2022.02 Texada Web Release Notes

Release notes for Texada Web version 2022.02, released in North America on Thursday, November 10th, 2022.

Introduction

These notes address new features and code fixes for version 2022.02 of Texada Web. Release dates for this version are as follows:

North America: Thursday, November 10th, 2022
APAC: Wednesday, November 23rd, 2022

Notes are categorized as either Enhancements (new components or features) or Corrections (bug fixes).

Quick Navigation

Release Highlights

Here are some of the most significant features and improvements that have been added in this release.

Better Tables

Several improvements have been made to tables throughout Texada Web, making it easier to view, filter, and organize your data.

Table Filter

  • An Advanced Filter button has been added to all tables throughout Texada Web, allowing you to easily add filters to individual columns. Access this feature by clicking the blue funnel icon next to the search bar on any page featuring a table. This will display individual search bars for each column which can then be used to finely control the information displayed in the table.
  • A "Share View" option has been added to the View Manager, allowing you to share custom table views with the rest of your team. When you share a view using this feature, it will appear in your teammates’ list of available views when they use the “Load” option of the View Manager.
  • More columns have been added to the Contracts table, the Requested Parts table, the Maintenance Schedule tab of the Asset Details page, and the Pickup, Delivery, and Task Ticket tables. These additional columns increase the amount of information you can access from these pages, and give you more options for filtering and exporting your data. More data will continue to be added to tables throughout Texada Web in future releases. If there is a particular data column that you would like to see added to a page in Texada Web, please email support@texadasoftware.com

Dashboard Calendar Improvements

A number of improvements have come to the Dashboard Calendar, including:

  • You are now able to filter Calendar events by completion status - open items only, closed items only, or all items.
  • The Calendar now automatically updates every 30 seconds, ensuring that it is always displaying the most up-to-date information possible.
  • Unscheduled Work Orders will now appear in the Calendar at the time a Mechanic starts working on them.

Calendar 1480x790 UPDATED UI

Warranty Indication

When searching through Products to add to a Work Order, a red shield icon will appear next to Products covered under warranty (per their Warranty Expiry date in Texada SRM). This feature allows you to easily identify warrantied Products at-a-glance.

Product under Warranty

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Authentication and Security

Ticket #

Type

Description

LP-5354

Enhancement

Updates have been made to the login functionality of Texada Web and Mobile in preparation for the transition to Auth0.

LP-5355,

LP-5348

Correction

Fixed a bug affecting Texada Web in which refreshing a page or opening a page in a new tab would prompt the User to log in again.

LP-5463

Correction

Fixed a bug affecting Texada Web where attempting to open Texada SRM using the "Switch to SRM" button would occasionally result in a "This site can’t be reached" error.

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Bookings

Ticket #

Type

Description

LP-5233

Correction

Fixed a bug affecting the Reservations / Quotes pages where the "Rental Discount" and "Sales Discount" columns would sometimes reappear after being hidden by the user.

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Contracts

Ticket #

Type

Description

LP-5253

Enhancement

The Search feature on the Contract Calendar page now filters Contracts by Contract # as well as Asset name.

LP-5022

Enhancement

A number of additional columns have been added to the Contracts table on the Contract List page, including:


- Customer Address

- Customer Phone

- Date In

- Time In

- Ship #

- Ship Phone

- Site Name

- Deposit Request

- Deposit Received

- Total Discount Amount

- Damage Waiver

- Products

- Comments

- Pickup Tickets

- Delivery Tickets

- Services Amount

- # of comments


All of the above fields can be toggled ON and OFF using the "Columns" button.

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Dashboard Calendar

Ticket #

Type

Description

LP-5056

Enhancement

A three-way toggle element (Open / Closed / Both) has been added to the Dashboard Calendar, allowing you to filter items by their completion status. Select "Open" to only show open items, "Closed" to show completed items, or "Both" to show all items.

LP-5166

Enhancement

The Dashboard Calendar will now automatically refresh every 30 seconds, reflecting any changes made throughout the system.

LP-5199

Enhancement

Unscheduled Work Orders will now be displayed in the Dashboard Calendar.


- When a Mechanic starts work on an unscheduled Work Order, it will appear in the Calendar at the time work began.

- If a Mechanic restarts work on a Work Order that had previously been started on another day, it will appear again in the Calendar at the time work was restarted.

- Work Orders will only appear on the Calendar once per day.

LP-5135

Correction

Fixed a bug affecting the Dashboard Calendar where Tickets and Work Orders would sometimes appear in the wrong timezone.

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Inspections

Ticket #

Type

Description

LP-5240

Enhancement

Added the ability to display the new Inspection form fields (multiple choice, instruction, and reference image) when viewing completed Inspections via the Edit Ticket and Asset Details → Inspection History pages.

LP-5246

Correction

Fixed a bug affecting Inspection forms in Texada Web and Mobile where form IDs would occasionally change, causing issues with deleting Inspection forms.

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Inventory

Ticket #

Type

Description

LP-5442

Enhancement

Added four new columns to the Maintenance Schedule table on the Asset Details screen:


- Maintenance type

- Days Between service

- Last Meter Reading (meter reading when maintenance was performed)

- Last date serviced

LP-515

Enhancement

A number of additional columns have been added to the Requested Parts table, including:


- Product #

- Product Description

- Assigned

- Quantity on Hand

- Notified Time


All of the above fields can be toggled ON and OFF using the "Columns" button.

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Returns

Ticket #

Type

Description

LP-279

Enhancement

The ability to submit a "Meter In" value lower than the "Meter Out" value while processing a Rental Return for a metered Asset has been added.

If the Meter In is lower than the Meter Out, a window will pop up prompting the User to either select a Reason Code to justify the Meter In value, or adjust it so that it is equal to or higher than the Meter Out value.

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Settings

Ticket #

Type

Description

LP-4880

Enhancement

The Company Settings screen has been overhauled to provide more options and information, and to reflect the changes made to User Roles and permissions.


- Several columns have been added to the Users tab, to provide information such as User Role(s), date added to the system, active Division(s) and Location(s), last login date, User type, default language, and Employee Number (SRM Operator Code).

- A Permissions tab has been added. This tab allows you to view and modify the permissions associated with the various User Roles.

- A Roles tab has been added. This tab allows you to see which Users have been assigned to the various User Roles.

- An Instances tab has been added. This tab allows SUper Admins to change the display name and color of their company's Instances.


See "The Company Settings Page" for more information.

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Tables

Ticket #

Type

Description

LP-5032

Enhancement

Added a "Share View" option to the View Manager, allowing Users to share saved table views with the rest of their team. A "Share with team" checkbox will also appear when saving a view.

- Views that are shared with other Users will appear in the list of available views when loading a view from the View Manager.

- Only the creator of the view or a company Admin can modify a shared view. Users can use the "Save As" option to save a copy of a shared view.

LP-5312

Enhancement

An Advanced Filter button has been added to all tables throughout Texada Web, allowing you to easily add filters to individual table columns.

Click the Filter button to the right of the Search bar on any page with a table to activate the Advanced Filter. A box will appear at the top of each column allowing you to enter text with which to filter that column. As more filters are added, the Filter button will be updated to display the number of filters that are currently active.

LP-5351

Correction

Fixed a bug affecting tables in Texada Web where changes to column layout would sometimes not be preserved.

LP-5445

Correction

Fixed a bug affecting tables in Texada Web where the "Results per Page" element would disappear when only one page of results was present.

LP-5254

Correction

Fixed a bug affecting Texada Web where certain table elements, such as the Asset search element on the Create / Edit Contract page, would have incorrect cell padding.

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Tickets

Ticket #

Type

Description

LP-5358

Enhancement

A new "Cancelled" status has been added to Pickup, Delivery, and Task Tickets, allowing you to indicate that a Ticket has been cancelled and will not be completed.

LP-5262

Enhancement

A number of additional columns have been added to the Pickup, Delivery, and Task Ticket tables, including:


- Contract #

- Division

- Location

- Slip #

- Ordered By

- Origin Site Name

- Origin Site Phone

- Destination Site Name

- Destination Site Phone

- Signer Name

- Signer Email

- Due

- Time Completed

- Days Outstanding

- Quantity

- Meter

- Closed By


All of the above fields can be toggled ON and OFF using the "Columns" button.

LP-5226

Enhancement

An "Email" button has been added to the Ticket details page for Task Tickets, allowing Completed and Closed Task Tickets to be emailed in the same manner as Pickup and Delivery Tickets.

LP-5304

Correction

Fixed a bug affecting the Pickup / Delivery / Task Ticket list pages where changes made to a Ticket's Driver - assigning, reassigning, or unassigning - would not be reflected when filtering the Ticket list by assigned Driver.

LP-4771

Correction

Fixed a bug affecting Tickets in which comments left on Tickets in Texada Mobile would sometimes disappear after being briefly visible in Texada Web.

LP-5173

Correction

Fixed a bug affecting the Ticket List page in which cancelled Tickets would appear as Closed instead of Cancelled.

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Work Orders

Ticket #

Type

Description

LP-4586

Enhancement

A new warranty indication feature has been added to Work Orders in Texada Web and Texada Mobile. A red shield icon will be displayed next to Assets that are currently under warranty, per their Warranty Expiry date in SRM. This icon will be displayed in the following locations:

- Create / Edit Work Order screen: When searching through Assets to add to a Work Order.

- Create / Edit Work Order screen: Next to the selected Asset for the Work Order.

LP-5170

Enhancement

The Division and Location selectors on the Work Order Scheduling page have been replaced with multi-select drop-downs, allowing you to view Work Orders for multiple different Divisions and Locations at the same time.

LP-3838

Enhancement

The ability to add a Maintenance Schedule to an Asset while creating a Work Order has been added. Previously, Maintenance Schedules could only be added to existing Work Orders.

LP-5402

Enhancement

Added the ability to sort and filter the Work Order list by any column.

LP-5011

Correction

Fixed a bug affecting the Edit Part / Labor / Service Details windows where switching between percentage display and dollar amount display for the Customer / Warranty / Internal Charge fields was not working as expected.

LP-5040

Correction

Fixed a bug affecting the Work Order List page where clicking on a Work Order to open its details would sometimes result in an "Oops, something went wrong..." error.

LP-5267

Correction

Fixed a bug affecting Work Orders where discounts applied to Parts or Labor would be reflected in the Total for that particular item, but would not be reflected in the Items Summary, the Grand Total, or the printed Work Order.

LP-5283

Correction

Fixed a bug affecting the Work Order List page where the User would occasionally be logged out after viewing the details of a Work Order, then navigating back to the Work Order List.

LP-5303

Correction

Fixed a bug affecting Work Orders where attempting to update a Work Order would sometimes result in an "Only assigned mechanic can update workordertimetracked_set" error.

LP-5299

Correction

Fixed a bug affecting Work Orders where attempting to send a completed Work Order by email would occasionally result in a “Something went wrong while sending email. Please contact Texada Software" error.

LP-5197

Correction

Fixed a bug affecting Work Order comments in which it was not possible to change the Customer Facing / Internal status of Work Order comments in Texada Web if those comments had originally been made in Texada SRM.

LP-5422

Correction

Fixed a bug affecting Work Orders in which searching through serialized Parts to add to a Work Order would include unavailable Parts in addition to available Parts.

LP-5107

Correction

Fixed a bug affecting Work Orders in which files and URLs attached to a Work Order would occasionally disappear after a few minutes.

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Miscellaneous 

Ticket #

Type

Description

LP-5048

Enhancement

The ability to search Products by Vendor Product Number has been added to several screens, including:


- Create Contract (when adding Products)

- Create Pickup Ticket (when filtering Contracts)

- Create Delivery Ticket (when filtering Contracts)

- Rental Returns (when filtering Contracts)

- Create / Edit Invoice (when adding Products)

- Asset List

LP-3989

Enhancement

When emailing documents from Texada Web, the system will automatically retrieve email addresses for all valid Customer Contacts. This functionality, which was previously present when sending Invoices for payment, has been added to all screens where emails can be sent.

LP-5347,

LP-5473

Enhancement

A 1,000-character limit has been added to comment fields throughout Texada Web, including the following locations:


- Parts and Labor items added to Work Orders

- Invoices


When entering a comment, a warning message will appear when the length of the comment exceeds 900 characters.

LP-5410

Correction

Fixed a bug affecting Texada Web in which some Users would occasionally see a blank screen after logging in.

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APIs and Integration

Ticket #

Type

Description

LP-5184

Enhancement

Added support for Google Tag Manager to all pages in Texada Web.

LP-5330

Correction

Fixed an issue with Texada Web's API where Work Orders created via API would sometimes fail to be reflected in Web.

LP-5314

Correction

Fixed a bug affecting Texada Web's API in which attempting to change the status of a Pickup or Delivery Ticket via API would occasionally result in a "You are not assigned to this ticket" error.

LP-5457

Correction

Fixed a bug affecting Texada Web's API in which retrieving Work Order information via API would occasionally return incorrect Customer and Asset information.

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