RELEASE NOTES FOR September 2020

Major Release Notes/Prerequisites for 2020 Updates:

• Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

NEW

Project

• Audits/PMs – Task sets now have the ability to have item comments be required if expected result does not match (9/4)
• Added User Defined Fields to Task Items (9/4)

FIXED

General

• When auto completing a project from an audit, it now properly closes out assignments in addition to completing the project. (9/18)
• Tree Views – Fixed an issue where the wrong permissions were set on the checklists which prevented certain users from being able to delete the items. (9/4)
• Fixed issue with Menu Group not showing culture/language translation properly (9/4)
• Checkbox controls now properly resolve their alias (friendly nameing) from form security (9/18)

Projects/Audits

• Fixed error that may occur after completing an audit/PM and then returning to the project list (see conditions/flow below)
  • Bug occurred where after searching for a task or sorting on the task list page, opening a task, then performing a task / audit / PM from detail page, and finally clicking on the Project tab from the project that was created, an error may be thrown
• Fixed user define fields not pulling in default values from form security when performing a task set (9/11)

Continuous Improvement

• Colors on goalboard quantity status sometimes showed the wrong color. (9/18)
• When selecting more than one goalboard to open at a time, the open button would not appear (9/18)
• Fixed issue that could cause the Goal Board Run Mode button to not generate for Fixed with Goal or Fixed with Rate goal boards (9/4)

Customer

• Fixed broken proposal / quote links due to the URL having a stray space character (9/11)

Quality

• Fixed printing permissions for Quality Task (9/11)

RELEASE NOTES FOR August 2020

Major Release Notes/Prerequisites for 2020 Updates:

• Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

NEW

General

• Added Hold filter to Activities tree and improved filter logic. (8/14)
• Menu and Form Security changes to create better alignment between the Module and Form ordering (8/28)

Quality

• Gages – Added related job search field (8/28)

Parts

• You can now add a part directly from the part selection picklist when adding Equipment Spares or when creating a new Work Order both under Maintenance, or when adding a new line item in Requisitions. (8/14)

Continuous Improvement

• Goal Boards (Hr by Hr) – Added a new feature to Thrive that allows users to set up a recurring schedule for goal boards that will automatically start the goal board. This is currently a BETA feature with limited/basic functionality that allows both Flexible and Schedule goal board types to be started automatically at the desired time each day or week. User feedback is welcome at support@leantech.com (8/28)

Company

• Various improvements to Notifications (8/7)

Reports / Dashboards

• New options to show/hide the trend formula and show/hide quick filters on the dashboard (8/21)
  • 

FIXED

General

• Prevent errors if attachment file name or web address includes “invalid” characters (e.g. tab, space, ?, *) (8/7)
• Task History tab in task detail within audits and task would apply user selected filter from task list page. (8/14)
• When choosing column layout in a grid, the layout page now shows the current named view being displayed. (8/14)
• In the latest version of Chrome, user preferences saved in a browser cookie may not get updated causing the latest user preferences not to be retained. (8/14)
• Quick search fields were not correctly showing fields in Custom Data Tracking (8/21)

Continuous Improvement

• Leader Standard Work – Previously there was an error (appeared as though selections were shifting by one day) for users in time zones west of US Central Time. Databinding on Leader Standard Work Items now accounts for all timezone offsets. (8/28)

Company

• Notifications
  • Fixed issue where Field-Based notifications would not work if updated. (notifications set to trigger when specific information/fields are updated/created) (8/28)
  • Sometimes when updating an existing notification, an error about an existing trigger would be encountered. (8/28)

Quality

• Gages – calibrations were not showing up on the list when the status was NULL (8/28)

Engineering

• Project detail page may not load due to missing reference. (8/14)

Reporting

• Filtering on reports sometimes threw an error when attempting to provide suggested values when searching (8/7)
• Chart label decimals now match tooltip decimals (8/7)
• In reports, fixed issue where auto filter may occasionally show values from other picklists. (8/14)
• Added utility to return a text based result of the difference between two date fields/values – DateDiffInText (8/21)

RELEASE NOTES FOR July 2020

Major Release Notes/Prerequisites for 2020 Updates:

•  Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

NEW

Integrations / API

• Integrations – initial release of integrations module.
• This release includes the BETA version of the iMonnit MINE IoT data collection services and associated device setup pages (contact support@leantech.com to learn more)

General

• Updated code throughout Thrive to improve control of labels, messages, etc in multiple languages (7/31)

Quality

• Gage Calibrations – added Assignments tab to the calibration detail page for follow up assignments (7/31)

Continuous Improvement

• Leader Standard Work (7/31)
  • Recurrence has been improved. It now pulls its ‘Recurring’ items from The leader work Setup screen, while still pulling in the latest “Manually” added items on the previous leader work.
  • Added a button to easily see Leader Works from the setup page.
  • Also defaulted page to load the grid of leader standard works if you do not have one that is currently active.

FIXED

General

• Pick List Lookup – improved retrieval of displayed value that impacts some non standard areas of Thrive (7/31)

Form Security

• Realigned tab ordering sequence to follow the main menu flow (7/31)

Continuous Improvement

• Leader Standard Work – For Thrive instances starting January 1, 2019 or later the Standard Work Setup Schedule list (Monday – Friday) had additional unrelated items in the list that have now been removed. (7/31)

Custom Data Tracking

• When selecting custom fields for a custom lookup, the field might appear more than once. Corrected the issue to show the available fields only once. (7/24)

Reporting

• Fixed a broken link on the home screen when attempting to open the Report Sharing (7/24) Folder Sharing (7/31)

Project Management

• Changing the percent complete using the green circle button while in edit mode resulted in a loss of unsaved changes. The Percentage Complete is no longer able to be updated while the form is in edit mode. (7/24)
• Fixed field properties for

Human Resources

• On the employee detail page, the employee information section and some tabs of additional data such as Employee Documentation, Time Off, and others are now properly displayed when correct permissions are granted (7/24)

Quality

• Gage Detail – A user’s default filter for gage calibrations was being applied to the Gage Detail History tab – ignoring the default filter on this historical tab to allow correct historical data to be displayed (7/31)
• NCR – Fixed issue so that when using the COPY NCR feature to allow NCR Type to match the standard NCR form (7/31)

Company

• Policy and Policy Type – For Thrive instances starting January 1, 2019 or later the Policy form had a few errors with Policy Type, Process, Site, and Department fields. The Site and Department parent child relationship has been restored. The Policy Type and Process fields are now controlled via Picklist management in form security. In the unlikely event that your pick lists on this form do not behave as expected or you are missing your pick list values, contact support@leantech.com as it is possible previously established list could have been disturbed but the data still exists. (7/31)

RELEASE NOTES FOR May 2020

Major Release Notes/Prerequisites for 2020 Updates:

•  Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

FIXED

General

•  Fixed an issue where after opening an assignment, changing a status to complete and then back to open could result in some values getting cleared out. (5/1)
• Fixed issue where picklist value and descriptions could be truncated at 128 characters. The available display limit has been extended to 512 characters for the combine length of the value and text displays from the picklist setup. (5/8)
• Fixed the collapse button on checklists (5/15)
• The Add to Vendor checkbox field is now available in Form Security so that the name, visibility, and default values (checked/not checked) can be configured.  (5/1)
• Removed unnecessary pop up alerts after inserting on-hand inventory from the part detail page. (5/15)
• For Thrive Tasks and Audits, clicking “Save and Add New” also sets the percentage complete to 100%. (5/22)
• Continued improvement on cultural translation feature in Thrive. (5/22)

Project Management

• Special characters would sometimes slip through a Task Item Default value when it was set to Numeric, breaking PM generation. (5/1)
• Added missing Complete Date/Time fields on project when “Saving and Completing” from an Audit. This is a follow up to the recently added feature to complete audit steps and project in one step. (5/8)

Customer

• Activities – Fixed error generated when entry was saved without a value in the Type box. If no Type is selected, the user is now prompted to select a type when creating a new activity. (5/8)

Human Resources

• Training – Improved performance of the Training Due list view on the Classes Detail page (5/15)

Reporting

• Report Template – Fixed an error on the report template “Work Order Parts” (5/15)

NEW

Project Management

• When completing an assignment with an associated checklist item, the checklist item is checked. (5/1).
• There is now a feature to create a COPY of a project. The visibility of the COPY button is based on security to insert/create a new record. (5/8)

Continuous Improvement

• Added a new field to the Goal Board Setup – Number of Operators (5/8)
• Goal Board Units lost now track in decimal format instead of integers (5/15)
• Added Process field to the Goal Board setup (5/15)
• Site is now required for every Goal Board (5/22)

Inventory

• The Requisition Approval Routing Form Listname field previously was a self referencing list and has been converted to a Form Security picklist. If the Picklist was already in use, then no changes occur to the picklist set up. If the Form Security picklist was empty, then it will be created and populated using a distinct set of routing List Name values from the setup form. Furthermore, the List Name drop down box on the Requisition Form now shows both the List Name value and the List Description (when different thant the value) from the Requisition Approval Routing Form Security setup. The advantage is that a shorter list name can be used while including a longer description allowing for quick search in the Requisition List Name field (example. List Name = Maintenance, List Description = Dept 1001, 1002, 1003, 1004, etc allowing for searching on Maint or 1003 or 1004) (5/15)

Notifications

• Ability to send notification to multiple people when a field contains more than one e-mail address or person. (5/22)

RELEASE NOTES FOR April 2020

Major Release Notes/Prerequisites for 2020 Updates:

•  Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

FIXED

Home Screen

• Activities – updated the Time Off Request list to only show the first level of direct reports (4/24)

Notifications

• Fixed issue where a text-based (non-phone number) entry on a notification was tripping up the notification process (4/9)
• Fixed issue with notifications that were created based on decimal/numeric values. (4/9)

Inventory

• Parts list menu now functions properly. (4/3)
• Fixed an issue where the parts cost would not save when updating an existing item. (4/3)
• Fixed an issue where On-Hand Inventory was unable to be added. (4/3)

Security

•  Fixed an issue where creating a custom list in form security would occasionally throw an error. (4/3)

Project

• Requests – Fixed issue where attachments and descriptions could not be updated (4/24)
• Status – Under some status conditions the Status button would cause an error on the page (4/24)

General

•  Fixed an issue where attachment records and their descriptions could not be updated on request pages. (4/17)

NEW

General

• Added access keys (“key board shortcuts”) for quick insert forms (4/24)
  • Alt – s = Save
  • Alt – a = Save and New
• Grid (list view) page filters can now take use the special wildcard text string of {{CurrentUser}} as the value to compare to any user name based fields in the filter (4/24)

Calendar

• Now saves all calendar preferences by user (4/24)

Training

• Updated the “Public” training forms to version 3 layout (4/9)

Project

• Added ability to skip months in Task Set / Audit Scheduling (4/9)
• Added Save and Complete button functionality to task page (all project types) (4/24)
• Added Perform Audit to the context (drop down) menu when viewing a task grid (list view) page (4/24)

RELEASE NOTES FOR March 2020

Major Release Notes/Prerequisites for 2020 Updates:

•  Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

NEW

Continuous Improvement

• Goal Board: When creating a new goal board, if an existing goal board exists for the same area and shift, a warning and link are provided to potentially avoid creating a duplicate goal board. (3/6) 
• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Human Resources

• Job postings page has been updated to V3 (3/20) 
• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Maintenance

• Changed meter-based task generation to not create duplicates in the event an incorrect meter-reading would caused multiple projects to generate. A warning will be provided and further projects will not be created until the previous one has been completed. (3/13) 
• When completing an work order task, the Description and Comments box now expand to fit the text (replaces the vertical scroll bar) on desktop and mobile (3/27)

Enginering

• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Project Management

• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Company

• Company Configuration has been updated to V3. (3/13) 

Quality

• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Safety

• When completing an audit task, the Description and Comments box now expand to fit the text when entering a new line of text on desktop and mobile (3/27)

Notifications

• {{CurrentDateTime}} shortcode has been added to notifications.  (3/20) 

FIXED

Reports

• Several features of Reports were broken in IE. Charts did not load, Configure button not responsive, Sorting of columns was not working in Internet Explorer. (3/27)
• Note: we recommend moving away from IE to a modern web browser for better Thrive performance (3/27)

Continuous Improvement

•  Fixed issue where a default department on goal boards could cause the incorrect reason codes to appear on the issues screen. (3/13)

General

•  Fixed issue where menu items didn’t display text when viewing Thrive on mobile devices. (3/13)

RELEASE NOTES FOR January 2020

Major Release Notes/Prerequisites:

•  Must install V3.0.2019.1227 prior to any 2020 update
• Application Server must have .NET 4.8 installed (requires server reboot)
• IIS must have URL Rewrite 2.0 installed

NEW

• More Spanish translations throughout Thrive (1/10)

Custom Data Tracking (CDT)

• Custom Data Tracking has been updated to Version 3. The latest version includes (1/17)
  • improved search/sort/filter tools
  • ability to share ownership of the form
  • can link CDT fields to any table/field
  • can use form security to rename CDT fields for better viewing on grid, reports, etc
  • can use the Thrive report builder to create reports on CDT data

Human Resources

• Training Certification Dates – An employee now can be “opted out” of future scheduled training classes via either the Training Certifications Dates or Classes pages. (1/17)
• Curriculum / Job Codes – The Job Code page now allows for linking to a Training Curriculum so that employees with a specified Job Code will automatically be added to the Curriculum list (1/24)
• Job Codes – The Job Code page now has an additional grid that shows active employees in that particular job code (1/31)

Inventory

• Manufacturers page has been updated to V3. (1/17)

Safety

• The OSHA reporting requirements now include Employer Identification Number (EIN) for “covered employer”. EIN has been added to the OSHA 300A Setup and the CSV export to match the OSHA electronic reporting upload template. (1/17)

FIXED

Company

• Custom Data Tracking- Allow security administrators to have full rights to CDT shared users. (1/31)
• Custom Data Tracking – Fixed an issue where a user might experience either a “Restricted Access” or “Page could not be displayed due to error” after opening a different CDT item. (1/31)

General

• Training – Fixed issue where training sign up would error when the Class hours field was blank (1/3)
• Links (such as Notification links) linked to corrective actions were failing to route properly (1/10)

Human Resources

• Curriculum- Inactive Employees no longer appear in curriculum attendees. (1/31)
• Curriculum – Added Manager Name to curriculum grid. This enables you to export the grid and have access to the manager’s name instead of their employee number. (1/31)

Continuous Improvement

•  Goal Boards – Corrected issue with red/green colors on goal boards when the color was dependent on displaying the target rate (as opposed to quantity) and displaying the target for the day (as opposed to the current job/run) (1/3)

Inventory

• Purchased Parts: The Part Usage tab on the Purchased Parts details page did not contain any column headings in the default layout which could give the appearance of no usage records. Added a default layout to ensure user would see records, but the user can still change their layout (1/10)

Reports

• Reports based on the report template “CI Event Follow-Up Homework” should not error out anymore. (1/17)
• Standard printable reports performance have been improved. (1/17)
• Report totals are now functioning properly when using the {{CurrentUser} filter (1/31)
• Fixed issue where summary information (totals) did not display on grid if the “Toggle Shorten Text” option was unchecked. (1/31)

Admin

• Form Security – Default values for Spanish language setting was not updating/saving/displaying properly (1/24)