Bulk Documentation

Released 2026-06-11

Version 3.11.16

Notes 166 of 66

  1. Settings — Site operating rules now require an authenticated session before changes are saved.

  2. Sign-offs — You must be signed in to view or respond to sign-off prompts.

  3. OEE — On 4K and ultra-wide displays the live asset cards now resize to fill the screen — larger when only a few assets are shown, and packed tighter when there are many.

  4. OEE — When a board has no assets yet, the page now shows a clear message with a button that takes you straight to settings to add them.

  5. Boards — The Review Calendar fits any widget size without cutting off the last week, and hovering a day now shows its planned, recorded, and overdue reviews.

  6. Boards — The Risk Matrix widget now scales to fill its space instead of sitting small with empty margins on wider boards.

  7. Boards — Widgets sit closer together on laptops, tablets, and phones, so boards feel less spread out and each widget gets more room. Large monitors keep their existing spacing.

  8. Company news — Posts now show how long ago they were published (e.g. "Posted 4 weeks ago") instead of just a weekday and time.

  9. Currencies — Setting a conversion rate now keeps the opposite direction in sync automatically, and removing a rate clears both directions.

  10. Dashboards — Sign-off prompts and dashboard value widgets now load more reliably.

  11. Displays — The TV display pairing screen now loads reliably for sessions that haven't picked a site yet.

  12. Filters — Dropdowns and date fields in filter drawers are more compact with clearer borders.

  13. Filters — Empty filter dropdowns and date fields use a softer muted background until you pick a value.

  14. Filters — Filter drawer actions use a clearer text reset and pill-shaped results button.

  15. Filters — Filter option lists are more compact so more choices fit on screen.

  16. Filters — Filter option lists use clearer spacing again so long lists like roles are easier to scan.

  17. Filters — Filter option rows use smaller labels and controls for a tighter drawer.

  18. Filters — Priority and role filter radios now use a cleaner circular style that matches the rest of the drawer.

  19. Filters — Quick date shortcuts in job and order filters use the same radio list style as other filter options.

  20. Filters — Selected radio dots are larger and centered in filter lists.

  21. General — Checkboxes are slightly squarer and easier to scan.

  22. Inbound — When viewing inbound document items with expanded details, each item now shows its related job, part, and process information directly.

  23. Invoicing — The invoice fields empty state now matches the rest of settings, without a nested card.

  24. OEE — The "Go to Settings" button on the empty OEE dashboards screen now opens the dashboard settings page.

  25. Production — When closing past orders in bulk, you must now specify the close date. Approval screens display when the orders will be marked as closed.

  26. Production — Production modes can now be kept visible across the whole tenant or limited to one entity.

  27. Production Orders — Orders now show the newest records first by default.

  28. Safety — Back buttons on risk assessments now leave the page instead of stepping through tabs.

  29. Safety — Risk assessment PDF exports now use the app's warm clay styling.

  30. Safety — Risk assessment PDF exports show an updated header with the template version.

  31. Safety — Risk assessment PDF exports show tenant and entity names in the header, and risk scores use green, orange, and red.

  32. Safety — Risk assessment PDFs now include sign-off pages at the end for collecting signatures.

  33. Safety — Risk Matrix cell tooltips now show a clearer breakdown: risk level, score, and what the likelihood and severity mean.

  34. Settings — Entity operating rules no longer show nested boxes inside the settings card.

  35. Settings — Production Items can be filtered by Active and Archived, like Production Modes.

  36. Tables — Sort any list by clicking a column header; your chosen sort is saved alongside your column layout, including in default views.

  37. Training — Employee training cards now use clearer borders, matching the Projects page.

  38. Training — On tablet-sized screens, the dashboard summary strip hides long Expired and Expiring Soon status values while keeping their labels, so the footer stays readable.

  39. Training — The Enrolled employees summary now shows a color-coded bar of every assigned training status (OK, expiring, expired, and incomplete).

  40. Training — The Expiring Soon dashboard widget now shows which training program is expiring for each person, including the program code and expiry date.

  41. Training — The Expiring Soon widget now shows how many additional trainings are due within 30 days when more than five are coming up.

  42. Training — Skills matrix column headers now show how many employees are trained per program (e.g. 5 trained) under each program name instead of the program code.

  43. Units — Columns on the Units settings page now line up neatly across every unit category.

  44. Audits — 5S area pillar scorecards now show the real issue count for each pillar.

  45. Audits — Audit area and schedule actions now follow each user’s edit and delete permissions.

  46. Custom fields — Default values now only appear where they work, and picker defaults must use valid choices.

  47. Dashboards — Widgets now show missing-permission messages before loading protected data.

  48. Displays — Link TV can now ask for a workspace when opened from a local or IP address.

  49. Finance — Invoices, accounts receivable, and credit notes now live under Finance in the sidebar with updated page addresses.

  50. Forms — Boolean form fields now use the same Yes/No control everywhere.

  51. Home — Scheduling now shows the current site's on-time delivery metric.

  52. Inbound — The Add services picker now shows a clearer message when the catalogue is empty or your search finds nothing.

  53. Inbound — The Apply pricing template picker now shows a clearer empty state when no templates match.

  54. Invoicing — Draft invoices can be edited directly on the invoice page; notes, lines, and custom fields no longer require a separate edit screen.

  55. Finance — Draft invoices now show each job with its pricing underneath, and you can add jobs, services, and charges directly from the invoice page.

  56. Invoicing — Draft invoices now receive a draft number (e.g. DRAFT-000042) the moment they are created, so every invoice always has an identifier.

  57. Master data — Parts and processes can now show custom fields in their settings tables.

  58. Production — New Invoicing Workstation type: orders arriving at an invoicing routing step queue up at the station, where operators review jobs, price them with rate templates, catalogue services and charges, and issue the invoice — completing the job's invoicing step automatically.

  59. Routings — Routing decisions can now use more details about production orders, parts, and processes.

  60. Safety — Risk assessment details now show clearer created and updated times.

  61. Scheduling — Job planning can now place, move, and resize work from the keyboard.

  62. Scheduling — New job planning board: drag job steps from the work queue onto machine timelines, move and resize planned runs, split work across machines, and spot overlaps instantly — live for every planner.

  63. Scheduling — Queue cards now show estimated step times from completed work history.

  64. Teamboards — Audit schedule tables now mark monthly scheduled days in the weekly view.

  65. Routings — Decision steps now accept written formulas (type @ to insert fields) and support multiple if/else-if branches, each with its own connector on the canvas.

  66. Settings — Adding custom fields on parts and processes now uses a clearer step-by-step dialog with labeled validation options.