New Update to TheWorxHub
September 8, 2013
Late last night we rolled out an update to TheWorxHub which
includes a huge improvement to accessing Search and Add
Search and Add New now available everywhere!
Before you used to have to navigate back to your dashboard in
order to access your Global Search or your Add
New buttons. Now, those actions are in the header and
accessible from any page.
See our How it
Worx > Fundamentals section for more info about Global Search and
Global Add New functions.
Recent History Drop List
In order to make room for the Search and Add
New functions in the header, we needed to remove the number of
Smart Tabs visible across the top of your workspace. Smart
Tabs are those tabs that represent recent records that you've
viewed. Now, you see tabs for the last two places that you've been,
but there's also a recent history drop list showing the last 10
items that you've viewed!
Check out our How it Worx > Fundamentals section for
more details on Smart Tabs.
New Simple Work Order Listing Options
Reports can sometimes be a large bottleneck for us. The
processing required for large reports is immense. We've overhauled
the Simple Work Order Listing report to perform much quicker. Along
the way we added a number of great new options to enhance this
report even further. We're working on rolling out similar
enhancements to other reports.
Here's a few of the great improvements:
Relative Date Ranges
Rather than always having to pick a beginning and end of a date
range to limit the report, you can use our new relative date
ranges. These are ideal for when you're saving reports as favorites
as the date range is always relative to today's date.
Here's a few examples and how to interpret them.
Today is Friday, August 30th, 2013.
Note: for 'Full Weeks' option, you can
define your week start day (Sunday, Monday etc) under Settings >
Improved Grouping Display
When you use your grouping option on the report, each group now
displays as a separate sub-header on the report making grouped
reports much more readable.
New Sorting Capability
Normally when printing this report, the records display in Work
Order Number order. Now you can choose various options to sort your
records. Note: that if you apply a grouping, the sort will be
applied within each group.
New Print Filters Capability
Sometimes after a report is printed off, you forget exactly how
it was created -- what filters were used, what sorting and grouping
options are in place? Now, by clicking the Print Filters option,
the last page of the report will give you a run-down of the filters
and options in place.
Custom Footer for Work Order Form
Now you can easily customize the footer on your printed work
order forms. Want to remind staff of upcoming state inspection?
Maybe display a monthly work safety tip, or a reminder to write
down the time they spent on the job?
To update your custom footer, go to Settings > Work
Order. You can create a custom footer for each department.
Now at the bottom of your work order print out, you'll see the
Unlimited Asset Reminders
Previously you just had a single Warranty Reminder. Now
you can have many reminders for a single asset. First, define
Asset Reminder Types under Settings > Pick
Lists, then add reminders to assets using the Reminders
Panel. This is ideal for tracking vehicle warranties, license
and ownership renewal reminders.
All of these reminders now appear on your dashboard Asset
Other Fixes & Improvements
Print this page
- Added feature to allow for Contractors to get email
notifications when assigned to work.
- Squashed bug where on the dashboard when you clicked a
mouse-over action, like 'Complete' then moved your mouse
quickly, it would pop-up the completion window for a different
record than the one you clicked on!
- Added 'Show # of Entries' option to Settings >
Templates so you can see more than 5 at once.
- Added GL Code filter and column to Inventory Search
- Fixed issue when creating a scheduled work order from a
template, it was not correctly carrying over the 'days until
- Fixed error when trying to create Widget Subscriptions
- Prevented error when logged in user edited their username
inside their Staff profile page. Now go to underlined username link
in to right of app to change username.
- Correctly carrying over asset photos when duplicating
- Ensured valid email when staff check 'email me when I'm
assigned to work.'
- In search, when using category/subcategory filters,
your subcategories are now limited if you first filter on a