2022 Assetas Release Notes

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Version 5.1 (9/21/2022)

  • Added Work module and supporting documentation.
  • Added SFTP functionality to offer all three major flavors of FTP integration.
  • Added a direct database connection data import.
  • Group form types by category when applicable.
  • Refreshed layout, updated theme, and updated rider theme.
  • Added Contact to Contact import.
  • Added Associated Contacts variables.
  • Added tool to generate report with all form questions and their answers.
  • Expanded Work module for resourcing and expected parts functionality.
  • Added ability to email table reports as Excel files.
  • Added ability to email FTP summary results.
  • Added telemetry aggregation at parent asset record.
  • Added ability to copy, delete, and export records from the bottom of detail page.
  • Added ability to bulk delete Telemetry data.
  • Improve data change log for scheduled jobs.
  • Added ability to sync documents to associated contacts in Trek.
  • Updated date variables to accept day offsets.
  • Improved Scheduled Job interface and data visualization tools.
  • Expanded reporting abilities for data associated to forms.
  • Added Primary and Secondary Asset variables.
  • Added conditional import logic to skip rows.
  • Improved visibility into asset attributes in Trek.
  • Improve back-end workflow task processing.
  • Added ability to set dashboard control refresh frequency.
  • Added date variables to scheduled job mappings.
  • Enhanced tools to rename dashboard controls.
  • Added Correspondence to the Asset module.
  • Added more visibility to Asset Location
  • Added ability to copy Contract Groups.
  • Added "Available in Trek" toggle for Forms.
  • Added tags to Scheduled Jobs.
  • Updated Change Log display.
  • Optimize and standardize form and attribute option interface.
  • Standardized default record statuses.
  • Enhanced system ticket closure logic.
  • Various minor improvements.
  • Various bug fixes.

Version 5.0 (7/6/2022)

  • Applied new UI theme.
  • Developed Dark Mode and ability to store Dark Mode account photo.
  • Added accessibility support for WCAG 2.1.
  • Applied Google's Tesseract OCR Library.
  • Added Asset Depreciation functionality.
  • Created Evaluation Type Data Import and Export.
  • Added ability to copy scheduled jobs.
  • Added ability to associate task to asset at task creation.
  • Expanded Schedule Job details for more robust evaluation.
  • Added Contact Association Type Import.
  • Updated address import logic and added data retention job to clean up null addresses.
  • Expanded chart types to include Line and Spline chart types.
  • Improved asset, contact, and form data import mapping using IDs.
  • Improved data import log for error row number(s).
  • Added ability to copy sections and attributes for asset types, contact types, document types, and task types.
  • Added ability to white-label on tablet view.
  • Added ability to define set number of rows for scheduled job processing.
  • Added ability to process an array in scheduled jobs.
  • Expanded scheduled job modifiers to ignore rows based on value.
  • Added {LastSuccessDate} and {LastSuccessDate +/- n} variables.
  • Added ability to group values in a selection list.
  • Added Funnel and Pyramid report chart types.
  • Simplified file attachment names when added from forms.
  • Improved visibility into scheduled jobs, such as priority.
  • Included an anonymous indicator in Reports list.
  • Added auto legend position based on chart type and available space.
  • Add backup value to scheduled jobs.
  • Various minor improvements.
  • Various bug fixes.

Version 4.3 (5/10/2022)

  • Improve Chart renderings including color options, zoom ability, and 45 degree shifts.
  • Converting the following pages to the new controls.
  • Asset Detail Treeview
  • Content Pack Merge
  • Dashboard Controls
  • Document Template
  • Evaluation
  • Explorer
  • Form
  • Marketplace
  • Notification
  • Report View
  • System Health
  • Developed ability to associate manufacturers, models upon bulk document import.
  • Limit anonymous report designs to administrators.
  • Improve styling to report tables.
  • Improved asset formatting for tracking code and QR code.
  • Improved report and form list displays.
  • Improved report table selection tools.
  • Improved Units of Measure table.
  • Developed ability to associate manufacturers, models, and documents.
  • Added clickable telephone links on Contact pages.
  • Added new Task Rule Action to set Contact Attribute.
  • Various minor improvements.
  • Various bug fixes.

Version 4.2 (3/10/2022)

  • Converting the following pages to the new controls.
  • Account
  • Asset
  • Asset Picklist
  • Contact
  • Document
  • Document > Design
  • Encode
  • Form Picklist
  • Form > Design
  • Report
  • Search
  • Support Ticket
  • Telemetry
  • Configuration > Admin > Accounts, Marketplace
  • Configuration > Bulk Delete
  • Configuration > Data Import
  • Configuration > Dashboard Templates
  • Configuration > Lists > AI/ML Models
  • Configuration > Lists > Categories > Form
  • Configuration > Lists > Categories > Report
  • Configuration > Lists > Manufacturers, Models
  • Configuration > Lists > Statuses > Asset
  • Configuration > Lists > Statuses > Contact
  • Configuration > Lists > Statuses > Document
  • Configuration > Lists > Statuses > Evaluation
  • Configuration > Lists > Statuses > Task
  • Configuration > Lists > Types > Asset
  • Configuration > Lists > Types > Asset Association
  • Configuration > Lists > Types > Address
  • Configuration > Lists > Types > Contact
  • Configuration > Lists > Types > Contact Association
  • Configuration > Lists > Types > Document
  • Configuration > Lists > Types > Email
  • Configuration > Lists > Types > Evaluation
  • Configuration > Lists > Types > Phone
  • Configuration > Lists > Types > Role
  • Configuration > Lists > Types > Task
  • Configuration > Lists > Types > Telemetry
  • Configuration > Lists > Units of Measure
  • Configuration > Lists > URL Lookups
  • Configuration > Locations > Counties, Countries, States, Time Zones
  • Configuration > Recycle Bin
  • Configuration > Scheduled Jobs
  • Configuration > Security Roles
  • Configuration > Task
  • Configuration > Workflows
  • Document Index / Search
  • Form Index / Search
  • Evaluation Index / Search
  • Report Index / Search
  • Added ability to control access by Contact Type.
  • Sorted short account list for user's last connection datetime.
  • Added PDF viewer.
  • Added ability to display PDF thumbnails.
  • Added ability to copy selected rows in system-defined lists.
  • Moved "Duplicate Contact" Report from Contacts to Marketplace.
  • Converted main menu to new taghelpers.
  • Defaulted data retention values for new accounts,
  • Added navigation links within document thumbnails.
  • Updated Contact Merge to accept 2 identifiers and display information.
  • Reformatted Accounts and Marketplace screens.
  • Reformatted AI/ML models page.
  • Added ability to proportionally resize columns to screen size.
  • Various minor improvements.
  • Various bug fixes.

Version 4.1 (1/1/2022)

  • Updated .NET framework to 6.0.2.
  • Added multivariate anomaly detection.
  • Added administrative ability to copy an account on the same server.
  • Converted the main asset index/search page to use the new controls.
  • Added ability to swap primary and secondary contacts for duplicate merge.
  • Added variables for photos, space evaluation, and passing an asset into a form.
  • Added new action to create or update task.
  • Added multivariate anomaly detection option to chart report.
  • Added functions for LEAST and GREATER.
  • Refined unique data requirements for contacts and users across accounts and servers.
  • Renamed Inventory to Evaluation.
  • Enhanced the Evaluation date functionality.
  • Updated variables for optional default values.
  • Added optional comment to Evaluation module.
  • Improved automated transitions when changing account.
  • Added functionality to manage external logins.
  • Added telemetry range functionality when reporting AD for line charts.
  • Enhanced global search query logic.
  • Increased ability to analyze larger data sets for AI/ML training.
  • Improved display for assets associated to documents.
  • Various minor improvements.
  • Various bug fixes.
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