April 2025

Features

New features introduced in V4

• Manage your system managers is now available under Account Details for system owner Tenant Administrators

• • Manage System Managers
    • Add, Edit and View the System Managers assigned to your assets

• • System Manager filter has been added to Inventory and Service Events tables

• Four new reports have launched under Analytics in the Operational section:

• • Inventory Summary Report
    • Real-time overview of current inventory
    • Consolidates/Replaces 8 existing reports (Inventory Summary, Company Assets Report, Decommission, Refrigerant Class, Asset Edit History, Inventory Report, Full Charge, and Monthly Fixed Assets Material Inventory)

• • History - Location Attributes
    • Tracks location changes

• • History - Asset Attributes
    • Tracks asset changes
    • Replaces Asset Edit History report

• • Leak Inspection Report
    • Summary of up to the first 12 leak inspections completed on an asset in a calendar year
    • Consolidates/Replaces all existing Quarterly Leak Inspection Reports

Enhancements

Unless noted, all enhancements and bug fixes are specific to the Trakref V4 web application

• View All Users now visible under Manage Users for Tenant Administrators, Regional Administrators, and Technician Manager system owners ***The ability to export users is coming soon!

• Additional columns have been added to the following exports:
  • Inventory Export
    • Now includes State, Classification, and System Manager 
  • Work Orders Export
    • Now includes State, Classification, and Region/Division
  • Service Events Export
    • Now includes State, Classification, and System Manager

• User permission updates in the following areas:
  • Account Details - Manage Your Regions and Divisions
  • Close Work Orders
  • Global Search

• Alarm Set Point and Detection Limit are displayed in the Repair Details section on Leak Monitor Calibration service event detail screen

• The following tables have been updated to include column reordering (drag and drop), maintain applied filters and customizations between sessions, and easier column sorting: 

• • Work Orders

• Service Events

• Locations

• Inventory

Bugs

• All expected documents are now displaying properly in accounts
• Manufacturer Date no longer triggers an error message when creating new Inventory
• The Charge Capacity field has been removed from Inventory Details for Cylinders
• BI Dashboard has been restored to the left navigation menu for Tenant Administrator users
• V3 issue that was preventing users from entering service at certain locations has been resolved