Administration |
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Activity- New user interface introduced
- Predefined Form group added. This group will be used to rollout and control Agile Frameworks template forms. Activity form names in this group will change to:
- Activity Log (Copy Form For Use)
- Special Inspection (Copy Form For Use)
- New copies of Special Inspection and Activity Log forms build under Predefined Form group
- Discrepancy Number added to the Special Inspection form under the Predefined Form group
- Display area for Daily Field Report and Daily Field Report Closed Discrepancies display areas added to support user configured Activity fields to display on the Daily Field report.
- Main level and Primary Data Grid fields are allowed to be added to these display areas
- Default configuration of the Daily Field Report / Daily Field Report Closed Discrepancies is based on the Special Inspection template
- New user interface introduced
- Common Form Designer screen introduced - shared by Activity and Sample Tracking forms
- Updated control introduced to define if field is visible, editable, etc.
- Hide Record Number property added to hide the record number reference from a header bar
- Opening the Form Designer is now accomplished by clicking on the form name in the grid (Activity, Sample, Specimen, Test)
- Deleting pick list values is only allowed if the value has not been used on a record
- Status introduced on pick list values - allows for inactivating (hiding) previous values that are no longer needed
- Default Number property added to number fields
- New options introduced for auto-generated number properties - Unique By Form, Unique By Project, Unique By Project And Form, Unique By System
- Chart field type added to render a (proctor curve) chart on the screen along with a Zero Air Voids line (if Specific Gravity is entered)
- Data Source URL renamed to Data Source
- Data Source URL options expanded to reference a number of tables / lists of data stored in Admin (Soil Classification, Proctor Standard, Proctor Source, Proctor Origin, Proctor Method, etc.)
- Copying individual fields no longer supported - only entire forms can be copied
- Copying of forms into existing forms no longer supported
- Report Designer button added to allow for the creation of a new report or select a report where a dataset for that form exists
- Setting added for Multiple Choice fields that forces the field to display as a popup
- When an option for a Multiple Choice or Picklist is edited in Admin, any records with this option selected will be updated accordingly
- Clear Upon Copy field setting added to data grid fields
- Field settings updated to only show applicable content based on the type of form you are on (i.e. option to disable or hide a lab test form field in the Field module removed because it does not apply)
Expression Builder- New user interface introduced
- Functions grouped into categories - Math, Logical, Date / Time, Text, Database
- New Function - ABS
- New Function - DATEDIFF
- New Function - TIMEDIFF
- New Function - DATEADD
- New Function - DATESUBTRACT
- New Function - AVERAGEIF
- New Function - SUMIF
- New Function - COUNT
- New Function - COUNTIF
- New Function - COUNTBLANK
- New Function - LENGTH
- New Function - PRIOR
- New Function - BETWEEN
- New Function - DATE
- New Function - SELECTOPTIONS
- New Function - DETERMINEPEAK (proctor curve chart)
- New Function - CUME
- New Function - PI
- ROUND function updated to include various rounding rules in addition to the precision - round to even, round to nearest 10, round to nearest .05, round to nearest .25, round to nearest .5
- Expressions can use text-based dates in the expression using the new DATE function
- Expressions can reference fields outside a grid / section
- Functions extended to support aggregating data within tables (i.e. create subtotals)
- Field name added to the Expression Builder title bar
Report Designer- Undo / Redo functionality added
- Number formatting functionality added (formatting of numbers on the actual report)
- Horizontal table element introduced
- Uploaded report resources can be hard deleted
- Yes / No fields will now report as "Yes" or "No" (versus "yes" or "no" - first letter is now upper case)
- Lab address metadata option introduced
- Field status can be filtered on in the Data Sources area allowing you to view Active / Inactive / All fields for a Form
- Support added for deleting data sets from more than one Form.
- Discrepancy Report can be managed in the Report Designer
- Panel within a panel configuration now supported in the Report Designer
- Report Data From filter added (see Reports section below for use of Report Data From setting)
- Hide Expression now uses double quotes ( " ) instead of single quotes ( ' ) and "<>" instead of "!="
- Data set sorting introduced - alphabetical order or form order (the field order set in Form Designer)
- Elements can be dragged / dropped inside a table footer section
- Panel and label padding property added (i.e. lessen the amount of white space surrounding fields)
- Report Settings tab added so report settings can be managed directly in the Report Designer
- Save optimizations introduced to decrease the time to save a report
- Tables now support footers
- Paragraph element added
- Top toolbar redesigned to be more intuitive and reserve more space for the Report template
- Report Name removed from top of template (now stored in Report Settings tab)
- Minimum Height property added
Sample Tracking- Sample Tracking modules in moved under the Lab section of Administration
Reports- Report Types - Filter controls added above Report Type grid to allow for easier filtering of report settings (results from the growing number of reports related to Activity and Sample Tracking)
- Field Reports can be set to bypass Field Reports QC and go directly to Delivery by using the new "Send Field Reports To" Report setting
- Title filter searches Alternate Title field in addition to Title field
- Setting added to control if the capture of a field signature is allowed
- Setting added to define Field Signature Text that should appear above a signature captured in the field
- "Imported" report label can be edited
- Report Date appearing in the upper-right corner of a report can be turned off
- Report Date label appearing in the upper-right corner of a report can be relabeled
- Description placeholders introduced so report Descriptions can be configured at the report level to automatically insert pre-defined variables
- Report Data From field added to Report Settings to indicate what system context the report is for - Activity or Lab Test
- Report Email Message screen combined with the main Settings screen
LIMS / Samples- New user interface introduced
- "Lab" renamed to "LIMS" (Lab Information Management System)
- Equipment module introduced to store an inventory of lab equipment and calibration data for calibrated lab equipment
- Specimen Sizes - Fractional dimensions are now allowed - up to four decimals
- Sample Types renamed to Sample Forms
- Sample Forms - Group added to allow logical grouping of individual sample types
- Sample Forms - Sample forms are now configurable using the Form Designer with standard fixed system fields
- Sample Forms - Specimen forms automatically created when a Sample Form is added - a Sample Form can only have one type of Specimen form associated with it
- Test Forms - "Tests" section name changed to "Test Forms"
- Test Forms - Test forms refactored and include standard fixed system fields
- Test Forms - Metadata (Cost, Description, Standard, Duration) now stored as "settings" on the Test record - the Test form's relation to a Sample form must be defined
- Search / Results Display module added to configure the fields presented in search / filter screens an the columns / data returned (like the Search / Results Display configurations in Activity)
- Sample Administration - History icon / functionality added to the grid
- Controls added a the Lab level that enable the ability for a field technician to "Receive" a specimen in the lab at the time of Check In - this is controlled at the Lab level
- Initial (non-editable) sample form groups added - Aggregate Samples, Bituminous Samples, Concrete Samples, Soil Samples
- Initial (non-editable) test form groups added - Aggregate Tests, Bituminous Tests, Concrete Tests, Soil Tests
- Initial (non-editable) test form added - Proctor
Security- Edit Density Test permission added to control access to editing density test data in the Field module
- Permissions added to control access to the new reports that can be generated from the Field module
- User records can no longer be deactivated if roles are associated with the User record
- Project access security setting added to the User record to limit a user to a select list of projects (i.e. a firm hires contract help for a specific project and the contract resources should only have access to one or two projects)
- Data Firewall - User with access to manage user security has access to all project data, regardless of project security settings
- Subscriptions - View Prior Year Subscriptions button removed
- Changes to user permissions will take affect immediately - user log out / in is not required
- Permissions added to control who has access to Sample Tracking forms in the Draft and Test statuses in the Field module
- Add / Edit Role performance improved to better process roles with large amounts of users assigned
- Permissions for Inspections & Observations / Activity Log removed (including Admin, Field, Utility Data Extracts, Dashboard Queues). Permissions to Quality Control for Inspection & Observations / Activity Log will remain in 2.9.
Work Items- Activity or Sample Form group / form can be associated with a given work item - user defines the Type, Group and Form
Concrete / Grout / Mortar- General / Sample Types - Sample types related to Concrete / Grout / Mortar will be managed here, including metadata like Default Specimen Size and Test Cost
General- Data Sources module added - allows for the configuration of custom data sources that can be used on configured Activity and Test forms
- Data Sources added during deployment:
- Rammer Type (used on Proctor test)
- Specific Gravity Source (used on Proctor test)
- Oversize Sieve (used on Proctor test)
- Data Sources - Data can be imported from a .CSV file to create entries
- Offices - External ID added to the office grid
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Field |
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Activity- Activity records can be saved in the status of Draft
- Other reports can be associated with Activity records
Sample Tracking- User interface refactor to accommodate the configurable sample and specimen forms
- Specimen records can be copied to add a duplicate Specimen record in the Field module
- Lab Instructions (tests) can be "ordered" using the Field module in the new Lab Instructions grid
- If the Lab allows (Admin setting), specimens can be "Received" in the lab at the same time the "Check In" process is performed
- Offline capabilities added (functions similar to Offline Activity records)
Density- "Maximum Density" label changed to "Maximum Dry Density" ("Maximum Wet Density" for Bituminous)
- Density test data can be updated in the Field module if the user belongs to a Role where the "Edit Density Test" permission is assigned
- Field users can now view Tests in the status of Analyzed, Reveiw or Complete
- After saving a test, button to create a Field Report added - this will display only if user has permissions to create this type of Field Report
Concrete / Grout / Mortar- Unit Weight measurements exposed for the Field Test sample type
- Mix Design interpreted as a qualifying criteria when determining specifications
- Standard Cure Location field added when creating a sample so the curing location of standard cure specimens can be documented for technicians / drivers picking specimens up
- Field Cure Location field added so the curing location of field cure specimens can be documented for technicians / drivers picking specimens up
- After saving a sample, button to create a Field Report added - this will display only if user has permissions to create this type of Field Report
- System improvements made to improve responsiveness when adding or editing samples
- If the Lab allows (Admin setting), specimens can be "Received" in the lab at the same time the "Check In" process is performed
Field Reports- Concrete / grout / mortar specimen and placement reports can be generated from the the field
- Density reports can be generated from the field
- Reports can be physically signed by representatives in the field using your finger (i.e. site supervisor physically signs off on a report generated on-site in the field)
- Concrete / Grout / Mortar reports can be generated from any status
- Density reports can be generated from any status
- Discrepancy report can be appended to an Activity report
- Reports emailed from Field now include distribution information (who received the report) in the body of the email
- Search and Clear Cache buttons removed if in offline mode
- Most recent projects stored will display with the newest projects added on top
- Users are no longer allowed to Remove Projects when offline
My Assignments- Field technician is directed to a particular Activity or Sample Tracking form if the form group / form is associated with a given work item
- Project Documents button added to provide technicians easy access to the Project Documents screens
- Project Information button added to provide technicians easy access to the Project Information screens
- Support for technicians being able to accept recurring work orders in the field has been added
Inspections & ObservationsActivity Log |
Quality Control |
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General- New user interface introduced
- Filter pane can be collapsed
- Preventative code introduced to prevent double entry of records if Save buttons are double-clicked quickly
- "Set Status" button label changed to "Change Status" in all impacted quality control modules
- Users now have the ability to create and save filters
Activity- Added the ability to create / review Activity reports in batch and generate individual reports from each report in the batch
- Default sort order of the grid updated to display the most recent records on top - descending sort on Activity Date
- When changing the status of an Activity record, the user will be asked if they want to create a report only if all of the marked Activity records share one or more report templates
Density- Default sort order of the grid updated to display the most recent records on top - descending sort on Date Tested
Field Reports- Field Reports can be set to bypass Field Reports QC using the new Send Field Reports To setting on the Report Type record
- Report Type filter allows for selecting one or more report types to filter on
- Report Type added to the grid
Concrete / Grout / Mortar- Pick Up Date / Time is no longer locked for editing prior to lab results being entered for a specimen
- Default sort order of the grid updated to display the most recent records on top - descending sort on Cast Date
- Specimen status can be set to "Uncollected" in the QC module (versus just Field)
- Test Age Average calculations updated to average all specimens for like test ages & curing conditions - averages are rounded using the same rounding rules as the individual specimen results
- Specimens can be excluded from test age average calculations
- "FC" appended to the end of a test age if the specimen is a Field Cure specimen (similar to the way "H" is appended to Hold specimens)
- Test Age Average calculation updated to average the unrounded compressive strength values (ASTM compliance change)
Sample Tracking- Module refactored to accommodate the new configurable sample, specimen and test forms
- Default sort order of the grid updated to display the most recent records on top - descending sort on Sample Date
- Samples / Specimens can be added from within the QC module
- Chain of Custody fields moved to pop up screens in the Specimens grid (similar to Concrete / Grout / Mortar)
- Missing Lab Instructions filter added to show samples with no lab instructions defined
- Lab Instructions icon added to grid to display the lab instructions associated with a sample
- Sample records can be deleted from the QC grid
Existing (prior to version 2.9) sample tracking records will be converted to the new data architecture / configurable forms. |
Delivery |
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General- New user interface introduced
- Filter pane can be collapsed
- Reports emailed now include distribution information (who received the report) in the body of the email
- Field reports emailed from Field optionally can automatically be marked as Delivered when Finalized from QC Field Reports
- Popup widow for email recipients now separated into two tables - one for reports sent from Delivery and another for reports sent from Field
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Scheduling |
- Multiple pending field action records can be deleted at one time
- Multiple Pending Field Actions are created to accommodate Field Cure specimens
- Email alert added to notify original technician if a work order is reassigned to another technician
- Copy Work Order button added - copies contents of the work order, but clears the dates and times
- Recurring work orders introduced
- Email alerts extended to support recurring work orders
- Recurrence Number introduced to support recurring work orders
- Status of a completed work order can be changed
- Phone Number field added to the Add / Edit Work Order pop up
- Office can be filtered on "Not Assigned" - returns all projects records that have not been assigned an owning office yet
- Add / Edit work item changed to a dedicated screen versus a pop up to provide more room for the numerous fields
- End Date / End Time replaced with Duration for work order
- Technician day and week views added so scheduler can see free and busy time by technician
- Date pickers refactored for ease of use
- Technician Office and Recurrence Number filters added
- Address, Requested By and Phone Number added to the List View grid as columns
- Time Zones added to email alerts
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Dashboard |
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- Field Reports - Queues for the new concrete / grout / mortar reports generated from the field added
- Field Reports - Queues for the new density reports generated from the field added
- Concrete / Grout / Mortar - Logged queues broken out into Field Cure (FC) and Standard Cure (SC) groupings to provide project managers better visibility into the field cure specimens that are still in the field
- Sample Tracking - Queues refactored to integrate with the configurable sample / specimen / test forms
- Sample Tracking - Missing lab instructions queue added
- Office can be filtered on "Not Assigned" - returns all projects records that have not been assigned an owning office in Project Specifications yet
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Project Administration |
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Project Setup- New user interface introduced
- Project Setup menu button moved under Project Administration button
- Clients and Contacts sections combined for ease of use
Specifications- New user interface introduced
- Scheduling tab added to store project-level Notes for Technician and Notes For Scheduler fields
- Project security settings added to limit user access to a specific project (i.e. confidential projects that should only have limited users who have access to the data - military, nuclear, etc.)
- Concrete / Grout / Mortar specifications can be qualified to the mix design level in addition to locations - accommodates specifications at the location, mix design or location / mix design level
- New grid added to manage the project-level test costs for Concrete / Grout / Mortar tests
- Data Firewall - Only project managers for the project and users with rights to manage user security can change project security settings
- New Report tab added to control the display of Field Signature Capture (finger signing) on Field Reports by project
Field Costs- New user interface introduced
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General- Lab module renamed to LIMS to reflect the expanded feature set
Concrete / Grout / Mortar Work Queues- Cast Date filters pre-filtered to highlight only dates with underlying records with that Cast Date
- Report Comment field exposed so lab technicians can add customer-facing notes about a specimen that will appear on a report
- Filter pane can be collapsed
- Diameter 1 and Diameter 2 will default if daily Cast Cylinder measurements are entered in the Cast Cylinder Diameter Averages module
Sample Tracking Work Queues- Filter pane can be collapsed
- Queues refactored to integrate with the new configurable forms
- Test Instructions field renamed to be Test Notes
- Lab Technician (who a test is assigned to) added to various queue grids
- Process of associating tests to specimens refactored - relies on Lab Instructions that can optionally be defined in the Field module
- Tests In Progress queue added to store tests that have started that take multiple days to run
- Revert Test Results button / functionality removed
Cast Cylinder Diameter Averages- Cast Cylinder Diameter Averages module introduced to determine and store the allowed daily average of cylinder diameters - these daily diameter averages are then defaulted on cast cylinder reports performed that day
Lab Documents- Lab Documents module added to store documents related to lab tests - ASTM standards, procedural documents, operational documents, printed templates used to record results during the lab test, etc.
Soil Proctor Results- Button added to import proctor test results from a configured proctor test (Sample Tracking) to the Proctor record in LIMS
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Utilities |
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- Concrete / Grout / Mortar - Exclude From Average field added to data extract field options
- Sample Tracking data extract capabilities added (high-level extract similar to Activity)
- Data Firewall security ignored in the Utilities module
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Reports |
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Density- Density - "Maximum Density" label changed to "Maximum Dry Density" ("Maximum Wet Density" for Bituminous)
- Headers - Project and client headers updated to handle long names and addresses better (truncating and wrapping)
- Reports that can be generated from Field amended to display the Field Signature Capture on the report
Concrete / Grout / Mortar- Concrete Placement Summary - Placement Notes field will appear below a sample row if they are present for that sample record
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User Interface |
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- Collapsible filter panes introduced in various areas to provide better use of vertical space on the screen
- Filter control buttons standardized to "Search" and "Clear"
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AF Connect |
- Created version 1 of AF Connect API allowing connection to MetaField
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Patch Log |
2.9.2- Various bug fixes to improve overall system performance
2.9.3- Quality Control - System will remember applied filters (dates, technicians, etc.) when returning to QC screens after editing a density test / concrete/grout/mortar sample
- Quality Control - Density - Zero (0) will no longer display for Elevation in Location mouse over if no elevation value was supplied
- Quality Control - Density - Issue preventing the use of zero (0) as a Low Moisture Tolerance value has been fixed
- Activity - Issue preventing the display of multiple Location values in various displays / grids has been fixed
- Activity - Issue causing the top and bottom of a report to be cut off when printed has been fixed
- Activity - Issue with page numbering when Discrepancy reports were included has been fixed
- Activity - Issues preventing the finalization of various reports has been fixed
- Activity - Various bug fixes related to system errors that were being raised
- Dashboard - Project Number filter will no longer be applied when returning to the Dashboard from QC
- Delivery - Underscores will no longer be included (replace spaces) in downloaded file names
- Project Specifications - Issue preventing the copy of specifications has been resolved
- Field Reports - Issue resolved that sent draft field reports to Delivery
2.9.4- Concrete Beam Report - Issue addressed that incorrectly reported the average strength (modulus of rupture) on the report
2.9.5- Specimen Sizes - Users can add a specimen size without creating a relation to a concrete / grout / mortar sample type
- Dashboard - Issue fixed that caused the Not Reported As Complete queues to not display accurate counts
- Activity - Issue preventing a user from saving an Activity record in certain situations has been fixed
- Activity - Issue preventing a user from previewing / finalizing an Activity report in certain situations has been fixed
- Activity - Issue fixed that caused some fields to display on the far right side of the QC screen in an unreadable layout
- Activity - Issue fixed that prevented the Area filter from displaying an accurate list of filter values
- Activity - Issue fixed that prevented an Activity form from being copied in certain situations
- Activity - Issue fixed that prevented the removal of a report association
- Activity - Issue fixed that did not display the Save As Draft button on a copied Activity
- Activity - Issued fixed that prevented a text box field in QC from expanding and showing all of its contents
- Activity - Issue fixed that prevented a field within a section from displaying on a report
- Draft Reports QC - Issue fixed with certain filter controls (Project Number + Report Type) not working has been fixed
- Delivery - Issue fixed that presented the publishing folder tree in an "expanded" state has been fixed
- LIMS - Issue fixed that prevented the user from sorting on the Untested column
- LIMS - Issue fixed that caused the cast cylinder diameter averages to default incorrectly in certain situations
- Sample Tracking - Issue that prevented the specimen status from updating when all underlying tests are marked "complete" has been fixed
- Other miscellaneous bug fixes
2.9.6- Various bug fixes
- User Interface - Better contrasting grid row shading introduced in addition to assuming the active row is a selected row
- Concrete / Grout / Mortar - Both Technician and Cast By names will appear on the specimen-based reports in the Sample section
- Concrete / Grout / Mortar - Further cleanup / fine tuning of Standard Cure / Field Cure locations
- Concrete / Grout / Mortar - Slump & Spread will be reported on reports in mixed number / fraction format - data entry will continue to be in decimal format
- Form Designer - Validation added for Hide Expression syntax
- QC - Density Tests - Proctors & Locations can be updated in batch
- Admin - General - Sort order key sort column (usually date) in Quality Control grids can be configured
- Admin - Reports - The following Description placeholders added - Current User, Project Number, Project Name
- Utilities - Main menu updated to consolidate all extract modules in one area
- Utilities - Multiple modules updated to consolidate general data extracts and billing extracts in one screen
- Utilities - Density - Density tests can be marked / managed as "billed"
- Utilities - C/G/M - Untested filter control added
- Utilities - C/G/M - Total Test Cost field option added to sample data extract
- Utilities - Nuclear Gauge - Office filter control added
- Utilities - Sample Tracking - Test Cost billing data extract and Sample data extract combined (one tab for Sample / Specimen data and another tab for Test data) - billing management included
- Utilities - Draft Activity & Sample Tracking records can't be "billed"
- Utilities - Project Owning Office filter control added to various filter panes
- Utilities - Additional field extract options added in a number of different areas
- Utilities - Scheduling - Recurrence Number and Phone Number added as field extract options
- Admin - Permissions - Role permissions added to control who has access to generate billing extracts (permissions for each section within Utilities)
2.9.7- Utilities - Activity & Sample Tracking extracts refactored so data could be extracted across different form types
- Admin - Activity - Search / Display results updated so cross form extract columns could be configured
- Admin - Activity - Search / Display results updated so cross form extract columns could be configured (Sample / Specimen and Test views)
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