ExpressMaintenance Release Notes

ExpressMaintenance Release 9 introduces a wealth exciting features. It includes many enhancements to the overall interface as well as powerful new features and options to make your maintenance management even easier.  The following is a general summary of the many changes in version 9.1.  Be sure to print and follow the Version 9 Update Guidelines (important). Also, see Version 9 – Searching and Version 9 – What’s New?
 
Release 9.3.6.1 Revisions
Admin – Added option under work orders to setup user fields 1-3 for parts section of work orders.
Work Orders – Parts section now has separate (from services) setup for user fields 1-3 column headings.
Work Orders – Corrected issue of user fields 1-3 only allowing 1 character when no lookup lists exists.
General – Corrected URL links for help and release notes at website..
Release 9.3.5.1 Revisions
General – Adjusted notes editor to allow for drag & drop of images into notes.
General – Updated all date fields that contain 0 to be null value to prevent display of 12/30/1899.
General – Updated help and support links to use proper URLs.
Admin / SQL Statements – Inserted scripts to correct Search Tag fields if user has issues with these fields.
Equipment – Adjusted ‘Model’ and ‘Criticality’ fields to allow for manual entry in addition to pick list selection.
Equipment – Adjusted fields under Device tab to allow for manual entry in addition to pick list selection.
Equipment – Corrected issue of error when certain conditions exist when duplicating a unit.
Parts – Adjusted ‘Criticality’ field to allow for manual entry in addition to pick list selection.
Work Orders – Corrected issue of setting a service to Canceled did not set the service under the unit back to ‘Normal’ from ‘Assigned’.
Work Orders – Corrected error when flagging for print on work orders after a search by employee.
Work Orders – Corrected issue of not being able to switch a completed service back to incomplete.
Work Orders – Added options to reset service / part to In-Complete for selected record or all.

Release 9.3.4.1 Revisions

General – Improved Rich Text Notes Editor with spell checking, tables and other improvements.
General – Added button to spell check notes fields in Units, Parts, Requests, Rolodex, etc.
General – Adjusted search button so that Grid Find Panel does not appear if grid does not contain any records.
Admin / Services – Corrected issue of Labor hour estimate field appearing as currency.
Admin / Reports Management – Added option to reset reports to a status of not converted to allow for conversion of reports from version 8 to 9 after importing version 8 reports.
Rolodex – Corrected issue of other users not being able to see ‘Community’ records.
Requests – Added Clear button in search panel to clear / refresh search settings..
Work Orders – Adjusted Reference field to allow for data entry in addition to pick list.
Work Orders / Parts Details – Added fields for selecting part by number and name rather than using a single field for both methods.
Work Orders – Corrected issue of Parts Import utility not working properly for importing parts consumption.
Release 9.3.3.3 Revisions
Work Orders – Removed debugging message appearing upon insert of work order that reflects a ‘0’ in a message box.

Release 9.3.3.2 Revisions

General – Improved cursor focus to first field on all screens when user clicks Insert (+) button.
Purchase Orders – Adjusted to use previously used date when user is Inserting new records from past date.
Parts Receiving – Adjusted to use previously used date when user is Inserting new records from past date.

Release 9.3.3.1 Revisions

General – Misc. adjustment of various grid column alignments.
General – Added code to adjust SearchTags to proper field type for databases with wrong type.
Maintenance / Work Orders – Corrected error when inserting a new work order if not administrator and service is required. 
Release 9.3.2.1 Revisions
Maintenance / Requests – Program changed so that users can Select multiple requests for creating work orders.  
ExpressRequest – New release assigns value to Selected field for processing by maintenance.

Release 9.3.1.3 Revisions

General – Improved handling of export and attachments folder for using My Documents when folder is invalid.
Administration / Configuration / Data Settings – Added option to enter “$Documents” to direct program to use local Documents folder for Exports, Attachments and Forms.
Maintenance / Work Orders – Corrected issue of Complete button not functioning fully when the work order is in Insert mode and the Complete button is clicked.
Maintenance / Units – Added Parts Category (display only) to Parts grid under Parts tab.
 
Release 9.3.1.1 Revisions
General – Misc. adjustments to Administration / Backup & Restore database options.

Release 9.3.9.6 Revisions

Equipment – Corrected issue of email list saving but not displaying for individual units of equipment.
Parts Reports – Corrected issue of ‘criticality’ and ‘status’ selections not passing to report search criteria.
ExpressRequest – Corrected error on login when only one record was found.
ExpressRequest – Corrected error when selecting to view the email list for a request.
ExpressRequest – Adjusted so that Unit Number is displayed rather than Unit Record Number.

Release 9.2.9.3 Revisions

General – Adjusted update to handle situations where users have database type mismatch in database structure where numbers are not of float type.  Update automatically converts to numeric with precision of 5.
General – Improved handling of notes editor when user clicks on another form or area of program while editing notes.
General – Improved error response when program fails to connect to the SQL Server / Database.
Release 9.2.8.1 Revisions
General – Added support for languages that read right to left in notes fields and Standard notes editor (not supported in enhanced notes editor).
Admin / Configuration / Data Settings – Added option to define language read direction (left to right / right to left).
ExpressRequest – Added support for language read direction in Standard notes editor.
Purchase Orders – Adjusted code to apply / un-apply Date Closed when PO is marked as closed / open.
Purchase Orders – Changed Date Closed field to allow manual override / edit by user.
Purchase Orders Closing – Adjusted code to apply / un-apply Date Closed when PO is marked as closed / open.
 

Release 9.2.7.2 Revisions

Parts Receiving – Corrected issue of total being doubled on post of receiving record.
Work Orders Overview – Adjusted to allow edit of Work Order Class field in overview grid.
Parts Analysis – Adjusted to accommodate different date formats in search criteria
ExpressRequest – Adjusted to accommodate the new opton to use Standard or Enhanced (default) editor.

Release 9.2.7.1 Revisions

General – Misc. cleanup in various areas of program.
Admin / Configuration / Data Settings – Added option for ‘Notes Editor Style’, Standard or Enhanced (default) for situations where users should not add advanced notes and for use with Arabic languages reading from right to left which is not supported by the enhanced editor.
Work Orders – Adjusted parts detail section so that Taxable setting from the part when it is selected.
Purchase Orders – Adjusted so that if a unit is selected in upper section, it is automatically inserted in detail section if not other unit is selected.
Notes Utility – Adjusted code for better operation and more accurate reporting of oversized notes.

Release 9.2.6.7 Revisions

General – Adjusted search panels to only use Enter press if the cursor is in the search panel.
General – Added code to prevent deleting records from overview grids.
General – Misc. cleanup and adjustments in various areas of program.
Scheduler – Increased event / appointment notes from 60 characters to 255.
Requests – Adjusted to lookup unit by name or number to verify if a valid unit is selected.
Requests – Minor adjustments to improve performance and ensure notes are reflected in grid.
ExpressRequest – Adjusted to get and save the unit name and number when a unit is selected.
Release 9.2.6.1 Revisions
General – Added 3 user definable text / lookup fields to Purchase Order Details, Work Order Services, Work Order Parts and Equipment Services grids with caption / headings definable in Admin / Configuration under applicable sections.  To enable the new columns in the grids, right click in grid and select ‘Reset Grid Layout.’
General – Added 3 user definable checkbox fields to Purchase Order Details, Work Order Services, Work Order Parts and Equipment Services grids with caption / headings definable in Admin / Configuration under applicable sections.  To enable the new checkbox columns in the grids, right click in grid and select ‘Reset Grid Layout.’
General – New revisions to Notes Editor allows for faster and improved cursor movement in tables when using arrow keys.
General – Removed SQL Statements from Utility section and moved to Administration section for better seccurity.
Reporting – Implemented new release of Report Builder version 18.
Admin / Reports – Added option to popup menu to ‘Convert Report to New Version’ for users importing older reports.
Admin / Configuration / Scheduling – Added option to turn on ‘Highlight Past Due Services and Work Orders (Red)’ to indicate if scheduled date should be in red if past due when viewing scheduled services.
Purchase Orders – Adjusted to auto populate the Site field when a Unit is selected for the PO.
Purchase Orders – Added Payment Terms field which is auto populated when selecting Vendor but can be edited or selected separately.
Purchase Orders – Corrected error issue when searching by Part Number or Part Name in search panel.
Purchase Orders – Adjusted to not assume and populate unit in detail section from header section.
Purchase Orders – Added Jump to Part Record option in PO detail section and popup menu.
Purchase Orders – Set popup menu in Vendor Ref field to be standard windows copy / paste popup menu.
Purchase Orders – Adjusted Requested By and Ship Via fields to allow manual entry in addition to selection list.
Parts Receiving – Adjusted to display a running total as details entries are posted rather than waiting until post of entire record.
Parts Receiving – Adjusted to allow Enter key in PO Number field to function as clicking button to the right of the field.
Parts Receiving – Added feature to PO Number field to warn user if PO being selected is already marked closed.
Service Overview – Added code to display scheduled date in red if service is past due and option is turned on in Admin / Configuration / Scheduling.
Service Overview – Now includes the 3 user definable text fields and 3 user definable check box fields.
Work Orders Overview – Added code to display scheduled date in red if work order is past due and option is turned on in Admin / Configuration / Scheduling..
Work Orders – Changed Quantity column heading to Hours.
Release 9.2.5.5 Revisions
General – Published new Version 9 – Searching document to explain how grids, searching and other features work in version 9.
General – Corrected issue of arrows not scrolling properly in notes editor containing a large table.
Companies – Corrected issue of grid header menu not appearing on right-click.
Parts Analysis – Corrected error when viewing detail receiving records for a given part.
Reporting – Corrected issue of export data only to Excel causing error where Excel cannot open the file.
Reporting – Implemented new release of Report Builder version 18.
Units – Corrected issue of Last and Next Calibration fields not showing data or saving data entered.
 
Release 9.2.5.3 Revisions
General – Published new Version 9 – Searching document to explain how grids, searching and other features work in version 9.
General – Adjusted the Work Order services view to include the Check1 and Check2 field form Servitem table.
Service Overview – Corrected issue of error when creating work order from Service Overview screen.
Purchase Orders – Corrected error received when duplicating a PO.
Purchase Orders – Corrected issue of Approver name not being populated when PO is approved.
Requests – Adjust code to prevent error in certain conditions when selecting a request record.
 
Release 9.2.5.1 Revisions
General – Corrected issue in Report Builder where AutoDetect was failing to recognize certain types of pictures from Units and Parts.
Purchase Orders – Enhanced search options and auto tab set based on search results.
Parts Receiving – Enhanced search options and auto tab set based on search results.
Parts Receiving – Added a field for Comments on each record.
Release 9.2.4.6 Revisions
Purchase Orders – Added Notes field to the Overview grid to enable Filtering and Finding using the Notes content.
Purchase Orders – Corrected issue of search not functioning when searching by Part Name.
Purchase Orders – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Purchase Order Closing – Added Search button to make the Find panel visible or hidden as in other screens.
Parts Receiving – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Parts Analysis – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Parts Re-Ordering – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Parts Receiving – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Requests – Adjusted so that Find panel is visible along with the Search panel when the Search button is clicked.
Units – Added button at the top of screen to create a work order for the currently selected unit.
Units / Services (PMs) – Added a button to jump to Service Overview and see services due for that unit.
Units / Work Order History – Added a button to jump to Work Order Overview and see open work orders for that unit.
Units / Service History – Added a button to jump to Work Order Overview and see open work orders for that unit.

Release 9.2.4.4 Revisions

Administration / Configuration / PO Email Settings – Corrected issue of the PO body text not being editable.
Administration / Configuration / ExpressRequest – Corrected issue of not being able to edit default ExpressRequest notes.
Purchase Orders – Corrected issue of login not being populated when Approved check box is checked by the approving user.
Parts Inventory – Adjusted popup menu on vendor number and manufacturer number fields to allow copy / paste.
Parts Inventory – Corrected error on inserting a new record into Parts / Attachments.
Work Orders – Corrected issue of Employee assignment not working when user has only self level access to insert / edit work order.
ExpressRequest – New release corrects inability to save user’s preference for Units lookup list columns.
 
Release 9.2.4.1 Revisions
General – Corrected permission error when user tries to select from drop down list of codes.  The error would fire if the user was selecting a code but did not have to write permission to codes setup.
General – Created new Signatures table for future feature to allow for digital signatures on work orders and purchase orders.
Admin / Employees -Added new check box field to indicate if user is to check for updates each time they run the program.  To be used by administrator so the program will alert of any new updates being available.
Admin / Configuration – Added option under Work Orders / General Settings to lock work orders after completion.  
Work Orders – Added code to check configuration settings and if work orders are to be locked after completion, then only a ‘Full Administrator can edit a completed work order.
Work Orders Overview – Adjusted so that if search is performed in Overview tab and only a single record is found, the screen automatically switches to the Data View tab for viewing / editing of the record.
 
Release 9.2.3.9 Revisions
General – Adjusted to recognize user’s Windows and domain account when using Windows login for ExpressMaintenance login.
General – Adjusted lookup lists to make the sort case insensitive.
Requests – Corrected issue of not being able to edit Unit in a request.
Parts Ordering – Corrected error message when creating a PO from the ordering screen.
 
Release 9.2.3.8 Revisions
General – Corrected odd scrolling behavior in certain grid cells with lookup lists.
Admin / Employees – Corrected error in accessing employee records when user is limited to a site.
Parts – Added last work order date and number to the Analysis tab for extra information.
Parts / Reports – Corrected issue of parts reports passing shelf even when no shelf value has been entered.
 
Release 9.2.3.6 Revisions
General – Adjusted Site / Location selection dialog to automatically position to the values that were previously selected.
Utilities / App Preferences – Added option to ‘Use Tabbed Maximized Windows’ for user who like to have all main forms maximized and tabbed headings.
Admin / Employees – Corrected issue of employee list being limited to site even when the user is logged in as full administrator.
Admin / Employees – Adjusted program to always make login of ‘sa’ a full administrator.
Work Orders – Corrected issue when editing services or parts before work order was in edit mode, caused initial change to be cancelled.
Work Orders – Adjusted to use employee labor rate when available and if not available, use labor rate as setup under Admin / Configuration / Work Orders / Charges & Auto Apply / Labor Rate.
 
Release 9.2.3.5 Revisions
General – Added option to pass different types of  SQL Server Driver connectivity by adding a line in the ExpressMaintenance.ini file.  Valid options include MSSQL, MSSQL-Native, MSSQL-ODBC, MSSQL-Client.  Example driver specification line ‘SQLDriver=MSSQL-ODBC’.  If no driver is passed, ‘MSSQL’ is used.  This option was added to accommodate uses running older versions of MS SQL and Windows.
Admin / Employees – Enabled option to Inherit / Apply access settings, grid settings and lookup list settings from one user to multiple users.
Admin / Employees – Added code to refresh a users access settings if they are altered by that user to prevent requiring them to logout and back in to activate them.
Work Orders – Adjusted to allow for Parts selection when part descriptions are identical among multiple parts.
Work Orders – Corrected issue of employee labor rate not populating when employee is selected.
 
Release 9.2.3.3 Revisions
Units / Overview – Adjusted to allow for single-click to flag record or double-click any other field to select record and switch to Data tab.
Parts / Overview – Adjusted to allow for single-click to flag record or double-click any other field to select record and switch to Data tab.
Work Orders / Overview – Adjusted to allow for single-click to flag record or double-click any other field to select record and switch to Data tab.
 
Release 9.2.3.2 Revisions
General – Improvements in database connection settings to allow for more concurrent queries at one time to help with slower computers with slower processors.
General – Added close / exit buttons to all screens and all tabs on the main ribbon toolbar.
General – Adjustments in database connection settings to allow deal with intermittent data loss on post in work orders and issues.
General – Adjusted to make sure exports and attachments go to the folder specified in Admin / Defaults / Data Settings.  If no folder is specified the program attempts to use the user’s Documents folder.
General – Corrected issue causing report to intermittently fail due to new connection settings for optimized performance.
Purchase Orders – Added option to input and search by PO number in addition to being able to locate via Find option.
Parts Receiving – Adjusted to attempt to save changes if the user clicks the refresh button while the record is in edit or insert mode.
Purchase Orders – Adjusted to attempt to save changes if the user clicks the refresh button while the record is in edit or insert mode..
Service Overview – Adjusted to only create work orders for picked services that match the current query in the Service Overview screen rather than all picked services.  Only picked reflected in the query at the time the ‘Create Work Orders’ button is clicked will be processed. 
Work Orders – Corrected issue of options to limit services and parts lookup lists by category or unit not working.
Work Orders – Corrected issue of not being able to select the employee in the services detail section.
Work Orders – Corrected issue of services in past work orders not appearing in the display.  The data was there but not displaying correctly.
Work Orders – Corrected issue of extra confirmation dialog appearing when selecting to mark work order as completed.
Work Orders – Adjusted to attempt to save changes if the user clicks the refresh button while the record is in edit or insert mode.
Work Orders – Adjusted services section to display the service even if the service is no longer active or has been deleted.
Work Orders – Adjusted parts section to display the part description even if the part is inactive or has been deleted.
 
Release 9.2.2.3 Revisions
General – Misc. cleanup in various screens and drop downs. 
Utilities / SQL Statements – Corrected issue of SQL Statement syntax not showing up in overview or data tab.
Employees – Change display of Labor Cost and Labor Rate fields to show currency format.
Equipment (Units) – Adjusted to include work order notes in History and Work Order tabs.
Requests – Corrected issue of query not working properly for certain foreign date / time formats.
Work Orders – Corrected issue of work order notes not saving to text version of notes field.
Work Orders – Corrected issue of parts not selecting correctly where part numbers are different but descriptions are identical.
Work Orders – Corrected issue of labor rate not being populated when employee is selected in the Services section.
 
Release 9.2.2.1 Revisions
General – Additional performance adjustments to accommodate users running with Citrix and wide area access.
General – Added alternating grid color for users not using application themes.
General – Removed less desirable themes form selection list for improved appearance.
General – Corrected issue of parts info not populating when selecting from a pick list  sorted by part number rather than name.
General – Corrected issue of units info not populating when selecting from a pick list  sorted by unit number rather than name.
Parts – Corrected issue of Picture not being displayed or updated.
Units – Corrected issue of notes not displaying in Services tab.
Requests – Adjusted query parameters to accommodate foreign date / time formats.
Service Overview – Corrected issue of notes not being visible in overview.
Work Orders Overview – Added the ability to edit work order notes from the overview.
Work Orders -Corrected issue of users not being able to edit work orders with certain access settings.
Work Orders – Corrected issue of notes not being visible in the Services section.
ExpressRequest – New version available with several improvements and adjustments.
ExpressRequest – Adjusted to check the ‘Use Themes’ setting from ExpressMaintenance configuration.
 
Release 9.2.1.1 Revisions
Note: Users running the program via Citrix, Terminal Services or a remote wide area network should not use the themes feature for performance purposes.  To disable the themes feature, go to Utilities / App Preferences and un-check the ‘Use Themes’ option .
General – Added options to allow / not allow the use of themes. 
General – Several misc. adjustments to improve performance opening screens, etc.
General – Added option to clear notes in all notes fields throughout.
General / Reporting – Adjusted to use folder settings from Admin / Config / Data Settings when exporting and emailing.
General – Added right click option to all grids to Reset Grid Layout.
Admin / Configuration / Work Orders – Corrected issue of requiring scheduled date not functioning properly.
Admin/ Configuration / Performance Settings – Added option to allow or not allow the use of themes.
Units – Adjusted downtime wizard for clarification of setting unit down or up.
Units – Corrected issue of checking include In-Active units in search not working.
Parts – Corrected issue of checking include In-Active parts in search not working.
Requests – Corrected issue of work order assignment not being added to request notes.
Service Overview – Improved performance of flagging services for work order creation.
Work Orders – Corrected issue of Source selection not working in search panel.
Work Orders – Corrected issue of notes field error in work order screen if notes was a required field.
Work Orders – Corrected issue of admin users not being able to delete a work order record.
Work Orders – Made improvements to permission checking in work orders.
Work Orders – Adjusted so that a new search of work orders will un-flag all work orders.
Work Orders – Improved performance of flagging work orders for printing.
Work Orders – Adjusted to include text version of notes in Overview page.
 
Release 9.1.8.1 Revisions
General – Increased default timeout connection to the database to 15 seconds to allow for remote connectivity where connection might be slower than local networks.
Administration / Scheduling – Added options to set default days back and forward for initial work order query in Work Order Overview screen.
Work Order Overview – Changed so that initial search setting is based on Scheduled (non-completed) work orders and date range as setup under Admin / Scheduling.
Work Orders – Corrected issue of Jump to Unit not finding the unit record.
 
Release 9.1.7.1 Revisions
General – Corrected calculation process when checking size of notes fields.
Administration / Configuration / Security Settings – Added option to make login entry case sensitive or insensitive.
Administration / Employees – Added Login to list of available fields in overview grid.
Equipment (Units) – Added display of Record Number field to data screen.
Parts – Added display of Record Number field to data screen.
Requests – Corrected issue of notes not updating after a search / filter to single record.
Requests – Corrected notes error when assigning a request to a work order.
Work Orders – Added display of part number in parts section of work order details.
Notes Utility – Misc changes and improvements in the processing and options.
 
Release 9.1.6.3 Revisions
General – Added option to ‘Export Grid Data’ to all grid right-click popup menus.
General – Added option ‘Reset Grid Layout’ to all grid right-click popup menus.
General – Added saving of Search Panel status on exit of form with search panels (example: Work Order Overview) so when form is closed and then re-opened, it returns to previous state (visible / non-visible).
Application Preferences – Added option to use tabbed maximized forms.
General – Corrected issue of program allowing user ‘sa’ to login without a password.
General – Corrected issue of initial login as ‘sa’ not allowing access to Admin / Employees for setting up access setting for ‘sa’ and other users.
General – Corrected issue of Notes field ‘Check Size’ not reporting accurate size.
General – Corrected issue of email sending automatically requesting a return receipt even when option is unchecked.
General – Corrected issue of random ‘Argument Out of Range’ error when selecting from pick lists.
Admin / Configuration – Added option to set Max Notes and Max Pictures sizes to 0 for unlimited size.  This change is to accommodate existing large notes but this setting is not recommended.
Equipment (Units) – Corrected issue of Work Orders tab not populating when selected.
Equipment / Services (PMs) – Adjusted service parts detail to show part number and other parts data when viewing in grid display.
Parts / Receiving – Corrected issue of program not prompting to change the current cost of part.
Maintenance / Reports – Corrected issue of date range passing incorrect time thereby not including records matching the beginning date.
Work Orders Overview / Service Overview / Calendar View – Corrected issue of print options only being enabled the first time the calendar / scheduler form was displayed.
Work Orders Overview -Enabled ability to double-click to switch to Data tab as in other forms.  The exception is if the user double-clicks in an editable cell (Flag, Employee, Scheduled Date, Priority).
Work Orders Overview – Added ability to view work order notes in overview grid.
Work Orders – Adjusted auto completion of services and parts to use the work order completion date rather than current system date.
Service Overview – Enabled ability to double-click to flag a service for work order creation.  The exception is if the user double-clicks in an editable cell.
Purchase Orders – Corrected issue of unit information not populating after a unit is selected.
ExpressRequest – Corrected issue of emails not being sent when Request is created.
 
Release 9.1.6.1 Revisions
General – Adjusted all check box components to show unchecked when null.
General – Adjusted all grids to exclude notes fields for improved performance including Units, Parts & Work Orders.
General – Adjusted all grids to apply filter values without requiring pressing Enter or exiting the cell.
General – Adjust lookup combo components to show the sort order when selected.
Employees / Access Settings / View Activity Log – Added option to print login / logout activity report. 
Equipment (Units) – Corrected issue of user fields requiring select from list and not allowing edit.
Equipment (Units) – Corrected issue of user fields not limiting selection list to applicable codes.
Equipment (Units) – Corrected issue of duplicating unit failing.
Parts – Corrected issue of user fields requiring select from list and not allowing edit.
Parts – Corrected issue of user fields not limiting selection list to applicable codes.
Parts – Corrected issue of duplicating part failing.
Purchase Orders – Added ability to search by Part Name and Number.
Purchase Orders – Adjusted to allow for up to 4 digits beyond decimal in pricing fields.
Purchase Orders – Corrected issue of authorized users not being able to approve POs.
Purchase Orders – Corrected issue of duplicating including receiving data.
Work Orders – Corrected issue of not being able to flag all work orders for printing when date range was used for searching.
 
Release 9.1.5 Revisions
General – Added Search button in all screens to access the Filtering option from Data tab.
 
General – Adjusted all grids to apply filter values without requiring pressing Enter or exiting the cell.
General – Created new Emails table and setup fields for future implementation of Express Email Server.
 
 
Purchase Orders – Corrected permission issue when creating new record.
 
Service Overview – Misc corrections in report of services due by Unit.
Work Orders – Corrected issue of general and safety notes being reversed when created from a Request.
Notes Utility – Adjusted to report additional information about the record rather than just record number.
 
Release 9.1.4 Revisions
General – Altered filter column default to ‘contains’ operator rather than ‘=’ in logical places such as Parts Description and Units Name to make quick searching easier.
General – Adjusted date based queries to accommodate international date formats.
Maintenance / Work Orders – Added ability to search by Unit Name and Number in search panel.
Maintenance / Work Orders – Added 3 user definable fields to the Services grid.  
Maintenance / Work Orders – Corrected issue of Print button not functioning in the print interface.
Admin / Configuration / Work Orders / General Settings – Added options to define the column captions for the 3 user fields in Work Order Services grid.
Purchase Orders – Corrected issue of permissions not allowing edit / insert of record.
 
Release 9.1.3 Revisions
General – Updated notes fields to convert bitmaps to png for smaller content saving in the database fields.
General – Adjusted Notes Utility program to convert bitmaps to png for smaller content saving in the database fields.
General – Misc. cleanup of buttons, popup menus and field components in various screens as needed.
Admin / Configuration / Data Settings – Added option to set default folder for exporting reports and data.
Admin / Configuration / Scheduling Settings – Added option to indicate if editing is allowed in the Work Order Overview screen.  If editing is allowed, only the Flagged, Scheduled Date, Employee and Priority fields are editable from the overview screen.
Admin / Codes – Adjusted printing to allow print of a single code type or all codes.
Service Overview – Corrected issue of report not including count based PMs in report.
Service Overview – Corrected issue of work orders not using the PM scheduled date when scheduled date was blank in creation screen.
Utilities / SQL Statements – Adjusted to disable the ‘Execute SQL’ button when the Overview tab is the active page. Users must go to the Data tab and view the full SQL statement before executing it.
 
Introducing Version 9 of ExpressMaintenance – What’s New
General
Implemented new ribbon menu component system to better handle different resolution monitors and settings.
Redesigned main ribbon menu for better organization and efficiency.
Implemented new grids used in all data screens for overview of records, searching, filtering, sorting, grouping and locating records instantly.
New advanced edit, date, checkbox and combo box components in all data screens.
Improved web help system updated to reflect new version changes.
Updated version of built-in report builder with several enhancements.
New theme selection option allows users to select the overall program appearance.
New rich edit (editor) interface for editing notes and instructions.
New scheduler screen for viewing PMs and Work Orders in calendar layout.
New Search button in several screens allow for opening / closing the search panel thereby allowing for more room for grid view of records.
New manner of handling users, technicians and requester all under the Employee screen rather than three separate locations.
Optional feature to allow specification in ini file of MS SQL Driver type to use for connection to MS SQL Server.
 
Administration
Defaults screen replace with better organized Configuration screen.
Configuration – Added new category of settings for Security Settings.
Configuration – Added new category of settings for Mobile APP Interface.
Configuration – Added new category of settings for Scheduling.
Configuration – Added various new settings under existing categories.
Configuration / Security Settings – New options for password requirements.
Employees – Completely redesigned employee screen with improved interface.
Employees – Combined users, technicians and requesters into a single screen setup.
Employees – Completely new method of setting up user access permissions.
Employees – Several new fields for additional pertinent data.
 
Maintenance
General – Improved screen layout, interface options, searching, filtering, sorting and grouping.
Reports – Added addition filtering options and new version of Report Builder.
Units – New Attachments page tab with added options for unit attachments.
Units – Separate page tabs for Notes and Safety Notes.
Units / Services – Improved notes editor for notes and instructions.
Units / Services – Redesigned schedule wizard for defining how services renew.
Units / Downtime – Redesigned downtime wizard for logging downtime / lockout records.
Work Orders – Enhanced search options for advance searching for work orders.
Work Orders – Search button to open and close search panel for additional room on screen.
Work Orders – Added new Calendar button to view work orders in various calendar views.
Service Overview – Enhanced search options for advance searching for work orders.
Service Overview – Search button to open and close search panel for additional room on screen.
Service Overview – Added new Calendar button to view work orders in various calendar views.
Parts – Improved notes editor for notes and instructions.
Parts – New options for additional types of attachments.
Parts Inventory Analysis – Added live separator bar for expanding / contracting panels to view more or less details data.
Parts Re-Ordering – Added live separator bar for expanding / contracting panels to view more or less detail data.
 
Utilities
Rolodex – Added option to make rolodex records community or personal.
Schedule – Added option to create and track personal and community appointments and events.
Maintenance Forms – Added option to create and save maintenance forms using the built-in editor.
Application Preferences – Added option to select application theme based on new theme library.
Change Password – Altered password screen to display and require new password requirements as setup under Administration / Configuration / Security Settings.

 

ExpressMaintenance Release 8.1 added many new and exciting features to ExpressMaintenance. It included a new primary interface that is even easier to navigate. Check out the latest improvements below.

New Menu Interface

Update 8.3.7.1
Maintenance / Unit – Removed extra picture component which was incompatible with some images.

Update 8.3.5.1
Maintenance / Service Overview – Addressed issue of error indicating Ambiguous Column Name.

Update 8.3.4.4
General – Corrected issue of Connection ini file not being read properly and Windows Login usage not working.
Maintenance / Reports – Corrected issue of Unit Record Number not being correctly passed to some reports.

Update 8.3.4.2
Maintenance / Work Order Overview – Corrected error of Labor Estimate column total being displayed as currency rather than number.

Update 8.3.4.1
General – Corrected potential issue of work order details not appearing correctly.
General – Adjusted to include SQL statements from recent updates in Utilities / SQL Statements.

Update 8.3.2.3
Administration / Defaults – Corrected issue of memo box not appearing when editing the ExpressRequest Email list and notes.

Update 8.3.2.2
Maintenance / Work Orders / Importing Parts Consumption – Corrected issue of not working if Part Number and Part Description are provided.
Maintenance / Work Orders / Importing Parts Consumption – Corrected issue of import not writing the work order record number to the work order detail table.

Update 8.3.2.1
Administration / Registration – Added ability to save Customer Number in registration screen.
Maintenance / Parts – Added CompletedDate and WorkOrderRecord fields to the Parts table.
Maintenance / Parts – Adjusted Analysis tab to properly compute and display non whole numbers with up to 5 digits behind decimal.
Maintenance / Parts Analysis – Improved calculations of quantity used to allow for possibility of duplicate work order numbers.
Maintenance / Work Orders – Improved join between parts and work orders tables by including join with WoMaster.RecordNumber field.
Maintenance / Reports – Corrected issue of Work Order Number range being passed to Unit Number in reports.

Update 8.3.1.15

  • Admin / Defaults / Data Formatting / Notes Utility – Adjusted to allow limited number of notes conversions based on Record Number range.
  • Maintenance / Work Orders – Corrected import wizard to also import cost center data if provided in import file.
  • Maintenance / Units & Parts – Adjusted duplicating screens to be sizable.

Update 8.3.1.10

  • Misc – Corrected issue of program not remembering widths of forms when closed.
  • Misc – Adjusted grids to not allow re-sort / query when records are in edit or insert mode to prevent losing data before saving it.

Update 8.3.1.9

  • Misc. – Improved interface of main ribbon toolbar.
  • Application Properties – Added option to indicate if images are to show or hide on main toolbar tabs.

Update 8.3.1.7

  • Misc – Corrected issue of Website link not working correctly.

Update 8.3.1.6

  • Misc. – Added ability to pass ini file name as shortcut parameter to application so it will use the specified ini file for connection information.
  • Misc. – Adjusted to allow for reading of encrypted ExpressMaintenance.ini entries.
  • Misc. – Corrected error when certain Windows styles are selected under Utilities / App Properties.
  • Maintenance / Units – Adjusted Unit Number field to allow for complete 25 characters.
  • Utilities / Check Updates – Corrected issue of version comparison not working when final build number exceeds 9.

Update 8.3.1.1

  • Admin / Defaults / Work Order Defaults – Added check box option to select if completing a work order automatically inserts the time in addition to the date.
  • Maintenance / Units / Services – Added two fields Check1 and Check2 for users to use however they choose for indicating certain things about a service on work orders or other reports.
  • ExpressRequest – Now opens the ExpressMaintenance.ini file for connection information rather than ExpressRequest.ini.
  • Maintenance / Work Orders – Corrected issue of work order not going into edit mode when a part is deleted from the detail parts section.
  • Maintenance / Work Orders – On import of parts consumption, adjusted code to allow for duplicate part entries of the same part.

Update 8.2.9.10

  • Utilities / Run SQL Statement – Adjusted to not allow use of the SQL ‘USE’ statement for changing database selection.

Update 8.2.9.9

  • Maintenance / Parts / Re-Order – Adjusted the On Order quantity to allow for whatever portion of PO parts that have been received.

Update 8.2.9.8

  • Maintenance / Units Search – Corrected issue of results not sorting on field being used for search.
  • Maintenance / Parts Search- Corrected issue of results not sorting on field being used for search.

Update 8.2.9.7

  • Maintenance / Units Search – Corrected error when searching by Category.
  • Maintenance/ Parts Search – Corrected error when searching by Category.

Update 8.2.9.6

  • Work Orders – Added popup menu options to copy service description and parts description to the clipboard for pasting in notes, etc.

Update 8.2.9.5

  • General – Minor adjustment to error when the user attempts to run and older version of the application against a newer version of database.
  • Maintenance / Units – Correction of error encountered when searching on SearchTags field.
  • Maintenance / Parts – Correction of error encountered when searching on SearchTags field.

Update 8.2.9.3

  • General – Corrected spacing in system popup menu items.
  • Purchase Orders – Corrected issue of duplicating records causing notes to be corrupt in new record.
  • Units – Corrected issue of duplicating records causing notes to be corrupt in new record.
  • Parts – Corrected issue of duplicating records causing notes to be corrupt in new record.
  • Admin / Defaults / General Information – Added field for Express Tech Customer Number to save company’s assigned customer number. This will be used in checking for updates to allow the web service to check for maintenance plan and provide update installation password.

Update 8.2.9.1

  • Admin / Defaults / General Information – Added field for Express Tech Customer Number to save company’s assigned customer number. This will be used in checking for updates to allow the web service to check for maintenance plan and provide update installation password.

Update 8.2.8.3

  • Utilities / Check Updates – New option to allow designated users to check for updates.
  • Utilities / Check Updates – Option now checks maintenance plan status and provides installation password for the update if user is current on plan.
  • Utilities / Check Updates – Corrected Access Violation caused in version 8.2.8.2.

Update 8.2.8.1

  • Admin / User Accounts – Added option under Admin to designate if a user can check for updates.
  • Utilities / Check Updates – New option to allow designated users to check for updates.
  • Work Orders – Corrected issue of controls getting disabled when setting services to completed.
  • General – Corrected a few mispelled words in messages.

Update 8.2.7.2

  • Work Order Notes – Corrected issue of notes being truncated because of performance settings not allowing full notes size in work orders.

Update 8.2.7.1

  • General – Corrected issue of a tab component being displayed on the main screen.
  • General – Corrected issue of SaleTaxRate field not being created in the CompanyMaster table thereby causing errors to appear concerning the missing field.

Update 8.2.6.1

  • General – New application for creating databases included with application installation.
  • Admin / Defaults / Purchase Order Defaults – Added field to allow users to specify if POs created from Parts reorder screen should be based on ordering up to the minimum or maximum on hand.Admin / Defaults / Performance Settings – Added an option to set a limit on the size of content in notes fields.
  • Admin / Defaults / Performance Settings – Added an option to set a limit on the size of content in picture fields.
  • Admin / Defaults / Company Defaults – New defaults section for defining default company terms and label for user fields 1-4.
  • Admin / Companies – User fields 1-4 now have user defined labels as setup under Admin / Defaults / Company Defaults.
  • Admin / Companies – New fields for Sales Tax Applies and Sales Tax Rate which defaults to values setup under Admin / Defaults / Purchase Order Defaults.
  • Admin / Services – Added an option to filter services by a selected Category.
  • Parts – Added a small folder image on Notes tab to indicate if notes exists for the selected part.
  • Parts – Now includes a checkbox field to indicate if a part is subject to tax or not. This is inherited when the part is selected in the PO screen.
  • Parts Reordering – Altered to read the defaults to create purchase orders based on setting to base order quantity on minimum or maximum on hand.
  • Parts Reordering – Added option to enter * or -1 in Quantity Within Reorder to get all records regardless of reorder status.
  • Parts Reordering – Added options to search by part type and category.
  • Parts Receiving – Added code to warn if the invoice / vendor already exist to help prevent duplicate entry.
  • Parts Analysis – Added options to search by part type and category.
  • Purchase Orders – Added stamp fields for created time and user when a new PO is created.
  • Purchase Orders – Taxes are now computed based on setting in Admin / Companies from the selected vendor rather than same rate applying to every vendor.
  • Units – Added a small folder image on the Notes tab to indicate if notes exists for the selected unit.
  • Maintenance / Service Overview – Altered the Create Work Order window to allow sizing.
  • Work Orders / Parts Import Consumption – Added option to adjust parts inventory at time of import rather than waiting for work order completion.
  • Work Orders – Corrected issue of Jump To Parts in parts section opening a PO rather than jumping to the part record.
  • Work Orders – Adjusted so that on post of a work order, if the completed date precedes the scheduled date, the program warns and ask to proceed or cancel.
  • Work Orders – Adjusted so that on post of a work order, if a completed date is entered but the detail services are not marked as completed, the program prompts to mark them as completed.

Update 8.2.5.1

  • Admin / Services – Added field for ServiceReference for user to use as they wish or might need.
  • Maintenance / Units / Services – Added field for ServiceReference for user to use as they wish or might need.
  • Maintenance / Work Orders / Services – Added field for ServiceReference for user to use as they wish or might need.

Update 8.2.4.3

  • Admin / User Accounts / Activity Log – Misc clearnup of the search options and data purge prompts.

Update 8.2.4.1

  • Units / Downtime – Added fields to store downtime hours, minutes and seconds portions of total downtime for reporting purposes.
  • Units / Downtime – Added a downtime string field which represents the downtime in time format (example: 1:44:10) for easy reporting..
  • Work Orders – Added fields to store downtime hours, minutes and seconds portions of total downtime for reporting purposes.
  • Work Orders – Added a downtime string field which represents the downtime in time format (example: 1:44:10) for easy reporting.

Update 8.2.3.1

  • Purchase Orders – Added ability to create pick lists for the Reference field of the PO main (upper) section.
  • Purchase Orders – Added ability to create pick lists for the Reference 1-3 fields of the PO detail section.

Update 8.2.2.1

  • General – Correctecd the Help button at very top was not working.
  • General – Added code to check for Windows login name and domain user name to compare to user list if using Windows login for access to ExpressMaintenance.
  • Administration / Manage / Reports – Added feature to include a list of default emails for a report.
  • Administration / Manage / Users – Added field to specify if a user is allowed to view employee pay rates under Work Orders.
  • Administration / Manage / Users – Added field to specify if a user has access to RFQs only in Purchase Order screen.
  • Administration / Defaults / Performance Settings – Corrected issue of setting Max Query Records to 0 not saving.
  • Parts / Receiving – Corrected so that the Invoice field is properly populated from PO invoice field rather than vendor ticket field.

Update 8.2.1.1

  • General – Help buttons now connect directly to the help system located on our website rather than looking at a local .chm file.
  • Administration / Defaults – Added new section for Performance Settings to allow for performance improvements with large databases. For clients with large databases consider switching to a Cursor Location of Server to improve overall performance of queries. We recommend setting the Max Records to 3,000 or less for optimum performance as well.
  • Performance Settings – Added option to specify Max Records to apply to any query.
  • Performance Settings – Added option to specify Max Seconds to apply to any query.
  • Performance Settings – Added option to specify Cursor Location (Server or Client).
  • Performance Settings – Added option to specify Cursor Type to apply to any query.
  • Performance Settings – Moved other performance related options from other sections to this section.
  • Administration / Defaults / Parts Defaults – Added option to include or not include Inactive Parts in the automatic query.
  • Administration / User Accounts – Added option to limit users to RFQ records only.
  • Purchase Orders – Added code to check if user is limited to RFQ records only.
  • Administration / Defaults / Email Settings – Added option to specifiy if using TLS security in emails.
  • Administration / Email Test – Added option to test various TLS security settings in testing emails.
  • Email Sending – Added code to check if using TLS security and apply settings to emails.

Update 8.1.9.11

  • Utilities / Set Lookup Lists – Added additional fields to units lookup list availability.

Update 8.1.9.10

  • Administration / User Accounts – Added report to print user permissions for single or all users.
  • Maintenance / Service Overview – Added search options to select by Unit Type and Category.
  • Maintenance / Reports – Added option to select Unit Status when generating report.
  • Maintenance / Reports – Added option to select Mileage Date range when generating report.
  • Parts Receiving – Corrected error generated when a receiving record exists for the PO selected.

Update 8.1.9.6

  • Maintenance / Work Orders – Corrected issue of notes formatting not being saved in General and Safety Notes when accessed via Services grid.
  • Parts / Receiving – Added code to warn of duplicate invoice number / vendor but allow override.

Update 8.1.9.4

  • Maintenance / Service Overview – Add the orginal Service General and Safetly Notes to the available fields in the grid to view only.
  • Parts / Receiving – Added code to not allow received date to exceed the current date.

Update 8.1.9.3

  • Parts / Reordering – Corrected issue of sql search error.
  • Parts / Attachments – Adjusted to allow selection of Type (File or Folder).
  • Parts / Receiving – Adjusted to transfer new SubDescription field from PO to Receiving record.

Update 8.1.9.2

  • Parts / Reordering – Corrected issue of sql search error.
  • Parts / Attachments – Adjusted to allow selection of Type (File or Folder).
  • Parts / Receiving – Adjusted to transfer new SubDescription field from PO to Receiving record.

Update 8.1.9.1

  • General / Reports – Corrected issue in report screens of not being able to import report templates.
  • Admin / Databases & Connections – Misc. cleanup and improvement of code for creating new or additional databases.
  • Admin / Defaults / General Work Order Defaults – Added options to require certain fields when creating a work order from Service Overview or from a Request.
  • Admin / Defaults / General Work Order Defaults – Added option to allow (Yes / No) editing in the Service Overview screen (defaults to No).
  • Admin / Services – Added option to specify a service as ‘Affects Calibration’ which will carry over to Unit / Services setup and work order services.
  • Admin / User Accounts / Options – New interface for applying user permissions, selection list and grid properties to other users including all users. This is very handy for setting how lookup lists and grids will look and then applying to other users.
  • Purchase Orders – Added a Sub-Description field to detail section for non-parts type items and other information.
  • Purchase Orders – Adjusted tax calculation so that it is calculated on the total of taxable parts rather than each individual tax being calculated and then summed. This resolves rounding differences in PO record vs. accounting systems.
  • Parts / Receiving – Added a Sub-Description field to detail section for additional item info.
  • Parts / Attachments – Add option to attach a folder and select files to run within folder.
  • Parts – Corrected issue of picture image not clearing when selecting Clear Image option.
  • Parts – Added Search Tags field for general searching and association (see User Defined tab).
  • Parts – Added Criticality field for specifying how critical a part is (production, facility, etc).
  • Parts / Receiving – Added Flagged field to flag parts for printing barcodes, etc. Flagging a part in receiving actually flags the part in the Parts table.
  • Purchase Order Reports – Added report parameter to select by a specific cost center.
  • Units / Attachments – Add option to attach a folder and select files to run within folder.
  • Units – Corrected issue of picture image not clearing when selecting Clear Image option.
  • Units – Added Search Tags field for general searching and association (see User Defined tab).
  • Units – Added Criticality field for specifying how critical a unit is (production, facility, etc).
  • Units / Services – Added option to specify a service as ‘Affects Calibration’ which carries over to the work order when creating work order.
  • Work Orders / Service Overview – Added options to print all services due or just selected services.
  • Work Orders / Service Overview – Added function to check to see what fields are required for creating a work order based on settings in Admin / Defaults / General Work Order Defaults.
  • Work Orders / Service Overview – Add function to check to see if editing is allowed of the items in Service Overveiw as setup under Admin / Defaults / General Work Order Defaults.
  • Work Orders – Adjusted so that when Complete button is clicked, program warns if unit is set to status of Down and gives user opportunity to proceed or not.
  • Work Orders / Services – Added field to specify if service ‘Affects Calibration’. If the service does Affect Calibration, it will update the Last and Next Calibration fields of the Unit when the service is completed provided the dates supercede what is already there.
  • Report Builder – Implemented new release of Report Builder in application.

Update 8.1.8.12

  • General – Corrected issue of incoming Request Box flashing even when there are no new requests.
  • Utilities / Setup Lookup Lists – Corrected error where list would not display.
  • Maintenance / Reports – Corrected issue of Unit Number not passing correctly to reports.
  • Maintenance / Update Counts – Additional error checking and response explanation in Check Integrity options.

Update 8.1.8.8

  • Parts / Reports – Added code so that if Parts Barcode Labels report is ran, program prompts for starting position of label start.
  • Units / Reports – Added code so that if Units Barcode Labels report is ran, program prompts for starting position of label start.
  • Misc – Corrected issue when exporting reports to excel or word, generated file being in pdf format instead of selected format.

Update 8.1.8.7

  • Misc – Corrected issue in notes editor where font size would randomly change to 0.
  • Utilities / Run SQL – Improved export option for exporting data from query.
  • Parts – Improved barcode label printing and report that generates these.

Update 8.1.8.6

  • Misc – Corrected issue where in notes editor where font size would change to 0 upon save of notes.
  • Utilities / Run SQL – Improved export option interface and export to Excel.
  • Parts – Imrpoved barcode printing options and new barcode printing report to correct bug.

Update 8.1.8.4

  • Administration / Companies – Added email address for each address location in addition to overall company email address.
  • Administration / Codes – Added field for Codes to be the Default code upon insert of a new record.
  • Purchase Orders – Added code on email of PO so that if an address exist for company address, it is used. If no address for location, it will used the main company email address.
  • Maintenance / Parts – Added new Flagged Field for flagging parts for printing barcode labels and other reporting options.
  • Maintenance / Parts – Added print options to print barcode labels for selected record or all parts flagged.
  • Maintenance / Partss – Added code to allow user to flag / un-flag parts by right clicking on parts in the overview screen.
  • Maintenance / Parts – Added option to un-flag all flagged parts.
  • Maintenance / Parts / Receiving – Added button to print barcodes on items being received.
  • Maintenance / Parts – Misc. cleanup of buttons and button hints.
  • Maintenance / Parts – Added function to insert default codes if they exist.
  • Maintenance / Units – Added new Flagged Field for flagging units for printing barcode labels and other reporting options.
  • Maintenance / Units – Added print options to print barcode labels for selected record or all units flagged.
  • Maintenance / Units – Added code to allow user to flag / un-flag units by right clicking on units in the overview screen.
  • Maintenance / Units – Added option to un-flag all flagged units.
  • Maintenance / Units – Added function to insert default codes if they exist.
  • Maintenance / Work Orders – Added function to insert default codes if they exist.
  • Purchase Orders – Added function to insert default codes if they exist.

Update 8.1.7.7

  • Admin / User Accounts – Corrected issue of not being able to turn off Log Activity option.
  • Utilities / Run SQL Statement – Adjusted to not stop on first error of SQL statements but to run all and report errors.
  • Utilities / Run SQL Statement – Added tabs for grid and results to allow viewing of all SQL error results.

Update 8.1.7.1

  • Work Orders – Added code to track who and when a service or part is canceled in a work order.
  • Units / Parts tab – Added field for Quantity of parts to be used on that unit.
  • Utilities – Added option for user to change their password without requiring Admin.
  • Admin / Defaults / Data Formatting Defaults – Added option to set the minimum number of characters for password length. Note 0 allows for blank passwords.
  • General – Added feature to force users to enter setup a new password if their password does not meet the minimum characters as defined in defaults (default value is 6).
  • General – Adjusted to allow for using Windows login in place of prompting for login / password when Yes is passed as parameter or in the ini file.
  • Admin / User Accounts – Added option under Options button to reset all user passwords. You can reset them to blank which will force users to reset their password upon login.
  • General – Misc. cleanup of help file and addition of WO parts import feature.
  • Work Orders – Added button to allow for importing parts consumption from csv file such as barcode data.
  • Work Orders – Added fields to track who and when parts data gets imported.
  • Parts / Receiving – Added fields to track who and when parts receiving data gets imported.

Update 8.1.5.1

  • Maintenance / Units – Added a checkbox field indicate if unit is to be included / excluded in unit list in ExpressRequest.
  • ExpressRequest – Added code to only include units is selection list that are checked to be included.

Update 8.1.4.2

  • Admin / User Accounts – Corrected error when user login exceeds 10 characters long.
  • Purchase Orders – Added a sequence field which users can sequence detail items and print in that order if desired.
  • Purchase Orders – Added a notes field for notes description on PO line items if desired.
  • Reports – Corrected problem of dates not being passed correct and data not showing up.

Update 8.1.3.2

  • General – Adjusted all note fields to properly allow copy / paste of text.
  • General – Adjusted notes editor to allow for Add to Dictionary.
  • Report Builder – Adjustments to properly export notes fields to pdf as rich text rather than image.

Update 8.1.3.1

  • General – All Data Navigator bars now have prompt before canceling an edit.
  • General – All Search screens now allow for searching on notes fields.
  • General – All Search screens have added fields in list of search fields.
  • General – Incorporated new version of Report Builder.
  • General – New feature to allow user activity logging throughout system.
  • Admin / User Accounts – New option to turn on / off Logging of user activity.
  • Admin / User Accounts – New button to access the User Activity Log data and reports.
  • Parts Analysis – Now includes additional fields to include in grid display.
  • Parts – Corrected issue of error when importing picture on newly inserted parts record.
  • Units – Corrected issue of error when importing picture on newly inserted unit record.
  • Work Orders – Corrected issue of labor estimate field not getting populated on creation of PM work order.
  • Report Builder – Corrected problem of parameters being passed multiple time to report params field.
  • Report Builder – New rendering architecture for scaling workspace, components.
  • Report Builder – Improved export options and quality of output.
  • Report Builder – PrintDialog, Open File checkbox
  • Report Builder – Report.OpenFile boolean to open a file after export
  • Report Builder – PageStyle, UsePageSpace boolean
  • Report Builder / Design Tab – Now includes a zoom bar for workspace (bottom right).
  • Report Builder / Design Tab – Undo support for add/remove design layers.
  • Report Builder / Design Tab – Added Design Layer ‘delete with components’ menu item.
  • Report Builder / Design Tab – ReportTree, added component popup menu support.
  • Report Builder / Design Tab – TableGrid component for placing fields in a grid layout.
  • Report Builder / Design Tab – 2dBarCode support.
  • Report Builder / Design Tab – QRCode barcode support.
  • Report Builder / Design Tab – DataMatrix barcode support.
  • Report Builder / Design Tab – VerticalAlignment property for text
  • Report Builder / Design Tab – DesignLayer.Visible property to show/hide components
  • Report Builder / Design Tab – RichText.RemoveEmptyLines boolean property (address squeeze)
  • Report Builder / Design Tab – Memo.RemoveEmptyLInes boolean property(address squeeze)
  • Report Builder / Design Tab – Memo, improved tab/tabstop support
  • Report Builder / Design Tab – Band, Border property
  • Report Builder / Preview Tab – Page thumbnails (like Adobe Acrobat)
  • Report Builder / Preview Tab – Page Borders
  • Report Builder / Preview Tab – Page separation control
  • Report Builder / Preview Tab – Scrolling Text Search
  • Report Builder / Preview Tab – Print Dialog, added Open file checkbox

Update 8.1.2.4

  • General – All Data Navigator bars now have prompt before canceling an edit.
  • General – All Search screens now allow for searching on notes fields.
  • General – All Search screens have added fields in list of search fields.
  • General – Incorporated new version of Report Builder.
  • Parts Analysis – Now includes additional fields to include in grid display.
  • Report Builder – Corrected problem of parameters being passed multiple time to report params field.
  • Report Builder – New rendering architecture for scaling workspace, components.
  • Report Builder – Improved export options and quality of output.
  • Report Builder – PrintDialog, Open File checkbox
  • Report Builder – Report.OpenFile boolean to open a file after export
  • Report Builder – PageStyle, UsePageSpace boolean
  • Report Builder / Design Tab – Now includes a zoom bar for workspace (bottom right).
  • Report Builder / Design Tab – Undo support for add/remove design layers.
  • Report Builder / Design Tab – Added Design Layer ‘delete with components’ menu item.
  • Report Builder / Design Tab – ReportTree, added component popup menu support.
  • Report Builder / Design Tab – TableGrid component for placing fields in a grid layout.
  • Report Builder / Design Tab – 2dBarCode support.
  • Report Builder / Design Tab – QRCode barcode support.
  • Report Builder / Design Tab – DataMatrix barcode support.
  • Report Builder / Design Tab – VerticalAlignment property for text
  • Report Builder / Design Tab – DesignLayer.Visible property to show/hide components
  • Report Builder / Design Tab – RichText.RemoveEmptyLines boolean property (address squeeze)
  • Report Builder / Design Tab – Memo.RemoveEmptyLInes boolean property(address squeeze)
  • Report Builder / Design Tab – Memo, improved tab/tabstop support
  • Report Builder / Design Tab – Band, Border property
  • Report Builder / Preview Tab – Page thumbnails (like Adobe Acrobat)
  • Report Builder / Preview Tab – Page Borders
  • Report Builder / Preview Tab – Page separation control
  • Report Builder / Preview Tab – Scrolling Text Search
  • Report Builder / Preview Tab – Print Dialog, added Open file checkbox

Update 8.1.2.1

  • Maintenance / Update Counts – Corrected issue of potential to delete unit if deleting a count record.
  • Maintenance / Work Orders – Corrected issue of dataset not being enabled if Request screen was selected first.
  • Maintenance / Service Overview – Added UnitLocation field to available fields list.
  • Maintenance / Reports – Added Created Date to dates for report parameters.

Update 8.1.1.13

  • Administration / Companies – New Directions button for access to Google Maps for directions including printing.
  • Utilities / Google Directions – New option for access to Google Maps for directions including printing.

Update 8.1.1.12

  • General – Minor cleanup of font size on a couple buttons.
  • Maintenance / Work Orders – Corrected issue of Parts pick list not being sorted properly.
  • Maintenance / Units – Corrected issue of Site / Location list not properly displaying on certain operating system settings.
  • Administration / Locations – Corrected issue of Site / Location list not properly displaying on certain operating system settings.
  • Maintenance / Parts – Corrected tab order of fields in parts screen.

Update 8.1.1.7

  • General – Corrected inconsistent font size on main menu buttons.
  • Administration / Defaults / Data Preferences – Adjusted Notes Utility to include Unit Specific Notes which was not getting converted to Unicode. Also added ability to run on a selected tables only and improved speed of processing.
  • Administration / Databases & Connections – Added option to write connection ini file as encrypted or plain text (non-encrypted).
  • Maintenance / Units – Corrected issue of work orders not being displayed in Work Order tab.
  • Maintenance / Update Counts – Added ability to search Units based on Type and Category.

Update 8.1.1.1

  • General – Implementation of storing all notes (memo fields) in Unicode format as industry standard. Not all previously entered notes will appear correctly in reports. It is recommended you run the Notes Utility which is found under Administration / Defaults / Data Formatting Preferences. The Notes Utility will convert existing notes to the Unicode format.
  • General – Minor adjustments to support SQL Server 2012.
  • General – Now includes a separate optional encryption program (ExpressEncrypt.exe) for creating ini files for SQL connection data to be read by the application. No longer confined to ‘etuser’ login.
  • General – Now reads encrypted ini file information for making connection to SQL server and database.
  • General – Corrected issue of program not using Windows user account to login to application when ini file is set to use it.
  • General – Incorporated new release of Report Builder with improved interface.
  • General – Incorporated new release of Editor with new features including better spell check and Thesaurus. Live spell checking can be turned on / off per user as desired.
  • General – Improved interface as compiled under new release of development language. New interface is much easier to switch between screens.
  • General – Shortcut parameters can now include SQL Server, SQL Database, SQL Login, SQL Password, Use Windows Login (Yes / No). Note: If any parameters are used, the ini file is now ignored.
  • General – If not specified to use windows user account to login to application, program defaults to No and prompts users for login / password.
  • General – Improved handling of screen display when large fonts are selected in Windows. Note: User should check option to handle large fonts in Application Properties.
  • Admin / Defaults / Data Formatting Defaults – Added Notes Utility for updating notes to comply with Unicode standards and to assign text only value of notes.
  • Admin / Defaults / ExpressRequest Defaults – New option to use editor to create default notes when user creates new request.
  • Admin / Defaults / Work Order Defaults – New option to require that all work orders contain at least one service detail item.
  • Admin / Defaults / Data Formatting Defaults – New option to define default folder to find maintenance forms (see Utilities).
  • Admin / Defaults / Work Order Defaults / General – New option to set default filter for services pick list in work order screen.
  • Admin / Defaults / Work Order Defaults / General – New option to set default filter for parts pick list in work order screen.
  • Admin / Email Test – New feature to allow administrators to work out email issues and view email error messages otherwise trapped in the program.
  • Admin / User Accounts – New field for setting user as Full Administrator which overrides required and locked fields.
  • Admin / User Accounts – Corrected issue of not all fields populating when inheriting permissions from other user permissions.
  • Admin / Manage Required Fields – Changed to Manage Field Requirements and now allows for setting table fields to be locked (read only) on edit and insert unless the user has Full Administrator rights. Useful with fields such as Quantity on Hand and Starting Quantity.
  • Admin / Databases – New options for creating ini file, testing connections and creating additional databases.
  • Maintenance / Units – Corrected issue of notes error applying services of a selected unit.
  • Maintenance / Units – New tab for Counts History for units that use count tracking.
  • Maintenance / Units Search – Added feature to click on column title buttons to sort search results by that column ascending or descending.
  • Maintenance / Units Search – Added Cost Center to available search fields.
  • Maintenance / Units Search – Correct issue of record count not displaying correctly.
  • Maintenance / Units / Vehicles Tab – Added fields for front, middle and rear tires.
  • Maintenance / Reports – Added WO Groups to list of filter parameters for reports.
  • Maintenance / Requests – Added new status of Rejected.
  • Maintenance / Requests – Upon insert of new record, default service notes are inserted if setup under Admin / Defaults.
  • Maintenance / Work Order Overview – Added WO Groups to list of search options.
  • Maintenance / Work Order Overview – Removed inapplicable $ sign in Labor Hours column total.
  • Maintenance / Work Order Overview – Implemented option to limit user access to work orders assigned to employees of the same user group.
  • Maintenance / Work Order Overview – Added Priority + Date to sort options.
  • Maintenance / Service Overview – Added numerous fields to the drop down list of parts associated with a service.
  • Maintenance / Work Orders Search – Implemented limiting user access to work orders assigned to employees of the same user group as setup under User Accounts.
  • Maintenance / Work Orders Search – Added feature to click on column title buttons to sort search results by that column ascending or descending.
  • Maintenance / Work Orders Create – Changed Requester field to allow for selection from drop down list or input value.
  • Maintenance / Work Orders – Implemented code to check for existence of service detail item if required under defaults.
  • Maintenance / Work Orders – Added prompt for completing services and parts when a completed date has been entered for a work order but detail items are not marked completed.
  • Maintenance / Work Orders – Changed parts section to adjust parts inventory if the part is checked as completed even if there is no completed date for the work order.
  • Maintenance / Work Orders – Improved efficiency for adjusting parts inventory when records or inserted or edited.
  • Maintenance / Work Orders – Added non-editable, auto populated fields for Stamp_CreatedOn, Stamp_Scheduled, Stamp_Completed and Stamp_CompletedOn.
  • Maintenance / Work Orders – Added button to view date stamp and user stamp fields.
  • Maintenance / Work Orders – Services section now includes options to filter pick list by category or unit PMs.
  • Maintenance / Work Orders – Parts section now includes options to filter pick list by category and unit assigned parts.
  • Parts / Part Items – Added Analysis tab for quick view of parts received and used, includes option to correct quantity on hand.
  • Parts / Part Items – Quantity On Hand field and other fields can now be locked from user input via Admin / Manage Field Requirements.
  • Parts / Part Items Search – Added feature to click on column title buttons to sort search results by that column ascending or descending.
  • Parts / Parts Analysis – Adjusted to deduct parts when Completed is checked even if the work order does not have a completed date.
  • Parts / Receiving – Improved efficiency for adjusting parts inventory when records or inserted or edited.
  • Purchase Orders / Transactions – Add page for attaching files to a PO. Helpful for tracking quotes, etc.
  • Purchase Orders / Transactions Search – Added feature to click on column title buttons to sort search results by that column ascending or descending.
  • Purchase Orders / Transactions Search – Added ability to search on Cost Center, Account and Invoice.
  • Utilities / Set Application Properties – New option to select application skin style. Note some skins will clip screens and not display perfectly in different versions of Windows.
  • Utilities / Maintenance Forms – New option to access Maintenance Forms of different file types as setup by Admin.

Release 7.3.3.1

  • General – Added a text only field for each notes field in the system for the purpose of exports.
  • Admin / Defaults / Data Formatting Defaults – Added a utility for populating the text only fields of notes for records entered in the past. Future records are updated when they are posted.

Release 7.3.2.4

  • Maintenance / Units / Services (PMs) – Added new option for service renewal basis. The new option is Work Order / Manual (WOM). If this option is selected, the scheduled date will not be automatically calculated upon post of the service in the Unit screen. This means it is dependent upon the user to manually select the next scheduled date of the service. However, if a work order is completed for the service in the Work Order screen, the next scheduled date will be calculated and changed based on the service schedule logic. Again, it will be up to the user to override the next scheduled date in the Unit screen if desired.

Release 7.3.2.3

  • General – Correct procedure that checks for nulls to catch fields with nothing but a space in them.
  • Admin / Companies – Corrected issue where a new company can accidentally be populated to parts and units vendor and manufacturer fields.

Release 7.3.2.2

  • Purchase Orders – Adjusted to exclude inactive employees from lookup list of requesters.
  • Purchase Orders – Adjusted length of PartNumber field to match database table of 50.
  • Maintenance / Units / Services / Parts – Adjusted so that parts count is correct when a part is deleted from services.
  • Maintenance / Units – Adjusted so that when a unit is deleted, the parts associated with a service are deleted as well.
  • Maintenance / Units – Adjusted so that when a unit is deleted, the parts associated with a service are deleted as well.
  • Utilities / Run SQL Statement – Added ability to press F5 (standard) to execute SQL statement.

Release 7.3.2.1

  • Utilities / Run SQL Statement – Added ability to run select statements and view results.
  • Utilities / Run SQL Statement – Added ability to export query results to various formats.
  • Utilities / Run SQL Statement – Inserted example SQL script for backup script.
  • Units – Converted Volts field from numeric to string type for convenience.
  • Units – Converted Amps field from numeric to string type for convenience.
  • Work Orders – Added Vendor, Manufacturer and Mfg Number to optional grid fields for parts.
  • Work Orders – Adjusted parts section so that if Canceled box is checked on part, it does not affect inventory of that part.

Release 7.3.1.1

  • Parts / Inventory Analysis – Added option to adjust Quantity On Hand for all parts or the selected part only.
  • Parts / Reordering – Corrected issue with SQL compatibility modes not all working with reordering query (would not always exclude closed POs).

Release 7.2.8.2

  • Utilities / Run External Application – New option for running utilities that might be available. Automatically passes SQL Server and Database info to the utility.

Release 7.2.8.1

  • Purchase Orders / Closing – Added additional fields to query in column list.
  • Purchase Orders / Transactions – Adjusted to default QuantityReceived field to zero value rather than Null.
  • Parts / Transaction – Added feature to check on insert for possible duplicate part number or vendor part number already in system.
  • Parts / Receiving – Corrected issue of receiving records not updating PO QuantityReceived field.

Release 7.2.7.1

  • Admin / Defaults – Added field under Email defaults for different subject line for RFQs.
  • Admin / Defaults – Added field under Email defaults for different body text for RFQs.
  • Admin / Defaults – Added field under Email defaults for different copy to list for RFQs.
  • Purchase Orders / Transactions – Adjusted code to use email defaults on RFQs.
  • Purchase Orders / Transactions – Added field for Invoice in master and detail section.
  • Units – Added field under Sources tab for equipment termination date.
  • Units – Added field under Sources tab for equipment sold price.
  • ExpressRequest – Added ability to select Sub-Requester from selection list.

Release 7.2.3.3

  • General – Adjusted Help / Weblinks to point to new URLs of website.
  • Units & Update Counts – Corrected issue of new units not showing up in update counts screen.
  • Purchase Orders – Added MaxOnHand field to available fields for parts purchse pick list.

Release 7.2.3.1

  • Purchase Orders – Added 3 reference (text) and one reference date field to the detail table.
  • Work Orders – Adjusted so that a request priority automatically carries over to work order priority.

Release 7.2.2.6

  • Purchase Orders – Adjusted duplicate function to turn not duplicate closed status and dates.

Release 7.2.2.4

  • General – Modified to allow for easier creation of initial databases with various versions of SQL Server.
  • Help System – Improved documentation of installation and database creation.
  • Admin / Test Connection – Adjusted screen for easier use for testing connections to SQL..
  • Admin / Defaults / Data Formatting Defaults – Added option to create additional databases.

Release 7.2.2.3

  • Purchase Orders – Corrected issue of all detail line items not showing when PO is initially queried.

Release 7.2.2.2

  • General / Report Builder – When outputting to pdf file, notes were presented as image rather than metafile data thereby making them where they could not be copied. This has been corrected.

Release 7.2.2.1

  • Maintenance / Units – Added a Work Orders tab to units screen to view work orders associated with the unit and option to right click to jump to the work order.
  • Maintenance / Units / Work Orders – New report to list work order services for the selected unit.
  • Maintenance / Units – Added Refresh Data button on applicable tabs to allow user to quickly refresh the query rather than having to change tabs and back.
  • Parts – Added Refresh Data button on applicable tabs to allow user to quickly refresh the query rather than having to change tabs and back.

Release 7.2.1.1

  • Admin / Defaults Work Orders Defaults – Added option to have program adjust unit history when a completed work order is edited to a different unit.

Release 7.1.9.3

  • Misc – Removed debugging function that writes SQL statement to a text file on c drive.

Release 7.1.9.2

  • Corrected issue of SQLRuns table not being created thereby making the option under Utilities / Run SQL Statement non-functional. Problem is corrected. Note, users must have permission setup to use this function. This is setup under Admin / User Accounts.
  • Parts / Reports – Added option to filter parts reports by Type as well as Category.
  • Maintenance / Reports – Corrected problem of requester selection being passed as a parameter to the employee field.
  • Maintenance / Work Orders – Adjusted to recognize the labor rate markup / markdown percentage for customers / vendors with such an adjustments under Admin / Companies.

Release 7.1.8.1

  • Admin / User Accounts – Added option to set each users email window to use Report Builder or Email Client.
  • Admin / Manage Required Fields – Added code to prevent user from selecting a invalid table / field combination.
  • Maintenance / Units – Added code to prevent user from making invalid selection on screen layout design.

Release 7.1.7.6

  • Purchase Orders / Emailing – Removed reference to ExpressMaintenance in the From line.
  • Parts / Re-Ordering – Corrected issue where parts on order quantity was not reflected in search results.
  • Maintenance / Reports – Added Requester to selection list of report parameters.
  • Purchase Orders / Transactions – Corrected issue of error when duplicating a PO.
  • Report Builder – Incorporates several minor bug fixes from newest release of Report Builder 12.04.

Release 7.1.7.3

  • General – Adjusted program to expand year options on all date selection fields.
  • Report Builder – Incorporated new release of Report Builder 12.03 into application with several new features as shown below:

Designer

• When copy/paste elements from one region to another, honor relative position.

• RTF Editor. Fixed autocompletion behavior for RTFEditor’s FontName combobox.

• Label Wizard. Label Wizard not working correctly when decimal separator not ‘.’

• Report Wizard. Generated layout did not always honor the selected field order.

• Workspace. Sometimes dragging a Region, the contained Label did not move with it.

• Toggling from Design to Preview did not disable the design menu.

• Fix for case when linked DADE pipeline is used by code, but not report layout.

• DBImage component now includes option for AutoDetect of GraphicType property.

Output

• Email. RB 11 patch that suppresses autosearch dialog was not included for RB 12.

• File groups. Fixed file path name logic for case when custom file per group specified.

• Preview. Viewer popupmenu was not displaying.

• Metagraphics. Fix for range check error that can occur processing EMR SetBkMode

• Print/Preview. Fix for full text justification on Win7 and Vista

• PDF. Center, Right, and Full justified memos were not displaying correctly.

• PDF. Some fonts that don’t need special bold/italic processing were being processed.

• PDF. Metafile to bitmap conversion sometimes causing an AV.

• PDF. Clear shapes/regions were being rendered, potentially covering up other elements

• PDF. Merging reports into single PDF produces an empty file if any report has no data.

• RTF. Enhanced horizontal and vertical spacing accuracy when exporting text elements

• TXT. Fix for exporting wrapped text to Report Emulation Text file.

• TXT/XLSData. By default only export detail elements for the main report.

• TXT/XLSData. Fix for exporting master/detail to XLSData and TextFile

• XLS. Fixes to better handle numeric/date cell values that contain empty string values

• XLS. Fix for exporting DBCalc with LookAhead

• XLS. Fix for exporting Variable with LookAhead

• XLS. Fix for range check error

• XLSReport. Fix for case in which font height is smaller than default row height.

SQL

• Optimization for EditSQLAsText. Generate SelectFields on demand.

• Backward compatibility, allow search value of the form ‘:12345’

• Fix to restore search criteria date formatting logic

Release 7.1.7.2

  • Admin / Defaults / Email Defaults – Activated the new field for linking the outgoing email to IP address.
  • Parts Inventory / Parts Re-Ordering – Corrected problem on query not returning all records in certain instances where joining POs are not found.

Release 7.1.7.1

  • Admin / Defaults / Email Settings – Added setup field for Email Sender IP which will be used as the Bound IP for outgoing messages. If left blank, the message will be send via the workstation IP address. This feature is helpful for allowing exceptions to security software to allow emails from a specified IP address.

  • Admin / Defaults / Work Order Defaults / General Settings – Added option to show or not show employee labor rate on employee selection list in work order screen.

  • Admin / User Accounts – Added option to limit user access to work orders of their assigned work group under Admin / Employees.

  • Admin / User Accounts – Added option to allow / disallow user to run SQL statements.

  • Admin / Services – Added feature to auto update unit services and work orders when a service name has been altered.

  • Utilities – Added option to write, save and run SQL Statements from within application.

  • Help / Application Help – Added report builder help to menu option rather than sub section of ExpressMaintenance Help.

  • Maintenance / Work Orders – Added feature to use new user prmissions if the user has access to work orders of their assigned work group.

  • Maintenance / Work Orders – Now record hidden fields CreatedUser and CompletedUser to track who created and completed work orders. Fields are available for reporting but not displayed in screen.

  • Maintenance / Work Orders – Added total field to sum LaborEstimate values from services detail section.

  • Maintenance / Work Order Overview – Added total field to sum LaborEstimate values from services details of work order.

  • Maintenance / Requests – Added button for instant jump to work order assigned to the request.

  • Maintenance / Units – Added field to have a unit inherit unit counts from its parent (Attached To) unit.

  • Maintenance / Units – Added code to automatically update attached units when new count is entered on the parent unit in the units screen..

  • Maintenance / Update Counts – Added code to automatically update attached units when new counts are entered on the parent unit in Update Counts screen.

  • Maintenance / Work Orders – Changed program so that when a service is deleted or canceled, the user is prompted to remove any parts associated with the service.

  • Maintenance / Service Overview – Correction of problem of search by service category not working.

  • Maintenance / Reports – Added RequestedDate to list of date parameters for reports.

  • Maintenance / Reports – Adjusted to have parameters to pass to query names of WorkOrders, UnitTotals & GrandTotals for enhance report selection.

Release 7.1.6.1

  • Admin / Backup & Restore – Minor cleanup in the restore feature to better report any SQL error.

  • Maintenance / Work Orders / Print – Minor cleanup of print screen.

  • Admin / Defaults / Email Defaults – Added option to designate that email server requires secure password authentication (SPA)).

  • Purchase Orders / Reports – Added option to print by PO number range.

  • General – Incorporated version 12 of Report Builder with several new features. See link at http://www.digital-metaphors.com:8080/General/What’s_New/RB_12.

  • General – Added options for exporting report data and document with more flexibility.

  • Maintenance Reports – Added parameter for Unit Number for report.

  • General – Minor adjustment to connection to SQL server to allow for Windows Only connections when specified.

  • Utilities / View Connection Properties – Added ability to view the SQL data file size and growth settings.

Release 7.1.5.1

  • Maintenance / Work Orders – Corrected problem of email not sending to more than one CC address entered.
  • Purchase Orders / Transactions – Corrected problem of email not sending to more than one CC address entered.
  • Administration / Companies – Added field of 50 characters for Account Number.
  • Purchase Orders / Transactions – Added display of Unit name and number in detail section if unit is selected.
  • Parts / Receiving – Adjusted vendor drop down list to properly use the Vendor lookup list as setup under Utilities.

Release 7.1.4.12

  • Maintenance / Reports – Added filter to pass dates to additional query named “Summary1” for reports including a sub report or summary area.
  • Maintenance / Units / Lease & Warranty tab – Changed name of Owned / Leased field to Ownership.
  • Maintenance / Units / Lease & Warranty tab – Added options to selection for Rental and Sold.
  • Parts / Reports – Added filter to pass dates to additional query named “Summary1” for reports including a sub report or summary area.
  • Purchase Orders / Reports – Added filter to pass dates to additional query named “Summary1” for reports including a sub report or summary area.

Release 7.1.4.10

  • Admin / Backup & Restore – Correct issue of restore failing on Vista and cleaned up message text.
  • Purchase Orders – Corrected issue of purchase order printing unit name even after unit reference is removed.

Release 7.1.4.9

  • Maintenance / Work Orders / Email WO – Added code to show error if user is unable to write to the Exports subfolder for exporting report to pdf file.
  • Purchase Orders / Transactions / Email PO – Added code to show error if user is unable to write to the Exports subfolder for exporting report to pdf file.
  • Maintenance / Reports – Added Work Order Class to options of filtering report.

Release 7.1.4.8

  • General / Report Builder – Corrected issue of email button not always beign visible to email report via pdf file.
  • Maintenance / Work Orders – Expanded width of Unit Name field to display more characters.
  • Maintenance / Work Order Overview – Expanded width of Unit Name field to display more characters.

Release 7.1.4.7

  • General / Report Builder – Corrected issue of email button not always being visible in preview.
  • Maintenance / Work Orders – Improved length of Unit Name field to display more characters.
  • Maintenance / Work Order Overview – Improved length of Unit Name field to display more characters.

Release 7.1.4.6

  • Service Notification – Added feature where when program checks services due and services are found due, it will play a wav file. If a wav file by the name of ‘ServiceAlarm.wav’ is in the same folder with Maintenance.exe, the program will play the file when services are due. Any wav file can be placed in the folder with Maintenance.exe and named ‘ServiceAlarm.wav’. See Tech Bulletin 5.9 on our website for more details.
  • Request Notification – Added feature where when program checks for incoming requests and request are found, it will play a wav file. If a wav file by the name of ‘RequestAlarm.wav’ is in the same folder with Maintenance.exe, the program will play the file when new requests arrive. Any wav file can be placed in the folder with Maintenance.exe and named ‘ActiveAlarm.wav’. See Tech Bulletin 5.9 on our website for more details.
  • General – Added right click menu option on incoming requests and services to check now.
  • Maintenance / Units / Service History – Corrected issue where if identical service history items existed, one could not be deleted.
  • Maintenance / Work Orders – Adjusted code to update unit’s count based services when a work order is posted with a higher current count. Previously, the unit’s count was being updated but not the actual services. Corrected error generated by SQL.

Release 7.1.4.5

  • Maintenance / Work Orders – Adjusted code to update unit’s count based services when a work order is posted with a higher current count. Previously, the unit’s count was being updated but not the actual services.
  • Maintenance / Service Overview – Corrected problem of ambiguous column name error when sorting on certain fields.

Release 7.1.4.3

  • Maintenance / Work Orders – Adjusted Requester pick list to include all requesters and employees.
  • Admin / Employees – Misc. cleanup of field alignment on screen.
  • ExpressRequest – Help file is now in .chm format to comply with Windows 7.

Release 7.1.4.2

  • Maintenance / Requests – Adjusted report parameters to limit site if employee has Site limitation.
  • Maintenance / Work Order Overview – Corrected issue of search not using default search order as setup under Admin / Defaults / Work Order Defaults.

Release 7.1.4.1

  • Admin / Manage Required Fields – Added option for numeric fields to include setting of Not Zero to require a value other than 0 (example Downtime).

  • Maintenance / Work Order Overview – Adjusted to make WO Class filter to default to ‘<All>’.

Release 7.1.3.1

  • General / Reporting – Improved output options for reports.

  • General – Corrected issue of data navigator buttons sometimes becoming invisible.

  • General – Corrected problem of cursor showing hourglass when required fields are not entered.

  • General – Adjusted to include field name when passing report filters to params.

  • Admin / Defaults / Units Defaults – Added option to indicate if InActive Units should be included in query by default.

  • Parts Inventory / Parts – Added the ability to view other important fields about a selected unit.

  • Reports – Corrected issue with emailing reports from preview tab.

  • ExpressRequest – Implemented new features recently added to ExpressMaintenance where admin user can specify required fields.

Release 7.1.2.11

  • General / Reporting – Improved output options for reports.

  • General / Reporting – Incorporated new version 11 of Report Builder.

  • Maintenance / Service Overview – Corrected ambiguous column name error on SQL 7 databases.

  • Parts / Receiving / Importing – Adjusted to better report error when missing vendor info.

Release 7.1.2.7

  • Maintenance / Service Overview – Corrected issue of not being able to sort on any lookup fields derived from Units table (example: Site, Make, Model, Type, etc).

  • Parts Inventory / Re-Ordering – Improved outer joins of query to allow for POs more efficiently and accurately. Corrects problem of some parts not showing up for reordering.

  • General – Corrected problem of not being able to email certain documents such as POs due to report device changes.

  • Parts / Receiving – Misc. cleanup of import routine when importing from csv file created by barcode reader.

  • General – Improved pdf output of reports to allow pdf to be viewed via cell phones.

  • General – Corrected issue created in previous release where Purchase Orders and Work Orders could not be created for emailing.

Release 7.1.2.3

  • General – Misc cleanup of minor display issues.

  • General – Removed unnecessary button on Connection Screen.

  • General – Corrected option under Utilities / Application Properties to allow for no-prompt exit of program.

  • General – Enhanced report output and export options now available as separate buttons when previewing a report. Options are no longer available under Print to File in Print Dialog.

  • Parts / Parts Items – Corrected problem of data navigator disappearing.

  • Maintenance / Units – Increased serial number field to 50 characters.

  • Maintenance / Units – Increased VIN number field to 50 characters.

  • Maintenance / Work Orders – Corrected problem of data navigator disappearing.

Release 7.1.1.1

  • General – All data entry screens now check for required fields based on Administration setup.

  • General – Most data entry screens now allow for searching on any field in the database table.

  • General – User passwords are now encrypted in the database.

  • General – Added SQL authentication mode to connection properties.

  • General – All popup menus improved in appearance and selection features.

  • General – Adjusted to add .xls extension on files when exporting reports to Excel.

  • General – Email screen now includes checkbox to auto close the form after email is sent.

  • Administration / Manage Required Fields – Allows administrator to setup table fields that are to be required. Screens will check upon post and if any required fields are empty, it will require user to enter them.

  • Admin / Defaults / Work Order Defaults – Added option to lock work order numbers to keep employees from changing work order numbers.

  • Administration / Defaults / Work Order Defaults – Added option to set default sort order for Work Order Overview screen.

  • Administration / Defaults / Email Defaults – New setup field to set the email port number to be used when emailing. Default is 25, but 26 may be required for some email servers.

  • Administration / Defaults / Email Defaults – New setup fields for emailing requests to designated recipients and / other unit recipients.

  • Administration / Manage Connection – Added feature to search for available SQL Servers on the network.

  • Administration / Manage Reports – Now includes right click menu option to export all reports to a separate file in specified folder. This option is convenient for backing up all report templates.

  • Administration / User Accounts – Added option to inherit authorizations for the current user from an existing user.

  • Administration / User Accounts – Added field for User Group as setup under codes.

  • Administration / User Accounts – Added option to apply current user authorizations to all users of the same User Group.

  • Maintenance / Reports – Added report filter for Work Order Source to limit records by source (Request, PM, or Manual).

  • Maintenance / Units – Service History tab now includes work order notes and other key fields from work order in addition to ability to view / jump to work order.

  • Maintenance / Units – New field for Attachment Description in attachments tab.

  • Maintenance / Units – Now allows for searching on any field in the Units table.

  • Maintenance / Units – Corrected problem when pasting a picture immediately after inserting a new unit.

  • Maintenance / Units Overview – Adjusted query to exclude inactive Units.

  • Maintenance / Service Overview – Added option to limit services due by Service Category.

  • Maintenance / Service Overview – Added option to limit services by the service period as setup for each unit.

  • Maintenance / Work Orders – Corrected issue in Downtime Reason where selecting Manage Codes did not work.

  • Maintenance / Work Orders – Added right click option to Jump To Request when the work order is associated with a request record.

  • Maintenance / Work Orders – Added Start Date field to allow tracking of time from start to finish of work order.

  • Maintenance / Work Orders – Added field for WoSource to determine work order origin of Manual, Request or PMs. This is helpful for generating reports of work orders by source.

  • Parts Inventory / Parts – New field for Attachment Description in attachments tab.

  • Parts Inventory / Parts – Now allows for searching on any field in the Parts table.

  • Parts Inventory / Parts – Corrected problem when pasting a picture immediately after inserting a new part.

  • Purchase Orders / Transactions – Minor cleanup of data screen.

  • Purchase Orders / Transactions – Added right click option to jump to work order.

  • ExpressRequest – Reactivated option of having the program run in the system tray.

  • ExpressRequest – Priority Codes are now user definable in ExpressMaintenance under Administration / Codes / Priority – Requests.

  • ExpressRequest – Other minor corrections with changing requesters within the program.

  • ExpressRequest – Added new field for SubRequester or Operator.

  • ExpressRequest – Added new Reference field for misc use.

  • ExpressRequest – Added new SubStatus field for misc. use such as planning, parts on order, etc.

  • ExpressRequest – Added read only field to track windows login of original requester.

  • ExpressRequest – New feature allows ER to email unit and ER setup list when a new request is made. Setup options are in ExpressMaintenance under Administration / Defaults / Email Defaults.

Release 6.5.5.1

  • General – User passwords are now encrypted in the database.
  • General – Added SQL authentication mode to connection properties.
  • Admin / Defaults / Work Order Defaults – Added option to lock work order numbers to keep employees from changing work order numbers.
  • Maintenance / Work Orders – Added field for WoSource to determine work order origin of Manual, Request or PMs. This is helpful for generating reports of work orders by source.
  • Payables / Transactions – Minor cleanup of data screen.
  • ExpressRequest – Reactivated option of having the program run in the system tray.
  • ExpressRequest – Other minor corrections with changing requesters within the program.
  • Admin / User Accounts – Added tab to view / edit user form and grid definitions.
  • Maintenance / Work Orders – Corrected occasional error message on calculation of hours and labor rate.

Release 6.5.2.1 6/25/2009

  • General – Adjusted to allow for Windows only SQL logn authentication. See website tech bulletin 2.6 for details.
  • General – Adjusted to better report error on Windows SQL login authentication.
  • General – Adjusted to prevent error reporting if fails to write to user login activity.
  • Administration / Defaults / Work Order Defaults – Added option to allow editing of WO Number or not.
  • Maintenance / Work Orders – Added code to prevent editing of WO Number per setting in Defaults.
  • Purchase Orders – Added Locked field to Porders table for interface with other applications and preventing edit of PO.
  • Purchase Orders – Added LinkNumber field to POrders table for linking to other applications record number.
  • Purchase Orders – Added fields to detail line items for Quantity Received, Received Date, Receiving Record link.

Release 6.5.1.1 6/1/2009

  • Units – Added a plain text version of General Notes and SafetyNotes fields for users who export and/or interface with other applications.
  • Parts – Added a plain text version of Notes field for users who export and/or interface with other applications.
  • Purchase Orders – Added a plain text version of Notes field for users who export and/or interface with other applications.
  • Admin / Companies – Added a plain text version of Notes field for users who export and/or interface with other applications.
  • Note: The rich text version of these notes will be converted to plain text and stored into the plain text field that corresponds with the notes field.

Release 6.4.6.8 5/27/2009

  • General – Corrected issue of not always being able to Copy / Paste notes when not in full editor screen.
  • General – Adjusted SQL statements to support SQL Compatibility Mode 90.
  • Maintenance / Units & Work Orders – Removed debugging message when calculating next scheduled date.
  • Maintenance / Units – Adjusted scheduling formula to correct error in date computation on monthly services past 28th of the month.

Release 6.4.6.6 5/12/2009

  • Administration / Defaults / Data Formatting Defaults – Added option to view top CompanyID number.
  • Maintenance / Units / Services (PMs) – Adjusted rescheduling formula to properly handle services based on Days and Weekdays only.
  • Maintenance / Update Counts – Adjusted to recognize import tables with date field of different names.
  • Maintenance / Update Counts – Added options to check integrity of count numbers to insure valid values.

Release 6.4.6.3 4/23/2009

  • Purchase Orders / Transactions – Adjusted to allow duplicate PO numbers if desired under Defaults.

Release 6.4.6.2 4/9/2009

  • Administration / Defaults / Data Formatting Defaults – Added option to reset the next CompanyID number.
  • Administration / Defaults / Data Formatting Defaults – Added options to Shrink Database and Check Database.
  • General – Removed connection diagnostics option which was adding overhead to startup performance.
  • General – Adjusted PM rescheduling to allow for expanded use of SVS renewal.
  • General – Adjusted PM rescheduling by month to keep date and just increment rather than using 30 days.
  • Maintenance / Units / Services (PMs) – Adjusted dialog to allow for non-integer entry such as every 1.5 years.
  • Maintenance / Units / Parts Tab – Added Vendor Number and Mfg Number to the list of available fields for grid.
  • Maintenance / Units – Added warnings about deleting units and recommending changing status.
  • Maintenance / Requests – Adjusted to not allow a read only user to convert a request to a work order.
  • Parts / Parts Overview – Adjusted to make Quick Position work with the current sort field (column).
  • Purchase Orders / Transactions – Adjusted to better report error if PO number already used.

Release 6.4.6.1 2/18/2009

  • General – Added Horizontal scroll bars to all notes fields when text requires them.
  • General / Utilities – Added option to set lookup list properties for Manufacturer lists.
  • Administration / Companies – Added Manufacturer checkbox to seperate vendors frrom Manufacturers when desired.
  • Maintenance / Units – Changed Manufacturer pick list to select from companies checked as Manufacturers.
  • Parts / Parts Inventory – Changed Manufacturer pick list to select from companies checked as Manufacturers.
  • Parts / Parts Reports – Added Manufacturer to the options of report parameters.
  • Parts / Parts Reports – Corrected problem with vendor and category pick lists not working correctly when left blank.

Release 6.4.5.4 1/22/2009

  • Maintenance / Work Orders – Corrected problem of users not being able to edit notes on work orders assigned to them when user rights should allow it.
  • Maintenance / Work Orders – Corrected problem of permission ot edit notes being denied in certain circumstances.
  • Maintenance / Work Orders – Improved spacing of notes amended to a Request when a work order is assigned.

Release 6.4.5.3 1/21/2009

  • Parts / Reports – Added report search parameter option to pass Shelf & Bin to reports.
  • Maiintenance / Work Orders – Corrected error when a read only user attempts to view or edit notes.
  • Maiintenance / Units – Corrected error when a read only user attempts to view or edit notes.
  • Parts / Items – Corrected error when a read only user attempts to view or edit notes.
  • Purchase Orders / Transactions – Corrected error when a read only user attempts to view or edit notes.

Release 6.4.5.1 1/14/2009

  • General / Reports – Added feature in Preview tab to output raw data from query to various formats including Excel.
  • General / Grid Properties – Corrected issue with some fields not displaying in grids when selected in Grid Properties.
  • Administration / Defaults / Data Formatting Defaults – Option to auto convert all Bitmap images to JPEG.
  • Utilities / Set App Properties – Added option to set grid indicator color.
  • Utilities / Set App Properties – Adjusted to instantly reflect changes in any open forms.
  • Maintenance / Requests – Corrected error when clicking in white area out from request status.
  • Maintenance / Requests – Corrected typo in error when work order is not found.
  • Maintenance / Reports – Corrected problem of date filtering not passing to all reports.
  • Maintenance / Units – Added option to convert image from Bitmap to JPEG for consistent image formats.
  • Maintenance / Units / Find – Added option to search by Location as well as Site.
  • Maintenance / Units / Services – Added option to set a service to status of InActive.
  • Maintenance / Service Overview – Added option to include / exclude InActive services from query and report.
  • Maintenance / Work Order Overview – Added Class to search options.
  • Maintenance / Work Order Overview – Corrected problem with location selection not changing based on Site.
  • Maintenance / Work Orders / Search – Added WOClass and WOGroup to search options.
  • Maintenance / Work Orders – Added DateTime stamp for tracking when a work order is first posted as completed.
  • Maintenance / Work Orders – Adjusted so notes are read only when user does not have write or full permisson to WO.
  • Maintenance / Work Orders – Corrected issue where rescheduling services failed on certain services with SVS rescheduling logic when completed date preceeded scheduled date.
  • Maintenance / Work Orders / Email – Adjusted to populate email recipient of work order when emailing immediately after creating from request or service overview.
  • Parts / Inventory – Added option to convert image from Bitmap to JPEG for consistent image formats.
  • Parts / Inventory / Find – Added option to search by Location as well as Site.
  • Parts / Inventory / View Graphic – Corrected problem of parts graphic not displayed when part number has alpha numeric value.

Release 6.4.4.3 5/22/2008

  • General – Corrected problem with some notes fields not retaining hyperlinks and causing formatting codes to appear instead.

Release 6.4.4.1 4/10/2008

  • General – New LoginActivity table contains the login / logout activity of users. Administrators can generate reports and see who has been in and out of the software.
  • General – New option under Utilities / Set Application Properties allows users to set the font and font size to be displayed in grids.
  • Maintenance / Units – Added ability to search by FuelType, Location, LicenseNumber and Engine Number.
  • Maintenance / Work Orders – Added two new fields for further categorizing work orders. New fields are Group and Class. These fields use user defined lookup codes and can be used however desired.
  • Maintenance / Work Orders – Increased the size of the Notes field in work order screen.
  • Maintenance / Work Orders – Added auto populated field for created timestamp which contains the date and time the work order was first created.
  • Maintenance / Requests – Added auto populated field for created timestamp which contains the date and time the request was first created.
  • ExpressRequest – Added auto populated field for created timestamp which contains the date and time the request was first created.

Release 6.4.3.2 3/17/2008

  • General – Corrected programming error that prevents error messages from being displayed such as when a user posts the record and a required field is not entered.
  • ExpressRequest – Added option for uses to select Site and / or Location of ‘All’ to view all Units from all sites.

Release 6.4.3.1 3/13/2008

  • General – Adjusted email screen to properly format multiple email address in the To and Copy fields.
  • General – Adjusted email screen to move the Copy addresses to the To address field if it is empty.
  • Administration / Defaults / Work Order Defaults – New setup option for Default PMs Work Order Category allows users to have a default WO Category when creating PM work orders via the Services Overview screen.
  • Maintenance / Reports – Adjusted report parameter passing for the Work Order Count Summary report to insure parameters get passed to both queries.
  • Maintenance / Work Orders / Service Overview – When creating work order from service overview screen, program now uses default work order category as setup under Administration / Defaults.

Release 6.4.2.1 2/29/2008

  • General – On Email options of POs and WOs, if the Send To is blank but the Copy To is not blank, program will now send to the Copy To. This is handy with POs if you want to send to someone other than the Vendor which is the Send To.
  • Maintenance / Work Orders – Adjusted button to complete work orders to not over write completed date if a completed date is already entered.
  • Maintenance / Work Orders – Added Print Quick button to print work orders without prompting for the printer. Sends to default printer.
  • Parts / Parts Inventory / Sources – Corrected info passed to Parts Vendor Sources report to select correct part number.
  • Purchase Orders / Reports – Added option to report with parameter selection of Date Closed.
  • Reports – Several new reports were developed during the recent training seminar. They are automatically included in the new release and will be imported the first time the new release is ran.

Release 6.4.1.1

  • General – Created new error log table to record sql errors silently returned such as end user triggers.
  • General – Adjusted report builder to not fail on report filters when ‘Or’ in search criteria is encountered before other search criteria and proper parentheses.
  • General – Users with access to all site’s parts were still being limited to their Site limitation. This has been corrected. You can no limit a user to a Site but still allow them access to all parts.
  • Maintenance / Work Order Overview – Adjusted to trap if error on resetting the flag / unflag status of a work order. This is to prevent errors generated by triggers created by users.
  • Maintenance / Work Orders – Added code to insure Wo Services Completed field is either Y or N and not null.
  • Maintenance / Reports – New report showing use of RAP calculations and deadline dates. Report is PM Services Analysis Report. Tech bulletin on website explains concepts used and calculations.

Release 6.3.3.1

  • Parts / Receiving / Import From CSV File – Found that previous updates may not have properly created the Import table that is used by the part receiving import wizard. This update simply checks to see if the Import table exists and if not it creates the table.

Release 6.3.2.2

  • General – Corrected problem introduced in new release where having data formatting turned off was being ignored. Now recognizes when data formatting is turned off under Admin / Defaults / Data Formatting.
  • General – Adjusted program to allow for the setting of the SQL Timeout setting during connection for slow computers. You can now add a line to the ExpressMaintenance.ini file to override the Timeout setting. The line must be formatted as (SQLTimeout=30) if used.
  • General – Adjusted program to allow for the setting of not allowing login to the software via windows login. You can disable the use of the windows login by adding “UseWindowsLogin=No” to the ExpressMaintenance.ini or ExpressRequest.ini file. If this line exist, the users windows login will not be used and the user will be prompted to login to the software.
  • General – Added code to trap the standard SQL end of file / beginning of file error. This error occurred when a single record is contained in the query data set and that single record is deleted.
  • Maintenance / Work Orders – Added a text only version of all notes fields to allow users to view text of notes in grids. Notes are rich text and therefore not viewable within the grids. However, users can turn on fields that are text version of notes (Grid Properties) and view the text of the notes. Users will also want to set the length of the text version.
  • Maintenance / Work Orders – Corrected problem of Unit / Services being rescheduled and history being written from a partially completed work order. Only the completed work order services now update the Unit Services and write to the service history.
  • Maintenance / Work Orders – Added prompt to warn if user marks a work order service as complete on a partially completed work order but does not enter a Performed Date for that service.
  • Maintenance / Work Orders – Adjusted program to reset the Unit Service to status of ‘Assigned’ if the service in the work order is unchecked as completed. This is the case provided the LastWo field of the Unit Service matches the work order being edited.
  • Maintenance / Work Orders – Added a ‘Canceled’ field to the work order services grid. If this field is check the service is considered canceled form the work order and the Unit Service will be reset to a status of Normal. This is the case provide the LastWo field of the Unit Service matches the work order being edited. Note that in order to display the new canceled column you will need to use Grid Properties.
  • Maintenance / Work Orders – Enhanced the interface on delete of a work order to warn of results of deleting and to prompt to delete service history associated with that work order. Also resets the unit services to a status of Normal if they are assigned to the work order being deleted.

Release 6.3.1.2

  • General – ExpressMaintenance and ExpressRequest now include the alternative of using the Windows login name for the application login. The programs will get the current windows user login on the computer and then see if that login name exist in the program users list. If it does exist and it exist only once, the program will automatically login the user with that login name and the user will not be required to enter a login and password.
  • Utilities / View Connection Properties – Now includes the Windows Login name in the list of information about the application, sql and workstation.
  • Maintenance / Work Order Overview / Print Work Orders – Removed auto selection of Print All Flagged to avoid confusion. If no work orders were flagged for print, program would print blank page. User must now select option to print all flagged.
  • Maintenance / Work Orders / Print Work Orders – Adjusted print screen to keep last selected work order format so user does not have reselect the desired work order format.
  • Administration / Manage Requesters – List of unique Requesters now includes the number of requests for each requester.
  • Administration / Manage Requesters – New right click option on list of unique Requesters includes option to move requests to the selected requesters in left panel.

Release 6.3.1.1

  • General – Improved handling of multiple requesters in ExpressRequest on the same computer. Note: When first using the new release, users may have to setup their user name, site and other properties again. This can also be done by administrators in ExpressMaintenance under Admin / Manage Requesters. You should download and install the latest release of both application if you have an ExpressRequest license.
  • Administration / Manage Requesters – New screen for managing requesters of ExpressRequest.
  • ExpressRequest – Program now check for all requester setup on the same computer and prompts for the requester to be used during the application session.
  • ExpressRequest – Corrected issue of work order notes not being viewable since converting to rich view text format.
  • General – Enhanced Grid Properties interface to include button to reset grid properties to Default.
  • General – Moved Manage Reports menu to Administration menu.
  • General – Moved Rebuild Views option from Utilities menu to Administration menu.
  • General – Adjusted drop downs on Units, Parts, Services and Companies to prevent potential error in certain settings.
  • General – Improved the storing of user application properties.
  • Administration / User Accounts – Added separate permission options for Manage Reports and Rebuild View.
  • Maintenance / Requests – When requests are entered directly in ExpressMaintenance, corrected error where unit number was not being saved.
  • Maintenance / Requests – Adjusted auto add of work order notes to start on a new line.

Release 6.2.3.1

  • General – Corrected problem in report builder when outputing report to pdf format where notes would not show in pdf document.
  • General – Adjusted report builder to refresh on new report where occassionally would show last report generated.
  • General / Reports – Corrected problem of assigning report to favorites not working.
  • Maintenance / Work Order Overview – Added field NotesText to allow users to display notes in grid. New rich view notes fields do not display in grids because of extensive formatting characters. This provides must more flexibility in enhanced notes. However, it prevents the diplay of rich view notes in grids. Added NotesText field which is the notes stripped of formatting characters and displayed as raw text which can be displayed in grids.
  • Maintenance / Requests – Added NotesText field to requests table to allow view of raw text in grids.
  • ExpressRequest – Adjusted to properly save user Site / Location without stripping spaces.

Release 6.2.2.3 – 11/30/2007

  • General – Corrected problem of many grids not restoring previously saved grid properties.
  • General – Adjusted reporting to only clear autosearch search criteria before running report. If search criteria is not marked as autosearch, it will remain in the report as permanent search criteria.
  • Purchase Orders / Transactions – Corrected incorrect warning on initial insert of new PO.
  • Parts / Receiving – Adjusted to calc taxes on parts according to PO tax settings when inheriting receiving data from a Purchase Order.

Release 6.2.2.2 – 11/29/2007

  • General – Improved report builder filtering and passing of parameters.
  • General – Added new UserDefs table to store user preference data.
  • General – User preferences, grid properties, form positions and application properties are no longer saved in ini files. Data is now stored in database no longer requiring workstation user to have permission to write to ini files on local machine. The only ini file required is ExpressMaintenance.ini which must reside with the Maintenance.exe folder or in the “Start-In Folder” and contain the SQLServer and SQLDatabase connection information.
  • General – Adjusted all notes / memo fields to use default font and size as setup under Administration / Defaults.
  • Administration / Defaults / Data Formatting Defaults – Includes option to set default memo field font and font size.
  • Maintenance / Work Orders – Corrected problem where users were allowed to delete work orders even though permission was set to not allow delete.
  • Utilities / Set Application Properties – Returned the option to set application font and size for users who desire to have this option.

Release 6.2.1.1 – 10/17/2007

General

  • Added support for SQL Server 2005.
  • Added ability to connect to SQL server via Windows or SQL Authentication.
  • New notes editor with greatly enhanced support for advanced rich text including tables, spell checking and much more.
  • All notes fields adjusted to allow for right click full editor and other editing options.
  • Report Builder – All reports converted to support new advanced rich text component.
  • All forms now include auto save of form size and position. Program automatically remembers the last size and position of each users forms.
  • Program display adjusted to accommodate users with screen settings that include the use of large fonts.
  • Connection.ini file no longer has to reside in the Maintenance.exe folder. It can reside in the shortcut “Start In” folder.
  • ExpressMaintenance.chm (help file) no longer has to reside in the Maintenance.exe folder. It can reside in the shortcut “Start In” folder.
  • ExpressMaintenance.naf file no longer has to reside in the Maintenance.exe folder. Admin can specify a designated folder under Admin / Defaults / Data Formatting Defaults.
  • Help file (ExpressMaintenance.chm) updated to include recent program changes.
  • User’s Guide (ExpressMaintenance.pdf) updated to include recent program changes.

Administration

  • Defaults / Data Formatting Defaults – Added option to specify a folder where read / writeable ExpressMaintenance.naf file will reside. Leave blank to use default of the folder where Maintenance.exe resides.
  • Services – Now allows for service default setting of renewal on Calculated Date Weekday Only. When the renewal date is calculated, the date will automatically advance to the nearest weekday.
  • Utilities / Set Application Properties – New option to set program for the use of large fonts in screen settings.
  • Backup & Restore – Added ability to restore backup from within the application. No longer requires executing Restore.exe program.
  • Defaults – ExpressRequest defaults now includes an Admin option to include inactive units in pick list.
  • Defaults – ExpressRequest defaults now includes an Admin option to allow users to view other users requests.
  • Manage Connection – New option for administrators to setup database and connection info including creation of Connection.ini file.

Maintenance

  • Reports – Work Order Category is now included in report filtering options.
  • Units / Parts – Added Min On Hand to the lookup fields displayed in the grid.
  • Units / Services (PMs) – Now allow for service interval setting of renewal on Calculated Date Weekdays Only.
  • Units / Services (PMs) – Now includes a buttons to access service notes via dialog or directly via editor.
  • Work Orders – Adjusted employee drop down in services to not allow free text.
  • Work Order Overview – Added option to search by Company.
  • Work Order Overview – Added option to display and check on / off FlagToPrint column and flag a group of work orders for print.
  • Work Orders / Printing – Includes check box to print all work orders flagged for printing.

Parts

  • Receiving – New option allows for importing of receiving records from .csv file created by barcode reader or spreadsheet.

Release 6.1.4.1 – 09/14/2007

  • General – Added support for SQL Server 1005.
  • General – Added support for Windows authentication as well as SQL.
  • General – Improved connection management and database creation screen.
  • Maintenance / Work Orders – Adjusted employee drop down in services to not allow free text typing.

Release 6.1.3.10 – 08/28/2007

  • General – Adjusted to inherit more Windows XP interface features when applicable.
  • General – Program now attempts to connect to SQL server using Windows authorization.
  • Help / Application Help – Added code to automatically create registry entries to allow access to help system.
  • Maintenance / Units / Services – Inserting a new service now inherits logic and basis form services setup under Admin.

Release 6.1.3.8 – 08/01/2007

  • Administration / Backup & Restore – Corrected labels to reflect proper file extensions of backup files.
  • Help / Application Help – Added code to automatically create registry entrires to allow access to help system.
  • Maintenance / Work Orders / Search – Corrected error when searching by Unit Name.
  • Maintenance / Work Orders – Adjusted permission checking to properly apply user limited access.
  • Maintenance / Work Orders – Added option drop down list on Requester field to select from employees.
  • Parts / Receiving – Corrected problem of not allowing cancel on edit of a record.

Release 6.1.3.6 – 06/03/2007

  • Work Orders – Corrected query error and update error when using sites created by last release.
  • Work Orders – Corrected bug when deleting a work order which deleted the Unit as well.
  • Work Orders – Added explanation when trying to sort on a lookup field.
  • Requests – Corrected error on screen when posting a record.

Release 6.1.3.1 – 04/11/2007

  • General – Report Builder – New page breaker component in designer tab allows for hard page breaks in desired location of report.
  • Parts / Parts Items – Corrected problem of right click option to jump to replacement part not functioning properly.
  • Maintenance / Requests – Added Unit field in grid which contains the actual Unit Number. Unit Number field contains the Unit record number. To have the Unit field display in grid, click on grid properties button in upper right corner of grid.
  • Maintenance / Service Overview – Added option to specify priority when creating work orders from services due.
  • Maintenance / Work Orders – Added option to search work orders by Unit Number.
  • Maintenance / Work Order Overview – Adjusted to allow for sort by Unit Number in overview.
  • Purchase Orders / Transactions – Added WorkOrder field to detail section to reference PO item to a specific work order.
  • ExpressRequest – Added ability to sort on Unit field which contains the Unit Number.

Release 6.1.2.12 – 02/05/2007

  • Purchase Orders – Added Reference field to list of fields in search options.
  • Admin / Locations – Corrected field for Location Description to allow full 50 characters.

Release 6.1.2.10 – 12/28/2006

  • General / Lookup Lists – Corrected problem of lookup lists properties not using predefined properties as setup under Utilities / Set Loop Lists.
  • Admin / Defaults / Data Formatting Preferences – Added option to execute the SQL ShrinkDatabase command to attempt to free space in the database.

Release 6.1.2.8 – 11/3/2006

  • Maintenance / Service Overview – Corrected the work group field to list correct codes.
  • Maintenance / Service Overview – Corrected error when sorting list by Unit Number.

Release 6.1.2.6 – 10/3/2006

  • Parts Inventory / Analysis – Adjusted to disable Update Qty button if user has read only permission to that screen.
  • Parts Inventory / Receiving – Corrected problem of PO data not populating and giving sql1 error (introduced in last release).
  • Maintenance / Reports – Adjusted the date parameter to include Performed Date for just services or parts or both.
  • General – Adjusted cursor setting to improve performance on certain queries in Parts Analysis and other areas.

Release 6.1.2.4 – 10/3/2006

  • Maintenance / Reports – Corrected problem with certain dates not passing to the report.
  • Maintenance / Reports – Added options to pass performed date of services, parts or both to reports.
  • Maintenance / Requests – Adjusted to pass the work group selected when creating the work order.
  • Maintenance / Units – On Count based services, adjusted to calculate the From Now even if last performed is missing.
  • Made demo reports available on website that incorporate more advanced report builder functions.

Update 6.1.2.2 – 9/11/2006

  • Administration / Employees – Corrected problem of field name being misspelled and causing error on open of the employee screen.
  • Purchase Orders / Transactions – Added button with option to duplicate purchase order.
  • Purchase Orders / Transactions – Corrected problem of inability to add details after search on existing PO.
  • Maintenance / Reports – Adjusted to pass parameters of dates but not display time in parameter line.
  • Parts / Items / Parts Item Info Sheet – Corrected display format on qty on hand and min. qty. Users can download and import this report from the website.
  • General / Reports – Incorporated new release of Report Builder which corrected problem of Access Violation when placing a sub report in a report.

Release 6.1.1 – 7/20/2006 – Release Notes

  • General – All notes fields now support full rich text and OLE content.
  • General – All notes fields now include ability to contain clickable URL links.
  • Report Builder – Now supports and prints full rich text just as placed in notes fields, including graphics.
  • Report Builder – Now supports Windows XP themes and XP style buttons.
  • Report Builder – Generally improved report designer interface.
  • Report Builder – Improved graphics and bar code printing.
  • Report Builder – New properties for most components including frames around objects.
  • Report Builder – While previewing report, you can now output to pdf and other formats.
  • Report Builder – While previewing report, you can now email the report in pdf format from within the report.
  • Report Builder – Now includes option to find text within the report while previewing.
  • Maintenance / Requests – Added right click option ot jump to work order.
  • Maintenance / Requests – Requested Date field now includes time as well as date.
  • Maintenance / Units – Duplicate Unit feature now includes options for duplicating Notes, Parts & Attachments.
  • Maintenance / Units / Downtime – Corrected problem with graph not always properly displaying.
  • Maintenance / Units / Downtime – Added option to print graph or copy to clipboard.
  • Maintenance / Units / Service History – Now includes right click option to jump to a work order.
  • Maintenance / Units / Services (PMs) – Now includes field with last Work Order Number.
  • Maintenance / Units / Services (PMs) – Now includes right click option to jump to last work order record.
  • Maintenance / Work Orders – Priority codes are now user definable under Administration / Codes.
  • Maintenance / Work Orders – Adjusted to automatically inherit the Work Group from the Unit record.
  • Maintenance / Work Orders / Downtime – Corrected problem with time down not being properly saved.
  • Maintenance / Work Orders / Overview – Corrected problem of Print List button becoming disabled.
  • Maintenance / Work Orders / Overview – Added more detail inform available in overview grid.
  • Maintenance / Update Counts – Corrected problem of Unit Number field not allowing enough characters.
  • Maintenance / Update Counts – Adjusted to make applicable fields read-only to prevent accidental change.
  • Maintenance / Service Scheduling – Adjusted to update last service date when renewal is based on last service date.
  • Maintenance / Service Overview – Enabled button to jump to the Update Counts screen.
  • Parts / Part Records – Duplicate Part feature now includes options for duplicating Notes & Attachments.
  • Parts / Part Records / Usage History – Added right click options to jump to Work Order & Unit.
  • Parts / Part Records / Receiving History – Added right click options to jump to Receiving Record & PO.
  • Parts / Re-Ordering – Corrected problem of certain parts not being included in query if all past POs were closed.
  • Parts / Re-Ordering – Added option to create a single PO with all parts for the selected vendor.
  • Parts / Receiving – Corrected problem of items being added to inventory when a receiving record was canceled.
  • Purchase Orders / Transactions – Added new field for Date Submitted.
  • Purchase Orders / Transactions – Added field for string representation of PONumber so users can concatenate other characters when printing the PO.
  • Purchase Orders / Transactions – Corrected rounding error of taxes in details section of screen.