New Features

Changes to User Types

The Community User type has been removed. Two new user types replace it:

• Custodian User — Can log into a custodian dashboard to view items in their current custody (checked out to them). Additional transaction support is planned, including receiving in-transit items, validating units in custody, and making requests.
• Assignee — Replaces the community user. Assignees can have items checked out to them but have no access to log into the system. Future enhancements will support different assignee types: Individual, Department, External.

Additional user management improvements:

• A Resend feature for system users supports resending the initial setup email. Once the user has set up their password, the resend button is no longer available, making it easy to identify users who haven't completed setup.
• Address fields added to user setup for additional shipping functionality.
• A Resend invite option was also added to the system user grid view.

Custodian Dashboard

A new dashboard for the Custodian User type. Custodian users can log in to view items in their custody. If an item reservation has been shipped, the custodian can receive the in-transit shipment, marking items as checked out to them. A mobile app was also added for custodians.

Non-Inventory Item Type

A new item type that does not track quantities or individual units. Used for information capture only, added to the Unit Maintenance transaction as a component that can be issued. For example, record spark plugs or motor oil used for vehicle maintenance without inventorying those items. Item Masters are still set up for selection on the transaction.

Primary Stock Area Setup

Additional Item Master setup to define a primary stock area location by facility. Future enhancements will add logic for the Put Away transaction and order picking.

Custodian Customer Type

New setup options for customers to define the customer type:

• Owner — Can be assigned as the owner of units tracked in the system.
• Custodian — Can be selected as the custodian of items on a check-out transaction.

Sales Customer type will be added in the future.

Unit History

A new Unit History Inquiry for serial-tracked items to view transactional history. Includes filters for item templates and item masters.

Organization Setting Options

Under Settings > Organization:

• Portal timeout option — Default is 15 minutes. Can be set to 60, 120, or 240 minutes (global setting).
• Feature Management tab — Disable/enable order features not used by your organization. When disabled, organization role settings display as locked. Options include Transfer Orders, Customer Orders, Purchase Orders, and Package Tracking.

Feature Management — disable unused order features

Logging Enhancements

Multiple enhancements to the transaction logging interface. More specific logs added for each transaction type — for example, Check Out history shows Checked Out From and To information. Update Unit log shows original and updated attribute values. Receipt transaction history includes a sub-grid with all units received and a detail summary with total quantity by item master. A new Deleted Units log tracks anything deleted, with the option to capture a reason.

Shipping Support Enhancements

Major overhauls to shipping logic with the addition of Custodian User and Custodian Customer types. A Check Out Reservation can now be selected for shipping, enabling in-transit tracking to a custodian user who can then receive the items. A custodian customer can be shipped items, with returnable items marked as checked out to the customer.

Setup Checklist

A new Setup Checklist on the top menu bar guides new customers through system setup in the correct order, with links to each setup page.

Setup Checklist — step-by-step guide for new organizations

New Dashboard

The main Dashboard received a facelift with cards displaying information such as past due and upcoming maintenance activities, number of users with checked-out items, and the user's currently checked-out items. The history feed was also improved.

Validate Unit Audit Reporting

Quantity-tracked items can now be validated using the Validate Unit transaction. When a user selects an area, expected units are logged. As each unit is validated or counted, the log updates. Adjustments are made for quantity-tracked items with variance calculations. For serial-tracked items, the last validation date is recorded on the unit record. Additional area setup supports defining which areas are available for validation (removing staging areas or docks that hold temporary items).

System Attributes

Two new system attributes for standard reporting: Item Master Unit Cost and Purchase Unit Cost. Item Master Unit Cost is a standard attribute on Item Master setup. Purchase Unit Cost can be added to serial-tracked items as a unit attribute or as a transactional attribute for quantity-tracked items.

Unit Return

A new transaction supporting the return of previously shipped serial-tracked units to a customer or internal facility that did not record in-transit receipt. Units with Shipped status are available to return.

Grouped Units Grid View

A new grid view displaying all units that are part of a group with their corresponding Group ID, removing the need to drill down to group details.

On the Roadmap

• Purchase cost on purchase orders and serial-tracked unit records, with historical cost reporting for quantity-tracked items.
• View Only user type for read-only system access based on team assignments.
• Work Orders for unplanned maintenance activities outside scheduled plans.
• User setup feature for customizing grid view display.
• Additional shipping support for custodian users and customers.
• Additional Custodian User transaction support.
• Create item master on the fly for maintenance components.