Add Similar – When adding a new record (for most record types), the user can create the new record
based on an existing record. A user can configure which fields to copy over from the original for each
record type.
Administration – A designated administrator can set-up the software to appear and behave
according to an organization’s business processes for each department and/or site. Settings include,
but are not limited to, label configuration, user access, work processes and electronic signature usage.
Application Hyperlinks – A user can select one or more records from a query result, right click and
send the hyperlink(s) for each record via email. The email recipient can simply click on the
hyperlink(s) to access each record. The number of hyperlinks that can be sent in one email is limited
only by the number of query results per page. If the system is configured for HTML emails, these
hyperlinks are automatically included within schedule notification emails. Hyperlinks can also be
included for workflow-based notifications via a macro.
Archive and Delete Records – Records throughout the application can be archived and deleted to
eliminate from active use assets and related records that are no longer available or applicable. Rights
to archive, delete, un-archive, undelete and view archived and deleted items are all controlled and can
be provided to limited groups and individuals.
As Found / As Left – An instrument record can indicate the as found and as left calibration
measurement data. This is beneficial for highlighting where remediation is required, provides concrete
documentation on current condition and provides valuable information for further analysis.
Asset Records – All data pertinent to an asset is recorded in the asset master record, including
manufacturer, department, serial number, and contact person. Information on work performed is
accessible from the master asset record. The asset record is completely configurable, including field
labels, tabs, pick lists, and associated documents and reports in order to track information important to
an organization’s facility.
Audit Trail – The audit trail provides a permanent record of all changes made to the data. Each time
a record is saved and changed, the audit trail tracks the date, time, old value(s), new value(s), and the
user who made the changes. Data from a specific point in time can then be easily retrieved and
reviewed, with highlighting of the changed or signed fields. The audit viewer allows users to compare
the differences between any two versions of a record. Audit reasons can be configured to be entered
in a freeform textbox or from a pre-defined picklist. Different approaches and different picklists can be
used for different record types.
Barcode search – Use the quick search field to pull up any record automatically from the input from a
barcode reader.
Batch advance – Users with the appropriate rights can advance multiple records to the next state or
even move them into an entirely different business process rule. Select records to advance from the
query results. The user will be advised if any of the selected records have not met prerequisites to be
advanced.