4 posts tagged with "Organization"

Our March 2026 release includes multiple fixes, enhancements, and UI improvements across Ingestion, DocGpt, Task App, Organization, Cases, and more — helping improve usability, accuracy, and overall performance.

Here’s what’s new:

Added

• Outcome

  • Introduced the ability to create opportunities within the Outcome app.

• Task App

  • Task assignments are now easier to understand with clearer labels and visibility of assigned systems.

• Cases

  • Case management is enhanced with better access to queues and user assignments.

Updated

• Organization

  • Managing organization structure is now simpler with an improved hierarchy view and smoother navigation.

• Quotes

  • Improved quote update handling and related UI enhancements.

• System

  • System data is now more accurate with added validation during data ingestion.

Fixed

• Ingestion

  • Uploading data is now more reliable with improved validation, reducing errors during bulk and CSV uploads.

• DocGpt

  • Document insights are now clearer with improved highlighting, accurate citations, and smoother extraction experience.

• Part

  • Finding and linking parts is now more intuitive with improved highlighting and linking.

That’s a wrap for this release — thank you for your continued support and feedback!

Our February 2026 release introduces the new DocGpt AI-powered checklist extraction, expands self-ingestion support for Parts, Assets, Systems, and Products, and resolves organization search issues to improve accuracy and overall user experience across the platform.

Here’s what’s new:

Added

• DocGpt

  • Introduced the new DocGpt application to extract checklists from your asset documents using AI.
  • Improved performance with faster and more efficient results.
  • Enhanced how reviewed document data is stored and accessed for better reliability.
  • You can now preview citation details on demand for better context and traceability.

• Organization

  • You can now view and manage organizations in a hierarchical structure, making it easier to understand relationships between entities.
  • Improved organization search and autocomplete filtering for more accurate results.

• Asset-Ingestion

  • You can now duplicate existing systems and models to save time during setup.
  • Added support for URN and translate type during system creation and updates for improved integration flexibility.

• Documentation

  • Added detailed documentation to help you understand and implement organization hierarchy effectively.

• Cases

  • You can now see dynamic field options when creating a case, ensuring the available selections are always accurate and up to date.

• Self-Ingestion Enhancements

  • Enhanced self-ingestion capabilities for Parts, Assets, Systems, and Products to support large volumes of data ingestion.

Updated

• Task App

  • The Show Details page now displays the correct labels for improved clarity.

• Asset

  • The Asset Details page has been optimized for a better mobile viewing experience.

Fixed

• Organization

  • Fixed an issue where users were unable to search organizations by Name or OrgID across the System, Assets, Organization, and Contract applications.

• Assets

  • Resolved issues in the Alert and Sensor tabs to ensure accurate data display and improved stability.

That’s a wrap for this month — as always, thank you for your continued support and feedback!

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!

We’re excited to bring you the March 2025 updates, packed with powerful new features that make managing organizations easier and searching through documents more efficient. Here's what’s new:

Added

• Manage Organizations with Ease:

  • You can now manage entire organizations directly within the Access app!
  • View a list of organizations and see all the details in one place.
  • Create or update organizations, and assign users, admins, assets, systems, and roles — all from a single screen.
  • Organization admins can manage their team: add users, assign roles, and view the organizational structure.

• Smarter Connections Between Organizations and Assets/Systems:

  • When adding or editing an asset or system, you can now link it directly to an organization.
  • Don’t worry — any existing “owner” data will continue to work smoothly with this new setup.

• Search Inside PDFs Instantly:

  • You can now search inside PDF documents directly using our new built-in PDF viewer!
  • Whether you're reviewing a report or a technical document, finding specific text is now quick and easy — just type and search.

We hope these updates help you work more efficiently across your teams and documents. As always, thank you for being part of the journey!