New Mobile App Updates

Hello,

We’ve made a few updates to the Reftab iOS and Android mobile apps.

  • Scan accessories and check accessories in and out, in bulk.
  • Scan kits and check kits in and out.
  • If an asset tag is scanned, and it does not exist in your Reftab account it will ask if you want to create a new asset using the scanned barcode.

These settings have been requested frequently so we’re happy to be able to release them this past week.

Regarding the mobile apps, we are working on an entirely new build. This build will be more native and access more features of the hardware of tablets and phones.

For example, we’ve had some interest in using the front facing camera to check out assets as a ‘kiosk’ / self check out mode. The apps will also feel more solid to work with and provide a smoother UX.

Thanks for reading. We hope to have these new builds out soon!

What we’ve been working on

Wow!! We have been growing like mad as of late, it’s been very exciting. We’re happy to be able to bring a product like this that works great for our customers and we’re continuing to build new features and improve upon what we’ve got. Here’s a list of what we’ve released lately:

  • Kits – bulk accessories and assets together into one loanable item. Kits can be checked out to users and reserved both in the user portal and as an admin.
  • Bulk Check Out Accessories – Instead of checking items out one-by-one use the counter to set an amount, and in one click, items are assigned.
  • Active Directory – LDAP Sync – Sync with an active directory so that users are created automatically as loanees instead of having to create a loanee each time a user arrives at your organization. (this is done automatically as a scheduled job)
  • More User Settings – You can now set how you would like your calendar to appear, you can set your date time to 24 or 12 hour time and a few other options have been added such as pre-defined loan hour periods.

We also have been doing some backend updates to improve our code base in order to keep things lean and reliable. This will help us with future additions to our product.

We’re working to basically make all actions available to be done in bulk. We recognize that having to manage a lot of equipment means that you want to perform actions in Reftab quickly. We want to lessen the frustration of having to click too many times on multiple items to perform the same actions.

Lastly, we’ve got a lot to do in our pipeline. We’re going to pretty much give our mobile app an entire refresh and allow it to work with kits and accessory items. We’re also going to be adding more field types.

Thank you to all of our new customers! Again, we’re so happy to be able to provide software like this to help you in your day-to-day. Please reach out to info@reftab.com if you have any questions for us.

Asset Change-log History

Reftab can log changes made to assets so that you can view past history of how assets move between locations, status changes and even created / deleted information.

If the setting, “Record asset change-log” is on, every time an asset is created, deleted, or gets updated (including changes location), the old value, new value, date and time and the user who made the changes is logged. This setting is available to Pro and Business subscriptions only and not available for Standard or Free accounts.

For information on other ways Reftab can log data, see here: https://www.reftab.com/faq/viewing-and-exporting-logs-in-reftab

To turn on click “Settings” > “General

Then, find “Record Asset Change-log” and turn it “On” and click “Save System Wide Settings”

When assets are updated, you’ll be able to see the changes in the tab “Changelog History”

You can view change-log history for each user on the “Loanees” page. This will show you changes made by the individual user as opposed to on a singular asset.

For additional logs and information on other logging and how to export logs, view our FAQ here: https://www.reftab.com/faq/viewing-and-exporting-logs-in-reftab

For questions, email ‘help@reftab.com’

Thanks!

New Feature: User Request Portal

Hello!

Reftab has just released one of the biggest feature updates to the platform: The User Request Portal. This allows you to set up a custom branded portal for your end users to login and submit requests for available assets, accessory items and software.

Once an item is requested, an email, (which can be customized) gets sent to the user as well as any other email address you would like CC’d or BCC’d. Next, the reservation will be visible under the “Reservations” section of the site. The dates in which the item is reserved are blocked off so that no one else can reserve the item on those same dates. There is a calendar view in the portal that will display the currently reserved dates on each individual item. Once the date of the reservation is met, you can check out, (assign) the item to the user.

Furthermore, the way you allow your end users to access the portal is by adding users to a RBAC group that has portal access. You may have an unlimited amount of these groups. This means that you can display specific assets, inventory items, software and locations to individual groups.

For example, if you have users in a location on the east coast, you can create a group that when logged into the portal, only see items available to that east coast location.

This is the first iteration of the User Portal. We will be focusing on adding more features to this as we move forward. This feature was highly requested and we are very pleased to now offer it to our users.

For any questions, please feel free to email info@reftab.com and we’ll be happy to help.

Thank you!

 

Updates to Asset ID’s

As of late, the Reftab team has been busy behind the scenes. We recently updated our platform to allow asset id’s to include letters and numbers. We’ve put out app updates for both iOS and Android’s to be able to scan QR-Codes and Barcode asset tags with letters and number as well. Please remember to update your app!

Additionally, we have made some other updates:

  • Asset, Accessories and Licenses will now log who checked out the item. This is automatically included in reports as well.
  • There is a new Avery sheet label size: NoPeel L6145 (45.7 x 25.4 mm) for our customers across the globe using mm sizes.
  • We’ve also included some updates to include better alerting on accessory minimum quantities and expired licenses.

Next, we will be issuing an update to be able to define an asset ID pattern setting. This will help with each asset being created to include default affixes.

Thank you! Reach out to info@reftab.com for any questions.

New Features Added

This past week, we rolled out the following updates:

  1. Updated the bulk edit function. You can now supply a list of asset numbers into a text field manually, instead of checking off each individual asset. This will help make bulk editing much quicker and easier.
  2. We’ve added Two-Factor Authentication. If you choose to enable it, this is an added security measure to authenticate user logins. We use an authentication app, which, instead of using SMS text messages, you use an app such as Google Authenticator or Authy which generates a access code.
  3. We’ve added the ability to change the due date of asset loans. Once an asset has been checked out, you can change the return date.

Most of the features we build are a direct result of customer requirements. We love hearing from our users and giving them the features they need. Please feel free to reach out to info@reftab.com. Let us know how we can help.

 

Submitting Bookings and Reservations in Reftab

Hello,

We’ve built out a feature to reserve assets, accessories and licenses. A reservation is a date range for an asset to be used. It is essentially a future loan of equipment.

If you’re looking to setup recurring reservations / bookings, see this FAQ: https://www.reftab.com/blog/faq/how-to-setting-up-recurring-reservations/

This feature is very simple to use. However, it’s built with a lot of sophistication.

Firstly, you reserve an item by setting a start date, a return date and a user (loanee).

  1. Assets, Accessories and Licenses can be reserved.
  2. The item will be unavailable during the requested dates. This means the item can’t be checked out during a time it’s been reserved. You must check out the item from the reservations page to fulfill the reservation.
  3. However, you can still check out the item as long as you select a return date that comes before the set reservation date.
  4. Items of which you have 0 quantity in stock, can still be reserved if you select a reservation start date after any item is due for return.
  5. You cannot reserve an item during a date range that the item is currently checked out for.
  6. You cannot reserve an item during a date range in which the only available item is currently reserved for.
  7. Reservations can be cancelled, which will free up the reserved dates.
  8. The Locations page will display a count of reservations due for the day.

The above may sound a bit complicated. The point however, is that these checks are so that you don’t have to worry about when items are due, or what you have in stock vs what’s returning to stock at a future point. The dates are all computed for you within our platform. This avoids overlap and the possibility of reserving an item that you may not have. The last thing you’d want is someone arriving to pick up a reserved item which is not available.

Since this feature is new, we’ll be adding in more settings for the user to tweak as they see fit. Feel free to send an email to info@reftab.com if you have any questions and we’ll be happy to help.

For a live demo of this feature, visit us on YouTube

Thanks!

Recent Updates

We’ve added additional features to the loanees. Each loanee can now have an individual image attached. Also, when you click on a loanee, you’ll be able to see every item that they have custody over.

Adding attachments to loanees can’t be done on the free version. But, if anyone would like a free trial, reach out to info@reftab.com and we’ll set you up.

As always, you can track any amount of inventory items and licenses. And now, you can see all the items under one view.

Thanks!

 

Track Inventory & More Features

Hello and thanks for checking out the Reftab blog.

We recently released a major update. Actually, it was more like an entire site re-build. We completely re-did the front end along with a new UI. We re-wrote the entire site in Vue.Js which is amazing, and it’s going to make future updates lighting fast. We moved to a new hosting provider that provided greater scale-ability, speed and reliability.  Plus, we added a host of new features:

  1. Inventory tracking: licenses and accessory items can now be assigned to assets and loanees (borrowers).
  2. Automatic email alerts upon low quantity of inventory.
  3. Audit history of assets, licenses and accessory items on check in /check out.
  4. Expanded the asset tag print feature by adding more options, (custom text, font sizes etc etc)
  5. Added more options to report outputs, (.PDF, Excel, CSV, Print)
  6. New dashboard to see items due by day.
  7. View list of assets & loan status in one view.

Currently, we’re building a bulk edit feature. This will enable you to make changes to assets in bulk such as moving assets from one location to another.

We’re happy that these new changes will be beneficial to our users. If you have any suggestions for a feature, please email us at info@reftab.com. And thank you to all our customers for your amazing support!

All the best,

The Reftab Team

 

Latest News!

Hello,

We’ve seen some amazing growth lately, thanks to all signing up! Here’s some info on what we’ve been up to…

Reftab has been working hard behind the scenes. We’re currently upgrading the entire desktop platform of our site. This will bring along some improved speed and smoother performance as well as some welcomed new features.

We’ve started developing a new front-end, working with Vue.Js. The new version will include a new UI and become more mobile responsive.  We’re also adding in two new features: Inventory and Licenses. Both of which are trackable but not necessarily something you would stick a bar-code or QR-code onto.

Inventory will be a place to store a count of items such as cables, adapters  and other such parts. You’ll be able to loan out an inventory item and Reftab will keep track of the number available and the number left before depleting.

Licenses can be entered and tracked as well. You can store how many seats you’ve purchased and to whom a license is in use by and/ or what asset it’s associated with. Reftab will also keep track of the amount allocated before being fully used up.

We’ll also be integrating email notifications to these features. You can be notified when a specific number is reached on the amount of used licenses or accessory items.

No official release date has been devised, but currently well into development.

Stay tuned for more. Thank you!