the forms for work orders and new assets. A field hidden from everyone is not sent to the phone at all.

Elsewhere

• Forward an approval. An approver can now choose Forward, pick a person, and say why. That person decides the request in their place and cannot forward it again, and the deadline stays the same. The approval history shows who forwarded it to whom.
• Send back for revision in bulk. Under Waiting on you, you can now send several requests back for revision with one note. Each goes to whoever raised it.
• Filter notifications by module. The notification tray shows which module each notification came from and has a filter for each. Mark these read marks only what the filter is showing.
• What a connected AI assistant can change. When you approve an assistant, the screen now lists everything it can change, if you can too. It can raise a request, leave a comment, clear a trial’s sample data, add or change a site, add custom fields, and import records from a workbook and undo that import.

Work

• Fixed: decimal estimated durations. A maintenance plan’s estimated duration is a whole number of minutes. The plan now says so before you save, where a value such as 1.5 used to be refused on saving.

Assets

• Split lines open on the register. When the register shows one row per line, the parts of a split line are now listed beneath it straight away. You can still fold a line closed.
• Fixed: Created by and other record columns on assets. Created by, Modified by and the dates beside them now show on the asset register, where they used to show a dash on every asset.
• Delete a booking made by mistake. Delete appears on a booking until something on it is checked out. It removes the booking, returns reserved stock, and charges no fee. Deleting has its own permission, separate from releasing.
• Created by mistake, when releasing. Tick Created by mistake in Release the booking for no short-notice fee, no release notice, and nothing counted in the utilisation or cancellation figures. The booking then shows Created by mistake as its status.
• Charged to a cost centre. Cost centre now shows the cost centre of the person the booking is for, and you cannot change it on the booking. Under it you see the cost centre’s Indirect project and Indirect task, which its bills go through. To charge another cost centre, change who the booking is for.
• Nobody now means internal use. A booking charged to nobody is no longer charged through the cost centre of the person it is for. Nothing accrues and no bill is raised.
• Asset cost centre on asset lines. New booking, Add line and the booking’s own page show the cost centre each asset’s hire is credited to. You change it on the asset.
• Asset status at hand-over and return. At hand-over, each asset’s new status is already chosen from what your organisation set under Statuses. Take it back now has Status once it is back, chosen the same way. You can change either before you confirm.
• More on the Bookings list. The column menu now offers What is being held, Equipment type, Rate card, Billing frequency, Chargeable behaviour, Cost centre, Indirect project and Indirect task. Created by and its date show from the start.
  • Where a booking’s lines differ, the cell shows how many different values there are and lists each one.
  • Site shows the site’s name under its code.
  • Search finds a booking by the number of something it holds.
• Fixed: Holds left out tools and parts. The Holds column now counts tools and parts, so a tool loan no longer looks empty.

Finance

• Capex - Approval Note - (P/ S/ F). There is a new screen under Capex for the note a Project, Specified or Flexible proposal goes to its committee on. When a proposal’s planning is approved, choose Raise Approval Notes from its row’s menu on Consolidated Planning. Write the note over several sittings with Save as Draft. When it is complete, send it with Save & Submit.
• Correcting an approval note while approving it. The approver it is waiting on can correct the note inside the approval and save it. Approve waits until the note is saved and complete.
• A company without a currency. If the fiscal calendar’s company has no functional currency, Start on a new Capex Plan is held, and the form says where an administrator sets one.

Analytics

• Fixed: thresholds and targets on a widget. Amber past, Red past and Target each say under themselves when what is typed is not a number, and Save waits. A word in one of them used to stop the whole widget from saving.
• The Security board. It now sits with your organisation’s boards instead of under Shared with me. It also appears only once on Today.

Setup

• Bulleted text questions. Form Studio has a new question type, Bulleted text, for answers written as points. Its box has Bullets and Numbering buttons, and the answer reads as a list. A required one counts as answered only when a point has words in it.
• On a booking, under Statuses. For an asset status, you can tick Change it when handed over and Change it when taken back, then choose the status from the moves already allowed. The move then shows on checkout or on return. This needs the Bookings module.
• Fixed: switched-off sites when inviting. The Sites picker for an invitation or a new role no longer offers a site that has been switched off. Choosing one used to make the whole invitation or role fail.
• Which record a change belongs to, in User activity. Where changes are to lines of another record, such as a work order’s tasks, the list has a column naming that record and linking to it.
• Backups on an on-premise installation. Billing has a Backups section where you can see the last backup, take one with Back up now, and set a daily time and how many to keep. It warns you when backups are kept on the server’s own disk.
• A first licence from Billing. An on-premise installation with no licence yet shows its Installation and Organisation ids to send to your supplier. Paste the key they send back into Apply your licence. A licensed installation now shows its Organisation id as well.
• Saving a published document. In Document studio, a published template with a table that has no source now says so before you save, and Save waits. Pick where the table’s rows come from, or take the table out.
• Filter supply points by site or location. In Energy configuration, the Where filter is now a tree of sites and locations, so you can find the meters on one floor.
• Fixed: plan prices in the wrong currency. When you choose a plan, your selection is quoted in the currency its prices are shown in.

The field app

• Your bookings. Bookings on Home lists bookings you made and those made for you, with what is coming up first. Open one to release it, or to delete one made by mistake. Both need a signal, and the buttons say so when you have none.
• A better camera for labels. On an app updated to include it, every scan opens the phone’s own camera screen. It reads labels close up and from further away, and has its own light button.
• Fixed: camera wrongly reported as not allowed. On Android, Camera no longer says the app is not allowed to use the camera just after you took a photo with it.
• Fixed: Check out after an automatic check-in. When a status change checks you in, Check out now appears within a few seconds instead of waiting for the next sync.
• Fixed: conflicts after working online. A move queued after an online status change, check-in or check-out no longer comes back as a conflict in the Sync Center.
• Fixed: scans, notes and ratings failing to sync. Label scans from Scan, notes saved to the knowledge base from a job, and knowledge ratings no longer fail on the Sync screen. Ones already waiting go through on Try again.
• Fixed: labels stuck on Looking it up. During a count, a label that cannot be looked up now says so and asks you to scan it again.
• Bulleted text questions. These are answered in a multi-line box. Start a line with ”• ” or “1. ” to make a point.

Elsewhere

• A light when scanning. Where your phone or tablet lets the browser switch the light, the scanner shows a light button on the picture. This applies on Scan a label, the gatehouse, verification rounds and every scan box.
• Sharper scanning in the browser. The scanner now uses a higher resolution and keeps refocusing as you move. On Android phones with several rear lenses, it opens the main one.
• Only listed values in grids. In Edit in a grid and Fill in our columns, a cell holding something its column does not offer is outlined in red. Sending waits until you pick from the list or clear it.
• Fixed: a typed letter saved as the answer. Typing a letter on a grid cell with a list now starts a search in the list. Before, tabbing away kept the letter as the cell’s value.

Work

• Accept and Deny on a work order. Where your organisation’s statuses mark a move as the assignee’s answer, the work order header now shows it as Accept or Deny first, instead of the name of the status it leads to. In the status box it reads as the answer and where it goes, such as “Accept → In Progress”.
• Deny asks why. Deny opens Turn this job down? and needs a reason before it goes, so whoever picks the job up next knows.

Assets

• Verification and My audits. Verification now has two menu entries. Verification is for people who set up and sign off rounds. My audits is for people who count, so they no longer see the planner’s controls.
• Purchase price, book value and gain or loss when disposing. The Dispose dialog shows each asset’s purchase price and net book value. For a sale it shows the gain or loss against book value, or against purchase price where there is no book value, plus a total across the list.
• Add assets to a disposal by number. In the Dispose dialog you can paste asset numbers, or upload a CSV or workbook, with a count and a sale price on each line. You can also take an asset off the list before you dispose.
• E-way bills for a sale are prepared later. Disposing of a sale no longer prepares its e-way bill in the same dialog. The confirmation sends you to the E-way bills screen, where a large sale can be billed one vehicle at a time.
• Who last heard a BLE tag. Last heard now shows the date and time, and what heard the tag: the gateway’s name, or the person and whether they used Android or iPhone. Searching for the tag in the field app now counts as hearing it.

Finance

• A Capex heading in the menu. The capex screens now sit under one Capex heading under Finance, with shorter names: Plan, Add Proposal, Proposal Consolidation and Consolidated Planning.
• Capitalization Planning. A new screen under Capex plans when approved proposals become assets, lot by lot, along with the depreciation each lot starts. An approver deciding a capitalization plan sees it in the approval dialog. Approve waits until the plan is saved and complete.
• Change Logs. A new screen under Capex shows who changed what on proposals, their planning and their capitalization, field by field, and how each went through approval.

Setup

• User activity. A new screen beside Audit, for administrators, counts the audit trail by person, module and kind of record.

The field app

• Work the checklist, items and parts from Edit. The job screen now lists each step, item and part with what was recorded, without buttons on it. To answer steps, add photos or signatures, or fit or return parts, tap the job’s Edit pencil.
• Accept and Deny. A job waiting on your answer shows Accept and Deny, matched to the moves your organisation marks. Deny asks why you are turning the job down. Edit comes back once you have answered.
• Every status move on the job screen. A move your organisation has named in its own words now gets a button on the job screen, not only in the edit form. A move that cannot be made yet stays visible and says why.
• Mandatory steps hold back finishing. A move that would complete or close the job is disabled while mandatory steps are outstanding, and shows how many. Fixed: a mandatory step marked not applicable now counts as answered.
• Check in before editing. Where a status needs a check-in before a job can be changed, Edit appears once someone has checked in. A check-in on your phone counts straight away.
• Who is on the job, on the edit form. The Assignment card now appears on the edit form too, with Add more staff. The supervisor on a job can now add a helper where their role allows adding support, even without permission to assign work.
• Fields fixed when the job was raised. The type, site, bay and asset are locked on the edit form, and so is the estimate once it has been given. A note beside each says why.
• Fixed: old status names. After a status was renamed, jobs and assets on the phone still showed the old name until they changed. They now show the current name everywhere, including the Work list, the register and the status box.
• Meters due on their own schedule. On Meters, each supply point is now due on the reading frequency set for it, from daily to yearly, using the site’s clock. The headline reads “due a reading”. Supply points with no schedule are listed under Not on a schedule.
• Readings not yet sent. A reading still waiting on your phone is marked Not synced. A reading above the point where the meter rolls back to zero is held back with a warning, rather than sent and refused.
• Read details off the asset during a count. Where a verification round checks asset details, each line now asks for them. Tap It matches, It says something else or It looks different to take a photo. What you record is kept on the round for someone to accept, and the asset itself is not changed.
• Keep scanning during a count. Switch on Keep scanning until I press Done to scan label after label into a list, then tap each one to record what you found.
• Labels the phone does not know. When you have a signal, a label your phone cannot place is checked against the full register. Where the round accepts it, it is added as an unexpected find.
• Job types and priorities you can use. Before you choose an asset, the raise form only offers types and priorities your organisation allows at sites and asset classes you can reach.
• When the camera is not allowed. On Android, if the app is not allowed to use the camera, Camera now says so and offers Open settings. Camera also opens the camera now, where it sometimes opened the file picker.
• Wipe this device removed. More no longer has Wipe this device, which sat just below Sign out. If you forget your passcode, Start over is still on the lock screen.
• Notes without a knowledge base. If your organisation does not use the knowledge base, a job’s note box no longer offers to save to it.

Work

• A Workflow tab on every work order. It shows the status the job is in now and since when, every status it has been in with how long it stayed, who moved it and why, the approvals its moves waited on, and its SLA history: targets, pauses, and when a target was met or breached.
• How busy each technician is. When you assign a job, the picker shows how many open jobs each technician already has, such as “Rohit · 3 open”. You can still find someone by typing their worker number.
• Dates only where they apply. A work order whose type is not marked as planned work no longer shows an empty planned start and end, unless someone has set one. Planned work no longer asks who reported it. Change the type on the form and the fields swap before you save.
• Asking for more time. The New deadline box now opens on the job’s current deadline. You must pick a later one, and a line under the box tells you to use Reschedule to bring a date forward.
• Fixed: dates moving when you saved a schedule. Saving a schedule change could move the planned start and due date by your time zone’s offset, even when you had only changed the reason. Saving now keeps the dates you see.
• Sequencing removed. The Who and when tab no longer has the Sequencing panel.
• Tick several at once on the capacity plan. The work order type and asset filters are now a list of checkboxes that stays open while you choose. Ticking a parent also ticks everything under it.
• Measurement steps need a limit. A maintenance plan checklist step that records a measurement now needs a minimum, a maximum or both. You are told which step before the save goes out.
• Photo, remark and condition can be optional. In a verification round’s answer rules, click each box to cycle through Not asked, Optional and Required. Location fix is now called GPS location.
• Scope rules by asset type. A verification round’s scope rule can now be limited to asset types, which match whatever category an asset is in. The Include and Rule order controls have been removed, and rules you already have keep their settings.

Assets

• Kits. Kits now appears under Assets for organisations that have kits switched on. Kit labels can be printed like asset labels.
• Move a kit. Move kit sends a kit somewhere new or to someone new, with everything in it. Check first lists each item and whether it can go, because the kit moves whole or not at all. Where moves need approval, the whole kit goes as one request.
• A supply point’s change log. Opening a supply point on Energy, or in its configuration, shows its details. If you may read the audit trail, a Change log tab shows who changed it and when. You no longer need edit rights to open it.
• Sensors and readers can publish to our MQTT broker. How a device reports and How readers report have a new option for a gateway at a site with no broker of its own. Add a feed or reader set to publish to our broker, then issue it a key from its row. The screen gives you the settings to type into the gateway.

Sites

• Working hours for several days at once. Adding working hours to a site now lets you pick several days in one go, with Mon–Fri and Sun–Thu shortcuts. Days the site already has are left out. The day is now chosen by name rather than as a number.

Finance

• Capex-Consolidated Planning View. A new menu entry with one row per approved proposal. Head office plans each proposal’s cash outflow, GST credit and asset block here.
  • Update the plan from a spreadsheet downloads a template of the rows you may change and checks your file before anything is written. It lists which rows will change and in which columns, which rows cannot and why, and Update writes the rows that can.
  • An approver deciding a proposal’s planning sees the planning form in the approval dialog. Approve waits until the plan is saved and complete.
• Capex Proposal - for Consolidation is now offered to anyone who may view proposals.
• “Proposal” everywhere. The proposal upload, its template, the justification and the approver’s field changes now say proposal and Proposal ID instead of scheme and Scheme ID.

Analytics

• Pie and donut tiles. Dashboards offer Pie and Donut widgets for a count or a total by category. Each has up to four coloured slices plus a grey “everything else”. The legend gives every slice’s figure and share, and a donut shows the total in its middle. Clicking a slice’s name opens the list behind it.
• Donut charts in reports. A report’s chart can now be drawn as a donut, and its pie now uses the same legend.

Setup

• Files in an import. Once you map a column to a file or photo field, the Import Studio lists the files your sheet names. You can add them one by one or as a zip, and the list shows which ones are still missing. Each file is attached to the record its row becomes.
• Choose a financial year by name. On a fiscal calendar, the financial year is now picked from a list of named years that follow the start month. You no longer type a number.

The field app

• Who is on a job. A job now has an Assignment card listing the crew, the supplier and each person with their part, plus whether they have accepted.
  • If you may assign work, Add more staff adds someone as support. Whoever holds the job keeps it.
• Choose their part when you hand a job over. After you pick a person in Give it to, choose Primary, Support, Supervisor or Observer. Anything but Primary adds them beside whoever holds the job instead of replacing them.
• Open jobs in the picker. Choosing a technician shows how many open jobs each already has, when you have a signal.
• A job’s workflow log. Tap Workflow log at the foot of a job to see its status history, approvals and SLA history. It needs a connection.
• Better timing on a job. The Timing section now starts with when the job was created. Actual start and Actual end come from when people checked in and out, and a job closed without either shows when it was closed.
• Dates only where they apply. A job whose type is not planned work no longer shows an empty planned window, and Reschedule does not ask it for a planned start. Planned work no longer shows a reporter.
• More time, held at once. Ask for more time is not offered on planned work, so use Reschedule for those jobs. Once you ask, Edit and the status moves disappear straight away, without waiting for a sync, until the request is answered.
• More on each job in the list. Each row now shows the job’s type and the full path to where it is, down to the bay. It also shows the due date and time beside the countdown, and long titles wrap onto a second line.
• Move a kit from its label. Scan a kit’s label to see Move this kit. Check shows whether everything in it can go, and Move it moves it. This needs a connection.
• Assets in a kit are left out. Move, Who is holding them and status changes that take assets out of service now skip assets that are in a kit. A note says which kit each is in.
• Stock issued to a kit no longer offers return or close buttons. It comes back when it is taken out of the kit.
• A count shows what your round asks. A photo, condition or remark set to optional is now offered. A remark your round does not ask for is no longer shown.
• Fixed: switching organisation during a sync. Adding or switching an organisation while a sync was running could fail with an error. It now waits for the sync to finish.

Elsewhere

• Rollback in bulk. On Approvals, Waiting on you now offers Rollback for the selected requests, with one note for all of them. Requests at their first level are counted and left out.
• Company on an approval. The decision dialog now names the company along with the site and business unit.
• Requests for more time show only the deadline. An approver deciding a request for more time is no longer shown the job’s planned start and end, which the request does not change.
• Fixed: overlapping labels on a request. Long field labels in an approval dialog no longer run into the field beside them. A request with one section now fills the dialog’s width.
• A comment with every change, where required. Where a register requires a reason, editing a record asks for a Comment, and deleting one asks why in the same dialog. The comment is kept with the change in the record’s history.
• Times without seconds. A custom time field now reads 06:30 rather than 06:30:00.
• A new sign-in page. The sign-in and sign-up pages have a new look. The footer now links to the Help center and Contact. Organisations with their own branding are not affected.
• Your phone number when you start. Setting up a new organisation now asks for your phone number, checked against the country you chose, so our team can call to help you set up.

Procurement

• Catalogue in the menu. Catalogue now opens the Procurement group — the things your organisation has agreed people may ask for, with a picture and a price — and is offered to anybody who may raise a requisition.
• Requisitions. Purchase Requests in the sidebar now reads Requisitions. It is the same register.
• Purchase Orders only where you place them. Purchase Orders belongs to ordering, so an organisation that answers every requisition from its own stores and spare assets no longer carries an empty register in its menu.

Finance

• Add Capex Proposal. The sidebar entry that opens the scheme form is now Add Capex Proposal, the name a plan’s own lines use; it read Add a scheme.
• Every proposal in one register. Capex Proposal - for Consolidation lists the proposals on every plan you can open, for consolidating a round across units and divisions rather than one plan at a time.

Setup

• Add people from your directory. Add from your directory, on Access, searches your connected directory by part of a name, an account name or an address and adds whoever you pick, with the name, address and job title it holds. Nobody is emailed — they sign in with their Windows account or their directory password — and somebody disabled, locked out or expired in the directory says so rather than being offered.
• Getting started is the administrator’s. Getting started is now in the menu for administrators only. It had been showing a technician a list of imports, sites and roles to set up on their first morning, none of it theirs to do.

The field app

• Report an asset missing, and mark it found. An asset’s page offers Report missing with what happened, and It is here — mark it found with where it turned up and who found it. A reported asset moves to the Missing tab and its maintenance pauses until somebody finds it. Both queue without a signal and go with the next sync, and scanning a found asset’s tag is how you reach the button.
• Choose what you found, then Save. A count no longer records on a single tap. Pick an answer, change it or unpick it if your thumb landed wrong, and Save is the one press that queues anything.
• What a count asks of you follows your answer. A photograph, a condition or a remark is asked only with the answers your round asks it of, and the line under each says which — so a round that wants a photograph only with Damaged no longer holds up It is here. Answers your round does not offer are no longer drawn at all.
• Describe something that is not in the register. Where a round takes them, a label that reads as nothing — or a thing carrying no label — can be named, placed, photographed and queued. Nothing joins the register until whoever keeps it adds the find or turns it down.
• A count you cannot walk yet. A round published ahead of its start date can be read but not scanned or recorded against until the day it starts, and a round is listed only for somebody who may record a count.
• The whole path to where something is. Asset pages, asset pickers, the form for raising a job and every count line name the site and each location down to the bay — “Delhi Plant > Building A > Bay 4” — instead of the bay alone.
• Take a photo. Filling a form by photographing a nameplate is its own Take a photo button, straight to the camera; Fill from a document still opens your files for a datasheet or a photograph taken earlier. On Android the camera could not be reached from that button at all.
• Move part of a line. Moving assets counted by quantity asks How many for each line. Leave it empty to move all of it; fewer are split off into an asset of their own when the move reaches the server, and the rest stay where they are.
• A line counted by quantity is one row. The register draws a line split across several places as one row with its total, opening onto a row per part with the number each holds.
• Who else is on the job. Editing a job lists everybody else on it and the part they have — support, supervisor, observer — and says that giving it to somebody else replaces the primary only.
• A checklist answer you cannot change. A finished step whose answer is locked to roles you do not hold names those roles, instead of offering a reopen that could only be refused later.
• Send back for revision, and Rollback. An approval offers four answers: Approve, Send back for revision to whoever raised it, Rollback to the level before you, and Reject. Rollback is what Send back was. Each of the last three asks for its reason before it goes.
• Correct a request for more time and send it again. A request sent back to you opens with what the approver asked you to change and with what you originally asked for, ready to correct. Other kinds say they are corrected in the web app; any of them can still be withdrawn from the handset.
• Remarks and a file with your decision. Where your workflow asks for them, you write a remark and attach a file as you approve or reject. The file is kept with the approval, not on the record.
• Where a request has been. A request’s chain lists every rollback, revision and resubmission beneath it — who sent it back, what they asked for, and whether anything changed when it came again — and each step says whether it is waiting, waiting its turn, or being asked again after a rollback or a revision.
• Figures with their unit. A dashboard figure recorded in a unit of measure prints with that unit.
• Named for a screen reader. Every control on the approval screen now has a name a screen reader can announce.
• Fixed: a handset that stopped answering after being put away. Coming back to the app after a long spell in the background could leave every screen failing to read anything until it was restarted.
• Fixed: signing out. Sign out could sit for minutes on a handset signed into more than one organisation; it now gives the server five seconds and moves on. Signing back in afterwards pulls a fresh copy rather than believing it still held one.
• Fixed: a notification tapped on the approval screen. A push opened while you were already on Approvals changed the address and opened nothing; it now opens the row it names.
• Fixed: handing over the wrong person. A job with an observer on it opened with the observer in the picker, so giving it to somebody else said it was replacing them while it replaced the primary.
• Fixed: “It is here” in a different place. Opening the place picker and then pressing It is here dropped the place you chose. It is now recorded as the move it is.

Elsewhere

• Four answers on an approval. Approve, Send back for revision, Rollback and Reject. Rollback is what Send back was — to the level before you, to look again — and Send back for revision goes to whoever raised the request, who alone may correct it, send it again or withdraw it. Rollback is never offered at the first level, and revision only where that kind of request can be corrected.
• Correct a request and send it again. A request sent back to you for revision opens with what you were asked to change, and Edit and resubmit returns it to the approver who asked. The approvals given before them stand.
• The same four on a record. A record’s approval card offers Send back for revision and Rollback beside Approve and Reject, rather than leaving two of the four to the approvals screen.
• Remarks and a file with a decision. Where your workflow asks for them, an approver writes a remark and attaches a file as they approve or reject, and the file is kept with the approval rather than on the record. Approving in bulk asks for the remark once where the selected requests want one.
• Withdrawing says why. Taking back one of your own requests asks for a sentence, kept with the request, which anybody it was waiting on can read.
• Where a request has been. The approval chain lists every rollback, revision and resubmission underneath it, and each step says in words whether it is waiting, waiting its turn, rolled back, sent for revision, or being asked again.
• Requests about what you wrote. Raised by you also lists requests a colleague sent about a record you wrote, so being told one was rejected now opens a list with that request on it.
• A line answer survives a second look. On a request decided line by line, the verdict you gave when the step was last asked still stands, is shown as such, and can be replaced.
• More on an approval at a glance. The decision dialog names the whole location path and the category, and a signed step shows the approver’s job title beside their name.
• Fixed: signing out with Windows sign-in. Signing out no longer signs you straight back in.

Work

• Filters on the capacity plan. Narrow the plan by work order type, asset, location, frequency and assignee. One set of choices holds across the timeline, the year and the breakdown, and every total recounts to match.
• Site and location follow the asset. Once a work order names an asset, its site and location come from that asset and are held there, with a line saying to change or clear the asset to move the job.
• A due date you choose. A due date you type on a new work order becomes that job’s own deadline, and the line under the box says so. Left as it was filled in, the job keeps its priority’s promise.
• Deferring in bulk. A bulk deferral can no longer be sent to a moment that has already passed, and pressing Return in the panel no longer sends one with no date and no reason.
• Dates on a work order’s history. Each entry carries its full date and time rather than only how long ago it was, so a job read after the fact says when the technician arrived.
• Units by name. A maintenance plan’s checklist steps offer each unit of measure by its name rather than its code.

Assets

• Edit a reader. A reader’s own page has an Edit button, so how it is reached, what it subscribes to, how much of what it sends is kept and whether it is paused can all be changed from the reader itself.
• Who hears when a reader goes down. Set the reader’s heartbeat and how many of them it may miss, then name Who is told and Also tell — the people who hear when that reader, one of its antennas or one of its gateways goes down and comes back. Leave both empty and it goes to the head of the reader’s site, as before.

Sites

• Opening hours on your own clock. Adding a day to a site’s working hours says what the time you typed is on your own clock, so a site left in the wrong timezone shows itself before it decides a deadline.

Inventory

• Store, not warehouse. The stock movement form asks for a Store, which is the word the rest of the product uses.
• Reasons in words. A movement’s reason list reads as words rather than as underscored codes.

Procurement

• Units by name. Requisition lines and draft order lines offer each unit of measure by its name rather than its code.

Finance

• Add a scheme from the menu. Add a scheme sits beside Capex plans in the sidebar, under its own permission, and adds to any draft plan you can open.
• Your own questions on a scheme. The scheme form asks every question your organisation has added for schemes, not only the ones answered with a file, placed where you arranged them.
• Schemes from a spreadsheet. Budget categories are matched by code or name along with the units, departments, cost centres and natures of investment, and a scheme’s value is its fresh sanction plus its approved carryover.
• Starting a plan. The button on Capex plans that opens a new plan is now Capex Plan, the same name as the form it opens; it read Start a plan.

Analytics

• Narrow one report to some sites. A report’s run screen has a Sites filter — company, business unit or site — that narrows that run alone and leaves the site switcher where you had it.
• Money figures. Tick Money on a total, average, smallest or largest and it prints with its currency on the screen, the chart and the PDF. Spreadsheet cells stay numbers you can add up, with the currency named in the heading.
• A shorter report builder. A well holding fields folds to one line naming the first few, and a saved report opens with them folded, so the preview stays in view while you change one thing.

Setup

• Priority rules in one section. Priority rules and what a priority promises where are now one rule: which priority jobs at a site, against a category of asset, of a type are raised at, and what that priority promises them. A rule that sets no time of its own shows the priority’s standard rather than leaving you to look it up.
• Work order categories. A new list at the foot of work order settings, and each work order type can be filed under one — the heading its jobs are reported under, including jobs already raised.
• Reported by the plan’s author. A work order type can name whoever wrote the maintenance plan as the reporter of the jobs that plan raises.
• Whose bot, whose sender. Telegram and WhatsApp each ask whose account messages go out from: one you set up yourself, or, where it is offered, ours.
• Is Telegram reaching you? The Telegram tab says when it last heard from Telegram and when it was registered, and shows Telegram’s own words where delivery is refused.
• What a Telegram message arrived with. The attached-files line opens the list of files, says why any of them failed, and offers Try again where one can be retried.
• Confirming a WhatsApp number. WhatsApp settings asks for a verification template with a copy-code button. Your people confirm their number with the code it sends, and nobody receives anything on WhatsApp until they have.
• What Meta sends back. The WhatsApp tab holds the address, token and app secret to give Meta, says when Meta last reported and how it rates your number, and lists what people sent and what each message became.
• File e-way bills through your own service. GST settings now holds the whole connection: its test and live addresses, the account and key, what each request sends and where in the answer the outcome is — with a preview of exactly what would be sent for a real bill before anything goes.

The field app

• Fill a form by saying it or photographing it. Where your organisation has it switched on, Say it and Fill from a document read a nameplate, a datasheet or a spoken sentence into the boxes when you raise a job, add an asset or report something lost or found. What was heard is shown, so a misheard number can be caught, and this one step needs a connection.
• Lists you can answer. A question answered from a list of options is a picker here now, rather than one to open a browser for. One that takes several answers at once still is.
• Answers read as words. An answer chosen from a list shows its label on the asset and job screens, instead of the value it is stored as.
• Finishing a job from the status picker. Every move your permissions allow is offered, including the ones that finish or cancel a job. They used to be left out, so an organisation whose finishing status is called something of its own could not reach it from the picker at all.
• Where a job is. The work order, the Work list and an asset name their site rather than printing its code.
• Site and bay follow the asset. Editing a job that names an asset keeps its site and bay held to that asset, and choosing another machine moves the job to where that machine is.
• Scan a shelf. Tick Keep scanning until I press Done and the camera reads one label after another into a list, with a short buzz for each new one. A label nothing holds says so, and one that could not be looked up says there was no signal rather than that nothing has it.
• Your organisation’s icon. The sign-in, unlock and More screens carry your organisation’s published icon where it has one.
• Waiting on a step. A pending approval says which step it is with, rather than reading as a colleague’s name.
• Planned work in a saved view. A view filtered on Planned work narrows the handset’s list too.
• Signing out ends the session. Signing out ends it on the server rather than only forgetting it here, and stops that organisation’s notifications on a shared handset. The sign-in screen no longer promises a shift: a handset stays signed in while it is being used.
• Waiting out a busy moment. When the server turns a sync away for asking too often — a whole shift signing on at once — the app waits and tries again by itself instead of asking you to.
• Fixed: starting over without the passcode. Start over on the lock screen now clears the handset so a new passcode can be set; it used to ask again for the passcode that had just been forgotten. Wipe this device clears every organisation on the handset as well.
• Fixed: a handset that would not sync. A handset signed into a second organisation could stop syncing and show nothing of its queued work. Unlocking it now puts that right.

Elsewhere

• Bulk actions leave locked rows alone. A record waiting on an approval can no longer be picked for a bulk action on work orders, work requests or assets — by hand or by “all matching” — so an action is never sent for a row it can only fail on.
• Confirm your WhatsApp number. Your profile has a card for the number WhatsApp messages should go to. A code arrives there, and nothing is sent to you on WhatsApp until you enter it.
• Files on a question, by name. A question answered with files names each one, with a cross to take it off, and says which are still to be uploaded when the form is saved.
• Select all, on every picker. Any picker short enough to list its options offers Select all and Clear all, and both at once, so a part-finished choice can be finished in one press. Long names now truncate inside their chip instead of running under the next field.
• Section codes are no longer headings. A field filed into one of a screen’s own sections no longer draws that section’s code as a heading above it.
• Fixed: where your WhatsApp messages go. The WhatsApp line in your notification preferences named the telephone number on your profile, which is not where WhatsApp messages are sent. It now names the number you confirmed, and says when you have not confirmed one yet.

Assets

• Asset type. Type is a new field from a list in your asset settings, empty to start; it changes no plan, contract or rule. A type can be limited to some categories (and those beneath them), and choosing a category that does not offer an asset’s type clears it.
• Category is one question. A category is asked as one tree again, not as Category then Type.
• Who took a disposed asset. A disposal now always asks why the asset left, who took it and the reference, plus the buyer, invoice number and date and each asset’s price for a sale, once at the top of the form. A buyer can be a customer or a supplier.
• E-way Bills. Under India GST, E-way Bills is a new register beside your assets.
• E-way bills on a move. A move between sites prepares its bills too: per site left, the GSTINs, tax, travel document and an editable HSN code, rate and value per asset. One set of transport answers covers the lorry (the vehicle can come later), and a consignment over the threshold is always included.
• E-way bills on a sale. A sale prepares its bill without asking for the buyer, invoice and price again.
• Filing. Each bill’s page lists what to correct (such as a missing PIN code, town or street address, or neither a vehicle nor a transporter), then files it with the portal. You then see its number, date and validity, can download the print, and can cancel it with a reason while the portal allows.
• Refused bills. A refused bill stays a draft with the reason; the move or sale stands either way.
• Bills. Bills, beside Bookings, holds what a booking’s charges were billed as, under its own permission.

Finance

• Scheme justifications. On a capex plan, Justification on a scheme’s line opens its author’s document, before and after you decide. Lines also show each scheme’s category.
• Mark a scheme Flexible. An approver with the permission can set or clear Flexible, the only hand-chosen category, which decides the scheme’s chain. It saves on the press, so the next approver sees it whether or not you sign.
• Plan description. A plan’s description uses the justification editor, pictures included.

Setup

• Import steps. An import shows its progress as Upload, Review, Import.
• Corrections rechecked. A correction on the review is rechecked by itself, not with the whole file.
• Leave a row out. A row you cannot fix, such as a machine listed twice, can be left out and put back later.
• Notification wording as HTML. Wording can be edited as HTML, and wording the visual editor cannot hold opens that way. A note names what the visual view would simplify (a coloured box, a table, a picture, colours and borders), and switching asks first.
• Fixed: lost template layout. Opening such a template in the visual editor no longer makes the next save turn its banner and table into plain paragraphs.
• Placeholders and preview. Insert a placeholder and Preview work in either view.
• Customer addresses. A customer’s row in commercial settings opens Addresses: billing and delivery, each with a GSTIN under India GST. A sale’s e-way bill reads them.
• E-way bill account. GST settings holds the filing account: name, your organisation’s key, and test service or live. Start on the test service, which the government never sees, and switch once a test bill succeeds.
• The filing key. A saved key is never shown again, only its last few characters; leaving the box empty keeps it.
• Discovery agent without a command line. Each platform shows the server address and key to copy, and where its installer asks for them: a page in the Windows installer, a dialog after the Mac package installs, a connect entry in a Linux desktop’s applications menu, or the Android app on first open.

The field app

• New look. Lists, field blocks, the work order header and Home’s tiles are cards, as in the web app. A count with something late turns red, and the current tab has a pill.
• Status and priority. A status chip and priority bars show on the Work list and the work order.
• Appearance. More offers Light, System and Dark, so you can go back to following the device after trying dark.
• Scan in pickers. A scan button sits beside the search box when you:
  • raise a work order against a machine or start a round on one
  • choose the site and bay for a move
  • fit a part from the bin or hand one out to a machine
  • take a tool or hunt for a tagged asset
• Unknown labels. A label for something not on this handset tells you to sync; one the list leaves out on purpose is refused with the reason.
• Fixed: Take and Put back. These work again on a work order’s tools; they were disabled on every handset.
• Tools taken on a handset. These now appear under the work order with Put back.
• Search tools. Narrow the tools list by typing a name or number.
• Category and type. Adding an asset asks one category tree, with Type limited to types allowed for it.
• Verification checked at the asset. An outcome missing a required remark, reason, condition, photograph or location is not recorded, and the card says what is missing, rather than failing later on Sync.
• Re-recording clears refusals. Recording a line again clears its old refusal from Sync.
• Somewhere else. This now asks where the asset is, using the place tree; a site alone is not enough. Before, the count was refused for lack of a location.
• Location for rounds. A round needing your position says so on opening, tells you if location is not allowed or not available, and lets you retry. Outcomes needing a position are hidden, but Could not get to it stays.
• Your own walk list. Lines given to another auditor leave your list and count, and scanning one says who holds it.
• Lines still to walk. Lines marked look again, and lines the server refused, count as still to walk. The Work count and the list now agree.
• Starting a round opens it. Without signal, the screen says it is recorded and opens on the next sync. Rounds you started appear under Today.
• Who did this inspection? Asked on submit, with the people on the device, when your login has no worker record; such rounds were refused for lacking an inspector.
• Refused submissions. A refused submission no longer leaves the round locked, so you can fix it.
• Profile saves. The result shows under the button you pressed, the screen no longer blanks, and a save that landed is not undone on screen.

Elsewhere

• Scan buttons in the browser. A scan button now sits beside:
  • a requisition and its site
  • issuing or reserving a part on a work order, or booking a tool to one
  • booking lines
  • swapping a component
  • a meter reading for a past day
  • filing a document against a record
  • marking up a floor plan
• Scans follow the list. A scan cannot choose what the list excludes, such as a tool not free then or a place outside the sites shown; it is refused with the reason. People and cost centres get no button.
• Codes read as words. Fixed-list codes show as words in your language in pickers, editing cells, record facts, approvals and request changes.
• Row buttons. On wide tables, row buttons stay in view and carry icons; remove looks like remove.

Work

• Delete a work order. The button now reads Delete, and its confirmation asks whether to delete this work order.

Assets

• BLE tags. BLE tags is a new register beside GPS trackers.
• Fit a tag from the asset. An asset shows its tag or Fit a tag: pick a spare or register one by the MAC address on its label. Removing one asks why, and the note is kept.
• Tag readings. A tag’s last battery, temperature, humidity, motion or button report is shown, and one with no iBeacon identity is flagged as invisible to iPhones.
• Transfers in asset history. History lists every transfer: field, old and new value, why and who, including custodian, department and status changes.
• Change a booking. Change reopens a booking not yet handed over, with its lines. Its kind stays the same.
• Rate card per line. Each line shows its rate card, billing frequency and whether it is charged. The machine’s default card is preselected; the picker offers others valid at that site and date, with prices.
• Billing frequency. Per line: end of each week or month, quarterly, six-monthly, yearly or every so many days.
• Where an uncharged booking lands. Before saving, you see the cost centre of the person it is for, and its project and task.
• No bookings in the past. A booking cannot start in the past, and the form says so before you save.
• Changing a booking’s site. This clears assets, tools and places chosen at the old site.
• Availability calendar. Tick several classes, and narrow by company, business unit and site; ticking a company ticks everything beneath it.

Finance

• Capex schemes from a spreadsheet. Download the template; rows with a scheme number correct it, rows without add one, and unlisted schemes are untouched. The file is checked on choosing, with problems listed by row, and nothing is written until Upload.

Analytics

• Report categories. Reports in the menu opens into categories with counts, each opening its reports; categories come from saved reports, so new ones appear on save and empty ones do not.
• Menu state. The menu stays as you left it.

Setup

• Is one of. A condition about another record (on a rule, workflow or report filter) now starts as is one of, with a multi-select picker.
• Field list. A field’s key is no longer repeated under its name.

The field app

• Find a BLE tag. Use Find its BLE tag on an asset, or Find a BLE tag on Home to list tagged assets. A bar, percentage, distance and optional beep rise as you close in, with no signal needed.
• Problems shown first. Bluetooth off, location off or a declined permission is explained, with a settings button where possible. A tag with no iBeacon identity is flagged as unhearable by iPhones, with what to add.
• Phone and tablet only. The field app runs only as the installed app; a browser is pointed to the phone app or web app. Browsers no longer fill the device list.
• Act from a scan. A scanned asset’s page carries edit, move, change status and add a photograph, where offered.
• Category and type. Adding an asset asks Category then Type where you have both.
• Add an asset. Hidden on Home for accounts that may not add assets.
• Starting a round. Choose the target, then the round; only rounds valid for that class and site are listed, or the screen says why there are none.
• Due dates in site hours. Due times count the site’s open hours: ten hours from Friday 3pm at a weekday site is due Monday.
• Jobs against a site. These get the same answer from your agreements as jobs against a machine.
• Meter reading attachments. Add photographs and files, such as the dial or the bill.
• Location when recording a line. A round recording scan locations checks yours when you record a line and says at once if it cannot (permission, no fix indoors, or the device), rather than failing at sync.
• Condition buttons. Good, Fair, Poor and Unserviceable, in words, two across on a phone.
• Photograph location band. Waits longer for a position and says why when there is none.
• Asking for more time. While pending, only status, dates, deadline and the site, asset, class of asset and kind of work are locked, each saying why; the rest still saves.
• Virus check on Sync. Photographs still being virus-checked say so on Sync. The next step goes up when the check ends, and a failed file shows as quarantined.
• Google and Microsoft sign-in. Offered on the first screen; with no passcode yet, it asks only for the passcode.
• Second organisation. No second passcode prompt, and a fingerprint covers organisations added later; a handset pointing at the wrong one fixes itself at the next passcode.
• Signing back in. The same person keeps the handset’s copy; anyone else gets a fresh one.
• Approval details. Requests show business unit and location beside the site, and where a request changes no fields, its record is shown open.
• One unreadable item. An item that cannot be unlocked no longer fails its list; it is kept for later.

Elsewhere

• Error messages. Errors are plain sentences with a hint. Duplicate codes, records in use, slow pages, ended sessions, dropped connections and server restarts each have their own.
• Approve asks first. Approving opens a short note panel instead of signing on click.
• Remarks already written. Answers come pre-filled with Approved, Rejected or Sent back for changes, and none requires typing.
• Approval levels. A request shows its level, the total and who signs next, with later levels drawn quietly. It used to read “1 of 1 outstanding” at the first of three levels.
• Approval dialog details. Business unit and location show beside the site.
• What a request would change. Each field, now and after, is listed on the dialog, acknowledgements and your own requests, frozen once decided.
• Where a change came from. Activity and history name the source: the field app, an import, an integration, an approved request or the product. Web app changes are unlabelled.
• History note. The note under history is in plain language.
• API example request. The API behind this screen shows every field, required first, in the right shape. References say which record they point at, with the short form a click away.

The field app

• Approvals. Approvals on Home lists what awaits your signature, what you are asked to look at and what you raised. Approve, send back or reject with a reason, ask a colleague, fill in or amend a step’s fields, or withdraw your own.
• Approvals count. Home counts what is blocked on you, red once overdue.
• Approvals limits. Line-by-line decisions stay at a desk, and approvals need a connection.
• Notification banners. A notification shows as a banner while the app is open.
• Tapping a notification. Opens the approval or work order it names.
• Saved views. A chip above Work offers the board’s saved views and remembers your choice. Views are made in the main app; where one needs something unavailable offline, such as a custom field, the list says so.
• Items on a work order. List, correct or remove items used or needed, with quantities, offline. They print on the work order and are not taken from stock.
• Fixed: Ask for more time. It now asks for a reason from your organisation’s list, with a note where required. Before, every handset request was turned down at sync.
• Ask for more time moved. Now on the work order rather than the edit form, following your current status rules.
• Camera or gallery. Take a photograph or choose one. Chosen ones are recorded as such, so a fresh-capture question still asks why.
• Place-and-time band. Now on one-press camera photos for checklist steps, inspection checks and verification lines, where required.
• Photographs on status changes. You get a camera instead of an unanswerable text box. A question the handset cannot answer holds the move.
• Read-only evidence. Photographs and files are read-only on the work order screen; change them on the edit form.
• Meter search and filters. Search code, name, asset and place; filter by measure or site, or by meters not read recently or never.
• Locate tag. With an RFID reader, Locate tag hunts for an asset’s tag by bar and beep.
• Writing RFID tags. Writes the asset’s number without a printed label, and checks it reads back as that asset before offering Write, refusing with the reason otherwise.
• Fixed: No tag answered. No longer shown on readers that report each tag once per sweep.
• Category tree. Category is a searchable tree, so same-named classes can be told apart.
• Reported by. Offers you and shows who is recorded, not Not saying.
• Crew picker. Shows who holds the work order instead of blank.
• Reschedule. Hidden while the chosen status freezes dates.
• Due dates from service levels. New work orders take the service level for that site, class of asset or kind of work.
• Order of registers. Hand-ordered registers, such as statuses, keep their order.
• Saves go up at once. Saves send immediately, or the moment signal returns.
• Results without Sync. Outcomes reach the screen without Sync, and open screens refresh about every half minute.
• Sync keeps your screen. Half-typed notes and status questions survive a sync.
• Less mobile data. Sync no longer refetches every translation.
• Checklist corrections. A quick correction is no longer a conflict with itself.
• Stuck sync. A multi-organisation handset stuck mid-sync recovers at the next unlock.
• Barcode reader. Ready in advance, so a first scan works offline.