June 23, 2022
Web Release Notes
Features
Edge: Better incident tracking
Recent incidents associated with a sensor are now displayed on the sensor details page to make incidents more visible and easily tracked.
Customers can now view the date the incident occurred as well as the duration.
We’ve also included links to the incident detail so customers can quickly get more information on the incident if desired.
Updated PM form to accept Sets of Parts
Sets of parts can now be associated to PM records in the same manner as adding to a work order. This streamlines the addition of parts into the PM record template for detailed & accurate part associations.
Persist PM list view search & filters
PM record filters and search information will persist when a user opens a PM record and then returns back to the list view.
Defect Resolutions
Analytics Improvements
"Area" added as a dimension to Assets explore
All meter data is now visible in Analytics
Mexican Peso support for cost based data
Users will now see a warning message when they exceed the character limit in the asset description
Based on completion PM's are now triggering
Updated PM list view column sort functionality for ascending & descending sorts
Export Filtered View improvements
Users will no longer be able to modify the admin user via People & Teams import
June 16, 2022
Web Release Notes
Features
5 new currencies available on web
“COP - Colombian Peso - $”
“BRL - Brazilian Real - R$”
“MMK - Burmese Kyat - K”
“PEN - Peruvian Soles - S/”
“CLP - Chilean Peso - $”
Defect Resolutions
Affected SSO users will no longer be forcefully logged out of their sessions.
Users can now filter their assets by custom field: date.
Users will only have the ability to associate one team to a Multi-Asset PM.
June 9, 2022
Web Release Notes
Features
Asset Thumbnails is back!
Web users can now view a thumbnail of an asset's image from the list page in order to quickly identify assets visually without having to click into the details page. On hover, the image will be expanded. Users can also hide the image column from the list if they decide that they don't need to see images when identifying assets in the list.
Edge: Enhanced Charts
We’ve improved the Edge charts to make it easier for customers to:
View sensor data at any point in time
Identify trends and anomalies
Capture data for compliance and reporting purposes
The improvements include:
A UI refresh
Full screen charts
Breakouts of each sensor property (e.g. temperature, amp-hours, etc.)
Better targeted preset date and time selections
Custom date and time selections
Easier to read tooltips
Zoom and pan capabilities
Improved performance
Export charts as SVGs or PNGs
Export chart data as CSV
Defect Resolutions
Updating or adding an end date to existing PM triggers will no longer update the start date to the current date.
When selecting “Download Current Assets” in the new dromo version of asset exports, users will now be able to download all existing assets.
June 2, 2022
Web Release Notes
Features
PM trigger Email Notifications
Users will no longer receive PM trigger email notifications when a work order is created from the PM trigger for both cases (time-based or based off of completion)
Default PM WO creation turned off
PM triggered work order creation will now be defaulted to off in order to allow work order creation to be determined by the designated Schedule & Creation cadence.
Defect Resolutions
The PM Details view "Next work order on" and "Ends" date will now display the comma after the day.
When a work order has a running timer and the status is changed to complete, then any/all timers will be ended at the same instance.
Importing parts with location that includes smart apostrophes will now successfully populate location information.
May 25, 2022
Web Release Notes
Features
Bulk Update Assignments on WOs
Admins and limited admins will be able to bulk assign users to open work orders.
Link Appropriate records on the Asset Details page
Users will now have the ability to access the vendors, locations, and customers page directly from the asset page
Defect Resolutions
The Multi-Site (Manage Sites) page will now be loading as intended.
The useful life field on asset import now has validation to prevent incorrect imports.
May 19, 2022
Web Release Notes
Features:
Mexican Peso added to Currency
Admin users can now select “MXN - Mexican Peso - MX$” as a currency for their site configuration.
Start Work Time to be displayed in Time Log
Users will now be able to see the Work Started date and time value.
Defect Resolutions
Work order time logged via timer will now flow through to analytics reports
Updated vendor names are now reflected system-wide under WOs
Mapping points will now be loaded when a floor plan is selected
Recurring work orders no longer create duplicates
Checklist IDs can now be saved in PM triggers
May 5, 2022
Web Release Notes
Features:
Analytics
Users of UpKeep Analytics who have an Enterprise subscription will now be able to schedule report sending to any email address.
Defect Resolutions
Users who search for a location in the Locations filter of the asset page will notice the following updates:
Results will be returned as the parent, expanded down the level of hierarchy that matches the search
Results will only include the child that meets the search criteria (and the relevant ancestors)
Lists will be left open
New checklist items added to updated work orders will no longer share the id of the original checklist template items.
April 28, 2022
Web Release Notes
Features:
Edge icon and CTA page Update
Users will now see an update to the sensors icon text to “Edge”
For customers that do not have Edge accounts, users will be directed to: https://www.upkeep.com/product/edge
Defect Resolutions
Users on newly signed up accounts will no longer see a tutorial pop-up if they select the “no thanks” option or when they have completed the tutorial
On the new import page, users will now see “export current assets” and be able to re-import the CSV with all errors correctly validated (i.e. dates, prices, email, and custom fields for Number, Currency, Dropdown, and Date)
April 21, 2022
Web Release Notes
Features:
List view export update
Exporting from the list view of assets, locations, and parts/inventory will now export into the new import format, and only export the rows based on the applied filters.
Asset Import/Export
Asset import/export now includes vendors and customers.
Defect Resolutions
Users will now be able to export parts QR codes.
Users will now find approved purchase orders created via the public request portal loading appropriately.
Users will be able to bulk delete assets with no error.
Users will now be able to upload files with periods.
Users will now be able to clear the location delete modal.
Users will no longer see duplicates of custom fields in asset dromo imports / updates.
Users should be able to mass delete assets using multi-select without the app timing out.
For all types of custom fields, all fields are present in the response object, even those without assigned values, for the /api/v2/custom-fields/assets endpoint.
Users will no longer see duplicates of custom fields in asset dromo imports / updates.
April 14, 2022
Web Release Notes
Features:
Expose PO "fulfilled by" in Analytics
Customers will now have the ability to query a data set that shows the “Fulfilled by” field on a Purchase Order.
Audit Trail (Beta)
Users now have the ability to select "Audit Trail (Beta)" from the Analytics --> View dropdown.
API Update
Custom fields are now available in the API.
Asset Import/Export Improvements
Vendors and Customers can now be exported, imported, and bulk updated. Users who use vendors and customers often need to bulk update these on assets.
Checklist ReSkin Phase 1
Checklists are now accessible in the left navigation in addition to settings.
Surfaced adding tasks from checklists during Work Order and PM Trigger creation.
Added a new modal for adding checklists allowing users to search, see tasks in each checklist, and add multiple checklists at a time.
Defect Resolutions
Limited Techs can now view assets, locations and meters assigned to them
Updating a work order after completion will not alter the completion date & time
Editing checklists will now update all WOs for all affected users
Aggregate and group options are now exposed in explorers
Requesters can now receive email notifications for all status updates
Custom dropdowns will behave the same as non-custom, where the clear button only appears when something is selected
Users will no longer have the option to drag and drop when only one option exists during the dropdown field creation stage
April 7, 2022
Web Release Notes
Defect Resolutions
The Sort menu button remains in the focus state after being clicked and while interacting with the Sort By and Order sections within the menu
The Columns menu button remains in the focus state after being clicked and while interacting with the on/off state and ordering of columns within the menu
An admin user will receive a "Worker Created without Assignee" notification when the user creates a new WO without an assignee
An admin user will no longer receive an “assigned to you” notification when a different user is assigned to their WO
April 5, 2022
Web Release Notes
Features
Audit Trails (Beta) is live!
At this time, users are able to find the audit trail by creating a custom dashboard in UpKeep Analytics. With next week’s release, there will be the option for users to select “Audit Trail (Beta)” from the Analytics —> View dropdown.
Users will find the audit trail table with pre-selected dimensions with the following asset information tracked:
Record Type: Name of categorical entity that was updated
Includes Assets only. We will be expanding to Work Orders, Parts, Meters, etc in Q2.
Record Name: Name of the specific entity that was updated
Record ID: Identification of the entity that was updated
Action: Indicates what was done to the entity
Create, Update, or Delete
Field: Indicates the name of the field that was changed
New Value: Indicates the new data that was entered into the Field
Updated At Time/Date: Indicates when the action was taken by the user
User Full Name: The name of the user who committed the action
User ID: The ID of the user who committed the action
User Email: The email of the user who committed the action