Highlights
  • Work order report
  • Work order page optimizations
  • Asset repair history
Features
Work Orders
Work Order Report
- A new report to help manage work orders is now available. See the article Work Order Report for more information.
Asset repair history
- You can now see a list of work orders that were completed on an asset. This will help in viewing when an asset has been worked on in the past. To see the asset repair history, take the following steps:
  1. Navigate to
    Lists
    |
    Asset Management
  2. Select the asset type and find the asset in the list
  3. Click the blue
    Launch
    icon on the left
  4. Click on the
    History
    tab
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Asset Repair History
Content group assets
- You can now add assets at the content group level. The main purpose of this feature is to support location sites in Jolt’s upcoming Audits application. You can also use content group assets for scenarios where you have equipment that is shared between locations and you don’t want the asset to belong to a location. To add a content group asset, take the following steps:
  1. Navigate to
    Lists
    |
    Asset Management
  2. Click the blue
    Plus
    button to add an asset
  3. Select
    Content Group
    from the owner list
  4. Add the rest of the asset information normally
The
Asset
page has a new column for
Content Group
for assets that are owned by the content group so you can who the owner is.
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Owner Selection on Asset Entry
Handling inactive templates
- you can now deactivate work order and asset templates that are no longer being used. Keep in mind, if you deactivate a template, it will automatically deactivate a work orders or assets that were created using that template. A
More Options
button was added to the template list page. You can click on it to deactivate the template. A button to toggle between “
Active
” and “
Inactive
” templates were added to the page to make it easy to view them. When you are on the
Inactive
view, you can use the
More Options
button to reactivate an inactive template.
image-14
Deactivating Templates
Opting out of post notifications
- When another user mentions you in a work orders post, you can receive notifications via email, text, or SMS. To change which notifications you receive, take the following steps:
  1. Navigate to
    People
    and select your profile
  2. Scroll down to the
    Work Order
    settings on the left
  3. Check or uncheck the notification type to customize your notifications
image-15
Person Profile Preferences
The defaults for these notifications can be set on the
Company
and
Location
Settings
pages. The defaults apply to all new users. Once someone deviates their preference from the company defaults, it will remain overridden until they change it.
Work Orders page optimizations
- Multiple small enhancements were made to the Work Orders page to make it easier to work with the data:
  • Text filtering - You can now filter the list of work orders by using text filters on the following item types. Click the filter icon, type in your search criteria and hit enter to filter. When a filter is active, you can open the filter, clear out the text and press enter again to remove the filter, or just click on the
    Reset Filters
    button at the top.
  • Free entry
  • Short entry
  • Asset name
  • WO summary
  • Number item
  • Checkmark filter
  • Hide/show columns - Click the More Options button on the top right to see the list of columns and turn them on or off.
  • Rearrange columns - Click and drag on a column header to move it to a new position.
Changes made to columns apply to all users and remain in effect until they are changed again.
Fixes
  • Days range option not saving
    - Fixed an issue with the Days Range option on Saved Reports.
  • Unable to change measurement unit after initially set
    - Resolved an issue with list measurement items custom unit.