Projects, New Help Site, Blogs & More!
December 9, 2011
What's New with TheWorxHub
Take a read through what's new, including:
Our All New Help Resources Website
The help site is the central library of resources and learning
materials for TheWorxHub. Through it you can access a wealth of
materials designed by senior living experts who really understand
both the software and the business. Whether you're learning from
the beginning, converting from PM Worx, or looking for materials to
support staff training, you'll find everything you need right here,
In this section you'll find all the most important quick
reference topics, software tips, best practices and the ever
popular watch, listen and learn videos.
- Use the navigation on the left to browse through sections.
Click a section for an overview of the section and it's contents.
If you know exactly what you're looking for, you can click the
topic directly from the How It Worx landing page
- All topics are easily printable through your browser (File >
Print or Right-Click > Print)
- All topics and videos will format automatically for your Ipod
Touch, Ipad, or Android devices so you can use our Help Site
- Something not covered? Feel free to Contact Us with a
We have thousands of users from all over the USA, Canada, UK and
Australia, all with plenty of experience in senior living to get
everyone involved and engaged. Use Our Community to:
- Ask questions for TheWorxHub support team, or your fellow user
and get answers.
- Search and browse for topics previously posted to help get you
on the right track
- Share what you know -- provide tips and answers to the user
Blogs, as many of you know, provide a means for us to share
ideas, news, tips, best practices - virtually anything we think
might be of interest to you. Through the blog, you'll get a great
cross-section of ideas from different authors on TheWorxHub team,
from software tips to business insight and senior living trends.
You can browse blog posts by date, by tag or topic, or by
If you're new to blogs, check out Mark's
article about how to stay on top new blog posts from TheWorxHub
from Internet Explorer, Firefox, Google Reader or on your mobile
Here you'll find highlights of the most recent user conference
in Buffalo, including presentation downloads, topic outlines, FAQs,
and a great picture gallery of all the conference action!
Each time we do an update to TheWorxHub, you'll get an email
detailing the enhancment in the software. If you miss the email,
you can always find the release notes
on our help site. You'll also see a new link appear on the right
hand side of TheWorxHub login screen that takes you to these
release notes once they're posted.
Have an idea for a help topic, a video, or a software feature?
Use the form on the Contact Us page to
ensure the right people get your message.
Project Work Orders are Live
The ability to manage Projects in TheWorxHub is a fabulous
new feature lets you group a number of work orders that logically
belong together. We've built 3 types of projects:
- Multiple Jobs in a Single Location - ex: refurbishments/make
ready projects, renovations
- Single Job in Multiple locations - ex: install new door locks
for 1st floor units, paint corridors in A Wing
- Single Job for Multiple Assets - ex: change filters in cottage
furnaces, upgrade browser in all computers
Most of what you've learned in managing work orders through
TheWorxHub applies directly to learning how to use Projects. Take a
look through our Project
help topics to get started.
We'd especially like to thank our 5 beta testers who have been
putting the Projects function through its paces for the last
- Ron Carlson, Jones-Harrison , MN
- Ryan Ferguson, Glenaire, NC
- Mark DeRaud, Canterbury on the Lake, MI
- Dave Shipley, Rockwood Terrace, ON
- Joe Zannini, Carolina Meadows, NC
Their valuable field-testing and suggestions have contributed a
great deal to Projects in TheWorxHub. We are still working on a few
additional features like reporting and recurrence capability for
template which we expect to deliver within the couple of weeks.
Before you can take advantage of any of the project features,
you need to first update your security role to allow access to the
Projects Dashboard tab. You can update your current role in
Settings > Users, or create a new role to grant Projects access
and assign yourself and others.
Click the image below to see a larger picture.
New Updates to TheWorxHub
This update also includes a number of new updates and fixes to
Enhanced Multi-Select Location Picker
In order to support some of the advanced requirements of
projects, we've enhanced our location picker when you're using it
to select multiple locations. In the past if you wanted to select a
number of locations, like 'select all locations on the 2nd Floor',
you could click the checkbox next to the second floor and all
locations beneath the 2nd Floor were selected. Unfortunately, so
was the item called '2nd Floor' and there was no way to unselect
Now, when you mouse-over the 2nd Floor, you'll see a
Select All and Unselect All action appear
to the right. Simply click Select All to select all
locations in the 2nd Floor, then uncheck the item called 2nd Floor
if you wish to remove it.
Long Location Name Improvements on Mobile
For some of you with really long location names, we've made some
improvements in Mobile Worx to allow those names to wrap onto a
Search Portal Pop-Ups
The ability to click a link to open search results in a pop-up
window has been extended to the rest of TheWorxHub including Work
Orders and Assets.
Scheduled Work Order Permission to Enter Details
We've applied an important update that ensures that scheduled
work orders will pick up the most recent permission to enter
details when a scheduled work order generates.
Other Updates & Fixes
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- Fixed issue with assigned labor name not appearing immediately
when assigned through dashboard actions
- Added 'recurring' image in calendar beside scheduled work
orders to make it easier to tell them apart from normal work
- Removed 'completion in progress' status
- Fixed an error in some instances of the work order billing
- Added department name column to the list of templates found in
Settings > Templates
- Corrected issue with retired assets showing on Work Order
- Corrected issue where in some cases an asset would not show the