πŸ’Œ Updated Account Notifications

We've just introduced some new account notifications that we think will give everyone a bit more peace of mind.

πŸ“§ Email Change Confirmations

Now when you change your email address, a confirmation message will be sent to the new address and ask you to verify the change. This helps ensure that the change was on purpose... and that the address wasn't fat-fingered πŸ€¦β€β™€οΈ

πŸ•΅οΈβ€β™€οΈ Password Change Notifications

When your password is changed you will receive an email notification letting you know about the change

πŸ‘‹Welcome Emails

We will now send out a welcome email to any new user who is added to PASS Tools. The message gives the user an overview of their account details and asks them to confirm their email address before getting started. The message also contains a few other hints on getting going with their new account.

❄️ Uniquely Yours

If your account is branded, all of these messages will incorporate those customizations, and in this case, it's easier to show you what we mean, rather than try and explain it.

Here's a default message sent to a customer who works directly with PASS Tools:

pass-email.png

Here's that same message sent to a customer of one of our service provider partners, Henrich Equipment:

henrich-email.png

Everything gets customization β€” the product name, branding color, logo, even the from email name and reply-to/support email address. This helps position our service provider partners to provide an even more tailored experience.

While these are relatively small changes, we think that they go a long way in making PASS Tools more friendly, easy to use, and enjoyable.

πŸ“‹ Work Order Management

Last week we quietly launched Work Orders, and we couldn't be more excited to explain them in a little more detail with you today.

Work Orders are our remedy for keeping up with open Action Items when you're running at scale on PASS Tools. They allow you to:

  • Reduce duplication of effort around managing and communicating about Action Items
  • Create a workflow around discussing, approving, and resolving/closing Action Items
  • Complete the feedback loop on your UST walkthrough inspections by easily organizing proof of resolution

We can't wait for you to start using Work Orders and welcome any feedback and suggestions you come up with along the way.

Read more about them in our Support Center β†’

πŸ“„ Inspection Summary Report for Companies

This week we launched a simple, yet very useful report, at the Company level β€” we call it the Inspection Summary Report.

The report lists all completed inspections as well as the total action item count and open action item count. You can also export the report as a CSV and create pivot tables until your heart's content.

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