Hello everyone! As Summer’s been in full swing we have another round of Reftab release notes for you today. We’ve added some highly requested features and functionality that we’re excited to show you, so let’s dive in!
CDW Integration
Integrating Reftab with CDW to track orders provides several benefits. When an order is placed with CDW, item data can be sent to Reftab to automatically create assets. This automation is useful for logging PO numbers, purchase dates, vendor information, and more.
Click here to learn more about the CDW integration with Reftab.
Google Workspace Integration
Reftab’s new integration with Google Workspace streamlines asset management by automatically importing Google Chromebooks and mobile devices into the Reftab platform.
Additionally, it allows for automated checkouts, ensuring that device assignments are always up-to-date. Click here to learn more about the Google Workspace Integration with Reftab.
New Tool Transfer Abilities
You can now request to transfer assets from one borrower to another. This is particularly helpful for those in the tool management space tracking assets between job sites or requesting assets from the warehouse.
Prior to this, items could only be reserved or checked out, this new feature allows transferring items between users while maintaining a defined approval and tracking process.
Click here to learn how to setup Tool Sharing in Reftab
Recurring Reservations
You can now allow users to submit recurring reservations on assets. This is controlled by an access restriction, so not all users will be able to do this by default.
To submit a recurring reservation, use the checkboxes to select an asset(s). Then click, “Bulk Actions” > “Reserve” > “Recurring Reservation“.
A screen will display to set your frequency as well as a start and end date.
Remote Signature Capture
You can now enable remote signature capture for checking out assets. On checkout, an email will be sent to the loanee to sign via e-signature and accept the asset.
This is helpful for those remote employees who need to sign for items at a later time as opposed to at the time of checking out the device.
To enable, click “Settings” > “LoanOptions” > “ConfigureLoan Signature Requirements” > “Enable Remote Signature Capture“
Click here for how to enable remote signature capture in Reftab
Enhancements for Maintenance
1) You can now mark maintenance work order forms as ‘incomplete’. This will close the maintenance and list it as ‘incomplete’. This status better identifies the state of the particular work order.
2) You can now create tasks that use consumables in maintenance forms and even allow the user to choose which consumable was used. These tasks will adjust the selected consumable quantities accordingly whenever they are completed.
Mobile App Enhancements
This update is part of our ongoing efforts to streamline the app and enhance user experience by reducing the need to switch between screens and allowing users to take more advantage of our ‘cart’ feature.
This update also handles tool transfer requests and supports push notifications for better alerting.
Learn more about our mobile app and recent updates
*You can download the Reftab mobile app for iOS and Android devices.
3-Tier Location Hierarchy
The location hierarchy has been upgraded from 2 tiers to 3 for more detailed asset management.
For example, assets can now be stored in a structure such as: MAIN LOCATION -> BUILDING -> ROOM NUMBER
Other Updates and Enhancements
- Enhanced logging for changes made to user accounts. (Available in Settings > Security > Show User Change logs)
- Time-blocks can now be set for individual assets.
- When adding a new user to a tenant, they now get a ‘Welcome’ email.
- When migrating someone from a loanee to a user they now get an email to ‘activate their account’.
- There is now a new ‘notes’ section when adjusting the quantity of accessories. This is helpful for logging PO numbers or general notes on purchases.
- The Windows Agent now maps to serial numbers. If an asset is added into Reftab before the agent is installed, the agent won’t create a duplicate asset it will map to the asset in Reftab with that same serial number.
- Depreciation now has a column showing “Total Cumulative Depreciation” which displays at the individual asset depreciation tab and as a new column in reports.
