Great New Features Added to TheWorxHub
November 4, 2016
This update rolled out at midnight EST on November 4th with a
bunch of great new features, as well as a few improvements and bug
fixes. Here's a list of the items we deployed.
View Room Booking & Transportation Calendars in
Outlook and on Your Phone
This enhancement to your add-on Room Bookings and Transportation
apps lets you publish several versions of calendars in order to
subscribe to them in your desktop Outlook or on your mobile device.
Configuring these options can be done in less than a minute --
check out this overview video below! (click here if the
embedded video doesn't show)
Single Scheduled Work Order Can
Generate Multiple Asset Based Work Orders
It's a best practice to always link fixed assets to scheduled
work orders (PM) where appropriate. In the past, you could create a
single PM with many similar assets linked, which would generate
only a single work order with those same assets linked. This often
fell short when it came to tracking individual asset costs or
progress on a task list. The alternate was a tedious process of
creating individual scheduled work orders for each asset, and if
you wanted to change your tasks or description later on for all
similar PMs you'd have to edit each one.
We've added a new feature to streamline this area. Now when you
create a scheduled work order and link 2 or more assets, you'll see
an option to generate one work order for each attached asset, OR
one work order for all linked assets collectively. The default on
any new scheduled work order will always be to generate an
individual work order for each linked asset.
When Generate one work order for each piece of
equipment is selected, the generated work orders will pick up
the location specified on the linked asset, not the location
specified on the parent scheduled work order.
Rounds Dashboard for Survey/Inspections App
For those running our add-on Survey/Inspection app, we now have
a great new way to stay on top of deficiencies arising from
failures on rounds and inspection style surveys. We've got easy new
features to allow you to create corrective work orders for
maintenance, as well as all new alerts for other responsible
parties in your organization. Drive responsible parties to this new
dashboard to take action on deficiencies.
Note: The rounds dashboard is being incrementally
rolled out over the next couple of weeks. If you don't see it,
right away, the capability will be added to your account soon.
New Survey Form Update
In order to resolve some performance issues with very large
surveys and extend the functionality for better tracking outcomes
of failed inspections, we've done an overhaul in this area. Here
are a few of the updates:
Surveys/Inspections now have their own page
It used to be that when you clicked Add New >
Survey/Inspection, you'd get a pop-up to create that survey,
but it was tough to get back to that survey to finish scoring it,
or if you wanted to send a link to the survey/inspection to someone
it was not possible. Now each survey has its own unique # and URL
which means you can email this link to someone and they can
navigate directly to that survey. It also means that each survey is
opened in a tab at the top of TheWorxHub and it is kept in your
recent history so it's easy to get back to.
Performance Improvement on Large Survey/Inspections
When you're doing a survey/inspection with 50+ questions,
performance often suffered, especially when using Pass For
All actions. Now it should be much much quicker!
Deficiencies Related to Inspection Questions Clearly Shown on
When you complete a large inspection and there are corrective
actions taken for specific failures, each corrective action is
clearly shown on the survey page so all outcomes are clear. Anytime
you review a historical survey, you'll be able to drilldown into
all corrective actions taken.
Trigger Corrective Action Template for Multiple Locations at
In an update earlier this year, we added the capability to link
corrective work order templates to inspection questions, to
automate a workflow when failing on an inspection. This was always
limited to only trigger a single work order for a single location.
Now in both the main app and mobile, you can fail on a single
inspection point, but trigger a corrective template for multiple
locations. For example, in the screenshot above 'Corridor doors
latch' could fail and you could trigger corrective action for many
locations of doors that didn't pass inspection.
Add Photos On The Fly
When you fail on a question which triggers an automated
corrective action template, you can add one or many photos to
attach to the corrective template, in both the main and mobile
Mobile Inventory Count -- Items Now Sorted by
In order to make scanning through a list of inventory items for
a given storage location as easy as possible, we're now sorting
this screen by Bin/Shelf (then part #).
Department "Label" changed to "Application" as an
To eliminate some confusion around our Department
terminology in TheWorxHub for some clients, we've can optionally
replace this term with Application where needed.
Remove Inventory Storage Locations
Inventory items in TheWorxHub add-on inventory app can have
multiple storage locations. Now we can delete storage locations --
just click the red x icon to the left of the location. You'll need
to ensure your on-hand quantity in that location is 0 before you
can delete it.
Fixes & Improvements
Print this page
- Updated offline mobile to show linked survey/inspections in the
main work order form.
- Location entry instructions for common areas appear on
the request/work order form when you select that location.
- Email notifications added for when a request is re-routed
- Storage location and bin/shelf added to Usage and Order
History tab when logging adjustments.
- Improved logging of changes on Inventory form.
- On-hold/Cancelled reason now appears on email
- Added Company # to location export.
- Fixed issue with Trip Invoice printing a blank page
where residents units have no address.
- Fixed issue preventing manual generation of recurring trips if
there was no driver assigned.
- Fixed issue with Visible to Requestor checkbox in
quick complete dashboard action not working.
- Fixed issue on mobile with deactivated suppliers showing on the
- Fixed issue with Room Bookings app where you couldn't
add guests to guest suites.
- Fixed issue with not getting email notification on new requests
when a template is used to create the request.
- Fixed issue in WorxIQ when clicking the underlined username to
access account management.
- Fixed issue with Work Type filter not working as designed in
the Asset Work History report.