Thrive Updates

RELEASE NOTES FOR June 14, 2019 (3.0.2019.0614)

Release Notes for June 14, 2019 (3.0.2019.614)

 NEW & FIXED

Reporting

  • New Reporting enhancements
  • We continue to focus on reporting, including making sure existing version 2 reports work in the new reporting module
  • Added links to reporting, as well as notifications and form security, in grids through-out all of Thrive so that accessing reporting, as well as these other great features, continues to get easier and easier!

 

By |2019-06-14T23:24:42+00:00June 14th, 2019|Release History, Thrive Updates|0 Comments

RELEASE NOTES FOR May 24, 2019 (3.0.2019.524)

Release Notes for May 24, 2019 (3.0.2019.524)

NEW

Reporting

  • Ability to restrict sites for “Limited Visibility” reports for multi-site users.
  • Preference for compact or standard grid/data layout is stored per user.
  • Improved print visibility/readability for text when printing reports.
  • Updated workflow to assist users when creating reports from scratch with no templates.

FIXED

Reporting

  • Changing a group name, field name, or formula will now always take effect.
  • We reinstated drill down reports that were referenced by parent reports on a dashboard.

Project Management

  • Fixed an issue where sometimes the part cost totals were not rolling up to the project.

 

By |2019-05-24T16:31:21+00:00May 24th, 2019|Release History, Thrive Updates|0 Comments

RELEASE NOTES FOR May 17, 2019 (3.0.2019.517)

Release Notes for May 17, 2019 (3.0.2019.517)

FIXED

General

  • Calendar – Fixed bug where user filtering on the calendar was not being applied.
  • Calendar – User filtering now pulls in employees that the current user has site access to rather than showing every user.
  • Activities -Fixed the error when HTTP 403 was occurring in the activities tree due to a null database value.

Project Management

  • Project Detail – Saving a project will now be faster.
  • Tasks – Affects all Tasks (Planned Maintenance / Audits) that were marked as “Generate one project per location” but did not have any records on the location/equipment tab were not generating on schedule. This is now fixed and any task records currently meeting this criteria will begin to generate again based on the recurrence schedule settings.
By |2019-05-24T16:30:26+00:00May 17th, 2019|Release History, Thrive Updates, Uncategorized|0 Comments

RELEASE NOTES FOR May 10, 2019 (3.0.2019.510)

Release Notes for May 10, 2019 (3.0.2019.510)

FIXED

Engineering

  • Part Details – Corrected an issue affecting the visibility of the Standard Production Rate, Rate Type, and Standard Setup fields

Customer

  • Customer Links – corrected an issue where Customer Number links could redirect to an incorrect customer when the same Customer Name existed in more than one Thrive Site

Form Security

  • Module Tabs – Corrected an issue affecting the scrolling of the module tabs at the top of the page

NEW

The Thrive reporting system received a major upgrade on this release.

A new reporting tool was previously released in a Beta version that was accessible by some users in parallel to the retro reporting tools. The retro reporting tools are being retired with this release and existing reports will be migrated to Thrive V3 Reporting system. All previous links will be redirected to the equivalent V3 report. The new reporting system will offer a significant change in the may that report groups (folders) and security are handled. The starting point with this release will migrate existing reports into folders that match the current report Category (the category historically aligned with the Thrive Module). Report security will also migrate to the new folder structure. After the migration, users with proper security may create new folders for organizing and sharing reports.

The dashboard tool is following a similar migration plan. The new dashboard system will be pre-populated with reports based on the content of the old dashboards created by each user. Due to the increased flexibility of organizing and sizing the items on the new dashboard, users may find it necessary to adjust their new dashboard layouts during their first visit.

Please check Thrive online documentation or contact Lean Tech (support@leantech.com) if further information is needed.

Reporting – The list of improvements and features is numerous so be sure to explore your system after reading this to find even more awesome tools

  • Folders – organize reports in a tree view folder system, includes drag and drop
  • Security – establish report or folder level security based on username or security roles (includes ability to have multiple owners so the same report can be managed by more than one person)
  • Graphics – updated graph aesthetics with numerous themes (colors and styles)
  • Goals – added color coded goal bands to charts
  • Field Names – The new reporting provides more consistency of field names and display values with the rest of the Thrive forms throughout the application
  • Multi-axis – charts can now utilize more than one axis to allow information with different y-axis ranges to be viewed on the same chart
  • Report Links – An “Open Reports” link has been added throughout the application on the grid (list) view tool bar. Use the sandwich icon (three bars) on the grid tool bar (not the main menu but the little one just above the data).  The link will filter the report list to the reports with information from similar data sources as the originating page.

Dashboards

  • Dashboard Sharing – added ability to share an entire dashboard (no more sharing a single report to someone else’s dashboard, now you create a dashboard that others can see, your changes are immediately available for others to view)
  • Dashboard Layout – the reports may be any size (drag the corner/edge) – previously only three fixed size
  • Dashboard Management – you can add reports to dashboards from the report editor and save dialogue screen. Additionally, the report tree view allows for drag and drop to the dashboard list
By |2019-05-13T18:46:11+00:00May 13th, 2019|Release History, Thrive Updates|0 Comments

RELEASE NOTES FOR APRIL, 18 2019 (3.0.2019.418)

Release Notes for April, 18 2019 (3.0.2019.418)

New

Master Projects

  • Updated Master Projects to include all checklist features such as real time updating, collapse/expand, and status bar. (Functions the same as the Project Detail pages)

Projects

  • Project Request approval can now be controlled globally or at the Project Type level. The global request approval setting in on the Company > Sites page and the Project Type setting is on the Project Management > Project Types page

Customer

  • Added Estimate Types list that can be managed by Thrive Site

Fixed

Task / Audit Templates / Preventative Maintenance

  • Checklist templates were not fully working for non-admin users
By |2019-04-18T20:18:30+00:00April 18th, 2019|Release History, Thrive Updates|0 Comments

Release Notes for March, 29 2019 (3.0.2019.329)

Release Notes for March, 29 2019 (3.0.2019.329)

New

Home Page

  • Phone Book has been updated to latest Version 3

Fixed

General

  • Export screen was not fully visible when exporting data from older Version 2 screens.
  • In Control Panel, brackets in an email address would cause an error on the page when selecting a toggle.  This has been split up to take a default “From Name” and a default “Email” which fixes the validation.
By |2019-03-29T17:42:10+00:00March 29th, 2019|Release History, Thrive Updates|0 Comments

Release Notes for March, 22 2019 (3.0.2019.322)

Release Notes for March, 22 2019 (3.0.2019.322)

New Features:

Customers

  • Customer records now store Date Created, Last Updated, and Last Updated By values.
  • Activities tab is now available on Estimate’s page.
  • Estimates now have a note section that will populate on the estimate when generated.

Fixed

Customers

  • Incorrect customer name was showing up on Estimates/Projects screen as well as on the Email screen.

Inventory

  • Dropdowns on part grid now show in edit all mode.
By |2019-03-22T21:46:15+00:00March 22nd, 2019|Release History, Thrive Updates|0 Comments

Release Notes for January 2019

Release Notes for January 2019

New

Engineering

  • Added status selection on the parts grid

Human Resources

  • Create revisions of a class with the ability to reset an individual’s training for that class for each revision.
  • The type of class or training can now be altered manually by the user in form security.

Fixed

Attachments

  • Attachments now cannot be submitted to Thrive until file(s) have finished uploading preventing errors due to partial uploads
  • Attachment feature updated to work correctly on Class and Training Detail pages

Engineering

  • Part advanced search has been updated to work properly.
  • Standard production rate, rate type, and standard setup visible on the engineering part page.

User Accounts

  • When clicking the binoculars on the user account page, the employee list now filters employees for that site.

Other Fixes

  • When clicking a customer number link, Thrive correctly redirects to that specific customer.
  • Completed Gage calibrations no longer appear in the Activities section of the new homepage.
  • User options updated to ensure theme match the rest of Thrive and to ensure functionality is working properly.

 

By |2019-02-11T15:38:49+00:00February 11th, 2019|Release History, Thrive Updates|0 Comments

Release Notes for December 2018

Release Notes for December 2018

New

Calendar

  • Selecting “All” actives on the calendar will now provide an option to filter on an individual’s assignments in the calendar.

Maintenance

  • Introducing a new page to track machine breakdowns. The list page features a counter starting at the initial reporting of the machine breakdown and a detail screen to see information related to the project.  These pages feature a mobile friendly look with a different feel optimized for maintenance techs working on tablets in comparison to workstation users.

Quality

  • The A3 form has now been added to our Quality module. It can be used as its own form and then escalated into an NCR later if desired.

Other New Features

  • Added security measure where only the Thrive Admin account can change the Thrive Admin account password.

Fixed

Calendar

  • Filtered users now clear out when you select a different activity.
  • Improved speed and performance on the searching and display.
  • Projects and Gage Calibrations now filter on logged in user.
  • Resolved issue where in certain situations items would not display on the calendar.
  • Assignments will now show who that assignment is for on the calendar.

Discussions

  • Timestamp now displays correct time based on location / time zone across all discussion items

Goal Boards

  • Previously the goal board hot keys [Enter], [Space Bar], and [+] could all be pressed and held to continuously add units to a goal board. In order to avoid inadvertent “long press” key strokes resulting in additional goal board units, the [Enter] and [Space Bar] were changed to add units on the key up event. The [+] key functionality remains the same so units can be continuously added as long as the [+] is being pressed.

Other Fixes

  • Quality Docs page updated to make sure it always loads properly.
  • Task item ordering improved to make sure ordering always preserved.
  • Resolved issue where in some cases deleting a user account would not result in the account record being fully deleted.
  • Display text for items in lists/grids did not always appear (e.g. the Equipment Description showing along-side the Equipment number in the Projects list).
  • Improvements made to the detecting and handling of rights for Admin roles.
  • Radio buttons can be deselected in certain areas.
  • Dashboard Activities links now work on mobile devices and dragging of items on mobile devices has been disabled.
  • When editing multiple Task Items from within a grid, the task items now save correctly if more than 9 task items exist.

 

By |2019-01-25T21:46:33+00:00January 25th, 2019|Release History, Thrive Updates|0 Comments