V2.9 RELEASE NOTES. Trimble AllTrak Cloud. Introduction New Features and Improvements. Version 2.9 Revision A_ENG
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1 V2.9 RELEASE NOTES Trimble AllTrak Clud Intrductin New Features and Imprvements Attachments fr Asset Templates Transfer Decimal Quantity f Cnsumables Add and Edit Service Histry Delete Assets that have been transferred Friendly Name fr Cmmdities and Cnsumables User Interface Changes Versin 2.9 Revisin A_ENG
2 Intrductin This dcument prvides infrmatin abut new features and mdificatins in release v2.9.1 f the Trimble AllTrak Clud sftware, which was deplyed t the alltrak.trimble.cm site n February 27, New Features and Imprvements in Versin 2.9 Asset Template - Attachments Attachments can nw be upladed t an Asset Template. G t the Templates page and create r edit and Asset Template. In the ppup there is nw an ptin t uplad attachments. Attachments must be less than 10MB. Select an asset in the Asset Grid n either the Lcatin r Asset Page and any files that have been attached t the Asset Template assciated with the selected asset will be visible in the Asset Side Panel. There is an Attachments card in the panel that will display bth attachments t the individual asset and attachments t the assciated Asset Template. Files can be dwnladed frm the Side Panel. Transfer Decimal Quantity f Cnsumables AllTrak Clud nw allws the transfer f decimal quantities f a cnsumable. If a cnsumable is purchased in bulk vlumes (i.e. tn, case), it is nw pssible t transfer a prtin f the unit. Fr example, If there are 10 tns f a 4 ft rll f sheet metal in the warehuse, a quantity f (1/8 th f a tn) can be transferred t anther lcatin. Or, if yu have a case f an item that cntains 100 items per case it is pssible t transfer 0.3 f the case t anther lcatin. A quantity f up t 3 decimal places may be entered as the quantity t be transferred. It is recmmended that the Units field is used apprpriately t represent the cnsumable quantity. The system sees a cnsumable unit f Each r Case as the same, s it is pssible t transfer.5 r an Each item r.5 f a Case item. Representative values in the Unit field fr a cnsumable is imprtant. Add, Cmplete and Edit Asset Services Several imprvements have been made t the Add/Cmplete and Edit Services fr an asset. An asset s service histry can nw be edited; including adding an attachment t a cmpleted service, editing the date a service was cmpleted, entering previusly unlgged services, and the ability t delete a service recrd. Add a service t an asset Select the Services tab n the Add/Edit Asset ppup. Click n the Select a Service field, select the Service Type frm the drp-dwn list and click Add Service. Editing a Scheduled Service A rw cntaining the newly scheduled service will display in the Scheduled Services grid. If the selected service has a scheduled interval, the scheduled date will be set equal t the current date plus the interval. If the selected service des nt have a scheduled interval, then the scheduled date will be set t the current date. The scheduled date f a currently scheduled service can be edited by selecting the service in the Scheduled Services grid and clicking n Edit Service. A scheduled service can be deleted by clicking n the icn in the Scheduled Services grid. Trimble AllTrak Clud Release Ntes v2.9.1 Feb 27,
3 Cmpleting a Service T lg a service cmplete, select a scheduled service in the Scheduled Services grid and click n Cmplete Service. The cmplete service panel will appear and the apprpriate fields may be entered. Cmpletin Date defaults t the current date. This date can be edited, but it cannt be set t the future. Cst may be entered and Currency selected. Prvider may be entered. Attachments fr the cmpleted service can be upladed. Ntes abut the service may be entered. Click n Save t lg the service cmplete. Click n Cancel t cancel the peratin. Managing the Service Histry f an Asset The Service Histry grid n the Services tab f the Add/Edit Asset ppup allws past cmpleted services t be added, edited r deleted. T add a service that was cmpleted prir t the currently scheduled service (enter histrical infrmatin), Select a Service and click n Add Histry in the Service Histry panel. The Add Histry panel will appear and all cmpleted service fields may be entered. T edit a cmpleted service, select the service in the Service Histry grid and click n Edit Histry. The Edit Histry panel will appear and all cmpleted service fields may be edited. T delete a cmpleted service recrd, click n the icn in the Service Histry grid. Administratr Deletin f Assets that have been Transferred An Administratr nw has the ability t delete assets that been transferred. Please nte that deleting assets cannt be undne, s this feature shuld be used with cautin. T enable this capability, the feature must be enabled in Cmpany Settings. On the General Settings tab f the Cmpany Settings Page select the icn t edit the settings. Set the Enable Admin users t delete assets that have been transferred t Yes. Selecting yes will enable individual assets t be deleted by an Administratr, even if the asset has been previusly transferred. When deleting a selected asset, the user will be infrmed that deleting an asset frm the system cannt be undne and asked t cnfirm that they want t delete the selected asset. If the asset has been previusly transferred, the user will be infrmed that the asset was previusly transferred x number f times and asked t cnfirm again. Deleting Multiple Assets that have been Transferred Selecting Yes t enable transferred t be deleted als expses an ptin allw Administratrs t delete multiple assets that have been transferred in a single peratin By default, the Enable Asset Bulk Deletin after being transferred setting is set t 0. The value sets the maximum number f times and asset can have been transferred and Trimble AllTrak Clud Release Ntes v2.9.1 Feb 27,
4 still be deleted by a bulk deleting peratin. Setting the value t 1 means nly assets that have been transferred just nce r never transferred can be deleted by a bulk peratin. T bulk delete assets, select the assets t be deleted in the Asset Grid n either the Lcatin r Asset Page The user will be infrmed that deleting assets frm the system cannt be undne and asked t cnfirm that they want t delete the selected asset. If any f the selected assets have been transferred, the user will be infrmed that sme f the selected assets have been transferred and asked t cnfirm again. When prceeding, if any f the selected assets have been transferred mre than the number set in the Bulk Deletin setup n the Cmpany Settings page, the user will be infrmed which assets culd nt be deleted. Friendly Name fr Cmmdities and Cnsumables The Friendly Name field that was previusly nly available fr Unique Assets, is nw available fr Cmmdities and Cnsumables. User Interface Changes Adjust the size f the Asset Side Panel The Asset Side Panel that appears when selecting an asset in the Asset Grid n either the Lcatin r Asset Page can be enlarged by clicking and dragging the left edge f the panel t the left. Cllapse the Lcatin Hierarchy tree n the Lcatin Page Click n abve the Lcatin Hierarchy n the Lcatin Page t cllapse the Hierarchy panel. Click n t pen the Hierarchy panel. Trimble AllTrak Clud Release Ntes v2.9.1 Feb 27,
5 Trimble Navigatin Limited 116 Inverness Drive East, Suite 210 Englewd, Clrad Legal Ntices Cpyright and Trademarks Trimble Navigatin Limited. All rights reserved. Trimble and the Glbe & Triangle lg are trademarks f Trimble Navigatin Limited, registered in the United States and in ther cuntries. AllTrak is a trademark f Trimble Navigatin Limited. Other brand and prduct names are trademarks r registered trademarks f their respective hlders. This publicatin, r parts theref, may nt be reprduced in any frm, by any methd, fr any purpse, withut the written cnsent f Trimble Navigatin Limited. Release Ntice This is the Trimble AllTrak Clud Sftware Release Ntes (Revisin A). It pertains t release v2.2 f the sftware. The tpics within this dcument are subject t change withut written ntice. Cmpanies, names, and data used in any examples are fictitius. Screenshts included in this dcument may nt be exactly as in the sftware applicatin. Editin Trimble AllTrak Clud Release Ntes v2.9.1 (A) Tuesday, February 27, 2018 Trimble AllTrak Clud Release Ntes v2.9.1 Feb 27,
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