Markup, Signatures, and More – CxAlloy TQ Fall 2020 Release

We recently released a major update to CxAlloy TQ with Markup and Callouts, Signatures, a new Account Projects page, and several other improvements.

Markup and Callouts

In this release we made Markup and Callouts, which was previously in beta, available to all accounts while also rolling out improvements based on the feedback we received during the beta.

Markup allows you to annotate images and PDFs with arrows, text overlays, shapes, and freeform drawings. To use these new tools click on an image or PDF and you’ll find new annotation tools available in the toolbar.

The updated toolbar contains the new markup tools

Callouts is a feature of Markup which creates thumbnails of any area you annotate with a circle or rectangle. This is particularly useful for multi-page PDFs, as it allows you to easily surface information on any page of the PDF.

Circle and rectangle annotations create Callouts

Markup is deeply integrated into CxAlloy TQ – when you markup a file those markups are reflected in the image thumbnails, PDF reports, and subsequent file downloads. Markup is available in the iOS app as well, and annotations sync as you would expect.

For those that have been using Markup during our beta period, this release makes several improvements:

  • Increases the resolution of annotated images
  • Adds multiple download formats
    • Original file without annotations
    • Flattened file with annotations
    • PDF with embedded native annotations
  • Updates batch downloading to use the annotated version of a file if it has annotations
  • Improves performance of loading the viewer
  • Correctly handles HEIC images
  • Fixes an issue where Callouts that were drawn close to the edge of a document would not appear correctly

Signatures

With Signatures you can now add signatures to checklists, tests, and templates and users can sign using their mouse or finger (on devices with a touchscreen). Signatures are also available in our iOS app.

A new “Signatures” section appears for checklists, tests, and templates

When creating checklists and tests from a template, any signatures you have defined on the template are copied over just like lines. Signatures on a checklist or test can then be signed.

Of course, signatures can be included in checklist and test PDFs, and signature activity is now included in history.

Signatures replace the previous “Signature Lines” feature. If you have ongoing projects that need the prior “Signature Lines” functionality, please contact support and we can re-enable it for those projects.

Account Projects

Previously available as a separate “Overview” page, the new Account Projects page includes significant improvements over the simple project list it replaces.

The biggest change is that each project shows it’s dashboard summarizing the status breakdown of issues, checklists, tests, tasks, and equipment. There’s quite a bit more, though, as you can now sort and filter your project list, generate PDF reports, and export the data.

The new Account Projects page

Many of these features were available in its previous incarnation as your account “Overview”, but we made several improvements as we brought it over to replace the projects list.

  • Added administrator, location, and date created sorts
  • Added Checklist Open Count and Checklist Closed Percentage sorts
  • Added administrator, location, and date created information to each project listing

One note is that the checklist sorts can only sort projects with upgraded checklists. Accounts that have not upgraded will not see the checklist sorts, and in upgraded accounts the sort will ignore un-upgraded projects.

Other Improvements

Several other improvements were included in this release.

  • Templates now have a new section that shows all related checklists or tests and their “Push Changes” status
  • You can create new assets or attributes “on-the-fly” in more places
  • The presentation of related template information on checklists and tests has been improved, and the “Pull Changes” button has been moved next to the template information
  • You can now download a sample file from the import screen

Filter for Empty Fields – Customer Appreciation Summer Week 11

For Week 11 of Customer Appreciation Summer we’ve added the ability to filter based on when a value is not set. This makes certain actions much easier, such as finding all unassigned issues. Combined with our batch editing tools it’s now trivial to quickly audit and correct data gaps.

Easily find unassigned issues with the new filtering options

This ability (what we internally call the “none” filter) is only available when it makes sense. For example, issues always have a status and therefore don’t have a “No Status” filter. Filters that include a “none” option include assignment, discipline, priority, equipment type, system, checklist type, review type, review remark, and field observation type.

The “none” filters can be combined just like other filters. For example, you could find all equipment that either has no discipline or has discipline “Mechanical”.

Finally, we’ve also added the “none” option to these same filters in the report generator.

We hope this makes it easier to manage the data in your projects!

File Navigation Improvements – Customer Appreciation Summer Week 10

For Week 10 of Customer Appreciation Summer we have made two improvements to file navigation: we’ve added next and previous buttons so you can quickly cycle through attached photos and files, and we’ve added Select All and Deselect All buttons for attached photos and files.

The new navigation controls allow you to move to the next or previous file in the list, or jump to any other attached file via a dropdown.

Quickly navigate between files with the new navigation controls

The new Select All/Deselect All buttons make it far easier to batch download files. We’ve also renamed the “Zip” button to “Download” (it still downloads a .zip file, though).

Easily select all attached files with the new Select All button

We hope you like these improvements!

Select Specific Items in the Report Generator – Customer Appreciation Summer Week 9

For Week 9 of Customer Appreciation Summer we’ve added new report generator options to select specific items for a section, such as specific equipment, checklists, issues, and so forth.

You can now choose specific items as an alternative to filters

Selecting specific items is an alternative to filters; you can’t combine the two. The interface reflects this with a toggle that allows you to switch between the two options.

For tests we’ve done something special. The list of tests is actually a list of all attempts, allowing you to cherry-pick specific attempts to include. For example, you could select just Attempt No. 2 out of three total attempts. The resulting report would then only show Attempt No. 2 for that test. In addition, only issues, photos, files, and callouts related to Attempt No. 2 (or the overall test) would be included.

Tests give you the option to can select specific attempts

With these new options you are able to build reports that just weren’t possible previously. We hope you like it!

The End of Summer Blowout – Customer Appreciation Summer Final Weeks

Summer is drawing to a close but not without the final releases of our third annual Customer Appreciation Summer! We hit a few bumps here at the end but in the past week we’ve released our final three features: file navigation, new report generator options, and filtering for items where a field is empty.

We’ve got a quick overview of these features below and we’ll have more detailed posts on each of these throughout this week and next.

Select Specific Items in the Report Generator (Week 9)

You now have the option to select a specific set of items to include in the report generator as an alternative to filtering. With tests, you can even select specific test attempts to include.

Select the exact equipment to include with the new “Specific Items” option

File Navigation (Week 10)

You can now navigate to the next and previous file in the file viewer, or jump to any other attached file from a dropdown. Plus, we also added Select All/Deselect All buttons to file lists.

Jump to any attached file with the new file navigation

Filter for Empty Fields (Week 11)

Certain filters now allow you to look for items that don’t have a value. For example, you can filter equipment to those that have no discipline set, or filter issues by those that are unassigned. These same filters are available in the report generator as well.

Find all unassigned issues with new filter options

We hope you like these features, and we hope you enjoyed Customer Appreciation Summer! Please keep letting us know what features you would like to see in our feature request forum.

But wait! What about week 12? Well… it needs just a little more time in the oven but we are working on one final Customer Appreciation Summer feature. It’s one a lot of people have asked for. We hope you’ll look forward to it!

Commenter Role and Company – Customer Appreciation Summer Week 8

Week 8 of our Customer Appreciation Summer adds the company and role of the author to comments, both on the web and in PDFs.

Comments now show the author’s role and company.

You’ll also see this information in the next release of the iOS app later this week. That update also features the “Include Asset Name” option when creating checklists and tests that we first rolled out on the web last week.

In addition, we’ve improved the presentation of field observation comments in the PDF to make it clearer which comment photos belong to.

It’s now clearer which comment photos belong to.

As a reminder, all of these features are based on feature requests at feedback.cxalloy.com. Although we focus on smaller features during the Customer Appreciation Summer, we are also working on many of the bigger requests. If you’ve added a request, made a comment, or just voted on the ones you want, thank you – your input there has been incredibly valuable to us.

We hope you like these updates and we’ll see you next week!

Create Checklists and Tests Without Asset Names – Customer Appreciation Summer Week 7

Week 7 of our Customer Appreciation Summer is all about checklists and tests. First, we’ve added a new option when creating checklists and tests: “Include Asset Name”. By unchecking this option you can create checklists and tests without their associated asset name, which was not possible before.

The new “Include Asset Name” option gives you more control

We’ve also made two other improvements to the options step – you can now change a name right away without having to click “Customize” first, and we show an example of the name the checklists or tests will be given.

In another improvement to checklists and tests you can now see the percentage of Yes, No, and N/A answers in the PDFs right next to the colored progress bar.

You don’t need to guess at the percentages anymore

We hope you like these updates. See you next week!

Navigation Improvements – Customer Appreciation Summer Week 6

We’ve improved a couple of small navigation bits for week 6 of our Customer Appreciation Summer. Though small these feature requests had a lot of customer votes behind them!

  • After creating a new checklist or test template within a folder, you will be taken to the newly created template inside that folder.
  • When adding lines to a checklist or test the “Add a line” form will remain so that you can quickly add multiple lines.

We hope you like these improvements. See you next week!

Delete Projects – Customer Appreciation Summer Week 5

The latest Customer Appreciation Summer release adds project deletion. You can now finally get rid of that project you renamed “ZZZZ Don’t Use”! 😀

You can now delete projects

Deleting a project is as simple as clicking the “Delete” button on an account’s Projects page. It’s also available as an option in the “Actions” dropdown on the Overview page and on the General tab of the Project Settings page.

A project must be archived before it can be deleted, and only account admins can delete a project. Like most actions in CxAlloy TQ that modify data, you can undo a project deletion immediately after deleting it. If it takes you a day or two to realize that a project should not have been deleted, you can contact support and we can restore it for you.

Now your project list can look just a little cleaner. We hope you like it. See you next week!

Pull Template Changes – Customer Appreciation Summer Week 4

This week we’ve got something really great – a major expansion of the Push Changes feature we rolled out late last year.

Push Changes allows you make edits to a template, such as adding lines or editing questions, and then “push” those changes to the checklists or tests that were created from that template.

With this release you can now also “pull” changes, meaning you can bring a checklist or test up to date with its associated template directly from the checklist or test. You can even select multiple checklists or tests in a list and “pull” changes to all of them.

Even better, we now show information about the associated template directly on the checklist and test page. This makes it easy to know when a checklist or test differs from the template it was created from and also provides a convenient link to that template.

You can now easily see whether a checklist or test differs from its associated template.

Prior to this release we also expanded push changes to allow pushing from account templates. The sum of these releases is a complete picture for pushing and pulling changes, allowing a checklist or test to be brought up to date with its associated template, regardless of whether it’s a project or account template and whether you are starting from the template or the checklist or test.

We hope you like this feature. See you next week!

One note: pushing and pulling changes are limited to upgraded accounts.