Dashboard for Contractors, Engineeers and Users
Form Library – in the Manager App and Resource App
The Form Library is now available in both the Manager App and Resource App.
When you design forms (eg inspections, audit forms, meter readings) you can make them available for immediate entry from the Form Library, as well as by issuing them with a reactive or planned job. So now in the apps you can select a form from the form library and complete it there and then. Very quick and dead handy!
Job Requests – Create job request without needing a user login from a secure web page
Forms in the Manager App and Resource App
Forms designed in the main application for inspections, checklists, risk assessments, meter readings, surveys, risk assessments, permits to work can now be sent down to the Manager App and Resource App.
Allows questions of up to 12 question types to be answered including Pass/Fail, Dropdowns, Photos, Signatures…..
Easy to use and fast. Works offline.
Manager App – Relaunch
The Manager App has been relaunched using PWA (progressive web application technology) and so is now on the same platform as the Resource App for engineers and contractors. The app is web based BUT embeds on your phone or tablet like a traditional app. Quick and works offline!
The Manager App is intended for use by managers and supervisors. Very easy to use with some great features including:
- See all jobs and job details.
- Add photos, notes and documents to a job.
- Can complete forms sent down with a job or from the form library.
- Can create new jobs.
- Can assign jobs to another user or engineer to contractor.
- Can view assets, create assets, assign jobs to an asset.
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.