Bulk Documentation

Released 2026-06-26

Version 3.11.21

Notes 1100 of 127

  1. Production — Fulfillment workstations now keep order queues available when search indexing is delayed.

  2. Audits — Pre-use check templates that are not assigned to an asset type now appear when creating audit schedules.

  3. Customers — Customer operational statuses can now warn or block document processing, job creation, and invoicing.

  4. Inbound — Grid edits no longer roll back while related totals are still saving.

  5. Inbound — Item cells now update immediately and show when they are syncing.

  6. Inbound — Removed extra empty space below the document items grid.

  7. Inbound — Selected cells now stay visually behind frozen item columns while scrolling the document items grid.

  8. Inbound — The document items grid now searches, filters, and sorts faster while editing.

  9. Orders — The order page has a refreshed look with inline-editable details and a cleaner tabbed layout, consistent with other updated pages.

  10. PDF templates — Previewed PDFs now match the editor canvas more closely for text placement and widget sizing.

  11. PDF templates — Restricted templates now show a clear no-access page instead of a server error.

  12. PDF templates — Widgets can now be copied and pasted in the template editor.

  13. PDF templates — Widgets now stop at sensible minimum sizes while resizing instead of asking after they become too small.

  14. Pricing — Percentage-based charges are now calculated consistently across services, templates, and orders.

  15. Search — List pages now show a clearer message when search is temporarily unavailable, with a try-again option.

  16. Dashboards — Widgets now have a cleaner, flat background.

  17. Forms — Form setup now uses two clear flows, and filled forms are started manually and shared through production.

  18. Forms — Forms now appear as one consistent, compact section across inbound documents, orders, and jobs; open a form to view or fill it in.

  19. Home — People and audit tiles show clearer summaries and list up to four items before the rest collapse.

  20. Orders — The Jobs tab now shows every job column — PO number, customer, quantity, value, the key dates, and your custom fields/dates — each sortable, reorderable and hideable.

  21. Orders — The Jobs tab on a production order is now a full spreadsheet-style sheet — sortable, reorderable and resizable columns with show/hide and row selection — matching the inbound documents view.

  22. Orders — The Jobs tab on a production order now uses the same clean sheet styling as the rest of the page.

  23. PDF templates — Table fields can now use order, job, customer, and routing details when printing.

  24. Pricing — Imported price agreements now recognise set-up-plus-hours services and group them with their extra-hours rate.

  25. Pricing — Per attached item/job services now use the number of assigned inbound items or production jobs for their quantity.

  26. Production Orders — You can now add and edit custom dates on orders, the same way as on inbound documents.

  27. Production — The asset picker toolbar is cleaner, with simplified filters and clearer page labels.

  28. Scheduling — Job planning timeline blocks show job numbers in the title row.

  29. Settings — The Operating rules and Customer statuses screens have a refreshed layout, and these settings now lock once a site has inbound jobs.

  30. Activity history — Activity history now keeps clearer names and context across inbound, production, quality, projects, settings, and integrations—even if a related record later changes.

  31. Activity history — Long activity histories are easier to browse, search, filter, export, and open from shared links.

  32. Activity history — Activity history now focuses on meaningful changes, making audit trails easier to follow.

  33. Activity history — Activity history now retains evidence that can be reviewed for compliance.

  34. Digital Twin — Machines and layout items can now be rotated while arranging the factory floor.

  35. Digital Twin — Moving around the floor with left-drag, WASD, and arrow keys now feels smoother and follows the current view direction.

  36. Digital Twin — Selecting small layout items next to other equipment is more reliable.

  37. Digital Twin — Work center details now focus progress on OEE instead of job output counts.

  38. Digital Twin — Work center details now show the latest timer and OEE activity.

  39. Digital Twin — Zone names now keep spaces while you edit them.

  40. Finance — Entity settings now control whether production jobs can be invoiced only at the Invoicing routing step or at any time.

  41. Invoicing — New invoices now show a searchable order table and include the services assigned to each production job.

  42. Production — Jobs and orders are now cancelled instead of deleted. A cancelled job or order stays visible in your lists but is removed from production queues and reporting, just like a removed one used to be.

  43. Production Orders — The Output, Timers, and Quality tabs now share the refreshed order-page look, with clearer summary figures and tidier loading placeholders.

  44. Production Orders — The Timers tab now shows the full recorded time for sessions shared across jobs, instead of undercounting them.

  45. Production Orders — Total Value on the orders list now reflects full job pricing, including services and charges.

  46. Production — You can now cancel several jobs at once from an order, cancel draft jobs, and see the cancellation reason on a job or order's status timeline. Deleting an inbound document now cancels its reserved order instead of removing it.

  47. Production · Routing — Removed the Integration step (Send Email, Generate PDF, Create Audit, API Trigger) from routings. This automation now lives in the Workflows system.

  48. Routings — Routings that require an Invoicing step now show a clear error before saving or compiling.

  49. Account — Account and settings open in a focused workstation view, so operators can manage their profile without the main app sidebar.

  50. Analytics — Standalone dashboard pages now use the same top header as teamboards and asset boards.

  51. Boards — Board views now use the same top header as other standalone dashboards.

  52. Dashboards — Display pairing, claim, and cleanup history now keeps clearer device names and safer audit details.

  53. Developer tooling — Agent worktrees now auto-push to their git branch and keep changes synced while you work.

  54. Digital Twin — Factory layout edits now keep clearer audit history for layouts, assets, zones, and walls.

  55. Empty states — Cleaner empty screens with a subtle dot backdrop instead of a boxed card.

  56. User access — Site access requests now keep clearer audit history for requests, approvals, and denials.

  57. Sites — Site changes now keep clearer audit history for creation, updates, activation, deactivation, deletion, and user access changes.

  58. Sites — Audit history now records when a user's selected site is automatically cleared after site or access changes.

  59. Settings — Reordering site settings now records the actual setting names, codes, and old/new order in audit history.

  60. Forms — Form activity history now records form names, linked records, field names, and status changes with stable audit snapshots.

  61. Invoicing — The new-invoice order picker now loads reliably, even for businesses with thousands of orders.

  62. Production — Completing steps now handles small device clock differences more reliably.

  63. Production — Job and order files are now a simple attachments list on the General tab.

  64. Production — Job Output, Timers, and Quality tabs now use the same layout as order detail pages.

  65. Jobs — The job detail page now uses the same updated layout as production orders, with forms and files on the General tab.

  66. Production — New Peaking Station workstation type: scan an order, book the right jobs in or out, log time, print documents, and complete with optional scan-to-confirm.

  67. Production Orders — Edit and delete actions on an order are now grouped under a menu, leaving more room for primary actions.

  68. Production Orders — Opening an order from elsewhere in the app now uses the same updated layout as the full order page.

  69. Production — Peaking Station tiles on Select Asset no longer show an operator row.

  70. Production — Peaking Station tiles on Select Asset now show more loaded jobs at a glance.

  71. Production — Peaking Station tiles on Select Asset show loaded jobs in a compact grid without timer labels.

  72. Production — Peaking Station tiles on Select Asset now show loaded, job, and overdue counts above the jobs grid.

  73. Production — Peaking Station tiles on Select Asset now show an in-time vs overdue bar above the job counts.

  74. Production — Tablet production pages now use the same focused header as peaking station.

  75. Production — The Peaking Station can now scan a production order with the device camera, not just a handheld scanner.

  76. Production — The Peaking Station now finds orders by customer name too, with smarter, typo-tolerant search.

  77. Production — The Record Station workstation type is now called Peaking Station throughout the app.

  78. Production — When recording jobs at a station, you can now only load jobs that are at the same step, and only once their previous step is finished — so jobs can't be loaded out of order or mixed across steps by mistake. The station also shows which resources it can load.

  79. Production · Routing — Clearer routing list icons, the step "Documents" tab is now "Forms", and the Invoicing step shows only the settings that apply to it.

  80. Teamboards — Dashboard widgets use lighter borders on the Riso theme.

  81. Workstations — Peaking stations now have a dedicated recording-board layout editor with a live preview: configure each widget's print templates, time recording, and barcode confirmation, and rename widgets.

  82. Approvals — You can now approve, request changes, or reopen documents and jobs directly from an approval panel.

  83. Customers — Approval requirements now follow the routing, not a per-customer setting.

  84. Forms — Filling out a form on an order, job, or document now opens right inside the page below the form tabs, instead of in a pop-up window.

  85. Forms — Text fields, dropdowns, and date pickers now share the same consistent appearance across the app.

  86. Jobs — The jobs grid now supports range selection, copy/paste, fill-down, and inline editing of custom fields, matching the inbound documents sheet. Open a job's details from its right-click row menu.

  87. Orders — Creating a job now enforces the same required fields as adding a document item: you must set a Part and fill every required custom field and date before the job can be created (missing ones are highlighted).

  88. Orders — In the Jobs sheet, completed and cancelled jobs are now fully read-only, dates read consistently (e.g. 19 Jun 2026), and part names are no longer shown twice.

  89. Orders — When adding a job to an order, you can now pick its Part inline (and fill custom fields) right in the Jobs sheet — the same way you build up items on an inbound document.

  90. Pricing — Catalogue services default to non-taxable, require a description, and template services and charges can be reordered by drag and drop. The rate matrix and contract views use lighter hairline borders.

  91. Production — A job that needs approval no longer sets up any production steps until it's actually approved; if an approver requests changes, the job returns to an editable draft you can fix and resubmit.

  92. Production — Jobs whose routing needs approval are now created with an "Awaiting approval" status and are fully locked (no edits from any screen) until they're approved — then they move to Open. If changes are requested, the job returns to Draft so it can be fixed and re-created.

  93. Production — Routing now shows both its code and name (e.g. "NDT-DPC · NDT Doncasters") consistently across the inbound documents and order Jobs sheets, and parts no longer repeat an identical code twice.

  94. Production — Add a job to an order, fill in its details, then create it straight from the Jobs tab.

  95. Safety — Dashboard cards and summary panels use lighter borders that match the rest of the app.

  96. Safety — Reviewer pickers now list everyone assigned to your current site and search by name works reliably.

  97. Workstations — At a recording station you can now tap the time display to type a custom amount on an on-screen keypad, alongside the +15m/+30m/+1h buttons.

  98. Finance — Orders now appear for invoicing as soon as their jobs reach the invoicing step, even before services are set. You can add services and bill them while drafting the invoice.

  99. Forms — Attached forms on orders and jobs now use tabs instead of chips, with a simpler editor layout.

  100. Invoicing — Adding catalogue or template pricing in a different currency now converts to the invoice currency using your organisation's exchange rates.