July 20, 2023
iOS 4.49 and Android 4.54 Mobile Release Notes
Features
Upload Task Images While Offline
Users can now upload images to individual tasks while offline
Images will sync automatically once back online
Unlimited images
Web Release Notes
Features
DataHub: Edge as a Destination
Automatically sends data from PLCs and sensors to Edge to visualize data and identify trends
Supports UpKeep Sensors, Allen-Bradley PLCs, Siemens PLCs, IO Link Protocol
Data updates every minute
Parts: Updated Ledger & Ability to Transfer Parts Across Inventory Lines
Captures and displays chronological history of transactions for parts & inventory
Allows transfer of quantities of inventory from one line to another for the same part record
Email Notifications: Low Stock Parts
Automated email triggered when parts quantity is less than minimum quantity threshold
A notification is triggered the first time the quantity decreases below the minimum value, and each subsequent time after
Email Notification Control V1
Reduces email volume/noise
Ability to set email notifications for specific actions:
Work Orders, Requests, Purchase Orders, Parts, Summaries & Reports
Notifications with location based permissions:
Work Orders, Requests, Parts
Admin: Improvements to Import / Export
Checklists, Customers, Teams, Vendors, People, Meters, Meter Triggers
New upload wizard
Additional file types and data editing
Field and value specific valid
Partial row uploads even if one data point fails
Granular / single cell failure error handling
Downloadable partially failed rows
Updated sidebar icons
Purchase Order: UI / UX Modernization
Part Number & PO Fulfillment Date added to PO Details Page
Users can now create new Part from PO Details Page
Users can now select multiple Parts and add to PO
Ability to add a checklist to a request before approval
Defect Resolutions
Ability to add different color mapping points on Location floor plans
Assets get saved when creating an automated workflow that assigns an asset to a work order
Parts page will no longer show blank data after downloading QR codes
Users will be navigated to their People & Teams module when selecting the assignee from the PM record
July 13, 2023
Web Release Notes
Features
Multi Asset PM's now have a creation cadence configuration for Based on Completion type schedules.
On the Asset Details and Asset Create/Edit page, custom fields now show up alphabetically by field name.
On the Edit page, fields that already have a value are shown first in alphabetical order, then empty fields appear in alphabetical order.
Defect Resolutions
PO Beta Fixes (POs are still in Beta so these only apply to beta users)
Added Activity tab
Ability to edit POs after approval, decline, or fulfillment
Ability to decline POs that are approved, or approve declined POs
Ability to add parts to a PO with 0 qty
Auto generated PO number shows up right away in the list
Ability to see the list of parts on a PO from the PO list
Location name added to Parts picker when creating a PO
Location name appended to end of Part name on PO detail page
PO number added to edit and detail pages
Parts can now be deleted off work orders and out of inventory without persisting
Location, Asset, and Team names are now importing correctly when left blank
PM Trigger export now includes time zone
Users can now export checklists on the list view and dromo page
June 29, 2023
iOS 4.49 Release Notes
Features
Uploading images to tasks while offline (In Beta)
Users can now upload images to individual tasks while offline.
Images will sync automatically once back online.
Location Name appears when scanning an inventory line
If multiple inventory lines is enabled, users can now see the inventory lines location when scanning from Home, Parts, and Work orders.
If the same barcode is used on multiple inventory lines, then all inventory lines & location will appear that apply to that barcode.
Deleting Photos from Tasks
Users are now able to delete photos from tasks.
Android 4.54 Release Notes
Features
Feedback Forum added to the Mobile App
Technicians will have access to the forum on the mobile app in the more section
Uploading images to tasks while offline (In Beta)
Users can now upload images to individual tasks while offline.
Images will sync automatically once back online.
Location Name appears when scanning an inventory line from HOME SCAN ONLY
If multiple inventory lines is enabled, users can now see the inventory lines location when scanning from Home, Parts, and Work orders.
If the same barcode is used on multiple inventory lines, then all inventory lines & location will appear that apply to that barcode.
June 22, 2023
UpKeep Pre-Release Product BETA Period Available June 22nd - July 18th
To help ensure a smooth transition with our upcoming product feature release on July 19th we are providing early access and demo videos to a sub-set of features for BETA testing.
Features available in BETA and Links to Quick (5 min or less) Demo Videos:
BETA sign-up for access will be provided directly in UpKeep via an in-app notification and is available beginning Thursday June 22nd.
Our customer webinar is scheduled for Thursday, July 13th. Please register via the link here.
June 9, 2023
iOS 4.48 Release Notes
Features
Feedback Forum added to the Mobile App
Technicians will have access to the forum on the mobile app in the more section
Custom event tracking for Work Order Drafts
We can now identify and measure specific events and actions with work order draft creation online and offline
Android 4.53 Release Notes
Features
Feedback Forum added to the Mobile App
Technicians will have access to the forum on the mobile app in the more section
Custom event tracking for Work Order Drafts
We can now identify and measure specific events and actions with work order draft creation online and offline
Deleting Photos from Tasks
Users are now able to delete photos from tasks
Adding Work Order Files directly to a Work Order
When a user adds a file from a work order it will now directly attach to the WO instead of just the files list
Web Release Notes
Defect Resolutions
All users can now access categories on requests creation
Multi-site site names are consistent across pages
Requests list will no longer include recurring work orders
Analytics: Business plus users can create and manage scheduled emails
Checklists can now properly save on web
May 25, 2023
Web Release Notes
Features
Location based permissions for WO related email notifications is now live.
Admin users are now able to export people.
New import/export flow for:
Checklists
Customers
Defect Resolutions
Changes to the Creation Cadence schedule for a Preventive Maintenance record will now persist when saving.
Users can now attach images to work order updates.
New recurring work orders can now be created without time error.
PMs and non-request work orders are now removed from the Request list.
Requests created in the portal no longer require signature by default.
Filtering requests by Submitted by user returns correct requests.
Fixed bug causing some requests to return a blank page.
May 18, 2023
Web Release Notes
Defect Resolutions
Meters, users, and assets assigned to checklists are kept when importing PM triggers.
May 11, 2023
iOS 4.47 Release Notes
Features
Deleting Photos from Tasks
Users are now able to delete photos from tasks.
The common use case for this is because users tend to accidentally upload the wrong photo and will need to delete it.
Home Scan with multiple inventory lines includes location
When a user scans a QR code for an individual inventory line the location will appear with the inventory line name.
Part List Scan with multiple inventory lines shows inventory line detail
When a user scans a QR code for an individual inventory line, the inventory line detail now appears instead of the primary part detail.
Web Release Notes
Features
Location Based Permissions: Default Visibility
Work orders, meters, parts, and assets without locations assigned are now visible to users regardless of their location based access setting.
Requests Improvements
The category picker is now searchable on the request page.
The request list can now be filtered by Work order status.
There is now a column for work order status.
There is now an add time stamp to the submitted date column on the request list.
Fields have now been rearranged to place priority and image closer to the top of the request page.
Defect Resolutions
Users editing PM's will no longer be able to change the start date to the current date.
The PM history tab list view will always display by the due date in chronological order.
Parts which have an image associated before converting to Multi Inventory lines will no longer prevent adding a new inventory line.
The “Assigned By Full Name” in the Work Order Explore has now been fixed
Requests related bug fixes:
Users are able to see more than one image on a request.
Images on requests are now visible to technicians, requesters, and view only users.
Images on requests are now visible after the request has been approved.
Requests can now be approved if an image is required and an image is added to the request.
Users now have the ability to filter the request list by more than one status at a time.
May 4, 2023
Web Release Notes
Defect Resolutions
Locations can now be removed from parts records (non inventory line).
Deleting a part record will now delete all inventory lines.
Low stock indication will now appear once the available quantity value is below the minimum quantity threshold.
Multi Asset PM's with a repeat type of After Completion can now be edited without error.
Resuming a Paused PM will no longer set the next work order as past due.
April 28, 2023
Web Release Notes
Features
Technicians no longer have permission to delete Vendors and Customers.
When adding and editing checklists on work orders, tasks are now grouped by checklist, draggable as a group, and collapsable.
Users can now modify the due date of a PM triggered work order by editing the work order itself.
Users will now be prevented from losing work order data when navigating away. They will be asked to acknowledge discarding any changes prior.
DataHub Update:
New work orders created from a meter trigger will only be created if the previous meter triggered work order was completed.
API Update:
Temporary IDs for work orders pulled from the /work-order-schedule endpoint will now be included for legacy recurring work orders (Certarus).
Improvements to importing checklists onto Work Orders and PM Triggers:
ID now used as primary key
Multiple checklists can be imported in a comma separated list
Additional checklists can be added via import as long as existing checklist IDs are included
Defect Resolutions
Users can now see their company logo on purchase orders.
Work orders in a complete, in progress, or on hold status will appear on the requests list.
Searching, filtering, sorting from the locations page are now functioning as expected.
Files can now be added to Parts records.
Users can now move their PM work order events on the PM calendar.
In the Location Based Permissions modal, location names longer than one line are now properly displayed.
April 21, 2023
Web Release Notes
Features
Analytics Update
A Preventive Maintenance Explore has now been added to the Analytics dropdown.
Defect Resolutions
PM Calendar event widgets can now be moved to alter the due date of the work order.
Users will no longer be able to double click the “create request” button, which had previously caused duplicate request creations.