Roadmap

We now have a beautiful asset tree view.

On a tree diagrams you can navigate through your site, locations and sublocations and see the assets at every point.

You can also drag assets around to quickly move them from location to location.

For each engineer and contractor you can set their availability from the main application to either Available, Busy, or Off Duty.  The engineer can also update their own status using the Resource App.

This is useful for organisations who schedule a lot of work and to assist them in choosing an appropriate resource.  We added this feature from our recent client “Cork and Kerry Voluntary Emergency Services”

Trackplan has a contractor portal where they can view and complete their instructed jobs plus lots more.

In this release we also:

– added a contractor dashboard with an overview of their open reactive and planned jobs and quotes

– added a quotes list with a list of all their quotes sent waiting for submission (and then your approval)

– provided easy access to your contractors.  They can login with a username and password as before. But now you can also include a weblink on the job email set to them. The contractor can click on this secure link and are taken to their portal.  No username or password required!

The purchase orders module continues to be improved.

You can now set up to 3 different finance codes and allocate these to the purchase orders and job costs.

More to come including tax rates and authorisation levels.

From the main application and both apps you can easily allocate QR codes to your assets, sites and locations.  And these QR codes can then be scanned from the apps while out and about. This will bring up the asset or location on the app. From here the user can see all jobs at this location or asset.  And also create a new job.

See more on asset management software here.

It takes some setting up.  But once you do it, it can reap rewards

You allocate contractors to trades and regions.  You allocate sites to regions.  You match job types and sub types with trades.

When a job is created it can then preselect a recommended contractor based on the site’s region and the job’s type.

Set up a contract for each client or division.

– You can allocate sites to a contract

– You can set up SLAs / Job Priorities by contract

– You can set up user logins so they can only see sites within their contract

– You can restrict which contractors can work on which contract

Set your own labels for most of the key fields and screens.  For example, instead of “Job”, say “Work Order”.  This also allows for labels to be set in other languages whether Arabic, Flemish, French, Spanish or German.

In addition to the forms already sent down with a job in the Resource App, the engineer can now add another form to the job, if it has been made available for this in the main application. This new feature allows for a lot more flexibility.

The new timeline view in the calendar allows you to view the jobs with the hours on the x-axis. This allows unlimited users or resources to be shown on the y-axis when grouping by user or resource.

There are now multiple ways to raise job requests with Trackplan. Users can be set up with individual logins for Trackplan and raise job requests from the main dashboard view. Multiple users can also share the one login, and provide their own email address when creating a request so they can receive updates.

Job requests can also be sent by email to a designated email address. Another way to raise job requests is by using a link generated by Trackplan which can be used by anybody who may need to raise an issue, for example residents in an apartment block.

Whether it is a floorplan or a training pitch you can now draw over an existing image and add text and symbols. Also linking to the Trackplan database of assets and jobs. Great for snagging and workspace management.

Assets can now be managed in the Manager App and the Resource App.  So assets can be filtered and viewed.  New assets can be created.  Jobs can be created from assets and assets can be attached to existing jobs.  See more on asset management software here.

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!

Users can raise issues and create requests from a secure web page without needing to log in the main application. Great for organisations with many users. Complements the ability to send a request by email. And of course coming soon… ..the requestor app

We will soon be allowing you to set your own tax rates for your region.  The tax rates can then be set for purchase orders and job costs.  This tax rate can then be included on the Purchase Order PDF generated from Trackplan for your accounts team and suppliers.

Thanks to Cork and Kerry Voluntary Emergency Services we will be introducing an “Anonymise” feature.

Cork and Kerry emergency services provide transport services to members of the public in distress.  They do not want the personal details of these people retained on the system for longer then required.  The “Anonymise” feature will allow for their details to be removed soon after the job has been completed.

Big improvements to the stock, asset and purchase order areas.  Will appeal to more manufacturing based clients.

• Asset Stock – to manage the required stock levels for an asset. So for each asset will show a list of stock lines with the number of stock items used, and how many should be kept in spares and in which default storage area
• Bins and Buckets and QR Codes – Storage Areas can be broken into bins / buckets, each bin holding a stock line. Can put a QR code against each bin
• Can assign a Team to a stock level (storage area / stock). This team to be sent notifications when stock falls below reorder level.
• In Manager App, can scan a QR code to bring up storage area. User can then type in number used with a text box.
• Can set purchase order authorisation levels in bands.
• Instruct job – can attach multiple resources to one job task. So an engineer can see other engineers that are assigned to this task.
• Asset Calibration – For assets, introduce calibration functionality (akin to planned maintenance) and improve contract / service area for each asset

The third app, long overdue, will let remote users create requests from the Requestor App quickly and easily.  Great for organisations with 100s and 1000s of remote users who you want to create job requests from time to time.  For example tenants.

In the apps a user can already view assets, create assets and add jobs against assets.

Soon they will be able to:

– upload images against the asset

– make comments

– change the asset status

Trackplan already integrates with Microsoft for Single Sign On.  In the future we will extend this integration into Microsoft Teams and Office 365

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?

Foreign Language Templates – you will be able to assign a Foreign Language template to each user so they can see Trackplan in the language of their choice, from English to Spanish to Arabic.