Hello!
We’re excited to bring to you the latest Reftab updates for July and August of 2021. We’ve introduced quite a lot in the past two months and as always, features and improvements are made via customer requests.
We feel customers know their business needs better than we do and should be part of adding desirable features and improvements.
2 NEW INTEGRATIONS
MS Intune – Microsoft Intune is a cloud based service that lets IT manage mobile devices, PCs and apps. When a device is managed by Intune, it is automatically added to your Reftab account. By doing so, you drastically reduce the amount of manual data entry needed within Reftab.
View How-To Guide: https://www.reftab.com/faq/ms-intune-integration-guide/
Zendesk – Zendesk is a software service with products related to customer support and sales. By integrating Reftab into Zendesk you can link Reftab assets on Zendesk tickets so that you can view the specific details about the assets, without having to bounce between multiple tabs.
View Reftab in Zendesk Marketplace: https://www.zendesk.com/apps/support/reftab/
This now means that Reftab has integrations with major platforms like:
- JAMF
- Intune
- Jira
- Zendesk
- Azure
- OKTA
- Zapier
2 NEW FIELDS
Geo Location – by adding a ‘Geolocation’ field to your categories, you can edit the asset and capture geo location.
The app will capture the phone or tablets geo location and assign it to the asset. This way, you can see on a map where that asset is physically located. (Coordinates can be pulled in from browser as well).
Asset Linking – by adding an ‘Asset’ field to your categories, you can link one asset to another.
For example, if you had an asset that was a component of another, you can add a new field called “Asset Component” with the field type of “Asset”. Then, when editing the main asset, you can link another asset to it. If you click on the linked asset, you’ll be taken directly to view it.
2 NEW REPORT ABILITIES
Report on Loan Custody Verifications – You can now run reports to show you who has pending, completed and cancelled custody requests, and report on their specific response.
For example, you can report on all the users who responded ‘no’ to having custody over their equipment. This is helpful because you won’t need to log into Reftab to see who responded, you can rely on a report sent to your inbox which makes your day-to-day easier.
Report on Asset Changelog History – You can now run reports to show you the changelog history of assets.
For example, you can show a report on specific users and see all the changes they’ve made to assets such as moving locations or changing status labels.
3 UPDATES TO BARCODE PRINTING
1) New Avery size – 60506 for ultra duty white waterproof and UV resistant (2” x 2”)
2) Print barcodes by supplying a list of asset id’s – Prior to this update, you would need to check individual boxes for the assets you needed to print. Now, you can paste a list of id’s.
3) Custom fields can display on tags – You’ll see on the print page an option for “Text Replacements”. This will show a drop-down list of the fields available to print on the tag. For example, you can print things like ‘vendor’ or ‘serial numbers’ as long as the asset has that data, it’ll appear on the tag.
CONSUMABLES & KITS
Consumables can now be added to kits – When the kit is checked out, the consumables within the kits will be used up. For example, if 5 consumable items are added to a kit, when that kit is checked out, that specific consumable will be reduced by 5.
LOANEES & SUB ACCOUNTS
1) When a sub account is ‘disabled’ they will no longer appear in the list of loanees when checking out equipment.
This is helpful to reduce unnecessary users from displaying when checking out / reserving equipment.
2) Bulk convert loanees to sub-accounts.
If you have many loanees, you can now convert them to sub-accounts by using the check boxes on the loanees page and clicking “bulk actions” and select “convert to user”. As a reminder, loanees can not log into Reftab, sub-accounts can login by adding them to an access role.
IMPORTING LOCATIONS AND SUB LOCATIONS
You can now import both locations and sub locations into your Reftab account from a CSV file.
This is helpful of course if you have many locations to import and want to avoid manually adding or assigning locations as sub locations. Click the “how-to” button on the import / export data page next to “Import Locations” for more details on this process.
LOANS & RESERVATIONS
1) Default loan of ‘indefinite’ – This was asked for by many users. When checking out equipment, you can have the option for “indefinite loan” checked by default.
This is big time saver when assigning equipment. An update to the mobile app is coming out shortly to support this.
2) Time blocks for asset reservations – You can now have pre-set time blocks for reservation dates. So for example, if you’re a school and want to set times for class periods, you can set each period as its own time block.
This saves both time and avoids unintended or accidental submission of reservations for incorrect times. This feature is currently in version 1 and an update to the mobile app is coming out shortly to support time blocks.
CREATE CUSTOM DESIGNED MAINTENANCE PDFs
For our customers using the maintenance feature, you can now create custom PDFs for your maintenance reports.
On the maintenance form designer page, you’ll see a button with an Adobe PDF icon. Click that and you’ll be able to design custom PDF forms for each of your maintenance types. When maintenance is completed, you’ll see a “Download PDF” button.
You can put details of the maintenance (such as who completed the work, date and time, etc), add logos, custom text information, bullet points, tables and so on.
This is great for having to share maintenance work to customers or other members of your organization because it can look more professional by including your company logo for example.
NEW WORKFLOW TRIGGER: Reservation
Create Reservations is now a trigger on workflows. This allows you to build a workflow that runs anytime a reservation is submitted. For example, when a reservation is submitted you can display a message or send the reservation email to a specific person.
NEW WORKFLOW ACTION: Send Custody Verification Request
Send Custody Verification Request (verify loan) is now an action on workflows. For example, you can now create a workflow that 6 months after date of check out, have an action of “verify loan”.
SET DEFAULT VALUE FOR DEPRECATION LIFESPAN
You can now set a default value for the lifespan of an asset. Prior to this update, when new assets were created you had to manually add a value for ‘lifespan’. Now, the system will auto populate this field with a pre-set value. This helps save time and avoid any mistakes.
NEW FIELD TYPE FOR LOANEES & LOANS
You can now create select lists for custom fields on your loanees and loans. This way, you can capture more accurate data on loans and loanees without having users manually type in values.
MISC.
Keyword search now searches on status labels and loanees. Previously keyword search only returned results on assets.
Ability to edit the date of check out of an asset on loan. On the loans page, click “Actions” and you’ll see a new option to “Edit Check Out Date”.
We couldn’t be more pleased with how the platform is progressing and the feedback we’re getting from our wonderful customers. We know that these features and updates improve your day-to-day operations and as such, we’re incredibly proud to be able to serve you.
As always, keep the suggestions coming!
Thank you!
