Bulk Documentation

Released 2026-09-09

Version 3.12.72

Notes 1–92 of 92

  1. Dashboards: A new Utilization Grid dashboard shows every asset by hour across one day, colored by running, idle and each downtime reason, with totals and a key beside the sheet.

  2. Activity history: Separate sign-ins and import changes now keep separate history entries, even when they happen at the same time.

  3. Analytics: Filters now accept names containing slashes and filenames while keeping queries restricted to authorized data.

  4. Audit history: Rapid import updates now keep a separate audit record for each operation.

  5. Audits: Archived audit areas can now be opened reliably.

  6. Audits: Clearing and editing numeric limits now saves the intended values.

  7. Filters: Clearing a search keeps it cleared instead of restoring the previous search.

  8. Forms: Multi-select fields now keep selections reliably when opened without an initial value.

  9. Inbound: Service pickers now show each service's description under its name, so matching names are easier to tell apart.

  10. Incidents: Incident KPI tiles now load reliably when counting root causes.

  11. Orders: Source files on an order now follow the same delete rules as on a job.

  12. Lists: Sheets no longer flash a cream panel behind the spinner while they load.

  13. Layouts: Resizable panels now respect vertical layouts and percentage size limits.

  14. Notifications: Disabled recipient pickers now prevent recipient changes.

  15. Operate: Record and Cancel stay visible at the bottom of Log Material when the list is long.

  16. Operate: Recording a quality issue or re-shot on a job with several items now saves instead of showing an error.

  17. Pickers: Searchable pickers now load the next page when you scroll to the end of the list.

  18. Prioritisation: Dividers between machines and extra queues are visible again.

  19. Production: Editing job notes now preserves the selected priority so changes can be saved.

  20. Production: Job PDFs now load correctly after work updates job progress.

  21. Projects: Projects without an owner can now save changes.

  22. Quality: Job selection now disables jobs with an incompatible product.

  23. Reports: A new Actions overview template totals tasks and checklists by project, with a monthly activity chart.

  24. Reports: Actions overview preview now loads for larger project lists.

  25. Reports: Generate PDF for Actions overview uses the projects you pick for that run, without changing the published layout.

  26. Reports: Actions overview monthly totals now follow the selected dates, including Yesterday and Last 7 days.

  27. Reports: Actions overview stays available as a data source when editing a widget.

  28. Reports: New Zero Harm usage template covering safety actions, audits, and risk assessments.

  29. Reports: Report cards and the template library now sketch each widget on the first page, the same way board tiles do.

  30. Reports: Zero Harm usage previews now load live site data without timing out.

  31. Settings: Entity operating rules and customer statuses now use the same page form as other settings. Creating a status happens on the page, not in a dialog.

  32. Settings: Operating rules save as soon as you flip a switch.

  33. Settings: Entity settings is no longer marked as beta in the sidebar.

  34. Settings: Invoice fields now use the same page tabs for invoice and credit note.

  35. Settings: Invoicing settings now use the same page form, and details save when you change a field.

  36. Settings: Organization settings now use the same page form. General, localization, and imports save when you change a field.

  37. Settings: Part forms stay responsive, asset and unit edits keep their selected values, and failed version rollbacks show an error so you can retry.

  38. Settings: The customer status legend and create button now sit beside the section title.

  39. Settings: Working hours now use the same page form. A day or time saves when you change it.

  40. Teamboards: Restricted widgets now say which permission is missing, using the same no-access message as other widgets.

  41. Updates: Updates now open in a dialog that you can minimize to a small countdown in the bottom-right corner. Both views show a progress bar with the time left before refresh. Open station tabs recover when preparation gets stuck and wait for your connection before refreshing.

  42. Utilization Grid: A colour key of every running, idle, and downtime reason now sits at the bottom of the page.

  43. Utilization Grid: Day controls now sit on the left.

  44. Utilization Grid: Each asset column now shows the routing of the jobs loaded on that machine.

  45. Utilization Grid: Pick a board in the header to show only that board's assets.

  46. Utilization Grid: The colour key at the bottom of the sheet now names each state that has time on the day.

  47. Utilization Grid: The copyright line at the bottom of the sheet is gone.

  48. Utilization Grid: The sheet no longer groups or filters assets by type or line. Columns follow the selected board.

  49. Utilization Grid: The utilization and occupancy totals above the sheet are gone. The grid starts under the day controls.

  50. Actions: Slow saves, production recordings and uploads now show waiting feedback while Bulk awaits confirmation.

  51. Customers: Large customer lists load in smaller batches, with search available wherever you choose a customer.

  52. Dates: Legacy custom dates now show when they need a site assignment, with an explicit action to assign them to the selected site.

  53. Inventory: Consumables can set a Log Material start quantity and increment, including a per-variant override.

  54. Inventory: Consumables uses the same compact header and sheet list as Stock.

  55. Inventory: Stock Management uses the same compact header and sheet list as Jobs.

  56. Inventory: Stock rows open Receive and Adjust from a right-click menu instead of an Actions column.

  57. Inventory: Stock unit on a variant is a searchable list with the unit name and symbol.

  58. KPIs: Build invoicing KPIs from daily invoice stages, invoice values and linked order fields. Historical periods recalculate using corrected dates and current field values.

  59. KPIs: Incomplete invoice queries now identify the settings or filter values that need correcting.

  60. KPIs: Invoice filters now handle shared sites and empty values reliably. Discarded drafts retain their history, and timer calculations use the same data source for recent and historical dates.

  61. KPIs: Invoice value measures now require a currency unit, and the last selected invoice stage stays selected. The KPI table keeps available results visible when another row is waiting for analytics.

  62. KPIs: Timers now offer First timer sessions, counting each job item only on its first timer start day. Restarts do not count again.

  63. Navigation: Scheduling and Prioritisation are now single sidebar items. They open the same boards as before.

  64. Processes: The process list search box stays focused while you type.

  65. Production: Editing a logged material batch now uses the same quantity increment as Log Material.

  66. Reports: Actions overview and Zero Harm now work together, with the right project choices and chart previews for each template.

  67. Reports: Actions overview respects project access, includes reopened work in historical counts, and shows the same chart in the editor and PDF.

  68. Reports: Choose safety projects for Zero Harm reports. Activity now respects the selected dates, and charts keep people with the same name separate.

  69. Reports: Landscape report widgets keep their full page width when you resize them.

  70. Reports: Reporting periods such as This year now use the correct local dates in Pacific time zones.

  71. Settings: Custom fields now use the same page tabs for entity, customer, master data, and dates.

  72. Settings: Naming conventions now use the same page tabs for each number format.

  73. Sign-in: Idle workstation tabs no longer interrupt work in another tab, including when returning to a tab or reloading a page.

  74. Utilization Grid: A long run or downtime that spans the day now always shows on that day.

  75. Utilization Grid: A started-unique routing count now sits under the routing hours.

  76. Utilization Grid: An All column now shows hourly utilization and sheet totals.

  77. Utilization Grid: Hour and All stay lined up with their columns when you scroll.

  78. Utilization Grid: Hours per frame for each OEE state now sit under the sheet.

  79. Utilization Grid: Hours per routing per frame now sit under the state hours, labeled with the routing name.

  80. Utilization Grid: Hours under the sheet always show one decimal place.

  81. Utilization Grid: Hover a colour bar under the sheet to see the full reason name. The key no longer repeats hours and percent under each column.

  82. Utilization Grid: Hovering a routing code now shows the name, without repeating the code.

  83. Utilization Grid: Reasons with no hours on the day no longer appear under the sheet.

  84. Utilization Grid: Route and Now labels now span the All column.

  85. Utilization Grid: Routing hours now split correctly when two jobs run back to back on one frame.

  86. Utilization Grid: The Key label now spans the All column.

  87. Utilization Grid: The key names each colour in a column. A long name shortens when the block is tight, and the hover still lists the rest.

  88. Utilization Grid: The line under the asset codes stays put when you scroll, and the key no longer covers the header.

  89. Utilization Grid: The reasons and routing hour tables now have headers.

  90. Jobs: Editing a material quantity on a routing step now uses the same plus and minus step as Log Material.

  91. Operate: Materials Used on the job card keeps the quantity you logged, even after the batch is split.

  92. Sheets: Copying values across many inbound document rows now saves in batches, with fewer delays and clear feedback if a batch cannot save.