Legacy Completions Archived Release Notes

  • Grid style list views - List views are now organized as a grid for easier viewing. ClosedRead more

The list view has been updated on all modules and now shows as a grid. You can adjust column widths for easier viewing and the adjusted size is saved during the session. Column headers no longer wrap or stack on top of each other.

You can now use the Ctrl or Shift key to select multiple items. Your selection criteria persists when you scroll to select multiple items. When you apply filters, your selected filtered items remain highlighted and visible.

The count of the total, filtered, and selected records show at the top right of the window.

You can select multiple records and edit them in bulk. The maximum records you can edit in bulk is 100-200, based on the pages that are loaded. A warning prompt shows if all records have not loaded.

  • Sign-in Improvements - Functionality has been improved to create a better user experience when you sign in to the application. ClosedRead more

Single sign-on (SSO) has been improved for a better user experience.

  • More detailed error messages have been added for the following scenarios:

  • When you sign in and do not have access to any account or attempt to access a project that you do not have access the error message states, Unable to authenticate with Auth Provider! This user does not have access to a project. Contact your account admin for access.

  • When you sign in offline, and you use an account that is not in your cache the error message states, Unable to authenticate with Auth Provider! Unable to login offline. Missing required data; please login online first.

  • All accounts that you sign into while online are stored in your cache for offline use.

  • A valid account is always required when you sign in offline.

  • When you have access to multiple accounts and sign in to an account offline, you only see the projects for the account you sign in to.

  • You can use SSO options when you sign in offline.

  • You can sign in to one account using SSO and log in with legacy workflow to another account.

  • The Select Project list has been updated to match the sign-in look and feel.

  • Select Project window updates – The Select Project window now shows the modified date and projects that have been cached. ClosedRead more

The Select Project window has been updated and shows the modified date and projects that have been cached.

  • Improved performance switching between projects – The application has been enhanced to improve performance when you have pending updates, and then switch projects or switch between online and offline modes.

  • Improved performance linking multiple items – The application has been enhanced to improve performance when you link multiple items to a single record.

  • Sign in improvements – The Sign-in dialog box has been improved to create a better experience. ClosedRead more

    When you use the legacy sign-in, the dialog box has been improved and now shows a loading icon with the Signing In text box after you tap Sign in. This provides you with a visual that you are being signed in to the application.

  • Duplicating an issue – Extension data is now copied to your duplicate issue. ClosedRead more

    The extension data in the Issue Data fields is now copied when duplicating an issue.

    When you tap on the duplicate issue icon, the Issue Data is copied to the new duplicated issue.

    The new issue is created with the Issue Data.

  • Photo markup – You can now use colors to mark up your photo attachments. ClosedRead more

You can use the Colors tool to mark up photos using a variety of colors from the Grid, Spectrum, or Sliders tab. The application will default to the last selected color when it is re-launched.

Select the edit icon.

Select the Colors tool icon.

You can choose colors from the Colors tool to mark up the photo.

  • Numeric input fields – When you access numeric input fields, you now see a numeric keyboard. ClosedRead more

When you select fields that require numeric data input, a numeric keyboard is shown for numeric data input.

  • Inactive elements are no longer visible – As a project administrator, when you make an element inactive, the element is now removed from the element hierarchy and is not visible.

  • Checklist default date – When you open a connected checklist in another module, the default date in the Checklist Questions now shows the current date. If a previous date is selected, tap the Now button to set the selected date to the current date.

  • Selected count record on all modules - You can now see exactly how many records have been selected in list views. ClosedRead more

When you select multiple records in Checklist, Cx Items, Elements, Issues, and Inspections, the record count is now shown in the upper right part of the page.

  • Clear Selected button added to list views - All views now have a Clear Selected items button so that you can clear all selected records in the grid and maintain selections in the Element Hierarchy. ClosedRead more

In the Element Records, a new Clear Selected Items button has been added to clear just the selected items in the grid. The Clear Selection button is still available to clear the hierarchy tree selection separately.

  • Elements Has attachments filter – You can now filter Elements that have attachmentsClosed. Read more

In the Elements list of filters, a new Has Attachments option has been added to be consistent with other modules.

  • Issue description from a failed checklist response - When a new issue is created from a failed checklist question, the Description field is now automatically populated with the checklist question. ClosedRead more

When a checklist response fails, you now get a prompt asking you if you want to create an issue. If you select Yes, a new issue is created.

In the newly created issue, the Description field is automatically populated with the checklist question.

  • PDF enhancements - PDF functions have been enhanced to generate directly connected records in HQ and to exclude inactive records. ClosedRead more

  • Generate directly connected records – HQ now supports element-to-element linking when generating a PDF report and selecting Directly Connected Records.

  • Exclude inactive records – When you generate a PDF report and select Related Records or Directly Connected Records, the inactive records are now excluded.

  • Updated Cx Items user interface - The Cx Items module has been updated to match the appearance of other modules. ClosedRead more

Cx Items module

The Cx Items module now shows the list and detail views side by side. The detail view is on the right side of the screen.

Edit Mode

Based on your permissions, you can now edit a record in the detail view. Tap the Edit icon on the top right of the screen, and the detail view changes to edit mode which allows you to edit the fields.

The field label color changes to blue when it is in edit mode.

Create a new record and connect to an existing record

Based on your permissions, you can now create a new Cx item, and connect to an existing Cx item from the detail view. You can do this by tapping the module icons at the top of the screen.

You can then tap the Add icon to create a new record or tap the Connect icon to connect to an existing record.

  • Phase View – A new Phase view has been added to the Cx Items module. ClosedRead more

The Phase view has been updated to improve user interaction. In each individual phase you can now add attachments, create checklists, enter comments, and raise an issue using the icons in the right toolbar. In this view you can still expand and perform operations in individual phases.

You can change team assignments by tapping the Teams icon at the top right of the screen.

You can change the status of a phase by tapping the Change status icon at the top right of the screen.

  • Minor Enhancements – Enhancements have been made to improve the user experience. ClosedRead more

Selecting an Account

On the Single sign-on screen, when you scroll down an extensive list of accounts, the list will no longer automatically scroll back to the top when you remove your finger from the screen.

Answering a Checklist Question

After you answer a checklist question there is no longer a momentary flash on the screen, which improves the visual experience.

Password Reset Error Message in Offline Mode

A more detailed error message has been added when attempting to reset your password in offline mode. This applies to non-SSO user accounts.

Checklists Templates and Placeholders Submenus

When creating a new checklist, the Template and Placeholder submenus are now in alphabetical order.

Root node rename

The Root node button has been renamed to Clear Selection to communicate more clearly that this is a filter control. This has been implemented in the Elements Hierarchy, Global Location Hierarchy, and Location Widget filters.

After you tap on Elements, the root node of Elements hierarchy is shown as the Clear Selection button.

Advanced Filter

In the Advanced filter window, you now can clear the filter without having to navigate back to the beginning of the Advanced filter menu.

Multiple-user widget and module visibility fixed

Signing in to a project with multiple users previously caused a bad cache state resulting in the TeamUser widget missing and no module visibility, or both. This has been fixed so that subsequent users, using the same cache, can use the TeamUser widget and see all modules reflecting assigned permissions.

In this release, no features were added but technical improvements were made in the background to enhance your experience in Admin Tools.

In this release, no features were added but technical improvements were made in the background to enhance your experience in Excel Plugin.

  • Sign-in improvements – Functionality has been updated to create a better user experience when you sign in to the application. ClosedRead more

    Redesigned interface

    In the sign-in dialog box, fields have been increased in size and the Account field has been moved below the Password field.

    Sign out without exiting

    A Sign out button has been added to the Settings dialog box so you can sign out of the current account and immediately sign in again without.

    Forgot password button not available for SSO users

    If your user account has SSO enabled and you click the Forgot password button, an error is shown. If you try to sign in with a password, the system recognizes your username and shows an error message that tells you to sign in using SSO.

  • Improved inactive elements behavior – When a parent element is made inactive in Microsoft Excel, it is now dimmed in the Element Hierarchy and cannot be edited. You can move the child elements to a new active parent deactivate them. ClosedRead more

    This enhancement lets you work on the same elements, system, and sub systems repeatedly in a single session without having to expand the hierarchy tree and filter down accordingly each time you want to go back to the same group.

    When a parent element is inactivated in Excel and the updates are accepted in HQ, and you have the applicable permissions, you get a notification asking if you want to inactivate the child elements or leave them active.

    If you deactivate the children, then the parent and children are removed from the element hierarchy and are no longer visible to be selected or edited in the list view.

    If you do not deactivate the children, the parent is dimmed in the element hierarchy and are no longer visible, selectable, or editable in the list view. The children are still visible and selectable in the element hierarchy and visible, selectable, and editable in the list view.

  • Expand All and Collapse All for extension tables – Expand All and Collapse All buttons have been added to extension tables. ClosedRead more

    When you open an item with extension tables, there are new Expand All and Collapse All buttons above the tables. After extension tables have been expanded or collapsed, the same extension tables are expanded and collapsed when a similar item is opened.

  • Updating attachments on closed checklists – A file with the same name no longer overwrites an existing file with the same name. The new file name is now appended with a number similar to the functionality in Windows.

  • Item link import – The following dependent records can now be included in imports: Checklist Questions, Cx Item Phases, Issue History Event, Inspection History Events, Certificate Phases, and Preservations Questions.

  • Performance enhancements – The connection has been improved on Elements Import to the Spatial Hierarchy, performance lags have been eliminated when connecting existing files from the archive library to a record, and performance has been improved when loading large files and folders into the Archive Library.

  • Sign-in improvements – Functionality has been updated to create a better user experience when you sign in to the application. ClosedRead more

    Redesigned interface

    In the sign-in dialog box, the Account field has been moved below the Password field.

    Forgot password button not available for SSO users

    If your user account has SSO enabled and you tap the Forgot password button, an error is shown.

    SSO accounts with unloaded projects

    If you have an SSO account for a project that has not previously been loaded, the account is dimmed in the Accounts list when you try to sign in offline.

    Sign into multiple accounts offline

    You can now sign into multiple accounts in offline mode without having to sign out and sign back in manually. For example, if you are signed into an account, go offline, and then sign out, you can sign in again in offline mode and load a different account that was previously loaded.

  • Advanced Filters search – Advanced Filters have been improved to include contained search functionality. ClosedRead more

    Contained search functionality has been added to the Advanced option of quick filters in all modules.

  • Disabled user accounts – Users who have had their account disabled are no longer shown in user selection reassign workflows.

  • Archive module access – All users now have access by default to the Archive module regardless of module visibility configuration. Access to individual folders depends on permissions.

In this release, no features were added but technical improvements were made in the background to enhance your experience in Admin Tools.

In this release, no features were added but technical improvements were made in the background to enhance your experience in Excel Plugin.

  • Element Hierarchy enhancement – The Element Hierarchy now maintains expansion settings as you use the application. ClosedRead more

    This enhancement lets you work on the same elements, system, and sub systems repeatedly in a single session without having to expand the hierarchy tree and filter down accordingly each time you want to go back to the same group.

    Selection criteria are maintained in the hierarchy as you move through the application.

    To clear the selection filter, click Clear Selection.

    A Collapse All button has been added to the hierarchy filter under Search. This button is enabled if any parent elements are expanded, including nested elements that might not be visible, and collapses all hierarchy parents.

    If you have several levels of a filter expanded and collapsed at the top level and you expand that hierarchy, the child elements retain their expanded or collapsed state.

    If a node is collapsed and contains one of the selected items, the visible parent element retains a visual indication that a child element is selected. The child element stays selected until you change the selection or clear the selected items.

    The selected filter is also applied in the List view.

  • Multiple phase status filters results – When you apply multiple filters on phase statuses for Cx items, only results that meet all filter criteria are now shown.

  • Executive Summary Report – This report has been fixed to now show the expected work week.

  • Performance enhancements – Multiple performance enhancements have been implemented to optimize performance and user efficiencies.

  • Checklist placeholder enhancements – You can now preview placeholder templates after creation and view templates by category. ClosedRead more

    When you add a checklist and select a template, you can preview placeholders and see templates organized by category.

  • Single sign-on (SSO) toggle – The SSO toggle in UAM (User Account Management) can now be changed in the Edit user mode. ClosedRead more

    The SSO toggle can now be changed while in the Edit user mode in UAM.

In this release, no features were added but technical improvements were made in the background to enhance your experience in Excel Plugin.

Updated 7-JAN-2022

  • Single sign-on (SSO) – SSO reduces the need to maintain separate credentials to access HQ. You can now use existing credentials to open HQ. ClosedRead more

    Conversion to single sign-on (SSO) applies across all InEight Model and Completions applications including Admin Tools and the Excel Plugin.

    You must go through your InEight services representative to convert to SSO.

    One SSO user per email address is permitted in an account.

    You now have the option to sign in with a Microsoft Office 365 account, Google account, or continue to log in with your user name and password.

    To enable SSO functionality for your organization, contact your InEight services representative.

    WebView2 is required for users who log into Completions HQ using SSO. Contact your IT department if you require assistance.

    When you select Sign in with Password, the sign-in page now has a Remember me option.

    When you sign in with Microsoft or Google and do not have Webview2 installed, the following message is shown.

    The sign-in page opens in your default browser. You must close the window to get back to HQ.

    When Webview2 is installed, an in-app browser launches for you to enter your credentials. You are then redirected to your company sign-in page.

    Multifactor authentication might be required.

    If you have access to multiple accounts, a new account selection window is shown.

    After you select an account or an account is automatically selected because you only have access to one account, the standard Project Selection window is shown.

    You can also continue to sign in with a password if your account has not been converted to an SSO account.

    Switch accounts

    HQ now lets SSO users switch between accounts to easily access different project lists.

  • Select multiple values in Element hierarchy – You can select multiple values in the Element hierarchy and see all values that fit the selected elements. ClosedRead more

    When you hold down the Ctrl key and select multiple element hierarchy values, the list in the right panel shows results for all selected values and their subordinates.

  • Multiple filters – When you select multiple filters in the filter menu, only items that meet all criteria are shown.

  • Column not found warning – If you try to import a column that does not exist, a warning message is now shown in the Error field on the Import summary page.

  • Single sign-on (SSO) – SSO reduces the need to maintain separate credentials to access Completions Mobile. You can now use existing credentials to open Completions Mobile. ClosedRead more

    Conversion to single sign-on (SSO) applies across all InEight Model and Completions applications including Admin Tools and the Excel Plugin.

    You must go through your InEight services representative to convert to SSO.

    One SSO user per email address is permitted in an account.

    When you open Completions Mobile, you can now see a new sign-in page with multiple sign-in options:

    • Sign in with Password

    • Sign in with Microsoft

    • Sign in with Google

    When you tap on Sign in with Password, enter your username, password, and account, and then tap Sign in.

    When you select Sign in with Password, the sign-in page now has a Remember me option.

    To enable SSO functionality for your organization, have your administrator contact their InEight services representative

    When you tap on Sign in with Microsoft, you are redirected to the default browser. When you tap on Sign in with Google, you are redirected to accounts.google.com.

    If it is your first time signing in, enter the Microsoft email or Gmail linked to the project and you are directed to the company sign-in page. After you successfully authenticate and you have a single account, the Project selection page opens.

    If you have multiple accounts, a new account selection page opens before the Project selection page opens. If the email address is not valid, an error message is shown.

    If you are a returning user, select your Microsoft or Gmail account. If the authentication token is valid, the Project selection page opens.

    If you have multiple accounts, a new account selection page opens before the Project selection page opens.

    SSO in Offline Mode

    You can sign in in offline mode, but you should sign in to the Completions app at least once with internet connectivity so that all projects you have access to are loaded.

    You can sign in with password in offline mode if you have already logged in with SSO and the authentication token is not expired.

    You can sign in with Microsoft or Google in offline mode if you have already logged in with SSO within 24 hours of authentication token expiration. When the Project selection page opens, you can select highlighted projects in offline mode that are already loaded. Unloaded projects are grayed out.

    If you have exceeded the authentication token timeout by more than 24 hours, then you are prompted to sign in online.

  • Single sign-on (SSO) – SSO reduces the need to maintain separate credentials to access Admin Tools. You can now use existing credentials to open Admin Tools. ClosedRead more

    Conversion to single sign-on (SSO) applies across all InEight Model and Completions applications including Admin Tools and the Excel Plugin.

    You must go through your InEight services representative to convert to SSO.

    One SSO user per email address is permitted in an account.

    This feature lets you use a single set of credentials and authenticate with SSO provide (Google or Microsoft) to sign into any projects that you have access to. This feature increases administrative efficiency by mitigating new user creation. Existing users can continue to sign in using their existing user name and password.

    SSO authentication reduces the need to maintain separate credentials, and also minimizes the need to maintain a standalone set of credentials.

    To enable SSO functionality for your organization, contact your account administrator.

    User organizations can now integrate with the Excel Plugin authentication service with their own existing authentication servers, which gives you a seamless user experience and eliminates the need for standalone Excel Plugin user credentials.

    Single sign-on recognizes which accounts users have access to, and presents a helpful account drop-down list. Authenticated users are then presented with a list of projects within the selected account that are controlled and assigned by the administrator.

    Log-in options

    Username and password credentials:

    SSO by Microsoft:

    SSO by Google:

    Switch account

    The Switch account button, located on the lower left panel, lets SSO users change between accounts to easily access different project lists.

    Updates to UAM (user account management)

    An update has been made to the UAM to include a new SSO column in UAM for login type indicator (only editable by services).

    When creating a new user, the SSO toggle lets you choose between creating an SSO user, or as a user that signs in via user name and password. The default setting is SSO On and it cannot be changed in edit mode.

    Create SSO User:

    Create Password User:

    Users table SSO column

    A new SSO column was added to the Users table that shows when a user is set up with SSO.

    Admin Tools user reports now reflect this new SSO column to show the SSO status of each user.

  • Single sign-on (SSO) – SSO reduces the need to maintain separate credentials to access the Excel Plugin. You can now use existing credentials to open the Excel plug-in. ClosedRead more

    Conversion to single sign-on (SSO) applies across all InEight Model and Completions applications including Admin Tools and the Excel Plugin.

    You must go through your InEight services representative to convert to SSO.

    One SSO user per email address is permitted in an account.

    This feature lets you use a single set of credentials and authenticate with SSO provide (Google or Microsoft) to log into any projects to which you have access. This feature increases administrative efficiency by mitigating new user creation. Existing users can continue to log using their existing username and password.

    SSO authentication reduces the need to maintain separate credentials, and also minimizes the need to maintain a standalone set of credentials.

    To enable SSO functionality for your organization, contact your account administrator.

    User organizations can now integrate with the Excel Plugin authentication service with their own existing authentication servers, which gives you a seamless user experience and eliminates the need for standalone Excel plug-in user credentials.

    SSO recognizes which accounts you have access to, and presents a helpful account drop down list. After authentication, you are then presented with a list of projects in the selected account that are controlled and assigned by the administrator.

    Log-in options

    User name and password credentials:

    SSO by Microsoft:

    SSO by Google:

    Switch account

    The Excel plug-in now lets SSO users switch between accounts to easily access different project lists.

    New SSO column

    A new SSO column is now added to the Team Info export, indicating if a user is set up as an SSO user.

  • Improved support for inactivating records – When you inactivate any record using the Excel Plugin, that record is then hidden by default from the list view in Completions HQ. The linked records then continue to show the deactivated item with indicators for review and data clean up. ClosedRead more

    In the Detail View if an inactive record is linked, a message then shows and the icon for the item that has the inactive record appears in red.

    When the connected entity record icon is selected, a message shows on the record that is inactive. The record can then be removed.

    If another record is connected to the item through the inactive record, a message shows informing you that the record is connected through the inactive record. This item can then be linked directly to the record if needed.

  • New phase checkpoint for Cx Items – Predecessors can now be checked at specific phases. ClosedRead more

    Previously, Predecessors were checked at the fully completed level. Now, Phases are checked at either of the following checkpoints:

    • All Predecessor Cx Items are CCC Complete

    • All Predecessor Cx Items are Complete

    A new validator can be created so that all Predecessor Cx Items are required to have the TCC, CCC, and SL1 Signoff Phases Complete prior to the parent Cx Item being complete.

    If Predecessor Cx Item Phases are not complete, then an error message shows which predecessors are not allowing the Parent Cx Item Phase to be complete.

  • Added support to bulk edit extension data – You can now change data in extension tables when editing multiple records with the same extension table. ClosedRead more

    After you have selected multiple items to edit from the Elements tab and selected Edit Elements, the Extended Data drop-down list lets you edit the Extended Data.

  • Additional PDF reporting options for connected records – The new Directly Connected Records check box is now available when creating a PDF report for any record. Selecting this check box limits the printing to all records shown in the badge count icons. ClosedRead more

    When exporting all record types to a PDF, you can now select the check box Directly Connected Records which exports only items that show in the badge icons to PDF.

  • Item link import – Items can now be linked through an excel import in the Admin Tab of Completions HQ by specifying the From Module, From Item Id, To Module, and To Item Id. ClosedRead more

    Admin users can now import multiple item links by going to the Admin tab selecting Import Links. When the browse window shows, Admin users can then select the Excel file they want to import.

    The excel import must contain 4 Columns:

    • Column A – From Module

      • Certificate

      • Certificatephase

      • Checklist

      • checklistquestion

      • cxitem

      • cxitemphase

      • element

      • inspection

      • inspectionhistoryevent

      • issue

      • issuehistoryevent

    • Column B – From Item Id

    • Column C – To Module

      • Same options as column A

    • Column D – To Item Id

  • Inspection History status – The Detail View header now reflects the status in the Inspection History without requiring a refresh.

  • Forecast Start Date column change – In the Cx Item Phase display, the Forecast Start Date has been replaced by the Forecast Finish Date.

  • Links in PDF Archive Viewer – Links in PDFs throughout Completions HQ now open to your preferred browser and email client.

  • Fixed issue with Excel Plugin when running reports – The Excel Plugin now remains enabled when running reports from Completions HQ.

  • Updated Id numbering logic – Completions HQ no longer skips Id numbers when connection is lost while publishing new records. This applies to Issues, Checklist, and Inspections.

  • PDF report layout – Matrix Questions now stay within the boundaries of PDF reports without being cut off.

  • New phase checkpoint for Cx Items – Predecessors can now be checked at specific phases. ClosedRead more

    Previously, Predecessors were checked at the fully completed level. Now, Phases are checked at either of the following checkpoints:

    • All Predecessor Cx Items are CCC Complete

    • All Predecessor Cx Items are Complete

    A new validator can be created so that all Predecessor Cx Items are required to have the TCC, CCC, and SL1 Signoff Phases Complete prior to the parent Cx Item being complete.

    If Predecessor Cx Item Phases are not complete, then an error message shows which predecessors are not allowing the Parent Cx Item Phase to be complete.

  • Assign To My Team quick filter – You can now easily view records that are assigned to your team. ClosedRead more

    The Assigned To My Team filter lets you see all the records that your team is responsible for. This filter shows in the following modules:

    • Cx Items
    • Checklists
    • Preservations
    • Issues
    • Inspections
    • Certificates

  • Organize placeholder templates into categories – Checklist placeholders can now be organized by the Checklist Template Categories. ClosedRead more

    Checklist placeholders in the Placeholders tab are now grouped by checklist category. When you enable placeholders through the Project Configuration and create a checklist placeholder, the placeholder options are then shown in drop-down lists by category.

    You can search for the template category. You can also collapse these rows into the associated checklist template types.

  • Exclude completed phases – You can now select to exclude completed phases in the Cx Item Executive Summary report to show only remaining work. ClosedRead more

    The Cx Item Executive Summary report now lets you exclude items that had been completed prior to running the report. This exclusion then shows the forecast of real remaining work to be done, and not just the original planned work to be done.

    If your project uses Cx Items, when you generate the Cx Item Executive Summary report, a check box gives you the option to exclude completed phases. By default, the Exclude Completed Phases check box is unchecked.

  • Pivot report completion percentage formulas – When you run a Phase Pivot report, the Completion Percentage formulas filter out blank phases. ClosedRead more

    On the Excel Cx Item Pivot report, the percent complete calculations for each phase have been changed so the percentage contains all Cx Items that include the phase specified. Previously, the formula was (total number of Cx Items with specified phase at closed status) / (total number of all Cx Items). The formula is now (total number of Cx Items with specified phase at closed status) / (total number of Cx Items that have the specified phase on it).

  • PDF template enhancements – A check box has been renamed in the PDF export dialog box for use with alternate templates. ClosedRead more

    Previously, this check box was labeled as Use Compact pdf template if available. Now, all modules using the PDF template have been changed to read as Use Alternate PDF Template.

  • Placeholder filters – The placeholder filters for Is Placeholder and Has Executed are now present on all projects regardless of the configuration or use of placeholder functions for Checklists and Preservation. ClosedRead more

    The Has Executed and Is Placeholder filters now shows throughout all filter options regardless of your configuration. You can now use these filters as needed.

    Not all projects use placeholders. Filters are ignored if your project is not using checklist placeholders. Contact your InEight representative for more information about checklist placeholders.

  • Sort connected links – The pop-up dialog box for all connected records is now sorted by descending ID by default (attachments not included).

  • Remove attachment response from checklist – Users with unlink permissions can now unlink attachments from the attachment type question.

  • Exclude empty files – Any files that are uploaded with 0kb of data are prevented from uploading. A window shows the list of files that cannot be uploaded.

  • Comment upload time – Comments have been optimized to load faster on large projects.

  • Modified checklist matrix – The last modified user is no longer updated when a checklist matrix question is viewed.

  • PDF reports in Detail view – PDF reports can now be created from the Detail view of each individual record.

  • Highlighted results – Search results in the Location Widget removes the highlighted results during multiple searches.

  • Checklist placeholder – Placeholders let you track incomplete or undefined templates that are later transitioned to field ready checklists. The Has Executed and Is Placeholder filters now shows throughout all filter options regardless of your configuration. You can now use these filters as needed.

    • View a checklist placeholder – To view a checklist placeholder, tap the Checklist icon in the main menu. ClosedRead more

      Like other modules, the left panel shows a list of checklist placeholder records. The right panel shows the details of the selected checklist placeholder. You can make necessary changes to the placeholder template.

      The list shows the status, title, and template class name.

    • Create a checklist placeholder – When creating a preservation, you can define the checklist placeholder template and location. ClosedRead more

      To create a placeholder from the Checklist module, tap the Add icon in the list panel.

      Only admins are allowed to create the placeholders.

    • Execute a checklist placeholder – You can tap on the Build icon to execute a placeholder. ClosedRead more

      When executing a placeholder, none of the checklist questions are editable unless the placeholder is converted to a checklist.

Admin Tools is a new configuration application for InEight Completions and Model. With every release, more valuable features will be added, with the goal of providing administrators with a complete configurations tool kit.

With this first release, Account Administrators can now independently create new projects by duplicating existing project configurations. As an alternative to the role assignment using the Excel Plugin, Project Administrators can now use Admin Tools to assign specific roles to groups. Review Admin Tools training material for more details.

  • Configuration – You can now assign roles and user accounts using the Admin Tool Configuration function.

    • User Account Management – You can now manage user accounts through the Users & Groups tab and the Project Permissions tab of the User Account Management Configuration page. ClosedRead more

      You can get to User Account Management through either the tile in Configurations or the quick link in the Main menu slide-out panel.

      You must be an account administrator to manage user accounts.

      The User Account Management page is organized into the following tabs:

      • Users & Groups – Manage users and user groups

      • Project Permissions – Assign user groups to projects

      You can set up users to have standard, read-only, or administrator permissions. You must assign a user to a group so they can be given access to a project. A group is a collection of users that lets you assign multiple users to a project at one time. The Users & Groups tab is where you can add, edit, activate, and delete both users and groups.

      Users can only belong to one group per project.

      The Project Permissions tab is organized into two panels. The Groups panel shows groups and their users. The Projects panel shows projects and the users and groups assigned to each project. The Projects panel lets you manage what type of access users and groups have to a project. You can use the buttons in the center of the page to add and remove selected users and groups to and from projects.

      Users and groups assigned to projects can be given either read-only or write access.

      You can export a Microsoft Excel file that shows the users and groups in the project. To export, click Export in the upper right of the page to download the file.

    • Project Roles Assignment – Project Administrators can now add or remove groups from roles in specific projects. ClosedRead more

      Project Roles Assignment settings lets you assign roles for groups or individuals in each project.

      You must be an Account Administrator or have a permission or role to manage group roles. Administrators should know what each role can do from the project setup.

      The Project Roles Assignment page is organized into two panels. The Groups panel lets you manage groups, and the Roles panel lets you manage roles. To assign an individual to a role, search for them in the groups column and highlight their username. Then, select the role you want to assign to the individual user. Use the buttons in the center of the page to add or remove selected groups or individuals to and from roles.

      You can export a Microsoft Excel file that shows the users and group of the project. To export, click Export in the upper right of the page to download the file.

  • Duplicate a project – You can now create a new project by duplicating an existing project and adjusting certain project configuration. ClosedRead more

    Duplicating a Project creates a new Project with the same configuration as the Project being duplicated.

    You must be an account administrator to duplicate a project.

    You can duplicate a project using two different methods. You can select a project, and then click the Duplicate button.

    You can also right-click a project, and then select Duplicate from the drop-down menu.

    If the new project name matches an existing project name, a warning message is shown.

    You can adjust the project configuration for the duplicated project through the Modules and Optional section.

    In the Modules section, turn on the toggle for content from each module, such as templates, that you want to include in this project. By default, all modules’ content is copied. Copied content is only the project structure, not actual data records.

    In the Optional section, turn on or off the toggles for PDF Templates, Email Notifications, Archive Folders, or Locations, as necessary. The Archive Folders toggle is set to off by default.

    After you create a duplicate project, you cannot delete it.

    You can then assign user groups and use Completions HQ and Microsoft Excel to import project-specific data.

  • Main menu slide-out panel – The slide-out panel gives you quick links to administrative functions and other helpful links. ClosedRead more

    To open the slide-out panel, click the main menu icon. The slide-out panel contains the following links:

    • User Account Management – Manage users, user groups, and their access to projects

    • Online Training Portal – Takes you to the Knowledge Library

    • Completions Web – Opens the Completions web interface in your browser

    • Feature Request – Submit a request for a new feature

    • Support – Opens an email to InEight Support

    You can also use the main menu slide-out panel to log out of Admin Tools.

  • Preservations module (desktop and mobile) – The new Preservations module lets you schedule preventative maintenance tasks for elements. Preservation checklists can help ensure that an element’s warranty remain intact through construction and commissioning and provides a history of maintenance tasks. ClosedRead more

    To open the Preservations module, click the Preservations icon in the main menu at the bottom of the screen. The layout of the Preservations module closely resembles the other modules, such as Checklists and Inspections. In addition to the common filtering, sorting, and hierarchy options, there is a check box in the lower right that lets you show closed preservations.

    The table shows the status, priority, and time remaining or days overdue.

    • Preservation plan administration – Administrators can import preservation plans with a Microsoft Excel template. ClosedRead more

      Preservation plans are imported by an administrator using an Excel import template. Administrators can use the import files to set preservation plans to be triggered based on element properties such as type and location. Each preservation plan can be set to be triggered on a certain frequency that determines the schedule for when each preservation record must be completed. Preservation plans can also be configured depending on whether assistance from a third-party vendor is needed.

      After an administrator imports the preservation plans, the system automatically generates the necessary preservation records for each element and populates the table in the Preservations module.

    • Complete a preservation – You can complete a preservation checklist just like any other checklist. ClosedRead more

      In the module user interface, you can complete a preservation checklist by viewing a preservation record and expanding the checklist questions. You can answer preservation checklists just like other checklists.

      To view a preservation, double-click the record or select it, and then click View Preservation Details. In the details page, click Expand All or use the arrows to expand each checklist category individually.

      You can close a preservation after all checklist questions are answered. During closing, you must select a complete date and can add a note.

    • Edit a preservation – Certain fields of a preservation can be edited. ClosedRead more

      You can edit a preservation’s details and update checklist answers. Scheduled date is populated if checklists are rescheduled as part of an edit. Edit buttons are available in both the module main page and the details page.

    • Create a stand-alone preservation – You can create preservations for situations outside of the planned frequency. ClosedRead more

      There might be occasions when you need to create a preservation outside of the planned frequency. For example, a piece of equipment with a preservation plan to log temperature between November and April might require a one-off preservation if there is an unexpected freeze in May.

      When creating a preservation, you can define information such as manufacturer details, WBS, vendor, and work instructions.

      To create a stand-alone preservation from the Preservations module main page, click Create New Preservation, and then select a checklist in the dialog box. After you fill out all the required fields, click OK to create the preservation.

      To create a preservation from the Elements module, click the Preservations button in the details page of an element.

      Planned date is populated with the required completion date based on the frequency set during preservation creation.

    • Dates – Several dates are associated with a preservation and its overdue states. ClosedRead more

      There are several dates associated with a preservation to consider:

      • Planned date is populated with the required completed date based on the frequency. This date is either the current date that equipment is initially received (e.g., receiving inspection and preservation) or based on the complete date of the previous checklist and frequency.

      • Scheduled date is populated if the checklist is being rescheduled. Planned date stays the same.

      • Complete date is populated when the last required signature is added.

      The days overdue or remaining is based on today’s date compared to the planned date. The color of the count changes depending on several conditions, as defined in the table below.

      Gray Red Green
      Preservation is complete Preservation is not complete and planned date is in the past Preservation is not complete and planned date is in the future

  • Excel template preservation type – The checklist import Excel template has been updated to let you enter preservation as a type to support the new module.

  • Preservations module (mobile and desktop) – The new Preservations module lets you schedule preventative maintenance tasks for elements. Preservations checklists can help ensure that an element’s warranty remain intact through construction and commissioning and provides a history of maintenance tasks. ClosedRead more

    To open the Preservations module, tap the Preservations icon in the main menu. Like other modules, the left panel shows a list of preservation records and the right panel shows the details of the selected preservation.

    The list shows the status, priority, and time remaining or days overdue.

    • Complete a preservation – You can complete a preservation checklist just like any other checklist. ClosedRead more

      You can complete a preservation checklist by selecting a preservation record and opening the checklist questions.

      You can close a preservation after all checklist questions are answered. During closing, you must select a complete date and can add a note.

    • Edit a preservation – Certain fields of a preservation can be edited. ClosedRead more

      You can edit a preservation’s details and update checklist answers. Scheduled date is populated if checklists are rescheduled as part of an edit.

    • Create a stand-alone preservation – You can create preservations for situations outside of the planned frequency. ClosedRead more

      There might be occasions when you need to create a preservation outside of the planned frequency. For example, a piece of equipment with a preservation plan to log temperature between November and April might require a stand-alone preservation if there is an unexpected freeze in May.

      When creating a preservation, you can define information such as manufacturer details, WBS, vendor, and work instructions.

      To create a preservation from the Preservations module, tap the Add icon in the list panel.

      To create a preservation from the Elements module, tap the Preservations icon in the details panel of an element.

      Planned date is populated with the required completion date based on the frequency set during preservation creation.

    • Dates – Several dates are associated with a preservation and its overdue states. ClosedRead more

      There are several dates associated with a preservation to consider:

      • Planned date is populated with the required completed date based on the frequency. This date is either the current date that equipment is initially received (e.g., receiving inspection and preservation) or based on the complete date of the previous checklist and frequency.

      • Scheduled date is populated if the checklist is being rescheduled. Planned date stays the same.

      • Complete date is populated when the last required signature is added.

      The days overdue or remaining is based on today’s date compared to the planned date. The color of the count changes depending on several conditions, as defined in the table below.

      Gray Red Green
      Preservation is complete Preservation is not complete and planned date is in the past Preservation is not complete and planned date is in the future