πŸ“‹ Paperwork Improvements

Last night we rolled out an update to Paperwork Management that we think will help better organize all of the various types of documents our documents need to keep track of.

πŸ—„ Document Categorization

Users can now choose a category that a particular document falls under when uploading it. The options include:

  • Regulatory Documents
    • These are documents such as state-specific forms that
  • Service Provider Documents
    • Documents or forms provided to you by your service provider go here, things like invoices, receipts, or work orders that you'd like to keep track of
  • Other Documents
    • This is a catch-all for any other type of document you'd like to track/store

πŸ“’ Compliance Book Management

As we continue to evolve the way Compliance Books are generated and managed, we wanted to make it easier to mark certain documents as visible in the compliance book, so now, when a document is added, you can specifically choose if it should be visible in the compliance book.

Also be on the lookout for some more exciting updates in this area in the near future.

πŸ”— Streamlined Inspection Results into Paperwork

There are also improvements behind the scenes that streamline the way documents are generated and stored via inspections.

Now, when an inspection is properly configured, PASS Tools will automatically fill out any state-specific forms that are required, along with the normal results and documentation that are typically generated, and file them into the proper sections in Paperwork, while also marking the proper documents as visible in the Compliance Book.

As always if you have any questions, comments, or feedback please contact us.

βœ… Inspection & Action Item Improvements

Over the weekend we launched a substantial update to the way customers manage action items and inspections. Many of these improvements came from feedback and suggestions from our customers, and we can't thank them enough for helping us to build the best platform possible.

β™ŠοΈ Introducing Action Item Occurrences

Previously each time an action item occurred, it was logged as its own, separate action item. This behavior lead to what essentially amounted to data duplication when the same action item was identified across multiple visits.

Starting with today's update, when action items are recorded, Tools checks to see if the same item is still open from a prior visit, and if so, an additional occurrence is recorded, but only one action item is kept open.

πŸ€– Automatic De-Duplication

We've also analyzed all open action items our customers currently have and automatically rolled them up into the appropriate groupings of occurrences.

πŸ“ˆImproved Photo Upload Performance

Let's be honest, sometimes photo uploads didn't quite work as well as they should have, and today's update aims to fix that. We've changed the underlying method used to upload photos to Tools that should dramatically reduce timeout errors.

πŸ“Έ Ad-hoc Action Item Photos

Inspectors now have the ability to take photos and attach them to ad-hoc action items created during an inspection.

πŸ“ Create Action Items Outside of an Inspection

Users now have the ability to create new action items directly from a facility's action item screen.

πŸ“‹Improved Mangement During Inspections

Action items generated during an inspection are now easier to manage. Inspectors can more clearly see which action items are generated based upon the responses they give for a given question and leave additional notes directly on the action item.

πŸ—„ Export to CSV

We've also added the ability to export action item lists to a CSV file that can be opened in Excel or any other of your favorite spreadsheet programs.

πŸ†’ And More

There are a number of other smaller UI tweaks and improvements that we hope you'll enjoy and find useful. We've also set the table for some really exciting improvements that you'll see in the coming weeks 😎

As always if you have any questions, comments, or feedback, please feel free to reach out.

πŸ”Ž Full-text Search

This one is a feature many of you may take for granted thanks to Google, but rest assured, implementing good search tools isn't as easy at it may seem, just check out this Wikipedia article on stemming.

With that said today we've rolled much improved searching for users, facilities, and companies. We'll now return results even if you transposed a letter or two, or even searched for a common variant of a name or word (ie Jeff vs Geoff or Jim vs James).

πŸ“’ Facility Compliance Books

We recently rolled out a new section at the facility level we are calling the Compliance Book.

This section is a handy, go-to place to quickly find and reproduce all of the relevant documents and results that you may need to present whenever your friendly neighborhood regulatory stops by.

PASS Compliance Book

This is just the tip of the iceberg in terms of what we have planned. In the near future, you'll see some really cool improvements here to make it easier not only to access and share this data but also help you understand what you're missing

Equipment subcomponents

At the end of last week, we deployed one of the biggest structural changes to PASS Tools in a long time.

These changes were all in preparation to release a substantial upgrade to the way data is collected and reviewed for facility equipment and property - a feature we are calling Equipment Subcomponent.

What's a Subcomponent?

We recognize that most types of equipment at a fueling facility are often times their own collection of pieces, parts, and systems of their own, and this update addresses this.

Beforehand, PASS Tools tried to ask blanket questions to cover all of these scenarios and did an OK job at it, but being just OK wasn't good enough for us, especially knowing that our customers depend on us to ensure that their systems are compliant.

With that in mind, we came away from the drawing board with the idea of subcomponents, which are essentially the way that clients can better organize, group, and track data about their equipment.

Adding/Defining Subcomponents to your Equipment

Let's use the example of a UST. The heart of a UST is the tank itself, but there are also a number associated parts that make-up the entirety of it. Items like sumps, spill buckets, STPs - depending on the age and type of UST, you could have dozens of different configurations and combinations of said components.

subcomponents.png

In the screenshot above you can quickly see that this UST has 2 spill buckets (via the grey number badge) and that there are 3 required fields not yet filled out (the red number badges).

You'll also notice the green, "Add Spill Bucket" button, which allows us to add multiple spill buckets if necessary. There is also "Edit" button on the Fill Port which lets us rename this spill bucket, and also add any extra notes about it.

Improved Inspection Questions and Flow

With the improvements to equipment data collection in mind, we've also updated our inspection questions to collect more granular data about these subcomponents. This included improved navigation and data grouping in the inspection results.

We are excited for our clients to start using this feature and look forward to hearing what you think!

πŸ” Ensuring Strong, Uncompromised Passwords

Over the weekend we added a new security feature to PASS Tools leveraging the Pwnd Password Database.

Whenever you add a new user or update a password, we will run checks against this database to ensure that you are not trying to use a known-to-be-compromised password. If you are you'll see the following message:

Pwnded Password Error Message

This is a simple but powerful check that helps ensure our users are as secure as possible.

πŸ—“ Company Calendar

This week we launched a great new screen for companies, the Calendar!

This view shows all inspection activities for the company as well as paperwork expiration dates. This has been a long requested feature and we are happy to finally deliver it.

PASS Tools - Company Calendar

🎨 Photo and Avatar Improvements

Over the weekend we launched a UI update that should improve your ability to things in our list views.

Before, we had some very generic default images for user, company, and facility records, which sometimes made it hard to sift through a list view.

This update creates a colorful image with the initials of the record, which should make it just a little bit easier to find what you're looking for.

Here's a side by side comparison:

company-list-compare.jpg

πŸ—£ Introducing Discussions

We've just launched an update to the way comments work in some areas, specifically at the Company and Facility level.

Up until now, comments on a company or facility were just one, long stream, that would just go on forever, with no good way to organize thoughts or subjects - enter Discussions.

Discussions now give you a way to create a new place to carry on specific topics in their own, neat little area, keeping things much more neat and tidy, while also helping to minimize notification overload.

Using them couldn't be simpler, just look for the Discussion tab to get rolling.

We've also designed discussions in a way where they can be scaled out to other parts of PASS Tools, so if you have an idea or suggestion so to where you'd like to see discussions, let us know!

πŸ“Ž Comment Attachments

Today we are excited to announce the ability to attach files to comments. This can be done in two different ways.

πŸ–₯ Via the Comment Form

When adding a new comment you'll now see a Files selector where you can choose the documents or images that you'd like to attach.

πŸ“§ Via Email Attachments

If you are replying to a comment via email it's as simple as attaching the files to your reply! The files will be automatically saved to the comment, and direct links to them will also be provided in the notification emails that others users who are on the comment thread.

This has been a widely requested feature and we are happy to finally be able to launch it.

No published changelogs yet.

Surely PASS Tools will start publishing changelogs very soon.

Check out our other public changelogs: Buffer, Mention, Respond by Buffer, JSFiddle, Olark, Droplr, Piwik Pro, Prott, Ustream, ViralSweep, StartupThreads, Userlike, Unixstickers, Survicate, Envoy, Gmelius, CodeTree