eMaint X3 New Features & Updates Blog

X3 V. 10.1.5

The following enhancements and bug fixes are addressed in the November 2009 update:

Enhancements:

• The ability to limit a report to the "Top 10" records - There is now a way to create a report that will only show a top (or bottom) qty of records based on a numeric value. This can be defined by quantity or percent and you have the ability to select how many records will be displayed. The setting to enable this feature is available in the overall report properties section. It will also be available when creating a new report.
• HTML Output on Dashboard now displays the full formatting - Now all HTML reports published to the dashboard will display exactly as they do when being run from the report writer tool. This means now users can publish reports with sub totals, banding, direct hyper links to records, and custom output options.
• Enhancement to the PDF output in the Report Writer - Now the PDF output in the report writer will be an exact copy of the HTML output saved as a PDF file. This enhances the security of the data when being emailed while keeping a visually friendly format. The previous PDF output option is still available and has been relabeled PDF Summary.
• Enhancement to Calculated Fields - Now when creating a calculated field on a report you can sort and group by that value.

Bug Fixes:

• Generate PM's and Work Order Print Manager - When printing work orders using either of these tools the user could end up at a PDF file with no way to get back to the X3 application. Now these PDF files will open in an additional window.
• Ship To Address Missing on Purchase Order Bug Fix - When creating a Purchase Order direct from a part or from the Parts Reorder List the ship to field was sometimes left blank. This has been corrected.
• Mobile Closeout Screen - 2 fixes were made to the closeout screen when using a mobile device. The date picker has been reverted to the old style with drop down lookups on the Month and Day fields for easier date entry. Also, the "Close Work Order" link has been changed to remove JavaScript that some mobile devices could not handle.
• Forgot Your Password - Changed the "Forgot Your Password" option on the login screen so that the email address is no longer case sensitive.
• Thanksgiving Theme - Updated the CSS for this theme to fix a white text on white background issue in the list views.

April 6, 2009

X3 V.10.0.8

The following enhancements and bug fixes are addressed in the April 2009 update:

Enhancements:

• BETA ALERT -- There is a new “Scheduling” tab available. This is a beta version of our new calendar view planning and scheduling feature. Please take a look and share your thoughts and feedback with our team.
• Two New Specialized Dashboard Widgets are now available within the “Miscellaneous” section of “Add Content”.
• 1) The Sign On/ Sign Off Wizard. This widget will allow you to capture your time against a work order directly from the dashboard. You will also see a live counter as you continue to stay signed into the work order.
• 2) My Open Work Orders. This widget will allow you to see a user definable listing of all open work orders that are assigned to your contact record. Here you will be able to mouse over the WO # to see more info or click directly on the WO # to quickly enter into the detail view. To utilize this item your “Contact ID” must match your “User ID”.
• eMaint X3 Mobile (Browser Based) has undergone a User Interface facelift! This new UI makes the application more “touch screen friendly”. Now the user can navigate the menus with just a finger and have access to more functions.
• A new user-definable email notification function has been added to X3! This tool is triggered through the workflow manager and will allow any user to create and manage custom email notifications throughout the application. The end user now has the ability to set the conditions as to when an email is sent, to whom it is sent, and create a template for the email.
• Now when Preventive Maintenance work orders are emailed to assignees, the assignee can click a link in the email to download the attached work orders directly from eMaint’s servers.
• A new Announcement Notification Tool has been implemented which will enable eMaint to disseminate important information to all users. Such "notifications" will display on screen upon logging into your X3 account. Once the user marks the message as "read" it will no longer display. This mechanism will ensure that important announcements such as server maintenance alerts or new system updates reach all X3 customers in a timely yet unintrusive manner.
• Requisitioning Updates. Now when a requisition is submitted, an email notifying the next person in the queue will be sent. Also, when a requisition is rejected the initial user that created the requisition will be notified via email. Another enhancement to this area will allow users to “reactivate” rejected requisitions.
• A new function has been added to the tabs in the user interface to make it easy to access the list view. Now if you click the "icon" on the tab it will take you directly to the tab's list view.

Bug Fixes:

• Corrected an issue with values lookups which, in some rare instances, caused values to change when editing the record.
• Removed a bug which would allow a user to save a Purchase Order without a PO #.
• Updated the “Manage Related Tables” option on an asset record to remove a system-level control from view to the end user.
• Weblink users can now remove the “GoTo” link from the request form interface.
• Fixed an issue which was preventing existing windows from refocusing on reselection of a link. (If you had selected a link that would open an asset record in a new window, minimized it, and then selected to open another asset window, it would replace the old asset window that is open and minimized, but not bring it to the forefront; now it will.)
• Removed bug which would not allow field properties to display on a “label” field.
• Fixed bug which would not display logos on custom PDF work order forms during automatic PM generation.
• Updated Picasa interface to account for changes made by Google on the backend.
• Fixed Javascript errors in Firefox when utilizing edit-in –place feature.
• Corrected a bug with the copy/add option relating to Work Orders. If “Disable edit of closed work orders” has been activated from the “My Account” area, a user could not previously copy a closed work order. This has now been adjusted.
• Fixed some display bugs within translated accounts relating to non-English characters.

17 September 2008

Version 10.0.5

Enhancements

·         Charges Screen – The charges screens have been completely redesigned as hover panels within X3. Benefits to the end user include fewer screen refreshes, quicker loading times, and the ability to add custom fields to the charges screen.

·         Field Properties Panel – The Field Properties screen has also received a full redesign as hover panels within X3. While users will receive all of the benefits listed above of this change, additional functionality has also been added to the field properties form. These items include:

o   The ability to mark a field as “Read-Only” meaning that the values in the field cannot be adjusted by a user.

o   A fully redesigned user friendly interface for adjusting field text properties with a live preview of changes before applying to the form.

o   A redesigned interface for creating field lookups.

·         Data Driven Consolidation Process – The process for adding accounts to a consolidated account has been streamlined on the backend.

·         PM Generation Screen – The PM Generation Screen has been completely redesigned to allow users to filter PM’s using custom fields similar to the interface for the Group Closeout screen. Functionality has been added allowing users to create custom filters based on a query builder interface and design the PM Preview and PM Generation outputs with any fields from the Work or PM tables.

·         Group Closeout Screen – The Group Closeout Screen has also been updated with a more intuitive field picker for filtering, the ability to create custom filters, and the capability to define the output fields.

·         Quote Printout in Requisition Cart – All users with requisitioning active now have the capability to print a Quotation PDF from the Requisition Cart Screen.

·         Workflow Rules, Conditions, and Actions – All Workflow Manager Rules, Conditions, and Actions have been reviewed and any missing items have been addressed.

·         CSV, PDF, and Excel Output for Report Emailing – The report emailing capabilities have been expanded to include Excel (xls), CSV, and PDF file formats.

·         Asset History View – The history view on an asset record has been updated to allow for modification by the end user. Now the administrative user can select any fields from the Work Order to display in the history view.

Bug Fixes

·         Custom Instruments – In certain instances where the output of numeric values exceeded 3 characters custom instruments would display an error. This error has been corrected.

·         Manual PM Generation – Corrected an issue where a user could select the “Generate PM” button in quick succession and actually generate duplicates of PM work orders.

·         Nameplate Import – Fixed instance where modifying nameplate fields broke Nameplate Import functionality from the Asset Detail screen.

22 July 2008

Version 10.0.3

General System Enhancements

·        New addition to the PM Task Publish Tool which will now publish ALL fields that are identical on the related PM schedule, rather than just the standard Brief Description and Detailed Text.

·        Added the capability to List Lookups so that you may point your list to the same table as the lookup.  This allows you to, for instance, add a List Lookup to your Asset file which points to the Asset file.  A common request for this feature is based around the "Parent/Child" relationship method of organizing equipment.

·        Added the ability to import Meter Readings based on PLC ID# using the "Meter Import" feature, which imports meter readings from Excel spreadsheets.

·        Released the display of the "Related Assets" for the Inventory file.  Now, when viewing the detail record of a Part, you can access the related table at the bottom of part screen to view or add assets that are associated with the part, just as, when you are on an Asset record, you can view or add parts that are associated with the asset.  This feature uses the existing relationship between Assets & Parts and does not require backfill.  Data can be published to this related table from either the Parts or Assets.

·        Placed the "Print Barcode" feature into the Asset file

·        Added the ability for Work Requestors to run reports that the Account Administrator releases as "Requestor Reports."

Bug Fixes

·        Corrected the possibility of a Work Order Labor Charge displaying incorrect name information in the event of an incomplete server hit.

·        Corrected the problem of HTML Work Order Printouts not displaying the description of a charge.

·        Corrected the incorrect display of arrows and buttons in List View, commonly reported in Safari browser.

·        Corrected problem with "Copy PM Schedule" copying asset-specific meter information to the new asset (i.e., "Meter To Date," and "Last PM Produced At").

·        Corrected issue where typing a comma in a numeric field would truncate data after the comma.

Spring 08 Release

Version 10.0.2

Spring Build Release – 08

System Enhancements

·         Added functionality to the “Print” option on a work order. Now in the “My Accounts” area the administrative user can select the “From” email address and alias for any Work Order sent from within X3.

·         Added a related table to inventory records which will allow users to print inventory barcode labels right from the detailed parts screen. The default label size for all accounts is 1 inch X 3 inch.

·         A new Output has been created in the Query Builder titled “Instruments.” This will allow users to create gauges and publish them to the dashboard for items such as Open Work Orders, Equipment with a “Down” Status, PM Completion Percentage, Pending Requests in a Department, Etc.

o   From within the “Add Content” menu of the dashboard users will also have the ability to create custom instruments which will utilize 2 reports to create “percentage” type of instruments.

·         Added new menu when publishing a report from the Query Builder to a dashboard. Users can now create and publish a report to the “Add Content” menu without actually publishing the report to a specific dashboard.

·         Added a new RSS Feed widget to the “Miscellaneous” section of the “Add Content” menu for the dashboard. This widget will allow you to display multiple up-to-date RSS Feeds on your dashboard.

·         Created a host of new Workflow Manager entry points into X3. These new entry points include:

After PO Receipt
After WO Planner Assignment
Before Closing Work Order
After Closing Work Order
After Work Order is Reopened
After Printing Work Order
After Parts Item Supplier Save
After New Part location
After Part Adjustment
After Part Return
After Part Ordered
After PO Line Closed
After Inventory Location Save
After Asset Nameplate Save

After Timecard Sign on
After Timecard More work to do
After Timecard Completed

·         Also added the ability to email a work order from within a Workflow rule as well as the ability to auto approve or auto reject a work request using a Workflow.

·         Form Designer now has drag and drop capabilities. Users can now simply drag fields to the location on the form they would like them to appear. Also added additional options such as the ability to hide field property icons, tab orders, and system names when working in form design menu.

·         Added the initial ground work for the upcoming “Field Value Change Logging” feature.

·         Added a “Copy Related Records” option which will allow users to copy related records from one main record to another.

·         Users now have the ability to have multiple forms for any type of record. For example a user could have one asset form for a standard Asset and then an additional Asset form for a vehicle type of Asset with a different set of fields. This can be applied throughout X3 such as with Contacts and Work Orders.

·         Added the description to the Charges related table on the Work Order form. Now description will be displayed directly next to the unique identifier.

·         Users can now populate PM Parts list from the Asset Parts list utilizing an option on the PM Parts list table.

Bug Fixes

·         Corrected the instance where, if a field is set to "read-only" and "required" it would lose its "required" property, allowing the form to be saved without populating a value.

·         Corrected the ability to create POs for multiple suppliers with the same PO Number.

·         Fixed the ability to add a keyfield with a “+” character in it.  A “+” is an illegal character in a keyfield.

·         Stopped the entire tabbed interface from loading when clicking on a link in the Charges or Asset History screens.

·         Fixed a bug which was causing dashboards not to display on a newly created account and after a username change.

·         Corrected the problem where a PM set to generate on the first of the month would not display on the calendar view.

·         Fixed the bug which would cause a user to lose “Recently Viewed” and “My Shortcuts” on a username change.

·         Corrected the issue where using the “Hidden” property on a numeric field would cause an error when saving a record.

·         Adjusted the List View filters on a Multi-Line Text field so they are no longer case sensitive.

·         Fixed error when entering a meter reading on the closeout screen of a Work Order that generates an additional PM Work Order.

·         Corrected bug that would cause the index to break on the readings table in some rare instances.

·         Adjusted the meter fields to allow for more characters, currently when entering a value above what the field can handle the user sees *** characters.

·         Fixed the error displayed in the “Hover Panel” when a field was not set correctly to show values.

Back End Enhancements

·         Quite a few enhancements were also performed on the backend during this build to increase response time for clients, and add additional functionality for enhancements in future builds. There were also updates performed on the support tool suite to allow the support department to better serve the end users.

23 January 2008: Winter Release

Version 10.0.1

System Enhancements:

·         Launched the Condition Monitoring module.

·         Added system settings for the “hover panels”.  Users are now able to set the time it takes for the hover panel to appear and have the ability to turn the panels on and off.

·         Made enhancements to the multiple forms feature.

·         Enhanced the Dashboard including:

o    More permissions for better security.

o    Better “Add Content” window to include widget descriptions.

o    The ability to rearrange, rename, and remove tabs.

·         Added a routine to the PM Schedule that includes a field called “Readclose”.  This field displays the meter reading as of the last PM work order closing.

·         Changed the behavior of the “Clear” link on the list forms.  It now clears the values from the filter boxes but does not refresh the page.

·         Added some enhancements to the Workflow Manager:

o    Added the “After Parts Charge Save” option.

o    Added the “After Misc Charge Save” option.

o    Made adjustments to the available “Action” options on “After Labor Charge Save”.

o    Added the ability to manipulate fields on related tables other than the workflow rule’s native table.

o    Fixed the “Go Back” link so it sends the user back to the Workflow detail screen properly.

·         Added the “eMaint Ideaport” link to the top right of the screen.

Bug Fixes:

·         Fixed a bug with Email Work Requests that didn’t insert carriage returns properly.

·         Refined the Meter Manager so that it handles meter reading adjustments properly.

·         Added a 24 hour maximum per day on “Hours” type meter readings.

·         Fixed a bug that prevented a user from viewing detailed Work Order Charge information when “Editing Closed Work Orders” was turned off.

·         Fixed a bug that changed the URL of a list lookup’s key field when the data dictionary record was modified.

·         Adjusted the Workflow Manager to prevent workflows from changing values in certain fields, such as a keyfield.

·         Changed the loading behavior of the GoTo panel so it loads faster.

·         Fixed a bug with the Multi-line text fields that didn’t display carriage returns in detail view.

·         Removed the hover panel for a MISC work order charge due to an error it displayed.

·         Fixed the Weblink fields so that errors are no longer produced when the File button is used.

·         Removed a javascript error that appeared on the Work Order Labor Charge screen when you select a Category that has no contacts.

·         Adjusted the list sorting on the Work Order Charges table to display the newest charges on top, oldest on bottom.

·         Made some changes to the graph reports so it will allow apostrophes in field values.

·         Made several javascript fixes to the Dashboard.  Errors were caused by:

o    Moving a widget to a different column on the same tab.

o    Adding a tab with any punctuation or symbols in the name.

o    Adding a tab and, when certain conditions are met, a dash appeared before the tab’s name.

·         Fixed a javascript error when carriage returns are used in Calendar activities.  Appeared in Internet Explorer 6 only.

·         Corrected an “Edit In Place” issue that loaded an entire webpage in a single field when used on the Item Supplier form.

28 August 2007

General System Enhancements

·         Created a new option, activated through General System Settings, that allows Labor Charges to be applied to an asset directly, rather than to a work order.

·         Added a “Shade” option for users who don’t want to see the contents of the Related Table without removing it from the form.

·         Added a “Check All / Uncheck All” option for the Work Order Group Closeout list.

·         Placed the Asset ID on the PM Calendar for easier reference.

·         Added 2D and 3D graphs as an output choice in the Query Builder.

Bug Fixes

·         Fixed a bug on the Work Order Print Manager that would, under certain circumstances, prevent you from properly filtering for work orders by “Assign To Type”.

·         Corrected two Javascript errors that occurred on the Contact Explorer page.

·         Fixed the Email Request Module to refuse emails with an attachment.

·         Adjusted user permissions to prevent unauthorized users from closing Related Tables.

·         Fixed an issue with the Timecard that locked users onto deleted work orders that he/she was signed onto.

·         Standardized the HTML code used in the work order email process to allow the proper display of HTML work order on mobile devices.

5 July 2007

General System Enhancements

·         Added a new interface panel to Customize Form, which is now called Options, to increase functionality and decrease load times.

·         In the new Options menu, users have the ability to hide Related Tables.

·         Added a function that will auto-populate the Charges screen’s “Select Employee” field with the current user’s information.

·         Improved translations for non-English configurations.

·         Added the ability to print a work order’s Assignments table on the HTML Work Order form.

·         On the Customize Form page, the system name is now displayed with the field description to help users identify which parts of the form he/she wishes to customize.

Mobile Enhancements

·         Mobile users are able to quickly close a work order using the “Display a Work Order” menu option.

·         Administration and maintenance contact settings were added to manage the request notification emails.

Bug Fixes

·         Removed an Internet Explorer title bar error that appeared on certain windows.

·         Corrected an issue that allowed Date/Time fields to be edited when not in edit mode.

·         Fixed a bug that appeared in certain Query Builder configurations with null values.

·         Fixed an issue that caused an error when an apostrophe was used in a Related Table’s title.

·         Fixed a JavaScript error in the Purchase Order Center.

·         Fixed an error in the Deleted Records screen found in some Computex Fleet accounts.

·         Cleaned up the validation process when creating a new line item on a Purchase Order and resolved an issue with data not filling correctly from the Item Supplier table.

·         Corrected a problem in Purchaser Order Center where the Part Number was populating the Account Number field.

Support Enhancements

·         The Support Tools Suite has been further enhanced to allow the eMaint support team to fill your needs faster than ever.

25 May 2007

General System Enhancements

Added the ability to print to a specific PDF size in the Query Builder. This will allow users to print any size labels desired for barcodes.

A new "Go To" link has been added to the menu of the detailed view for the main tables in the system. This will allow a user to access a specific record by entering the key identifier without having to re-enter the list view page.

Mobile Enhancements

Adjusted the part number field in the 'Return Parts" menu to accommodate up to a 15 character part number.

A new Blackberry request module has been created. This will allow blackberry users to receive notification of a new work request, take ownership of a new work requests, and close that work request all by using email.

A new "Mobile Inspection" option has been added to the mobile menu choices. This option will allow users to setup specific "Inspection" type work orders that will behave uniquely when an inspection is failed. In the instance of a failed inspection WO the user will have the option to immediately create a corrective work order and the option to reduce the next PM frequency by 50%.

Bug Fixes

The Purchase Order form has been updated to use the user specified currency symbol.

The PM frequency calculation has been updated to account for extremely long frequencies.

Resolved issue where in certain situations the assignment of a PM was not carrying over to its respective work order during automatic generation.

Corrected problems with the Requisition Date not being accurate in some instances.

Changed automatic email procedure to account for Microsoft Exchange servers blocking emails delivered from the eMaint administrator email address.

The list lookup window used to select the part number when adding a parts charge to a work order has been adjusted. This will remove the Microsoft Internet Explorer notification that "this page is attempting to close the current window."

Adjusted the "Assign To" and "Perform For" style lookups to allow for " and ' characters in the results without causing scripting errors.

Adjusted the main menu to allow for the correct accents in the Spanish translated accounts.

3 April 2007

General System Improvements

Users now have the option to add related information tables to the key data file listings in the system such as assets, work orders, maintenance contacts, and parts.

An enhancement to the Timecard feature allows for the Work Order or Asset information to display when you place your mouse cursor over a list item.

The Copy/Add feature on the asset screen has been enhanced to copy all relevant related table information including name plates, related parts, work procedures, and other new related tables.

The "Add to Query Tool" link at the top of a data dictionary record has been updated to add the field to the query builder as well as the older query tools.

Inventory Control Improvements

The Purchase Order PDF has now been enhanced with the ability to add a digital signature using a PDF writer.

The remove field option in the customize form mode has been enhanced to update immediately instead of having to refresh the page to see any adjustments.

The default Purchase Order required by date can be defined at the account level. We have also added a lead time field to the item supplier table that will enable users to set up unique required by dates for each supplier of each part.

Bug Fixes

Fixed issue when trying to report on a validated character field in query builder, or display a validated field on the close out screen.

Addressed issue where the asset history was not respecting records marked for deletion. Also fixed problem with date lookups on the detailed history view of a part record.

Resolved the java script error that was produced when setting the Work order date or Request date as a read-only and required field.

Removed the hyperlink from the Part Number Column of the related asset parts when printing a work order with this function enabled.

Adjusted the PM's generate automatically on a meter reading function so that it adheres to the settings in the "PM Email" menu.

Fixed the "Edit User", "Edit Date", and "Edit Time" fields so that they update every time a work order is edited.

The new Site Activity Report has been adjusted to display correct log times. The report feature has also been limited to a query of 7 days as lengthier reports have an adverse affect on server response times.

Fixed the bug where a read-only memo field could still be edited using the "HTML Editor" link.

Adjusted code when outputting a report to the CSV file format in the Query Builder to adapt to Internet Explorer 7's new security features.

Fixed the filters in the Parts Re-Order list to ensure the filters display data from the correct fields.