March Feature Releases

Save an Incident as a Draft

Have you ever been interrupted in the middle of writing an incident only to start all over again later because there was no way to save your information? Now with Woven’s new “Save as Draft” feature, you can save your work until you’re completely finished. A shout-out to our users who requested this time-saving function!

How to “Save as Draft”:

Add an incident as you normally would by going to “Incidents” >> “+Add Incident.” In the pop-up window, select “Claimant Type” and click “Continue.” Next, add as much information as you wish. Note that there are no required fields until you’re ready to add the incident. Click “Save as Draft” at the bottom of the screen.

To come back and work on your draft later, click the filter button at the top right of the Incidents page, select “Draft” under “Status,” and you will generate a list of all incident drafts, including the one you want to work on.

Note: You will not be able to download a draft. Also, when you save an incident as a draft, Woven will not generate an automatic email the way it does when you publish an incident.

Include Supporting Documents on Incident Reports

You now have the option of including your supporting documents on an incident report. To activate, go to “Incident Settings” >> “Configuration” and select “Yes” next to “Include Supporting Docs on Incident Report.” When you print or download your PDF, you will see the images you’ve included and a list of any documents you’ve attached.

Update Labor Plans for Multiple Weeks

Now you can update labor plans at numerous locations for multiple weeks. First, go to “Schedules” >> “Labor Plans” and select the plan you want to update. Then change information in the fields as needed. When you’re finished, select “Update Schedule Weeks” in the “Actions” drop-down menu.

You’ll get a warning message asking you to confirm that you want to update all published and “locked,” current and future schedule weeks. Select the “Update Schedule Weeks” button. Voila! Your changes will apply to all current & future weeks at all locations that use this labor plan.

Automatically Adjust Quantity of Parts

Keeping track of parts in your inventory can be overwhelming. Some of you who manage inventory have expressed that you’d like to be able to adjust the quantity recorded in Woven to the actual physical count. We’ve got you covered. Now after you’ve entered and submitted a physical count that differs from the recorded quantity, you’ll see the following warning message:

If you’re sure you want to enter this new physical count rather than the quantity recorded in Woven, click “Continue and Create Adjustments.”

To see a list of changes made to the count, click the “Transactions” tab in your parts inventory. You’ll see “Adjustment” listed in the “Type” column and “Adjustment from Physical Count” in the “Description” column.

Bulk Add/Delete Warranties

The new Bulk Warranties tab in your b allows you to add or delete any number of warranties at a time. This is especially helpful if you have many assets & warranties to manage.

Narrow down the assets you want to update by entering location, category, subcategory, manufacturer, tag number, etc., in the INCLUDE and EXCLUDE sections. Then click “View Assets” to generate your list. Select “Add New Warranty,” provide the warranty information, and click “Add Warranty” to add everything in your list or click “Delete Existing Warranties” to erase selections.

You also have the option to export your chosen assets to verify your selections with a download CSV button:

Work Order Dispatching Streamlined

“Dispatching” under “Work Order Settings” has a whole new look. We’ve divided the dispatching form into three manageable sections, making it much easier to fill in your information.

We’ve also added new fields that will help you narrow down the reasons for a work order dispatch. If you’re running a dispatch on an “Asset,” select a “Category” and “Sub-Category” and the reasons field will narrow down to only those reasons that pertain to your category selections.

For example, say you need to create a work order dispatch on your HVAC. Select HVAC in the “Categories” field and add one or more “Sub-Categories.” Then click into the reasons field and you’ll see it has auto-populated with, as shown in the example below, the three reasons that are associated with your category selections. Select any or all reasons that apply.

This same concept applies to dispatches on “Facility” work orders. Your selection(s) in the new “Trades” field will narrow down the list of reasons to only those associated with your selection(s).

Printable Blank Location Audit Templates

A new option in Location Audits allows your team members to complete an audit on paper rather than digitally. All you have to do is go to Location Audit >> Settings and click the audit template you want to download. Then click “Actions” and, in the drop-down menu, click “Download Blank Template.” Pass out your print copies, and team members can mark their answers via the “Response” column.

New features and improvements are always updated on Thursdays in the Changelog, so keep an eye out there too.