2024.14.0 (2024-12-10)

New Features

Area Title Description Reference
Assets Asset move info screen: Update meter's site & permission tree

When a user initiates the Move functionality from the asset tree with the Align for Meters Site and Permission Tree option selected, the system performs the following actions:

  • Retracts the list of asset meters from the relevant entities.

  • Aligns the meters' Site values with the source asset's end state site.

  • Aligns the meters' Permission Tree values with the source asset's end state permission tree.

This process ensures that the meters associated with the moved asset are correctly aligned with the new site and permission structure of the source asset after the move operation is completed.

 OKPMAST-178
Document Management Auto link documents to work orders and work order tasks

The Documents functionality has been introduced to the following entities:

  1. Regular asset type tasks

  2. Regular asset tasks

  3. Work order tasks

This will allow users to download and open an URL for the relevant documents directly within these task types.

A new field "Copy Document Link" has been added to both regular asset type task documents and regular asset task documents entities. This governs the automatic linking of document records to either work orders or work order tasks, providing greater control over document associations.

A new system-generated field "Is Copied Document Link" has been introduced to work order documents and work order task documents. This field serves as a visual indicator in the user interface, allowing users to easily distinguish between:

  • Documents that were automatically linked from asset tasks

  • Documents that were manually added to the work order or work order task.

 OKPMDOC-18
Generic User Interface Wyn embedding phase 1

The addition of Dashboards screen, which when accessed by Onkey Plus users with access to Wyn Dashboards, launches a lookup list of preconfigured Wyn dashboards.

The user has the ability to select a Wyn Dashboard from the lookup list, and the selected Wyn dashboard is displayed within the On Key Plus user interface.

 OKPMUX-185
Helpfile Notifications for approvals in helpfile

The helpfile content has been extended to include detailed examples on how to setup notifications for the Approval Workflow feature. The goal is to inform the relevant users that there are approvals due to be reviewed and also to provide a link to the relevant approval entity.

This includes the setup of change data triggers, change data trigger criteria, notification templates and change data trigger Events.

 OKPMHPTS-43
User Access Management Permissions dashboard displaying all permissions by release version

Permissions determine the specific actions or operations that users can perform. As new On Key Plus features are developed, new permissions are introduced. When a client is upgraded to a new version of On Key Plus, the permissions added between the client's previous version and the upgraded version need to be assigned to the client's security roles. The Permissions Release Log provides an efficient way to identify these new permissions.

 OKPMUAM-50

Modifications

Area Title Description Reference
Architecture Convert Tool extension - Convert OK5 changelog

This is an extension of the On Key Plus conversion tool whereby clients can convert their On Key 5 Changelog as is to a Postgres environment for reporting purposes.

 OKPMARCH-175
Asset Health Alarm Types : Details : Auto Create Work Order : Add Default Staff Member and Trade Field

This feature consists of the addition of two new fields, "Staff Member" and "Trade," to the existing Alarm Type entity. These enhancements are designed to improve the efficiency of alarm management and facilitate the automatic creation of Work Orders.

 OKPMAHM-35
Asset Health Monitoring Points : Assist : Actions : Set multiple Monitoring Points inactive

This functionality is consistent with the existing Assist Set Active & Inactive custom actions. It will allow users to set multiple monitoring points active of inactive in one operation from the dashboard.

 OKPMAHM-36
Asset Health Add Trigonometry and Pi Mathematical functions

The following mathematical functions were added to the On Key Plus query language: exp, ln, logn, sqrt, trunc, sign, radians, degrees, indexof, pi, sin, asin, cos, acos, tan, atan, atan2

 OKPMAHM-39
Assets Asset move: Inherit parent cost centre & parent location

When a user initiates the Move functionality for an asset, a dialog box is presented that includes options for inheriting certain properties from the target asset.

  • If the Inherit Cost Centre option is ticked in the dialog box, the source asset inherits the Cost Centre value of the target parent asset.

  • If the Inherit Location option is ticked in the dialog box, the source asset inherits the Location value of the target parent asset.

By providing these inheritance options, users can efficiently update key asset information during the move process.

 OKPMAST-177
Assets Unlinking component placeholders containing inherited conditions

A validation was removed to enable the unlinking of placeholder asset components with inherited conditions.

 OKPMAST-182
Generic User Interface Standardise OKP main menu structure

These feature enhancements are designed to streamline user interaction, improve system clarity, and provide a more comprehensive and user-friendly Main Menu structure.

By addressing grammar issues, refining the current menu structure, and expanding the menu with additional and logical groupings, the main menu will offer a more polished and efficient user experience.

 OKPMUX-164
Generic User Interface Expressions usability enhancement

The On Key code editor has been implemented on the monitoring point reading formula to improve the usability when adding expressions for monitoring points with Is Calculated set to true.

 OKPMUX-189
Generic User Interface Menu Search Enhancements

Improved menu search results

 OKPMUX-190
Helpfile Telephone number formatting

Help content has been updated to specify what is accepted in the Phone Number field.

 OKPMHPTS-42
Material Management Requisition Items: Lookup Stock Items from Asset Spares

Enhancement to current filter functionality made it possible to search for spare parts directly linked to specific assets. Furthermore, this feature also enables the ability to lookup stock items available in the site warehouse.

This feature will streamline the process of identifying relevant spare parts for maintenance or repairs.

 OKPMMTM-51
Material Management Notifications : Ability to include requisition & work request status change remark

The latest status change remark will be added to the Work Request and Requisition entities. This will enable users to include this remark on notifications.

 OKPMMTM-67
Material Management Supplier Currency field added and incorporated into work order spare costing

This feature introduces a new currency field on the Supplier entity. The feature aims to enhance the functionality of the system by providing more flexibility of setting currencies on Suppliers.

  1. New Currency field

    • A new field has been added to the Supplier entity to store currency information.

    • This field is designed to accommodate standard currency codes or formats as per system requirements.

  2. Default value population

    • The currency field is automatically populated with a default value.

    • The default value is derived from the currency associated with the Supplier's Site.

    • This approach ensures consistency and reduces manual data entry errors.

  3. Integration with costing table

    • The newly added currency field is integrated into the existing Costing table.

    • When writing data to the Costing table, the system uses the currency information from the Supplier entity.

    • This integration will enhance the accuracy and completeness of costing data.

 OKPMMTM-73
Material Management Requisition item: Add filter by site warehouse

The current filter functionality has been enhanced to make it possible to search for spare parts directly linked to specific assets. The ability to lookup stock items available in the site warehouse has also been added.

This feature streamlines the process of identifying relevant spare parts for maintenance or repairs.

 OKPMMTM-74
System Management System Options matrix enhancements

The following improvements have been made to all matrices in the System Options module:

  • Improved performance

  • Pinned column headers

  • Pinned status columns

  • Tooltips on column headers to handle long column headings

  • Column resize handle for column resizing

  • Status Code field added

  • Multi-cell selection

  • Keyboard navigation

 OKPMSYM-22
Work Management Work Order Feedback Enhancements - Part 2

The implementation of additional nodes on the work order feedback process wizard:

  • Meters

    • To capture meter readings

  • Downtime Losses

    • To capture downtime losses

  • Monitoring Point

    • To capture monitoring point readings

 OKPMWMN-119
Work Management Work Request Code

This feature empowers users to customise the system-generated code for work requests. The feature provides flexibility in code formatting, allowing users to tailor the appearance of work request codes to suit their specific needs and preferences.

Key features:

  1. Code Length Customisation: Users have the ability to specify the desired length of the work request code. This allows for consistency in code formatting across the organisation or department.

  2. Prefix Selection: The feature enables users to choose a custom prefix for the work request code. This can be useful for categorising or identifying different record types at a glance.

  3. Opt-Out Option: For users who prefer not to customize the code, an opt-out option is available. In this case, the system will utilise the record's unique identifier as the work request code.

 OKPMWMN-164
Work Management Add Type Of Work as a field on a Work Request

The purpose of this feature is to enhance the work request functionality by adding a new field 'Type of Work'. This additional field will assist in classifying work requests, ultimately streamlining the work order creation process.

 OKPMWMN-165
Work Management Redesign proposed work order grouping mechanism to include roll up points against out-of-scope assets

The proposed work order roll up and grouping mechanism has been enhanced. Tasks with the same roll up point which are due in the same grouping period can now be effectively grouped onto the same work order.

The proposed work order filter criteria has also been extended. Proposed work orders can now be generated against the nearest asset (irrespective if it is a regular-, in-place- or placeholder asset) or specifically the nearest regular asset. If any task roll up points have been configured against an asset, the roll up points are honoured first before applying this setting.

 OKPMWMN-167
Work Management Work order task Reason field extended to standard tasks

The existing Reason field feature has been extended from asset tasks to standard tasks.

When Reason Required is set to mandatory on a standard task and a work order inspection task that was derived from the standard task is failed, the user now has to give a reason for the failure.

 OKPMWMN-169
Work Management Add validation on WOs: Completed On should not be more than 24hours in future

A validation is added to the Work Order Completed On field. It should not be more than 24hours in future.

 OKPMWMN-170
Work Management Add the "Add Multiple Tasks" button to Work Order edit screen Task tab

The Work Order module has been upgraded to provide a more flexible and comprehensive approach to task assignment within work orders. This enhancement focuses on improving the functionality of the Task tab in the work order's edit screen, allowing users to add multiple asset tasks and/or multiple standard tasks to a single work order.

 OKPMWMN-186

Bug Fixes

ID Area Title Description Reference
113837 Asset and Maintenance Plan Configuration Modified Status not correctly applying to inherited tasks when entities are modified via inheritance
Added the descendent of the asset type entities to also be included when changing the development status of the parent record.
H0010668
117378 Asset and Maintenance Plan Configuration Intervals on conditions
Added the missing Interval Type 1 ID field on the Regular Asset Task Condition template as the lookup filters by this ID.
H0011581
117766 Asset and Maintenance Plan Configuration "Save and New" option on Create Regular Asset Type Task Spare screen does not re-apply profile default value
Resolved an issue that caused the initial defaults to be lost when using the "Save and New" feature.
H0011807
117962 Asset and Maintenance Plan Configuration Unable to delete In Place Asset Type Responsibility record
The delete button has been removed from the dashboard as the delete function is handled by the Development Status Assist custom action.
120348 Asset and Maintenance Plan Configuration Loading failure modes in asset type component bug
When opening the Asset Type FMECA Create screen from within a component update screen, the Component field was not being set.
To resolve the issue, the mapping from the lookup template was removed. Custom triggers are now used to set the necessary input fields when a certain input field values change.
H0012707
121696 Asset and Maintenance Plan Configuration No asset types are showing in asset type tree
The tree counts table is populated after a conversion. The tree counts are used in the trees to show the expand icon or hide it if there is nothing below it. 
The tree counts table was empty for this specific database. On Key Support confirmed that the database was created as an empty database. 
The tree counts were manually calculated, which resolved the issue. 
When new empty databases are created, On Key Support creates the root nodes for the trees (asset-, asset type-, site, permission trees), but the tree count entries for those root nodes were not being created. Going forward, the tree counts will now be created when a new empty database is created.
H0013039
119050 General In-line editing at Regular Asset Attributes
The user is now able to set a Predefined Value value, and upon saving, the value appears in the expected column.
H0012231
122926 General UOM causing duplicate due tasks
Is Ready For Scheduling is no longer set to true on calendar-based regular asset tasks if the Actual Interval 1 value or Actual Interval 2 value is not at least 1 day.
115333 General UI Conditional formatting: Unable to get "tolower" to work in expressions
This bug is not reproducible. It has most likely been resolved as part of another bug fix.
H0011161
120154 Materials Management Material Classification and Notes error when updating material master
Empty Notes and Classification fields on material master records are now converted and migrated correctly.
H0012531
111384 On Key Plus Changelog sorting: Results in the scroll bar moving and records are not fixed
This bug was caused by a CSS property that is required for the sorting logic of the change log list. The scrollbar will now be visible at the very first list item when the sorting logic is applied.
H0009603
122378 On Key Plus Mobile phone display error
Resolved a styling issue that occurred when the user used the mobile version while having docking enabled on their desktop version.
H0013223
123120 On Key Plus Permission Tree and Sites collection endpoint does not return VIRTUAL - GLOBAL
The query endpoints for site and permission tree collections had a filter on that filtered out records with id < 1. Virtual global usually has an id =0. The filter was changed to instead only return records that has its parent not null. That means all records will be returned except the ROOT.
H0013430
123202 On Key Plus WorkOrderTaskResource->CostElement error when submitting WO
It's now possible for new clients who have not converted from On Key 5 to do costing where the source and target currencies are the same, such as posting resource usages.
H0013379
110885 Resource Management Resource dashboard specific profile failed to save as a new profile
This bug is not reproducible. It has most likely been resolved as part of another bug fix.
H0009035
118916 Resource Management Trade default rate is not pulling through to the resource's default rate
This bug is related to bug 116505. When creating a new Resource Trade record, the Default Rate field is now read-only and correctly defaults to the Default Rate of the selected Trade.
 H0012121
119449 Resource Management Site value not editable on Section record
It is now possible to update the Site value on a Section record.

H0012347
111422 System Management System Options > Work Orders Validation > Resource Duration Required
A new version of the System Option matrix, that is responsive to user interactions, has been implemented. Records are now loaded in a timely manner.
 H0009581
121445 System Management Query parameter special character behaviour
The query builder front-end has been expanded to cater for the escaping of special characters when switching between the visual and text views of a query.
H0012949
121534 System Management Unable to change Company Name
The missing Is Options Used value was added to the root regular asset and the failed notification response was surfaced.
H0012978
111158 Work Management Regular asset tasks error
This bug was resolved as part of feature OKPMWMN-167.
H0009481
112779 Work Management Rollout point
This bug was resolved as part of feature OKPMWMN-167.
H0010177
120123 Work Management Work Order Timeline goes empty when adding filter criteria
A timing issue, where the timeline was trying to refresh while the data is still being cleared after applying query customisation, has been resolved.
H0012514
122443 Work Management Merged work orders from different assets does not trigger follow ups when failed
Work orders records can no longer be merged if the merge results in the target work order record having asset tasks from source work orders which are not within the branch of the target work order's asset. The following changes have therefore been made to the work order merge validations and the merge implementation:
- if the asset of the target work order being merged is in the same branch as the source work order assets, but deeper in the branch, then the target work order's asset will be changed by the system to the nearest common MSI regular asset parent of the target work order's asset and the assets of all the source work orders' asset tasks.
- if the target work order's asset is in a different branch to the assets of the source work order tasks and there is no common parent MSI regular asset, then if system options allow, the target work order's asset will be cleared so that it has no asset. However, if the system options don't allow work orders without assets, then the merge will fail and an error will be returned to the user.
H0013183
122504 Work Management Work Order Status not changed
This bug was resolved by adjusting logic regarding the cached data.
B76517
122924 Work Management Work Order Meter reading batch patch API not working as expected
Resolved an issue where the status Code was not being set correctly for validations that failed as part of updating the meter.
H0013384

Known Issues

ID Area Title Description Reference
122341 Asset and Maintenance Plan Configuration Asset tree edit: Regular asset meter permission tree does not align with new source inherited permission tree
We are aware that some of the moved asset's detail records permission trees are not being updated. This will be fixed in the next release. An idea has been created in Aha for this design gap: OKPMAST-I-60.

How do I's

ID Area Title Description Reference
117141 Asset and Maintenance Plan Configuration Recursive asset tree component dashboard: Unable to edit a record
The bug was caused by the removal of a required field "RecordType". The issue will be resolved by adding the required field back using the query builder and then saving the profile. A copy of the profile, with this manual fix applied, is attached:  Profile_AssetTreeComponentsRecursiveDashboard_v12_LCC Overview_New.json
H0011571
122395 General Adding a file attachment in On Key Plus
The user did not have the required Work Order Lookup permission assigned. On Key Support added the permission to the applicable role, recalculated the user permissions and the user was able to successfully upload the attachment.
H0013213
118847 On Key Plus Wyn admin access
The client was assisted in creating a user role for the project engineer. 
H0012165