Changelog
Follow up on the latest improvements and updates.
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Assigned responders are now automatically notified whenever a request’s priority changes. This ensures everyone stays aligned on urgency, helps teams react faster to critical updates, and reduces the risk of high-priority work being missed or delayed.

This improvement adds clear visibility into the Permit to Work (PTW) workflow by showing which users have already signed off on the current step. It helps teams quickly track progress, avoid duplicate follow-ups, and identify who is still pending—making approvals more transparent and the overall process faster and smoother.

This improvement adds an expandable search icon to the People Counter Data page, allowing users to quickly filter spaces by typing their name. As you type, the tabs dynamically update to show only matching spaces, making navigation faster and more intuitive. Users can also clear the search at any time to instantly return to viewing all spaces, ensuring a smooth and efficient monitoring experience.

Request PDFs will now include SOR (Schedule of Rates) notes and remarks, ensuring all relevant pricing context, justifications, and comments are captured in a single document. This improvement provides better transparency, clearer communication, and more complete records when sharing or archiving request details.

A Download Custom PDF button is now available in both the Requestor and Responder portals. This enhancement allows users to quickly generate and download a customized PDF of request details, making it easier to share, archive, and review requests offline with complete and consistent information.

new
improved
[PTW] Allow Assignment of Step to Applicant
PTW steps can now be assigned directly to the applicant, allowing them to view and sign off via email, web chat, or the Requestor Portal. Applicants are clearly labeled in the Assigned To column, helping streamline approvals, reduce handoffs, and improve ownership across the PTW workflow.

This improvement gives users control over where a duplicated checklist row is placed. When duplicating a row, users can now choose whether the new copy appears at the top or bottom of the checklist. This flexibility helps teams organize checklists more efficiently, making it easier to prioritize items or keep related tasks grouped together.

This improvement allows admins to configure the order and visibility of Fault Report fields in the web view, ensuring a consistent and clearer experience across portals. It makes fault information easier to capture, review, and act on.

new
improved
[Schedules] Allow Generic “Tasks”
This improvement introduces generic Tasks in Schedules that are not tied to Requests or Checklists. Teams can now create and schedule standalone tasks for activities such as reminders, routine work, or administrative actions. This provides greater flexibility in planning, ensures nothing falls through the cracks, and allows schedules to better reflect real operational workflows.

new
improved
New Insights (Generative AI) feature
The new Insights feature uses Generative AI to automatically analyze your data and surface clear, actionable summaries. It helps teams quickly understand trends, highlights, and key observations without manual analysis—making it easier to make informed decisions and spot issues faster.

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