Classic TMS 5.31 Release Notes

We're delivering this automatic upgrade on April 7th, 2024, with the following highlights:

• Asset Type Code: New system-standard Asset Type Code for easy tracking of Test Assets in maintenance, best practice and regulatory requirements.

• WO Detail Report: Enhanced detail of Test Assets linked to Work Orders with fields to aid maintenance tracking.

• Data Source Design: Improved user experience in Data Source creation and enhanced performance.

• Dashboard Data Grid Widget: Record count display limit to enhance performance and user experience.

• Work Order Completion Date: Improved logic for consistency and accuracy across all Work Order types.

• Vendor Models: New Status field and filter to streamline new Asset creation and enhance reporting.

• Estimated Hours: Now stored at the Schedule level to ensure accurate time estimates across different assets.

• Multi-Asset and Test Equipment Grids: View comprehensive details to aid tracking, consistency and compliance.

• Asset Mass Edit Tool: Improvements to aid bulk edit operations.

• Data Sources Module: Custom User Fields now available for reporting and analysis.

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New Test Equipment Asset Type Code

TMSPROV-15095

A new system standard Asset Type Code (sTST - Test Equipment) is available for easy tracking of Test Assets in maintenance. The code value is fixed. You cannot delete it from the System segment, but you can modify the description and visibility. We added a Work Order grid for Test Assets assignment and enhanced the WO Detail report for asset display. The Test Equipment code is now integrated into Asset creation, editing, and query processes for uniformity across TMS.

Test Equipment Tracking on Work Order Reports

TMSPROV-15156

The WO Detail report in TMS now includes a Test Equipment section that shows details of Test Assets linked to Work Orders with the Asset Number and Manufacturer details. This section sorts by sequence and displays only when relevant, aiding in maintenance tracking.

Enhanced Data Source Design Experience

TMSPROV-16427

When creating and editing Data Sources you can select a record count limit for design previews. You can select 100, 500, 1000, or all records. This is available to all Data Source types and persists during the editing session. This streamlines design and enhances performance without affecting Dashboard operations.

Dashboard Data Grid Widget Record Limit

TMSPROV-16428

Data Grid widgets within Dashboards now include a record count limit to enhance performance. You can now select display limits of 100, 500, 1000, or all records. Settings are saved per widget with no impact on the original Data Source.

Work Order Completion Date Logic Update

TMSPROV-17561

We've refined the logic that sets the Completion Date on Work Orders so that when the status indicates completion, the system now auto-fills the date based on manual entry, the latest Time Charge Date, or the current date. This ensures consistent application and accuracy across all Work Order types.

New Status Field for Vendor Models

TMSPROV-18261

You can use the new Status field for Vendor Models to mark models as active or inactive. This streamlines new Asset creation and Default Schedules, and enhances reporting with StatusCode and StatusDescription fields you can filter.

Enhanced Visibility Controls for Vendor Model Statuses

TMSPROV-18276

You can filter Vendor Models by Status Code using the new visibility controls in the Models grid of the Vendors module. The default view displays active models and you can opt to view all models.

Procedure Estimated Hours Update for Schedules

TMSPROV-18295

Storage of Estimated Hours for procedures is now at the Schedule level to prevent changes to the master Procedure record and ensure accurate time estimates across different assets.

Test Equipment Grid Enhancements for Work Orders

TMSPROV-18341

We've enhanced Test Equipment grid of the Work Order module, so that you can now enter data directly and query the grid based on Test Assets. You can now easily add, delete, reorder, and search for Test Equipment, to help your organization improve management and compliance.

Procedure Estimated Hours Storage Update for Schedules

TMSPROV-18412

You can now save changes at the Schedule level using the updated Procedure Estimated Hours storage. The Estimated Time for Procedures on PM, PE, or Inspection Schedules is now recorded in the PMEstHrs field to ensure accurate Work Orders.

Unified Asset and Test Equipment Grid

TMSPROV-18345, TMSPROV-18376, TMSPROV-18600

Multi-Asset and Test Equipment grids now display comprehensive details including:

• Status

• Manufacturer Name

• Model Number

• Serial Number

Enhancements across Work Orders and Schedules are unified to facilitate improved asset identification and tracking while editing Work Orders. This aids the effective management of PM and Inspection Schedules and helps your organization achieve consistency and compliance.

Asset Mass Edit tool

TMSPROV-18586

The Asset Mass Edit tool now includes a section listing the assets that cannot be updated during the process. When bulk editing records, this clarifies the records that will be unchanged and provides a reason.

Sub Procedures Readings 'Out of Range'

TMSPROV-19628

To ensure precise reporting from tblWOTaskReadings, we've refined the process for identifying 'out of range' values in Range-type Sub Procedures. The fnTMS_getRangeID function now correctly identifies IDSubTaskRange for 'out of range' readings.

Schedule Mass Edit Tool Update for Procedure Estimated Hours

TMSPROV-20453

In the Schedule Mass Edit tool you can now set and save Estimated Hours for Procedures at the Schedule level. The changes are recorded in tblPMTasks and affect only new Work Orders. Historical data and core Procedure records are preserved. This applies to PM, PE, and Inspection Schedules.

Data Sources Module Custom User Fields

TMSPROV-7377

The Data Sources module now displays Custom User Fields for all linked modules and tables. This ensures full data availability for reporting and analysis when creating or editing Data Sources.

Improvements and Issues Fixed

Component	Summary	Reference #
Document Manager	Read-only users can no longer modify Documents across various modules; they are now restricted to viewing attachments only.	TMSPROV-2174
Mass Edit	Corrected an issue where confusing headers were added to Work Order Completion Comments during Work Order Mass Edit time charge entries, ensuring comments are now formatted correctly and only included when applicable.	TMSPROV-4893
Form Editor	Enabled the Material Warehouse field on Custom forms, enhancing search capabilities for Materials within TMS.	TMSPROV-6011
Mass Edit	To ensure correct data entry and retention, general text fields in the Work Order Mass Edit tool now accepts zero or equivalent values. This includes user defined and various contact number fields.	TMSPROV-9256
User Groups	Improved module permission enforcement in TMS to prevent users with read-only access from altering resource assignments via wizards on query results, ensuring compliance with access restrictions across various modules.	TMSPROV-9556
In-App Alerts	The Quarterly Asset Red Flag system alert now accurately identifies assets with three or more work orders within the last 90 days, rather than prior to 90 days ago.	TMSPROV-12179
Work Orders	Enhanced data integrity by preventing the generation of Inspection Work Orders from schedules associated with Assets marked as Inactive or Retired, aligning with the rules for PM schedules.	TMSPROV-12222
Work Orders	Updated Work Order functionality to disable the New Time Charge button when the Work Order status is set to the TMS-standard PENDG code, ensuring consistency with closed or canceled status behavior.	TMSPROV-14172
TMS	Relocated the creation and editing of Network Adapter Codes from Setup\Assets\Codes to Setup\General\Codes with a module drop down selection for Network Adapters, streamlining the process and enhancing navigation clarity.	TMSPROV-14179
Printing Services	TMS Printing Services auto-printed records no longer display an unintended watermark, ensuring consistent and professional document presentation.	TMSPROV-15341
Fluke/Ansur Interface	Resolved a compatibility issue with the TMS Fluke interface, enabling TMS to process the MUP table even when TLS 1.0 and 1.1 are disabled, if TLS 1.2 is enabled.	TMSPROV-15960
Fluke/Ansur Interface	Updated the TMS Online TMS Fluke interface to launch the Edge browser instead of Internet Explorer when creating new Asset records.	TMSPROV-16037
TMS	Improvements to the Item Audit Log screen, ensuring smooth access to audit information for Assets, Work Orders, Procedures, and Schedules.	TMSPROV-17542
Procedures	Enhanced permissions enforcement within the Procedures module to prevent users without edit permissions from making changes to records, upholding access restrictions as configured.	TMSPROV-18112
TMS	Reinstated the functionality to display the Windows Print dialog when the Show Report Preview on Quick Print option is cleared, allowing you to select a printer directly from TMS across all modules.	TMSPROV-18388
Custom Fields	You can now create multiple child codes for custom fields without encountering errors. This allows seamless addition of layered codes	TMSPROV-18506
Work Orders	Enhanced the Email field validation on TMS user records to support email addresses with seven or more characters in the domain extension, preventing errors during save operations.	TMSPROV-19941
TMS	Relocated the Document Upload menu entry from the Work Orders menu to the Setup menu for improved user navigation and to accurately reflect the function's purpose.	TMSPROV-20634
Reports	Resolved an issue with the PM Detail report that prevented report generation for PM schedules with associated exceptions, ensuring error-free previews and proper display of exceptions.	TMSPROV-21081