January 2025 – PRIME ISITE LTD

A status that was not showing on the Audit tab when documents were uploaded against the relevant Occurrence that triggered from Pending to In Verification, has now been added so that these now show when occurrences progress which are flagged as requiring verification before being completed

Managing Document Link update

An improvement has been made to the Manage Link option on documents within the DMS folders. The user is now able to see more detail of the items that are linked to the document.

Links associated with this document now can be selected so the user can navigate to the item. It also shows the reference of the link, which will help users when items have the same name etc

PPM Audit Update – Paperwork Required added

When a Paperwork Required Planned Maintenance occurrence had a document uploaded, which required the occurrence to be verified due to the status change to InVerification, this was not showing up in the audit

This trigger change can now be seen on the Audit tab

Bookings Module

User Menu Option when Bookings permission granted

Once user has been given permission to access the Bookings module, they will see the following in the Navigation menu set

Search Bookings View

User see the standard search view screen that shows any bookings that are currently set up

Create Bookings

The following screen is presented if a user requires to create a booking of an asset. The user is able to book the asset against a Work Order / Project or against a Property/Location

Setting an Asset to be Bookable

An asset can now be set to be bookable. If this flag is not set, then the asset will not be searchable creating a booking

Booking an Asset from the Asset record

A user is able to book an asset from the Bookings widget from the asset record via the +Add Booking button

The user is presented with the following add pop up screen where they can assign the asset to a Property/Location or an associated work order

Booking confirmation

Notification sent to asset manager to notify of asset booking

Booked Asset Widget

If an asset is booked, the user can see the details in the Bookings widget on the Asset record. If asset is booked, then this will also be seen on the asset marked as Available or Unavailable if it is booked

Returning an Asset booking

For the asset to be available again, the booked asset must be returned, at which point the asset will be marked as Available

To return the asset, the user is required to go into the booking record by clicking on the booking number or the icon

The following edit screen is presented. The user will then add the date they are returning the asset, then save

Returned confirmation Notification

Asset available notification

Ability to book Assets to Property & Location

Users are now able to book assets against Property and Location

Ability to scroll through search view records

The ability for users to scroll through a list of filtered search results is now accessible within all record types. Users will find that two new icons for Previous and Next record scrolling have been added at the top of all record type screens.

The scrolling works via the search screen being filtered to the users requirement. From this, if they access one of the records in that filtered list, they can use the new icons to scroll forward and backwards of the records in the filtered list.

The scrolling is only active whilst the user is in the record, once the navigate away from the record, the scrolling affects the new search

Search screen filtered with 45 records

Once the user selects to view one of the record within the list and the record is visible, they will see that they now have two new icons they can use to navigate to Previous or Next records contained within the search list.

Below screenshot shows the new icons and if the user was to hover over one of the icons, they will be prompted as to which record in the filtered sequence they are at. E.G. they are on the first record of 45. If the were to select the next icon, they will be taken to the 2 record of the 45 and so on. This also works the other way, if they were to use the previous icon

Allow all supplier types when adding materials to work orders

When users are adding materials to a work order, they are now able to allow all the types of suppliers and are not restricted to just vendor types

Make automatic carousel of images on Summary Page Manual

Users will now see the current image on the Summary screen that is displayed on the General section of the Property record

Category Selector

Changes have been made so that where a Parent with multi-select sub categories, the user is now able to select the parent within the category list at which point it also selects any sub categories that may exist. This is also applies for the opposite, where a Parent is deselected, this action will deselect all the sub categories

Add Preferred Supplier Template to Global settings list

With the introduction of the Preferred Supplier Template functionality, there was a requirement to add the ability to set Global settings for the record type within admin

Preferred Supplier Template enhancements

Enhancements have been made to the Preferred Supplier Template functionality. Users will get an alert when both Obsoleting and restoring Templates. Also, applying a conflicting Template already Live will result in an alert to be presented

Supplier field has been removed from Template screen to allow users to manage category set up within the Category Look Up widget

If a Template that is Obsolete is then restored which is in conflict with another template with the same credentials, then the user will get an alert notifying them. They will then need to make the decision which to use or not to restore

New fields have been added to the Column Selector list to aid the user in further managing Template changes

Additional filtering options on Maintenance Plans

Additional filtering options have been added to the column selector list and the global filter set up to allow users to filter on the Property related fields. This will help users to find plans that are currently active that could be at a status that doesn’t require maintenance e.g Disposed properties

Filters added – Property Type, Property Class and Property Status

UDF field label spacing

The UDF field labelling format has been adjusted so that the text does not now word wrap to create multiple lines by the text bunching up vertically leaving blank spaces to the right of the widgets

Ability to Add attachments to Service Requests during creation

Users are now able to add an attachment during the create Service Request process.

As the record has not yet been created until the SR is Created, the document is added to a folder and is held in the data base when ADD is selected until a record ID is generated, at which point the attachment is added to the selected folder and be seen in the DMS. If they select Cancel then it will not store

Extended - Ability to add attachments to ALL records during create process

The ability to add attachments to a record has been extended to all records and users will find that the new icon exists next to the Create button bottom left for the record screen

Saved Search Filtering Option added to Tracker Dashboard

The tracker dashboard Saved search filtering option has been bought inline with the same filtering format as the Jeopardy dashboard

Jeopardy Dashboard – RAG setting options for the dials

This dashboard also has the ability for the user to be able to mange the RAG setting for the two Statutory and Non Statutory dials

Inbound email notification on work orders

The responding of an email received when work has been assigned to an engineer/organisation, has bee updated, so that it now sends a notification to inform the assigner that they can review the response. The reviewer is able to select the responded inbound email by selecting the relevant line in the widget

Email Widget on work order

Notification

Asset QR code label management and Bulk Printing

iSite Admin users now have the ability to manage how an Asset QR code is positioned and what text is displayed when a label is printed to allow flexibility to client requirements

The areas that can now be managed are;

Manage which asset record ref to refer to
Manage the Company Name displayed
Manage the position of the QR code (Left or Right of text
Manage the ability to display the asset name or not
Manage QR Label height dependant on label type used in printer
Manage Asset name character length
Manage QR label width dependent on label type used in printer

Tools > Site Admin > Content > Configurations

The label management settings manage how the label is presented to be printed.

Please Note: The label size is critical in order to see the contents on the label correctly, otherwise if left at the current settings, then the label will not show correctly as items will be missing on the view due to the limitation of the settings (25 X 50). So it is imperative that the label size is set correctly to the label type being used by the client

Bulk Printing Asset QR codes using Basket function

Users can now use the Basket function to print multiple Asset QR codes

Note : The client controls where these print locally and to ensure that they have the appropriate settings to print on the label types used

User selects the assets that they want to print the labels for via the Asset search screen and then from the More Actions menu, they will add the chosen assets to the basket, and then Go To Basket

When in the Asset Basket function, user will select all the assets again

Then from the Bulk Action dropdown menu, they will select ‘Print QR Codes’ option

The user will then be presented with the following Print pop up screen where they will select the appropriate printer to print to etc

Additional status added to show on Audit on Plans