We are very excited about our latest releases! This time, we improved the models, enabled maintenance steps in the iOS app, and done some smaller improvements. This blog post walks you through the latest development in Trail.
The TL;DR version can be found on the Trail Release Notes page. Feel free to sign up for the Release notes newsletter as well!
Location and department information for stock models
Our latest release improved item models in two major ways: 1) you can now add location and department information for stock model balances. 2) An item model cannot include both individual items and stock items at the same time.
Having the possibility to add location and department information for stock models is awesome. It gives the Trail users a significantly better control over the stock items.
Now, you can see clearly, where your stock items are. For example, if you have 140 Procab 5m XLR cables in storage room A and 35 cables in storage room X, you will be able to define that also in Trail.
By adding the department information to stock models allows you to list how many of which stock items each of your departments have. Moreover, you can restrict the departments’ access to only those stock items that they actually can use. Before the update, everybody in your organisation saw, for example, that there are 175 Procab 5m XLR cables. But now, each user will see only those XLR cables that are allocated to the user’s current departments.
Clearer separation between individual models and stock models
Earlier, the item models could include both individual items and stock items. This was a bit confusing. Usually, you either track the model’s items with individual ID’s or manage them as stock items. Having both options in the same model isn’t too intuitive and will result in confusion regarding the actual number of items.
As a result, we updated the models so that it can have only individual items or stock items. This makes managing the models much simpler.
Managing maintenance steps with iOS
Possibility to create recurring maintenance plans has been a part of Trail for years. It has become a vastly used functionality and has allowed Trail to expand the maintenance feature to cover also LOLER inspections and other compliance maintenances.
Last year, we released an addition to maintenance planning called Maintenance steps. They can be enabled from the Admin menu (General settings), and their purpose is to act as checklists for the maintenances in the maintenance plan.
With this update, you can now run a planned maintenance, and mark the maintenance steps done on an iOS mobile device.
Editing contacts is relocated to reservations and maintenances
Before the latest updates, the contacts were managed in the admin menu. This meant that only the admin users could edit and manage contacts. The contacts in Trail include customers or repairers, so it is very likely that also regular users need the possibility to edit the contact information.
So, we relocated the contacts. You’ll find them now under reservations and maintenances sections.
Improvements to the project management feature
Some of our customers have a project management tool enabled. Its key benefit is the ability to define a program and allocate different resources, like equipment, personnel, and locations to the projects, and follow the projects’ status.
We improved the project management by adding a possibility to add sub-projects to the project. This resembles the possibility to divide a reservation to sub-reservations. However, unlike reservations and sub-reservations, the main project can include different resources. As you probably remember, the main reservation cannot include any equipment, and all of the equipment needs to be added to the sub-reservations.
Project management tool’s duty roster was also improved. Duty roster is used for managing the organisation’s staff and allocating them to different projects. The latest update made it possible to define the user’s day types, such as holidays and working days, to the calendar. In addition, the users can add a comment to the dates with a defined day type. This is a good option for explaining the reason for the selected day type to colleagues, for example.
The two releases during the past two weeks included some major updates. The model update is a great improvement and we are very proud of it. It will definitely improve Trail’s usability and is very beneficial for our customers.
The smaller improvements are also something that will greatly benefit the Trail users. Especially the possibility to manage maintenance steps with the iOS is a great feature. As the usage of mobile devices continues to grow, we will keep introducing new features to our mobile applications as well.