Sandbox environments updated 9/27/2021. Planned release to production scheduled for October 1, 2021.

New Authorization Service

We migrated to a new authentication service for logging into PanatrackerST. This migration does not impact normal usage, with two exceptions:

• The login screen has been visually and functionally updated.
• When this release goes live, invitation emails will be sent to all existing system user accounts. The email includes a temporary password and a link to configure your new account. After logging in with the temporary password, you can change it to whatever you like. This is only required for the first login.

User Interface Updates

• Updated the left menu on portal to group related transactions together. This is phase 1 to support enabling of modules:
  • Adds/Receiving — Receive New Unit, PO Receiving, Create Unit, Create Container
  • Moves/Transfers — Move Unit, Transfer Custody, Transfer Site Location, Project Transfer, Receive Transfer, Transfer Ownership
  • Unit Management — Update Unit, Allocate to Project, Usage, Build Unit, Reclassify Unit, Replace Handle ID
  • Check Out Management — Unit Reservations grid, Reserved Units, Checked Out Units, Check Out Transaction, Check In Transaction
  • Maintenance — Maintenance Plan, Unit Maintenance Transaction
  • Shipping — Pending Shipments, Build Container, Build Shipment, Shipping
  • Package Tracking — Packages, Package Receipt, Package Pickup
• Improved Unit Look Up by Item Code.
• Corrections to grid view column names.
• Ability to set users to inactive with a tab view for inactive users.
• Added a flag on the primary unit grid view to quickly filter to available units based on current custody, replacing the separate "my available units" grid view.
• Added the ability to change a user to a different user type (e.g., community to system).
• Updated tabbing on portal transactions to skip on-the-fly buttons.
• General navigation improvements for portal transactions.
• Additional validation logic added throughout portal transactions.
• Improved setup for favorites on mobile.
• Added access to review item template type (quantity or serial tracked) and view template rules without opening each template.
• Added additional setup under Organization to define attributes for display on grid views (Settings > Organization):
  • Primary Unit Grid View
  • Container Grid View
  • Project Grid View
  • Pending Shipment Grid View

Organization settings for grid view attribute display

Maintenance Functionality

• Added a link from the Maintenance Grid View to the Maintenance transaction.
• Allow maintenance on units with check-out status of Checked Out and Out of Service.

Check Out / Check In Updates

• Added a link from the Checked Out Unit Grid View to the Check In transaction.
• Added a link from the Reserved for Check Out grid view to the Check Out transaction.
• Notification messages on Check In when a unit is overdue or coming due for maintenance.
• Warning message on Check Out when a selected unit is overdue or coming due for maintenance.
• Added setting to enable status assignment at Check In.

Usage Transaction Updates

• Added the ability to view all items issued during the current active session.
• Usage transaction attributes can be defined under Transaction Setup.

New Functionality

Replace Handle Transaction

A new transaction to replace the Handle ID for a serial-tracked unit. Barcode tags representing the handle can become detached, requiring a new ID. The old ID is associated with the new one to retain historical data. The transaction supports filtering by item template, item master, and unit attributes.

Reclassify Unit Transaction

A new administrative transaction to reassign an item master on an existing serial-tracked unit. Useful when an item master was assigned incorrectly or when consolidating duplicate item masters.

Fleet Management — Vehicle Setup

Infrastructure added to assign a vehicle as the location of items without setting up the vehicle as a facility with areas. Vehicle template setup supports additional attributes and rules such as flagging for maintenance. Vehicles can be treated as both a container and a unit.

Vehicles can be created and assigned a user under Fleet Management.

• Vehicle Template setup — Settings icon on the top menu
• Fleet Management setup — Settings section on the left menu

Project Transfer Transaction

Transfer item units from one project to another. The unit can be available or checked out. Does not support changing the person the unit is checked out to.