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Apr 29 |
2011.3 Release Notes
Posted by mpaterso on 29 April 2011 05:18 PM
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2011.3 Release Notes: Signatures, Merge Owners, Share Download Links and more... Released: May 1st, 2011 We are excited to share the details of our 3rd release of 2011. This release has added the ability to capture digital signatures on the web and mobile. As well you can now share downloads externally to your customers to allow for easy distribution of reports. Signatures We are excited to announce the ability to capture inspector and customer signatures on inspections. When setting up inspection checklists you can now specify a Signature Type which will allow anyone to sign on Field ID Web or Mobile. Share Downloads We have made some great improvements to downloads you generate from Field ID. Firstly, you can now rename your downloads so it will be easier to identify what the download is for. As well, you can now delete downloads before the expiry date. Any download that has not yet been viewed will appear in bold. Secondly, you can now share any download with people who don't have Field ID accounts. To do this simply click on the Share link. Clicking on Share by Email will allow you to email the person receiving the download right from Field ID. Merge Owners (Customers / Job Sites) In many cases in Field ID you may end up with duplicate customer (or job site) records. Previously, there was no easy way to merge these two records together. With 2011.3 you can now select two owner records and merge them together. This works very similar to merging assets together. To get started find the "loser" customer from the View All Owner listing and click on the name. You will then see a Merge link at the top. Click on this link to start the process. You will then go through searching for the customer you want to keep (or the winner). Everything from the loser will be copied over to the winner including, assets, events, schedules, jobs and event books. The loser customer is then archived in your account. Some more little enhancements... Our development team also added in the following small enhancements to Field ID this release:
A list of all known issues that were fixed with this release:
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Mar 25 |
2011.2 Release Notes
Posted by mpaterso on 25 March 2011 12:52 PM
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2011.2 Release Notes: Customize Result Columns, Unit of Measure and Combo boxes on checklists, Schedules on Multi-add and more... Released: March 27th, 2011 Recorded Webinar: Watch Now We are excited to share the details of our 2nd release of 2011. This release focuses more improvements to the Event Builder and the ability to customize your display columns on Searching, Reporting and Schedules. Customize Result Columns In Field ID we have 3 distinct ways of searching for your data – Search, Reporting and Schedules (or as well call it SRS). On the results screen, there are default columns that are displayed and you then have the option of selecting individual columns. In this release, you will now be able to set the default display columns for your account. For a full description of this feature please see New Feature: Customize Display Columns Blog Post Combo Boxes and Unit of Measures on your Checklist On your event forms (or checklists) you can now create criteria to utilize the combo boxes and unit of measures. Just as you would select one-click buttons or a drop down you can select these new types. Unit of Measures have a new look which will make the data entry faster. Unit of Measure are broken down into Primary and Secondary measurements. For example if you were to record Feet and Inches the Feet would be the primary measurement and Inches would be the secondary measurement. On the Identify and Multi-Add screen we have added the ability to schedule events without having to go to the Save and Schedule screen. If there are any auto schedules setup you will see these automatically created. If needed you can remove and create any schedules. When you create a event type now, let's say a Repair you can now easily associate that event type will all asset types. Simply click on the Asset Type Associations tab and select individual asset types or click all to indicate that this event can be completed on those asset types. Similarly under Asset Types you can click on the Event Type Associations to select event types that can be completed on a asset type. Updated Asset Events History On the Event Type tab you will some small changes. The results are now color coded so you can easily identify the result of an event. As well the Asset Status is now displayed on this page. This will help see if there was any change in the status of the asset at time of a event. Some more little enhancements... Our development team also added in the following small enhancements to Field ID this release:
A list of all known issues that were fixed with this release:
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Feb 10 |
2011.1 Release Notes
Posted by mpaterso on 10 February 2011 02:48 PM
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2011.1 Release Notes: New Event Builder, Mobile Inspection Interface, Lite Users, Asset Homepage and more...
Released: February 13th, 2011 Recorded Webinar: Watch Now We are excited to share the details of our 1st release of 2011. This release focuses a lot on an improved Event Builder which can now handle more than the one-click buttons. We have added the ability to use text fields and drop downs when performing an event. Event Builder One of the most used features by Field ID administrators is the Event Builder. This feature has existed for a while but has not gone through a major upgrade in a some time. With this release you will find a brand new event builder with a ton of new features. Here are some of the highlights of the new builder:
We have introduced a new level of user in this Field ID release. Currently there are Full and Read-Only users. The new Lite User will fit right between the two of them. Lite users are purchased just like Full Users but at a reduced cost. Here is how the three user types look side-by-side: The other change with this is if you have Read-Only users you will now be able create Read-Only users for Employees of your company. This will allow them to login and run reports and view data. This page shows everything from the attribute information to the last event that was performed. The current asset home page has remained unchanged for almost two years now. While the current design works well, the layout of the information isn’t the most efficient. We have attempted to make the presentation of the Asset Home page more streamlined, easier to read and show more information. Read a blog post dedicated to this new features. On certain areas in the Field ID Setup screens we now show the created by user and date/time as well as the modified by user and date/time. This information has been added on the following screens: New Mobile Inspection Interface The mobile has undergone a huge overhaul on how we present the inspection forms. This has resulted in a much faster way of completing inspections. Here are a couple of screen shots of the new interface: Some more little enhancements... Our development team also added in the following small enhancements to Field ID this release:
A list of all known issues that were fixed with this release:
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Nov 26 |
2010.10 Release Notes
Posted by mpaterso on 26 November 2010 12:21 PM
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2010.10 Release Notes: Terminology changes, Select boxes on search results, UI Improvements and more...
Released: December 5th, 2010 Recorded Webinar: Watch Now We are excited to share the details of our 10th Field ID release of 2010. This marks our last release for 2010 which was a great year with many amazing enhancements and growth to the product. We tried to pack a lot into this last release to end 2010. As always, 2011 promises to deliver even more exciting features. Terminology changes To accommodate the growing number of Field ID customers and users we have standarized our terminology both on Field ID Web and Mobile. This will provide more general terms to apply to what you are using Field ID for. The two major changes are:
The biggest change in this release are major improvements to the Field ID user interface. This upgrade has improved every major screen in Field ID: making it easier to use, providing better data presentation and improving the consistency across the site. Watch a video highlighting all user interface improvements. Here are the major user interface improvements to take note of:
When you now run a asset, reporting or schedules search there will be two new features:
Blank Slates are commonly used in software to help users get started with various parts of the system. They provide simple instructions when a user enters a page that has no data yet. We have rolled out a series of blank slates to help new and existing users get started with various parts of Field ID. You will now find blank slates on the following parts of Field ID:
Our development team also added in the following small enhancements to Field ID this release:
A list of all known issues that were fixed with this release:
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Oct 13 |
2010.9 Release Notes
Posted by mpaterso on 13 October 2010 12:03 PM
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2010.9 Release Notes: Safety Network Improvements, Certificate Selector and more...
Released: September 6th, 2010 Recorded Webinar: Watch Now Safety Network We have taken customer feedback and updated the safety network to include a new layout and improved connecting to customer and vendors. We have simplified the registration process and now allow you to see a list of assets that have been assigned to you from a connection. For more information please read the help documentation or watch the webinar video above. New Certificate Selector The certificate selector found under Event Type Groups has gone through a design change. It now has a clearer layout and you can generate a PDF preview of the certificate. New Tabs The design of the tabs in Field ID have been updated. We have tightened up the design, decreased the font size a small amount and removed the dark grey bar behind it. The result is a cleaner layout on all pages. Read more » | |
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Aug 31 |
2010.8 Release
Posted by mpaterso on 31 August 2010 12:32 PM
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What's New in Field ID 2010.8
Release Date: September 6th, 2010
Watch The Recorded Webinar Now - 20:00 minutes We are pleased to introduce Version 2010.8 of Field ID. Below you will read about the major improvements that we have made to Field ID in this release. Overview of New Features in Field ID Web
Wild Card Searches
On the Assets, Reporting and Schedules screen you can now use wildcards
to broaden your searching. Here’s how they work. In any free-form text
field you can enter the wildcard character * before or after your
criteria. For example, let’s say we were searching for a location and we
wanted to find everything that contained ‘Building’. We can simply type
*Building* into the Location field. You will now see all
Locations that contain the word Building. We could also type *Building
or Building* to narrow down the search.
Overview
of New Features in Field ID Mobile
Archive Owners
When managing your customer or job sites you can now archive any record.
Simply click on the Archive link and the customer or job site will be
moved over the the Archive tab. You can unarchive these at any time by
clicking on the Unarchive link.
Data Sync This is the biggest and most exciting of this release. We have re-designed the data sync in Field ID from the ground up. What we have come up with is a faster, easier to user and more robust transfer of data. Here are some of the highlights:
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