Hello, it’s been a little over a month since the new year. 2021 had been quite an amazing year of growth for Reftab and we are excited to continue improving the platform into 2022. We’re including some highlights from late 2021 here as well.
Business Plan Updates
Installable Windows agent now available.
- Downloadable from the, “Settings” > “Agent” page. You’ll see instructions on screen for installation.
- After the agent is installed on a Windows computer, it will add a new asset into Reftab and maintain a connection to your Reftab account. You can sync data such as: “Hostname”, “Free Storage Space”, “Geo Location” , “Serial Number”, and more.
- The agent is ideal if your organization doesn’t use a management system such as MS Intune because it reduces repetitive and manual tasks such as adding assets into Reftab by hand.
Intune and Jamf Auto Assign Assets to Users
- Assets synced from Intune and Jamf can now automatically assign assets to users.
- There are certain permissions required for this for Intune, see our updated Intune guide here: https://www.reftab.com/faq/ms-intune-integration-guide/
- By having Intune and Jamf automatically assign assets, you no longer need to manually perform repetitive tasks such as checking out assets to users after the asset is added to Reftab.
- With this update, Reftab is well suited as a “single pane of glass” to manage all Apple and Windows devices, both networked and non-networked devices along with their current users in one, easy-to-use system.
- There’s also a setting to map the asset title to a chosen field from Intune and Jamf.
Maintenance Reporting and Assigning Improved
- You can now build reports on ‘Upcoming Maintenance’.
Being able to see the maintenance that is due for an upcoming time period helps manage equipment usage and ensures people who need to be aware of maintenance are kept informed easily.
- Display Results in Email Body: Scheduled Reports can now display results in the body of the email instead of sent as an attachment. To enable this, edit your scheduled report and check the box, “Email Results in HTML Table?”
- When the report arrives in your inbox, you’ll see results on screen instead of needing to open an attachment.
- Assign Maintenance to Loanee: Maintenance alerts can be assigned to the “loanee”, meaning whoever is assigned to the item when maintenance is due will receive the alert.
- Prior to this update, scheduled maintenance only allowed for choosing a specific user to be alerted. Now, you can choose “Loanee” .
- This is particularly helpful if you have equipment assigned to users that need to drop-off the equipment to someone else for maintenance.
- To enable this, edit your preventative maintenance jobs and select ‘Loanee’ for ‘Assigned To User”.
Pro Plan Updates
Automated Workflow Enhancements:
- When building workflows, you can now update asset details automatically.
- Example 1: when maintenance work is complete, update the asset field of “Date of last complete maintenance” to the date the maintenance completed.
- Example 2: When maintenance work is complete, update the asset field of “Date of next maintenance” to one year ahead.
- New action of “Fulfill Reservation”
- This action can automatically fulfill a valid reservation based upon triggers and conditions in the workflow. This is helpful to reduce manual work for users.
- Example 1: When maintenance is completed on an asset, if the asset has a valid reservation, the workflow will automatically fulfill the reservation at that time.
- Example 2: Every day at 3:00pm fulfill any valid reservations that have been set on Studio Rooms.
Updates to Consumables
- Pick and choose which default transactions to display
- From the accessory page, click “Custom Transactions” and choose which ones you’d like to keep or remove.
- New transaction type of “Set Stock”
- Set stock is a transaction you select when you want to reset the current quantity of a consumable. For example, if you need to do stock take to record how much you currently have, create and use a transaction type of, “set”.
- Set stock is a transaction you select when you want to reset the current quantity of a consumable. For example, if you need to do stock take to record how much you currently have, create and use a transaction type of, “set”.
All Plan Updates
- New setting to default to “Indefinite” loan.
- Click “Settings” > “Loan Options” > “Default value for indefinite on loans”.
- Categories and Locations can now have a default image.
- For categories, click “Asset Categories” > Select a Category > “Set Image”
- For locations, edit a category and click “Set Image”
- As of now, these images only display within the mobile app and user portal.
- Check out emails can now be disabled when loaning items indefinitely. With this setting enabled, check out email only sends for short-term loans.
- Click “Settings” > “Loan Options” > “Send Indefinite Check Out Emails”
- Asset details can now appear on the loan emails.
- Click “Settings” > “Email Settings / Logs” > edit “Loan Checked Out”. You will see a button for “Show Replacement Fields”. Copy and paste any values available into the body of the email.
- New setting to select a location to move an asset to when checking out and checking in.
- Click “Settings” > “Loan Options” > “Loan Location Changeable on Return / Loan Location Changeable on Checkout”
- This is a helpful setting if when assets are checked in / out, you need to move the item to a new location. (Otherwise, you can automate this task with a custom workflow).
- You can now re-arrange the column ordering on the assets page.
- Click and drag on column headers to move left and right.
- You can now transfer accessories between locations without having to set the accessory as “global”.
- Prior to this update, only global accessories could be transferred. Now, if you have an accessory created at a specific location, you can transfer it to another location without having to save it to “global” first.
- New Access Role setting for “Kit Access”. This is a setting that works for all kits as opposed to singular kits. At this time, kits are still governed by the location they are in. If a user logs in and cannot access a location, the kits within that location wont be visible either. This new setting governs access to kits on a global level.
- Dates are now appended to the automated reports file name. This is helpful because filenames with dates give you an idea of when the report was run.
Performance Enhancements
- Our team has been working hard to not only keep systems up-to-date on the back end up but to improve performance across the board. Recent updates have been made so that for some users, speed improvements should be noticeable.
Upcoming Feature Highlight
- New label designer and print tool
- We have had a lot of users express interest in being able to directly print barcodes and qr-codes to their dedicated label printers. There are quite a few brands and models of printers, such as Brother, Zebra and Dymo to name a few.
- This new tool will generate a PDF sized for whichever dedicated label printer, roll size, or desktop printer you use.
- You will be able to create and save custom sizes, add images, move the barcode / qr-code and add text.
Thank you for taking the time to read our release notes. As always, these features and improvements are directly from you, our customers. We enjoy building them and working with you to improve, automate and streamline your operations – keep the suggestions coming!
P.S. To enter a support ticket or feature request, please email “help@reftab.com“.
