New & Improved

E-File Report: We have updated this report to include global E-files. (11779, ZD: 26579)

Important Dates: We have updated Important Dates functionality to reduce manual entry when creating recurring testing tasks. Now, when a testing record is created automatically from a completed record, the following fields will be automatically populated to match the completed record. (8425)

• Requested By
• Equipment
• Grade
• Frequency
• Testing Type
• Tank Number
• Number of Devices Tested
• Notes
• Vendor
• Purpose
• Cost Estimate
• Due Date (using the completed record's Completed Date + Frequency)  

Reports: Phase one of the highly anticipated Reports page enhancement is now live!! Please review the following resources and share them with your customers!

Reports Demo Video

UPDATED Reports Page FAQs

UPDATED Reports Page: Custom Report Builder

Custom Reports Advanced Filtering Guide

Bug Fixes

AFI: We fixed an issue where organization by Tank Registration Number was not implementing as expected. (24588)

E-Files Grid: We fixed an issue where users were unable to type text into a search field. (25384)

Global Activity Log: We fixed an issue where pressing the Enter key in a search field caused a page reload. (25232)

Important Dates: We fixed a JS error that occurred when linking associated items, and we fixed an issue where the Date Due Next value was disappearing when the frequency was updated. (21790, 21673)

Maintenance: We fixed an issue where Purchase Orders were being cancelled when associated Work Orders were edited. Now, if the user updates or removes the assigned vendor, a pop-up will ask if the user would like to cancel the Purchase Order. Otherwise, the PO will remain unchanged. (24511, ZD: 28791)