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Jan 2020 Release Notes

Posted on by Michael Caslowitz

Hello,

We are excited to share with you new Reftab features released this past weekend. These updates come from customer suggestions and we thank you for your continued feedback to help improve Reftab. 

Desktop Updates:

  1. Kit Templates: Available to Enterprise plans, you can now build templates which describe specific components kits should be made of before being loaned to anyone. You can use the mobile app, (and desktop site) to scan barcodes allowing you fill the kit.
    1. This helps ensure kits are built with all necessary components before going on loan.
    2. You are also given a “Potential Kits Count” which tells you how many kits can be made based upon the requirements in the template and the available items in your account. 
    3. For example, you can have a template, “Employee Workstations” which requires one laptop with 16GB RAM, a laptop charger and two monitors. Based upon items available in your account, Reftab will show you how many “Employee Workstation” kits can be assembled.
  2. Edit Reservation Dates of Assets: From the reservations page, a new button will allow you to edit the reservation dates of a submitted reservation.
    1. Portal users can edit their reservation time. However, the access role they are in must have the option, “Allow Edit of Asset Loan Due Date” set to “on” and “Allow Override Loan Rules” set to “on“.
    2. Note: Only reserved assets can be edited. We’re working to add kits / accessories / license reservation edits in a supplemental update.
  3. Edit Loan Return Time: From the loans page, a new button will allow you to edit the loan return time.
    1. Portal users can edit their loan return time. However the role they are in must have the option, “Allow Edit of Asset Loan Due Date” set to “on“.
    2. Note: Only loaned assets can have their loan return time edited. We’re working to add kits / accessories / license loan return edits in a supplemental update.
  4. Keyword Search:  Search assets based upon keyword is now available to portal users and admins. To use the keyword search as an admin, select ‘keyword’ from the search dropdown list. Portal users will use the search input above the list of categories. 
    1. For example, if you type “123-ABC”, Reftab searches all assets across all fields and asset titles that match that value and returns those assets.
    2. Note: Only searches assets currently.
  5. Scan Out Page Defaults:  From within “Settings” > “Loan Options” there is a new setting called “Scan Default”. The value set here will automatically be selected on the scan out page.
    1. This makes using the scan out page easier for users. The loan return time will auto select the option you choose instead of an end-user having re-select an option if the page refreshes or another user uses a different setting.
  6. Hide Indefinite Loans: From within “Settings” > “Loan Options” there is a new setting called “Hide Indefinite”. This allows you to hide (or show) indefinite loans on the loans page
    1. This helps clean up the loans page by hiding items that are indefinitely loaned. Feedback we’ve received was that most of the indefinite loans are more or less permanently assigned items. The loans page can now filter out indefinite loans by default to avoid accidental return of an assigned item and make the list easier to work with.
  7. Show Asset Images by Default: From within “Settings” > “General Settings” there is a new setting called “Display Images”.  Setting this to “on” will show asset images by default when viewing the asset table.

Mobile App Updates:

  1. Clone Assets: Assets can be cloned from within the mobile app
  2. Fulfill a Reservation: When an asset is scanned, if the asset is reserved for the user, they can now tap a button to ‘fulfill’ their reservation. The item will move form being reserved to being checked out to the user.
    1. This allows users to fulfill their own reservation as opposed to having the need for an admin to check out a reserved item.
  3. Specify Loan Times: When loaning items within the app, you can now choose a specific time as opposed to a date only.
  4. Scan Kit Template Items: App can be used to scan items into kit templates.

General: 

  1. Fixed a bug on the login page when using the ‘Remember Me’ option would not remember the login. This is now resolved. 

Please remember to update your iOS and Android apps for proper functionality. If you have issues, please perform a force close and then reopen the app. 

Thank you for reviewing our release notes. For any questions, please reach out and we’ll be happy to help.

Michael Caslowitz