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
Planned Maintenance – Future schedules can be viewed on calendar and timeline report
Stock – Upload from excel
Stock – Stock upload added to upload centre so can upload all stock and stock levels from spreadsheet
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
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
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
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.
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
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.
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.
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.
Rate Cards For Contractors and Engineers
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.
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.
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.
Stock and Inventory Management and Purchase Order Module
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
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
– Risk Assessments
– Permits to Work
Also end users will be able to create job requests remotely very easily.
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?