This improvement moves the “Linked To” information in Checklists into its own dedicated column, making it easier to view and organize related items at a glance. Users can now quickly identify what each checklist is associated with—such as assets, locations, or customers—without needing to open individual records.

Certain request types can now be configured to begin directly in the Complete status. This is useful for automatically logged or informational requests that don’t require follow-up actions.

When exporting checklists to PDF, linked items such as Assets, Location Tags, Customers, and Labels will now be displayed. This ensures all relevant context is included in the exported file for clearer records and easier reference.

Users can now delete items from the Requests Schedule of Rates, giving greater flexibility to update and maintain accurate rate schedules.

Users can now export upcoming checklists to CSV, making it easier to share, analyze, or integrate checklist data with other tools and workflows.

This improvement makes it easier to identify incomplete or in-progress checklists by displaying a clear Draft label. It helps users distinguish between finalized checklists and those still being worked on, reducing confusion and improving workflow clarity.

This update introduces a customer filter for checklists, allowing users to quickly view and manage checklists associated with specific customers. It streamlines navigation and makes it easier to focus on the most relevant tasks.

Expenditure requests are now displayed directly in the Details tab of a request, providing better visibility and easier tracking without needing to navigate elsewhere.

A new check type, Location Tag, is now available in checklists. This allows users to link specific location tags directly within a checklist, improving context and traceability for each task.

Users can now expand or collapse sections within the Permit To Work module. This makes it easier to organize and navigate large forms by showing only the information you need at a time, improving clarity and efficiency.