What's Coming to Asset Essentials

Work Order Designer

The new Work Order Designer will give Asset Essentials Enterprise (AEE) administrators greater flexibility to tailor work order forms to their organization’s needs. Create and manage reusable templates, control field visibility and requirements, set default values, organize sections, and assign templates by region or site.

 

Template configurations will apply across both the Web and Mobile apps, providing a consistent work order experience for users.

New Reports Module

The new reports module in Asset Essentials, designed to help you efficiently track and manage various aspects of your operations. Each report offers powerful filtering, saving, and scheduling capabilities to streamline your workflow.

Planning and Scheduling Enhancements

This release delivers a more streamlined Planning and Scheduling experience through targeted UI refinements and improved scheduling validation. It also resolves key reliability issues affecting PM-generated Work Order synchronization.

Key updates include:

  • Enhanced Planning and Scheduling usability with improvements to filters, work order cards, swim lanes, navigation controls, and the Work Order side panel.

  • Smarter scheduling window validation that provides clearer error messaging and prevents premature overlap warnings.

  • Reliable synchronization of PM-generated Work Orders to the Planning and Scheduling board, including previously affected existing PMs.

View Estimated Due Dates for Requests

Requestors can now view the estimated completion date of their requests in Asset Essentials. When a Supervisor or Technician enters an expected due date on a related work order, the date is displayed as Estimated Done in requestor-facing views across the Web and Requestor app.

 

This enhancement provides greater visibility into request progress, helps requestors understand when work is expected to be completed, and reduces the need for follow-up status inquiries.

 

The Estimated Done field is read-only and is displayed only when an expected due date has been entered on the related work order.