πŸ“ Fillable PDF Improvements

On Friday we introduced an update to our fillable PDF technology that should improve loading and performance as well as introduce a long awaited feature: auto-populating fields!

Now, any PDF template that is created using our documented naming conventions can be auto-populated with any relevant organization and facility related information, including names, addresses, and phone numbers.

πŸ“„ Equipment Documents

We've just launched an update that now allows you to upload documents that directly relate to a piece of equipment.

This feature is great for storing things like manuals, warranty information, tank charts, or any other pictures/documents that you might need associated with your facility's equipment.

Equipment Documents

πŸ“’ Logbooks

Logbooks are a great way new to track information at the facility level. They might include documents like:

  • Cathodic protection logs
  • State-required alarm and maintenance forms
  • Inventory reconciliation forms
  • Any other form that need to be filled out on a reoccurring basis and filed into your paperwork

You may be asking yourself how Logbooks differ from inspections so the best way to think about it is:

Inspections consist of an in-depth set of activities that triggers action items and are typically performed only by qualified individuals such as a designated operator or service technician.

Logbooks are meant to collect simple pieces of information such as a checklist, reading/measurement, or any other data point that is required to be recorded on a set schedule.

More information can be found in our support center.

We can't wait for you to start using them so please contact support to get started.

Dispenser Detail Report

The Dispenser Detail report is designed to give users quick access to many of the most useful attributes of all fuel dispensers that belong to a Company.

It can be easily searched and exported to a CSV for easy sorting and filtering in a spreadsheet.

Currently this report is only found at the Company level. You can run it by navigating to: Company > Reports > Dispenser Detail Report.

For more details you can check out our support article.

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UST Detail Report

The UST Detail report is designed to give users quick access to many of the most useful attributes of all underground storage tanks (USTs) that belong to a Company.

It can be easily searched and exported to a CSV for easy sorting and filtering in a spreadsheet.

Currently this report is only found at the Company level. You can run it by navigating to: Company > Reports > UST Detail Report.

For more details you can check out our support article.

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πŸ”§ Updates to the Equipment Inventory Report

We've just launched an update to our Equipment Inventory report found at the Company level.

You'll now see the ability to filter equipment based on category as well as facility groups. You can also do a text search if you're looking for a finer level of detail. You'll also be able to export results to CSV!

Please take a look and let us know what you think.

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:

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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.