Hello from the Reftab team!
We hope everyone’s new year is going well. Here are some of the new features and updates we’ve made to the Reftab platform.
We’re excited to share them with you, mainly because these features are requested by you, the customer. We’re excited and proud to help improve and streamline the way that you manage your asset inventory.
New Updates For Customers on All Plans:
- Reserving assets can now be done within the mobile app.
- This is for assets only (no kits or accessories – yet).
- Business hours can now be individualized for each location.
- Prior to this update, when business hours were set, they were set for each and every location you had.
- Business hours can now handle exceptions.
- This is useful if you want to restrict loans for holiday breaks or specific times during the year.
- Click, “Settings” > “Date and Time” > “Configure Business Hour Exceptions”.
- Sub user accounts can now save data for Employee ID and Title fields.
- This is useful for scanning barcodes of users who will borrow equipment.
- Prior to this update, Employee IDs were only available to loanees.
- On the loans page, you’ll see a column of check boxes. These can be used to return items in bulk.
- Prior to this update, loaned items were returned one-by-one on the loans page.
- Saved assets can now be moved between categories.
- This will only work if the new category includes all the fields of the original asset category. (This way, data is never unwittingly removed).
- Custom loan fields now display in the accessory & license page table of loans.
- You can now print multiple of the same barcode for accessory items.
- Prior to this update, the system had no option to print duplicate barcodes.
- There is a new setting on fields called, “No duplicates”.
- This is recommended for holding data such as serial numbers that must not be duplicated through your list of assets.
New Updates for Customers on Pro Plan and Up:
- Kit emails now list the individual assets and accessories within the kit.
- Before this update, the kit email only showed the kit name and loan information. There was no way to know what was in the kit from looking at the email.
- Consumables can now have a default selected transaction. Click “settings” > “personal” scroll to the bottom and find the setting for, “Default Value for Consumable Transactions”.
- This is helpful when you need to quickly perform transactions without having to manually select transactions like “purchased” or “used” every time.
- Consumables can now be tracked to a loanee.
- This is useful if you perform a transaction and also want to log to whom.
- Workflows have been updated to include new trigger of “Scan barcode”.
- Helpful if you want to do something to an asset each time the barcode is scanned.
- For example, if a specific person scans a barcode, you can automatically move the asset to that person’s location.
New Features Available by Request:
Maintenance tracking – this is a new feature that will allow you to log maintenance and assign work orders to technicians.
The work orders can be completely customized to display tasks specific to what needs to be done. For example, you may have assets that need safety inspections or items that need cleaning or calibration in order to be used.
This feature will do the work for you of placing these assets in a state of maintenance and will automatically notify someone to complete the work.
The system will trigger an email to a technician and the tech can then use the Reftab mobile app to complete the maintenance which will automatically place the asset back into an operational state.
Demo Video
Here is a short demo video giving a good overview of this feature: Asset Maintenance and Work Orders
Thank you all very much for your continued support!
The Reftab team is completely dedicated to each and every one of our customers. We hope these updates will make your daily lives easier.
As always, reach out to [email protected] for any questions, we are happy to help.
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