RELEASE NOTES FOR May 2022

FIXED

General

• Assignments Checklist Item Selection – If the summary field was hidden, a checklist item could not be selected (5/6)
• Assignments – Added User Defined Fields to the assignment pages (5/6)
• Help Docs – Fixed issue that prevented Help Docs for sources with underscore “_” in the name. Primarily affected custom pages (5/6)
• Removed Save and Add button on Assignments when in View mode (5/13)

Continuous Improvement

• Fixed discussion button on Leader Standard Work (5/13)

Maintenance

• When updating equipment, if the location was longer than 30 characters the text would be truncated. (5/13)

Reports

• Fixed issue when both a chart category and series were specified, that the chart ordering was not preserved. (5/13)
• Fixed issue where global dashboard filtering was not preserved if a global dashboard filter was applied and then the report was drilled down on. (5/13)

NEW

Project Management

• All Task Items – Task Items that are not associated with a project can have attachments associated with them.  (5/6)
• All Task Items – User Defined Fields added to Task Item Assignments. (5/6)

Maintenance

• Equipment Detail – Added search ability to spare parts (5/13)

RELEASE NOTES FOR April 2022

FIXED

Continuous Improvement

• When editing the Goal Board Downtime/Issues time, the units lost will automatically recalculate the value based on the rate. (4/22)

Inventory

• Fix for inventory issue page (4/1)
• Fixed binocular lookups for vendor and part number. (4/8)

Maintenance

• Various fixes (4/8)

Notifications

• Fixed automatic link for Gage Calibration notifications (4/8)

General

• Improved performance of the part number lookup field throughout thrive. (4/8)

Quality

• Fixed potential issue where a blank disposition code causes the convert Scrap to NCR process to error out (4/14)

Company

• Document – Fixed issue with delete draft (4/14)
• Document – Fixed document control print generation. Now supports tabs/spaces and better overall formatting

NEW

Maintenance

• Added Part Category to Equipment Spares View (4/1)
• Added Input and Description columns to printed Work Orders (4/14)

Controlled Documents

• Document associations now filter the associations based on its parent folder’s site (4/1)

Quality

• Added Input and Description columns to printed Project (4/14)
• Added user defined fields to NCR Disposition (4/14)
• Changed Scrap Disposition entry from a quick insert for to a detailed form template for more user format control (4/14)
• Scrap / NCR – When converting Scrap to NCR, you can now to choose to convert (copy) the UDF Fields from Scrap to NCR (4/14)

Help Docs

• Customer – Added Help Docs for Activity, Activity Types, Customer Contacts, Customers, Estimates, Estimate Types, Customer Referral, Invoice Status, Estimate Setup and Estimate Status

RELEASE NOTES FOR March 2022

FIXED

General

• Make sure only project categories marked as “available for requests” show in the project category selection in project requests. (3/25)

Task / Audits

• Fix audit window from “bouncing” when adding attachments to an audit (3/25)

NEW

Defect Tracking

• Print / Email report functionality added to defect tracking list and detail pages.

Part Inspections

• Data point value appears on graph when hovering over each one (3/25)
• Pass / Fail status added to part inspection (3/25)
• Part Inspection data points carry out to 4 decimal places.

RELEASE NOTES FOR February 2022

FIXED

General

• Fixed drop down controls that affected several pages (2/18)

Audits / Tasks

• Indications on required items needing to be filled out when saving an audit have been improved (2/4)

Continuous Improvement

• Leader Standard Work improvements made in handling the marking of items when considering different time zones (2/4)
• Goal Boards – Fixes with Shift Change process to retain Number of Operators and correctly handle date fields that impact Current/Live filtering on the list page (2/11)

Custom Data Tracking

• Fixed issue in detail section where section line headers might not be displayed (2/4)
• Fixed missing icons on Save and Edit buttons (2/18)

Quality

• On the A3 Log, the department and work center picklists now filter down based on site (2/4)
• Fixed legend styling on gages (2/11)

Administration

• Azure AD authentication now aligns with User Account authentication settings – AD Only or Any (2/18)

NEW

General

• Fiscal Periods setup page now available (2/4)

Notifications

• Added a Notification Template to email All Available Approvers when a New Maintenance Request is Entered. This Notification is Inactive by default and must be set to Active (2/11)

Company 

• Controlled Documents – Adding ability to move/reorder Sub Folders within a Folder (2/18)

RELEASE NOTES FOR January 2022

FIXED

Browser Compatibility

• Fixed Issue affecting Login, Launchpad, and Menu performance in Internet Explorer (1/7)

General

• Fixed issue where checklist item ordering would be lost when moving around in different hierarchies (1/7)
• Document Control – improvements to the approval process (1/21)

Continuous Improvement

• Goalboard improvements to shift changes and down time handling (1/21)
• Fixed leader standard work issue affecting single digit months (1/14)
• Fix for issue where time zone conversion caused leader standard work items to be marked incorrectly during certain hours of the day (1/28)
• Fixed issue where integrated device data collection was not always finding the correct goal board to add units (1/28)

Notifications

• Fix for user Opt-Out for SMS (1/7)

Quality

• A3 Log had duplicate customization options (1/7)

Inventory

• On Hand Inventory – fixed issues related to saving new quantities to On-Hand Inventory (1/7)
• On Hand Inventory – fixed incorrect field length issue (1/14)

Project Management

• Project Hold Status – When entering a hold description with more than 75 characters, a more detailed error message is displayed and the status change is halted. (1/7)

Maintenance

• Fixed issue with Drop Down lists for In Service Field on Equipment Detail form (1/14)

NEW

Project Management

• Added progress bar when uploading images to Task/Audit/PM items (1/7)

Safety

• SDS – When creating an SDS you can choose site location associations during the initial creation (1/7)

RELEASE NOTES FOR December 2021

FIXED

Reports and Dashboards

• Improved dashboard layout control – fixed issue with reports “falling off the screen” on dashboards during drag and drop (12/17)

Document Control

• Revision number can now be set when creating a new document. (12/3)
• Various document control updates.  (12/3)

Maintenance

• When setting up reason codes, reason code 2 can now be the same as reason code 1. (12/3)

Projects

• When completing a project resulting from downtime, the reason for outage fields were not being updated when clicking complete if the values were changed.  (12/3)

Task / Audits

• Updates for task / audit item ordering. (12/3)
• Fixed issue when editing task locations where updating equipment either would not save or would throw an error. (12/3)

Notifications

• Fixed issue with Timed Notifications where on rare occasions more than one email would be generated from the same record (12/17)

General

• Fixed issues with “tree views” that prevented using the same value on more than one node level (12/17)
• Expanded width of tree view entry box for better visibility (12/17)

NEW

Continuous Improvement

• Leader Standard Work – Fixed an issue where the items in LSW would not display in the correct sequence you then them in (12/30)

Human Resources

• Added EmployeeID and ManagerID to the Curriculum Matrix (previously had full name only) (12/30)

Part Inspection

• A new feature with tools for setting up part attributes and inspection entry screen and charts (12/17)

Project

• Project categories can now be set to appear or be hidden for project requests (12/17)

Document Control

• Added search and advanced search feature to document control list.  (12/3)

Launchpad

• Added Vendor to the app store (12/17)

Help Docs

• Launch Pads
• Part Inventory (On-Hand Inventory)
• Inventory Receiving
• Manufacturers
• Vendors
• Menu / Launch Pad Favorites
• Custom Data Tracking (CDT)
• Part Category
• Unit of Measure (UOM)
• Andon (Goal Boards)
• CI Codes (Goal Boards)
• Assignments
• Requisitions, Approval Routing, Approval Roles, Ordering Accounts
• Security Roles
• Form Security
• User Accounts

RELEASE NOTES FOR November 2021

FIXED

Help Docs

• Changed ordering to give priority to Page, Form/Area, then Features. (11/5)
• Fixed an issue where last updated by and last updated were not getting populated on insert. (11/5)

Project Management

• Audits – Fixed issue for responses with Text data type when handling blank values (11/5)
• Audits / Tasks / PM –  The Task (aka Audit and PM) Assignments can now be associated with a specific location when generating one project per location on the task. If no location is specified the assignment will be added to all locations just as it has in the past. (11/5)
• Project – Added logic that does not allow users to complete Task Sets unless all Required Task Items are filled out. (11/5)
• Tasks/Audits – Fixed an issue where Optional Fields only flowed through to the project if there was a required field present (11/19)

Maintenance

• Meter Log – The Incremental Value was not correctly displaying for meters using the REPLACE method after a rollover (11/5)
• Planned Maintenance – The Task (aka Audit and PM) Assignments can now be associated with a specific location when generating one project per location on the task. If no location is specified the assignment will be added to all locations just as it has in the past. (11/5)

Custom Data Tracking

• Fixed issue where saving a site-based field (example: Work Center) would prevent the user from saving when SiteID field did not also exist in the CDT table (11/5)

Continuous Improvement

• Goal Board Scheduler: Fixed and issue where creating a Goal Board Schedule required a device to be added. (11/5)
• Goal Board: Fixed CSS styling on alert box for showing the user is in a TEST environment (applies to TEST systems only) (11/5)
• Fixed field alias and properties for Code 2 field (11/19)

Safety

• When all fields in the OSHA section are hidden, the OSHA section title will now hide as well (11/19)

NEW

Help Docs

• Reporting
• Goal Boards
• Goal Board Scheduler
• CI Events
• Custom Data Tracking
• Classes
• Curriculum Matrix
• Training Certification Dates
• Master Projects

Custom Data Tracking

• Adding additional user and employee lookup options (11/5)

RELEASE NOTES FOR October 2021

FIXED

Continuous Improvement

• In Leader Standard Work, it is now clearer that a note exists on an item.  Hovering over the note icon will not show the note. (10/8)
• When deleting a Leader Standard Work, an error message might have appeared. (10/22)
• Updates made to improve Leader Standard Work when using in multiple languages. (10/22)

Human Resources

• When adding employees to training either individually, by department, or by manager, inactive employees have now been filtered out of the lists. (10/8)

Project Management

• In Project Time Tracking, the employee filter may not have been displaying all employees. (10/8)
• Improved performance for opening the page when creating a new master project. (10/8)
• For all Project/Work Order pages, fixed issue where the SAVE button was disabled after saving the Task Items (10/15)

Custom Data Tracking

• When creating a column for “Users (Active)”, not all users might show up due to site security. Moving to a non-site based lookup table. (10/15)

General

• Skip Logic Enhancements and Improvements. (10/8) & (10/22)
• Notifications Improvements. (10/8)
• Launchpads – make sure company links open in new window when clicked. (10/8)
• Help Docs – Ensure help icon showing up and added help docs icon to more pages. (10/8)

NEW

Document Control

• Documents can now be created, uploaded, and revision controlled in Thrive!  Features include the ability to check out and revise documents, upload documents, and configure security to control who can view and approve revisions.  Check it out in under the Company menu section in Thrive. (10/22)

Help Docs

• New Help Docs and Videos for Reporting (10/15)

Inventory

• Part Specifications tab added to manufactured part detail page. (10/8)

Project Management

• Fiscal String Field added to All Task Items to allow for filtering on fiscal period. (10/8)
• For all project requests lists, the last status selections in the filter will be remembered the next time the page is visited. (10/8)

General

• Updated, Improved, and lighter-weight, visuals. (10/8)
• New, cleaner design for login screen!  If your login screen is currently customized, you will still have your existing screen.  (10/29)

RELEASE NOTES FOR September 2021

FIXED

Continuous Improvement

• Leader Standard Work – Can now collapse items that have an apostrophe in the name. (9/10)

General

• Launch Pad – Resourcified Launch Pads. Fixed a CSS styling issue related to Telerik controls upgrade. (9/10)
• Launch Pad – The Home Launch Pad can now be edited if a role/user permissions was given to it. (9/17)

Inventory

• In Parts, when adding equipment to a Purchased Part, the field was missing the equipment description so the search was only showing the equipment number. (9/03)
• On the Inventory on Hand page, the manufacturer field now displays the manufacturer’s name along with the ID for improved display and searching. (9/17)
• Cycle Counting – Make sure the columns in cycle counting detail are wide enough to show all of the part data. (9/17)

Maintenance

• Spare Parts – The Part Number list in the spare parts set up form was showing/searching only the part number. The part description has now been added as well. (9/10)

Project Management

• Fixed edit button styling on request pages with task items (9/10)
• For all tasks / audits, when entering numeric values the displayed values was rounded to two decimals. The value will now show as entered. (9/17)
• On project list pages, the Assignments fields would appear twice in the “Advanced Search’ field lookup. (9/24)

Quality

• Fixed issue where A3 Log Discussions icon on the list page may not show that a discussion exists even though one or more appears in the detail page. (9/17)
• For NCR’s, when emailing a single nonconformance report from the nonconformance page, the attached file name will include the NCR number.  (9/17)

NEW

Human Resources

• When scanning employees into training, it will now use the default value in form security to determine whether they are scanned in as Pass or Fail. (9/03)

Inventory

• In Parts, Additional Part Label Printing Option for roll of 2 x 1 labels.  This is now the default option. (9/03)
• On Hand Inventory – Added Part Manufacturer to the list of read only fields for the grid and search. (9/10)

Project Management

• Audit/Task/Preventative Maintenance – Adding Skip Logic feature to task/audit questions. This feature allows questions to be skipped/shown/hidden based on the response to a prior question. (9/10)
• Completed By field has been added to the major project and project detail pages and is automatically populated when a project is set to complete. (9/24)

Continuous Improvement

• Leader Standard Work – Added ability to edit rows that the user has manually added. (9/10)
• Leader Standard Work now has the ability to enter notes for each line item. (9/17)

RELEASE NOTES FOR August 2021

FIXED

General

• Launchpads – Adding spaces before or after a launchpad name no longer breaks that launchpad.  (8/06)
• Launchpads – When logging in via Azure AD authentication the launchpad was not responding properly. (8/13)
• Touch Screen – Improved operation for touch screen devices. (8/13)
• Fiscal Date Reports – Improved performance for some fiscal date reports. (8/13)
• Login – Fixed issue where users with AD only authentication could not login with on premise LDAP AD integration. (8/20)

Reports

• Chart label fixes. (8/13)
• Fixed issue with quick filters when values included quotes. (8/13)

Inventory

• Parts – When adjusting inventory on the Parts Detail page in the On Hand Inventory section, removed an invalid message indicating on hand inventory was zero.  (8/06)
• Parts – The Updated By field was not correctly getting assigned after updating a part. (8/27)

Company

• Checklist Template – Fixed template type picklist which was broken on some newer systems. (8/13)

Projects

• Audits/Tasks – Fixed issue where audits/tasks configured to auto complete the project was not working when the audit was initiated from the list view page. (8/13)
• Audits/Tasks – Minor refinements throughout audits. (8/20)
• Project Time Tracking lookup field now only pulls active employees. (8/27)

NEW

Projects

• Master Project – Added error message for case when a user tries to Close a Master Project but does not have the necessary permission to Close. (8/20)

Project Audits / Task

• Skip Logic feature added where audit / task questions can be skipped, hidden, or displayed based on how previous questions are answered. (8/27)

Quality

• Scrap – Added Fiscal Date Period fields. (8/20)
• A3 Log – Added Fiscal Date Period fields. (8/20)

Inventory

• Parts – New Bar Code labels for parts can be printed from Part list and details pages if a custom part label has not been created previously. Multiple labels can be printed from the list page. The label size is 1″ x 2-5/8″ (3 columns x 10 rows per page). (8/20)

Launchpads

• New Launch Pad widgets for the Project Management List and All Task Items. (8/27)