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Recent Updates and Coming Soon

2019
May 29

Permit to Work

Permit to Work

Permits to work – using either forms or documents a full permit to work workflow is now available on jobs involving contractors and other stakeholders

Apr 25

Risk Assessments

Risk Assessments

Risk Assessments – A thorough risk assessment workflow introduced for risk assessments designed in the form designer and sent to a contractor with an instructed job.

Apr 19

Planned Maintenance – Smart scheduling

Planned Maintenance – Smart scheduling: Where an asset or site has 2 or more schedules can group the schedules so future bookings do not clash using superseding rules

Apr 17

Expenses

Expenses

Expenses – Engineers and contractors can now submit expenses with a photo from the resource app, which can be approved in the main application

Apr 12

Reports – Report Manager Introduced

Reports – Report Manager Introduced

Reports – Report Manager introduced with some reports. Reports can be scheduled to be sent out to one or more users for any frequency

Apr 10

Stock – on the app

Stock – on the app

Stock – engineers can now record stock used on a job using the resource app

Mar 15

Planned Maintenance – Future schedules can be viewed on calendar and timeline report

Planned Maintenance – Future schedules can be viewed on calendar and timeline report

Planned Maintenance – by default the next planned job is created as soon as the last one is created. Now, the next planned job can be delayed to days before it is actually due. Avoids confusion for the maintenance team

Mar 11

Stock – Upload from excel

Stock – Stock upload added to upload centre so can upload all stock and stock levels from spreadsheet

Feb 13

Planned Maintenance – Delayed job creation

Planned Maintenance – by default the next planned job is created as soon as the last one is created. Now, the next planned job can be delayed to days before it is actually due. Avoids confusion for the maintenance team

Jan 22

Timesheets – Timesheets for engineers on the resource app

Timesheets – Timesheets for engineers on the resource app

Timesheet: Engineers can now complete weekly timesheets on the resource app for engineers and contractors

Jan 19

Contractor Compliance – Forms for contractor compliance

Contractor Compliance – Forms for contractor compliance

Contractor Compliance – forms can now be designed for completion by contractors related to their compliance, health and safety, inductions etc

Jan 17

Contractors – Email Reminders for overdue work

Contractors – each contractor can be flagged to receive email reminders when an instructed job is just overdue and for every day thereafter

Jan 04

Notifications – Key job events

Notifications – users can be enabled to receive emails of key job events such as contractor instructed, contractor arrived, contractor completes. Improves communication for users and site managers to track the progress of their jobs

2018
Dec 14

Engineer / Contractor App Live

Engineer / Contractor App Live

Engineer / Contractor App: The app for engineers and contractors is now live and working great for engineers and contractors to view and manage their instructed jobs. Works offline. Fast and very easy using latest Progressive Web Technology.

 

 

Dec 11

Job Worksheet: Auto generate of PDF job worksheets to send to contractor

Job Worksheets: Can now generate a well-formatted PDF job worksheet which includes the job details, assets for that job, and any forms attached to that job. This can be sent to the contractor by email and also to the contractor portal and app.

Dec 06

Forms: Asset Selector

Forms: Asset Selector

Forms: A new fields question type for forms “Asset Selector”. A user can now select multiple assets on a form either by selecting from the existing list of assets in the site, or scanning the QR code, or can even create new assets on the fly. Great for inspection checks, surveys and even asset gathering

Nov 28

Planned Maintenance – Quick Schedules

Planned Schedules: In addition to the central planned schedules, you can now create quick schedules for a specific site or asset, and also design or attach inspection forms.  Provides a quick alternative for creating planned maintenance schedules.

Nov 23

Forms – Dropdown question type

In the form designer there is a new question type “dropdown”. This allows you to tailor your own list of options for a user to choose from one when you design a form.

Nov 09

Custom Fields For Jobs and Requests

Custom Fields For Jobs and Requests

You can now create a custom set of fields / questions linked to a job type. So when creating a new job or request the user can be asked additional information linked to that type of request. Useful for many things including parking permit requests, catering requests, questions linked to type of asset etc.

Oct 11

Rate Cards For Contractors and Engineers

Rate Cards For Contractors and Engineers

You now create hourly rate cards for engineers and contractors. So when they complete jobs on the contractor portal or the app, then costs are generated from the hours they have worked. Takes into account their travel time as well as time on site, out of office hours and call-out rates.

Aug 23

Mobile App for facilities team ready

Trackplan’s CAFM and CMMS app is finally here.  It’s been a lot of work and patiently longed for by many including myself!  It works on any android or apple device whether mobile phone, tablet, iPhone, or iPad.

The CAFM app is fast, easy to use and of course works off-line / out of signal, and syncs back up when a signal is re-established.  We have used some of the best mobile technologies out there including Facebook’s React and Google’s Firebase.

Like the rest of the main CAFM and CMMS application, design and ease of use has been one of the primary objectives.  The first app is for the facilities and maintenance team. You can:

  • create jobs
  • view open jobs whether reactive or planned
  • take unlimited photos
  • complete jobs
  • add and view notes

It is soon to be followed by a similar version for the engineers and contractors, ready in a few months.

There is a lot more we can do to the app to make it even more useful.  So we have started with the essentials.

Aug 23

Finance Integration between leading accountancy packages: Xero, Sage, Quickbooks, Kashflow and Trackplan’s CAFM software

Finance Integration between leading accountancy packages: Xero, Sage, Quickbooks, Kashflow and Trackplan’s CAFM software

Trackplan’s CAFM Software can now offer integration with four of the leading finance and accountancy software packages: Xero, Sage, Quickbooks and Kashflow.  We can send costs into your finance software.  We can also integrate assets purchased through your finance application into Trackplan.

This will reduce time, double entry and help force consistency between your core systems.

Aug 02

CAFM Reports

CAFM Reports

New reports page in dashboard library showing bar charts and pie charts with great analysis by job types, SLAs among others.  Filters allow you to report on what you want quickly.  The CAFM reports pages are going to grow with your feedback.

Jul 07

Planned Maintenance Timeline Report Improvements

Planned Maintenance Timeline Report Improvements

Timeline report for planned maintenance improved to include more display options including due date and completed date

Jun 13

Asset Attributes and Asset Statuses

The CAFM asset management module is further improved. Now you can capture extra information about your assets by adding your own custom fields.

Also you can now set up your own asset statuses and monitor the condition of assets over time.  For example to see when an asset is out of service or in fault.

Jun 08

Stock and Inventory Management and Purchase Order Module

Stock and Inventory Management and Purchase Order Module

New feature.  You can now manage your stock and inventory within Trackplan.  You can assign stock to assets.  And also flag stock as being maintenance driven and so manage more closely.  Also includes a purchase order module.  You can also use up stock against a job.

May 24

Upload your own logo

Upload your own logo

Clients can now include their own logo in the Trackplan header, and include logo in emails sent out.

May 10

Job Priorities and SLA enhancments

Job Priorities and SLA enhancments

More advanced settings for priorities and SLAs. Can set expected date to ignore weekends, or come at end of day for example

Apr 09

Job Request Reminders and Setting site budgets

Reminders sent to facilities team for overdue pending requests.

Set the budget for each site, to facilitate cost control by site

Mar 23

Asset Dashboard Enhanced

Asset Dashboard Enhanced

More enhancements including stronger analysis showing assets at fault and out of service by asset class and site.  Also a bar chart showing spread of assets across asset statuses.

2019 - Q3

Forms in the apps

Trackplan has 2 apps.  One for the maintenance and facilities managers, and one for the engineers and contractors

We are bringing the 2 apps more closely aligned to share the same code base and both be based on the innovative “Progressive Web App” technology.  They work on all devices and all platforms and work offline.

In addition we are bringing in our superb electronic forms into the apps to enable users to complete:

– inspections and checklists

– surveys

– Risk Assessments

– Permits to Work

Also end users will be able to create job requests remotely very easily.

2019 - Q2

Xero Integration

Xero Integration

Xero is the World’s leading finance and accountancy application for small to medium size enterprises.  We use it ourselves.  We are often asked for integration with other finance systems, and we are going to do this one, plugging straight into their API.

2019 - Q4

IoT – plug and play sensors, devices and meters

Everyone is talking about it and now its time to act!  We are excited about bringing the world of sensor and devices into Trackplan.  The vision is to create a central hub on the current platform, where users can select from a menu of devices.  Then using a “plug and play” approach make it as simple as possible to manage the device and its data from the Trackplan portal.  The steps for the user will be

  • Select the device from our menu
  • Order the device from the supplier
  • Install the device to your location
  • Enter the unique code for the device into the Trackplan portal, either against a site, location or asset.
  • Then view the results and manage the device

Sounds simple doesn’t it?