Version 1.26: Release Notes

Click the links below to learn all about this release:

• The Platform
• Helm CONNECT Maintenance and Compliance
• Helm CONNECT Jobs
• Helm CONNECT Personnel
• Reports and Dashboards
• Helm CONNECT API
• Updates

The Platform

Our "platform" is our base product and includes the features and functionality shared by all our customers. Changes to our platform affect everyone, regardless of the product lines or modules you subscribe to. We made the following platform changes in this release.

Use groups to manage your assets

We added a new Management > Assets > Asset Groups tab that allows you to create a new asset group and determine the division to which it will belong. From here, you can also add and remove assets from a group and share a group with divisions or specific users.

We also added a new Management > Assets > Assets Groups sub-tab where you can see existing asset groups. From here, you can also add and remove assets from a group.

In addition, we added Asset Group filters throughout Helm CONNECT to help you sort and find information based on asset groups.

Control who can manage asset groups

We added three new permissions to control who can manage asset groups:

• Management > Assets > Asset Groups: Provides access to the Asset Groups tab.
• Management > Assets > Assets > Asset Groups: Provides access to the Asset Groups sub-tab.

  

• Management > Settings > Manage Shared Asset Group: Allows someone to edit an existing asset group from the Management > Assets > Asset Groups tab, even if they aren’t the owner of that group.

  

Consistent number of digits displayed in dates

Most places in Helm CONNECT show two digits for the month and day in dates (for example, 09/04/2023). In this release, we fixed some places that were only displaying one digit (for example, 9/4/2023).

This change won’t affect your date format, which is based on your browser language settings. It will simply add leading zeros to any dates that were missing them.

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Helm CONNECT Maintenance and Compliance

We made the following changes to Helm CONNECT Maintenance and Helm CONNECT Compliance in this release.

Due dates display in local time relative to asset time zones

In Version 1.25, we added a new required field to the Management > Asset > Assets > Details sub-tab called Time Zone, which is updated automatically when a time zone is detected for the corresponding asset installation. This field can also be updated manually if the asset doesn’t have an asset installation.

In this release, we modified all due dates to display in local time relative to those asset time zones. The crew on your assets won’t notice a difference because they will still see due dates in their asset’s time zone. However, anyone viewing due dates from a different time zone than an asset will see them converted to local time. For example, if an asset in the Eastern time zone has a checklist due at 12:00, anyone viewing that checklist from the Pacific time zone will see the checklist due at 09:00.

Mark documents as favorites for easy reference

On the Onboard > Documents > Library and Compliance > Documents > Library tabs, you can now mark documents as favorites for easy reference.

Send email notifications about notes on requisitions

When you add new notes to a requisition or requisition line item, a new Notify field in the Notes window allows you to send an email notification about that note to the selected users.

More about this feature:

• From shore, only active employees with Can Log In to Shore or Can Log In to Asset selected on their profile will be listed in the Notify field.
• From an asset installation, only active employees with Can Log In to Asset selected on their profile will be listed in the Notify field.
• From shore, notifications will be sent when you click Post & Notify then save the requisition.
• From an asset installation, notifications will be queued to send when you click Post & Notify then save the requisition, but must first transfer to shore before they will be sent.

Control who can send notifications about notes on requisitions

We added a new Send Requisition Note Notifications permission under Extras that controls who can send notifications about notes on corrective actions.

Send email notifications about notes on forms

When you add new notes to a form, a new Notify field in the Notes window allows you to send an email notification about that note to the selected users.

More about this feature:

• From shore, only active employees with Can Log In to Shore or Can Log In to Asset selected on their profile will be listed in the Notify field.
• From an asset installation, only active employees with Can Log In to Asset selected on their profile will be listed in the Notify field.
• From shore, notifications will be sent when you click Post & Notify.
• From an asset installation, notifications will be queued to send when you click Post & Notify, but must first transfer to shore before they will be sent.

Control who can send notifications about notes on forms

We added a new Send Form Note Notifications permission under Extras that controls who can send notifications about notes on forms.

Use types to organize and report on tasks

You can now use custom types to label your tasks, making them easier to find and report on.

More about this feature:

• Use the new Setup > Maintenance > Task Types tab to add new task types as well as rename or delete existing ones.
• Use the Setup > Field Configurations > Tasks tab to hide or show the Type field in the Task windows and control whether or not it’s required.
• Use the new Type filters on the Maintenance > Overview > Advanced Search and Manage Searches tab to narrow your searches by type.

Control who can access the Task Types tab

Under Setup, we added a new group called Maintenance and a new permission called Task Types that controls who can access the Setup > Maintenance > Task Types tab.

Use categories to organize and report on audits

You can now use custom categories to label your audits, making them easier to find and report on.

More about this feature:

• Use the new Setup > Compliance > Audit Categories tab to add new audit categories as well as rename or delete existing ones.
• Use the new Audit Category filter on the Compliance > Audits > Audits and Compliance > Audit > History tabs to find audits by category.

Use types to organize and report on corrective actions

You can now use custom types to label your corrective actions, making them easier to find and report on.

More about this feature:

• Use the new Setup > Compliance > Corrective Action Types tab to add new task types as well as rename or delete existing ones.
• Use the Setup > Field Configurations > Corrective Actions tab to hide or show the Type field in the Corrective Actions windows and control whether or not it’s required.
• Use the new Type filters on the Maintenance > Overview > Advanced Search, Manage Searches, and Compliance > Audits > History tabs to find corrective actions by type.

Control who can access the Audit Categories and Corrective Action Types tabs

Under Setup, we added a new group called Compliance that contains two new permissions: Corrective Action Types controls who can access the Setup > Compliance > Corrective Action Types tab and Audit Categories controls who can access the Setup > Compliance > Audit Categories tab.

Save your work as you go on checklists and forms

We added a new Save Changes button to checklists and forms so you can save your work without navigating away from the page.

Configure the “How was this resolved?” field on tasks

You can now use the Setup > Field Configurations > Tasks tab to hide or show the “How was this resolved?” field in the Finish Task window and control whether or not it’s required.

Configure the “How was this resolved?” field on corrective actions

You can now use the Setup > Field Configurations > Corrective Actions tab to hide or show the “How was this resolved?” field in the Finish Corrective Action window and control whether or not it’s required.

Click to see the source of your tasks

In the Update Task window, you can now click in the Source field to go to the checklist or form the task came from. You can also click in the Source field from the task detail view in history.

See the findings related to your corrective actions

In the Update Corrective Action window and in the corrective action detail view in history, we added a new read-only Finding field that displays the finding related to a corrective action from an audit. Use the Setup > Field Configurations > Corrective Actions tab to hide or show the new field, which will be hidden by default after the upgrade to Version 1.26.

Control who can modify the divisions on shared searches

We added a new Modify Divisions on Shared Search permission under Maintenance > Overview > Advanced Search > Settings to allow users to edit the “Shared With Divisions” field on shared searches on the Maintenance > Overview > Manage Searches tab. Previously, only the original owner of the search could modify its division, which caused an issue if the owner was no longer with the company.

Control who can edit the sidebar fields when audits are in progress

Under Compliance > Audits, we added a new Settings > Edit Audit Sidebar permission to allow users to edit the sidebar fields on the Compliance > Audit > Audit tab when an audit is in the following stages:

• Schedule Audit
• Record Audit
• Plan Corrective Action
• Verify Corrective Action
• Correct History

Corrective actions assigned to shore can be viewed from the Onboard > Overview > To Do tab

Your crew can now view corrective actions for their asset that have been assigned to shore or to the next dry dock from the Onboard > Overview > To Do tab. They can’t view corrective actions for other assets.

You can’t select asset spaces on shore-only forms

We addressed an issue where you could select an asset space on a shore-only form even though that form could not be viewed from the asset space.

Label change on the Audits tab

On the Compliance > Audits > Audits tab, we changed the label on the “Schedule Audit” button to “Advance to Next Step to make it easier for new users to understand the audit workflow.

Asset Tracking: Export certifications to Microsoft Excel

You can now export a list of certifications to Microsoft Excel from the following places:

• Management > Assets > Assets > Tracking sub-tab
• Management > Assets > Assets > History sub-tab
• Onboard > Overview > Tracking

Asset Tracking: Edit or remove the expiry date on certifications

You can now edit or remove the expiry date on certifications from the Management > Assets > History tab.

Asset Tracking: Delete certifications

You can now delete certifications from the Management > Assets > History tab.

Asset Tracking: More control over the History tab

We added three new permissions under Management > Assets > History to give you more control over the actions users can perform on the History tab.

• Read: This allows users to view but not make changes to certifications.
• Edit: This allows users to edit or remove the expiry date on certifications.
• Delete: This allows users to delete certifications.

Asset Tracking: Filter improvements on the Tracking tab

We made several improvements to the filters on the Management > Assets > Tracking tab.

Additional filters

We added new filters called Reference Number and Asset Groups.

Enhanced search options in the Type field

Previously, you could only use the Type field to filter by the exact item or items you selected from the list. Now, you can also perform broad or generic searches by entering any term or partial term you want.

Asset Tracking: New columns added to the list views

We added the following new columns to the Tracking and History tabs and sub-tabs throughout the Asset Tracking module:

• Attachments
• Document Required
• Notes
• Obtained
• Requires Expiration
• Required to Operate
• Template
• Updated

The new columns will be hidden by default when you upgrade to Version 1.26. Click the Column Selector icon to hide or show specific columns.

Asset Tracking: Improvements to the card views

We added Reference Number and Template fields to the cards views on the Management > Assets > Assets > Tracking sub-tab.

Asset Tracking: More control over the Tracking sub-tab

We added three new permissions under Management > Assets > Assets > Tracking to give you more control over the actions users can perform on the Tracking sub-tab.

• Manage Certifications: This allows users to see and click the Manage Certifications button.
• Read: This allows users to view but not make changes to anything on the Tracking sub-tab.
• Edit: This allows users to update existing items on the Tracking sub-tab, such as renewing certifications or adding notes and attachments. It doesn’t let them add new certifications unless they also have the Manage Certifications permission.

Users no longer need edit permissions to transfer parts or components

Previously, in order to transfer parts or components, users also needed permission to edit them. Now, in order to transfer parts or components, users only need the following permissions:

• Inventory > Settings > Can Make Part Transfers
• Inventory > Settings > Can Make Component Transfers

Users no longer need to click the Edit button to transfer parts or components

On the Onboard > Inventory > Parts tab or the Inventory > Inventory > Parts tab, users no longer need to click the Edit button in order to click the Transfer parts icon.

New permission to transfer parts or components to outside divisions

Previously, anyone with permission to transfer parts or components could transfer them to divisions other than their own. Now, users need the new Inventory > Settings > Can Transfer Outside of Division permission to transfer parts or components to outside divisions. Without this permission, users can only transfer parts or components within their own division or to divisions directly above or below them in their company’s divisional hierarchy.

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Helm CONNECT Jobs

We made the following changes to Helm CONNECT Jobs in this release.

Configure fields on trips and jobs to be required for completion

On the Setup > Orders > Trip Types > Trips and Setup > Orders > Trip Types >Jobs sub-tabs, you have two new options for configuring default and custom fields on your trips and jobs to be required for completion:

• Required to complete on asset: When viewing a trip or job from onboard, all fields configured as “Required to complete on asset” must be filled out before you can change the status to Complete.
• Required to complete on shore: When viewing a trip or job from shore, all fields configured as “Required to complete on shore” must be filled out before you can change the status to Complete.

Configure fields on trips, jobs, and orders to be required for billing

You have a new “Required for billing “ option on the Setup > Orders > Orders Configurations tab and the Setup > Orders > Trip Types > Trips and Setup > Orders > Trip Types >Jobs sub-tabs. All fields with this configuration must be filled out before you can generate billing for an order. If any fields aren’t filled out when you click the Calculate button, the empty fields will turn red, a warning message will appear, and no billing will be generated.

More configuration options for event and activity fields

You now have more options for hiding or showing the default and custom fields on your events and activities, and for controlling whether or not they’re required.

Previously, you could only hide or show event and activity fields, and you could only make a shown field either required or not required. Now, you have these options:

• Hide on both: If a field is hidden on both shore and on assets, it can’t be required.
• Show on both: If a field is shown on both shore and on assets, you have these options:
  • Not required
  • Required for billing
  • Required on both
  • Required only on asset
  • Required only on shore
• Show only on shore: If a field is only shown on shore, you have these options:
  • Not required
  • Required for billing
  • Required only on shore
• Show only on asset: If a field is only shown on assets, you have these options:
  • Not required
  • Required only on asset

More about these changes:

• Fields set to “Required for billing” must be filled out before you can generate billing for an order. If any fields aren’t filled out when you click the Calculate button, the empty fields will turn red, a warning message will appear, and no billing will be generated.
• The “Required for billing” configuration doesn’t apply to interval billing. Billing fields with this configuration will only be required when billed with a non-interval based contract.
• Fields set to show on assets will show in items in the Onboard menu such as Onboard > Logbook and Onboard > Jobs, regardless of whether they’re viewed from shore or from an asset installation.
• If a field is set to show on shore, it will show in items on the Jobs menu, such as Jobs > Dispatch.

Add custom fields to the headers for events, activities, and trip types

We added “New Custom Field” buttons in the following places so you can add custom fields to the headers of specific events, activities, and trip types:

• Setup > Events > Events tab
• Setup > Events > Activities tab
• Setup > Orders > Trip Types tab

Keep the following things in mind about these header custom fields:

• You can’t configure them to hide or show. They will always show unless you delete them.
• You can’t configure them to be required.
• You can rename or delete them from the Setup > Operations > Custom Fields tab.
• You can’t report on them but you can extract them through the Helm CONNECT API.

Archived Trip label changed to Remove Trip

In the Actions menu on the Jobs > Dispatch > Trips tab, we renamed the “Archive Trip” item to “Remove Trip.”

Full names displayed on external cumulative readings in the Logbook module

We addressed an issue on the Onboard > Logs > Logbook tab where, if a person had a preferred name listed on their profile, it was displayed instead of their full name on any external cumulative readings they entered.

Add accounting codes to event types

On the Setup > Events > Event Types tab, a new Accounting Code field allows you to attach accounting codes to revenue allocations when transaction lines are based on per event rules.

Helm CONNECT Portal: Improvements

We made the following improvements to the Helm CONNECT Portal:

Vessel Calls View Supports Mobile

To enable dispatch on the go, the vessel calls view is now mobile friendly. When they click “Vessel Calls,” users now see a mobile-optimized scrolling list vessel calls.

Automatic Grid Refreshing

The Portal now refreshes on its own so you no longer need to refresh the grid to get the latest data.

Improved White Labelling

You can now customize all emails generated from the Portal with your logo and branding.

You can now customize the homepage with your own logo, welcome message, and contact email.

Temporary Passwords

Not every user will have access to their own email account, so we added the ability for administrators to set a temporary password for agents or customers to use the first time they log into the Portal.

Timezones

When users view data that occurs in a different timezone than the one that they’re in, the Portal now provides a tooltip that converts the time or shows it in local time.

Order Notes

When a request is submitted or edited in the Portal, a note will be posted to Helm CONNECT with the user name, date/time, and details around the request to provide a clean record of what was done in the Portal.

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Helm CONNECT Personnel

We made the following changes to Helm CONNECT Personnel in this release.

Import Crew Training Records from Moxie Media’s LMS

Our new integration with Moxie Media’s Learning Management System (LMS) helps you save time and demonstrate compliance by importing your crew training records into Helm CONNECT. Check out this blog post to learn more about this exciting collaboration between Helm and Moxie.

Permission changes to protect sensitive payroll information

We made the following permission changes to help you protect sensitive payroll information.

Show Payroll Details permission replaced with new permissions

The Management > Settings > Show Payroll Details permission has been replaced with two new permissions:

• Management > People > People> Payroll > Read: Allows you to see but not make changes to the payroll fields on the Management > People > People > Payroll sub-tab and on the sidebar.
• Management > People > People> Payroll > Edit: Allows you to see and make changes to the payroll fields on the Management > People > People > Payroll sub-tab and on the sidebar.

New Adjust Pay permission added

A new Adjust Pay permission allows you to control who has permission to see and use the Adjust Pay button on the Management > People > People > Payroll sub-tab.

Payroll no longer generates automatically

To improve performance and give you more control over payroll generation, the Payroll Details tab no longer generates payroll automatically each time you make a change to the schedule. Instead, you must click the Generate Payroll button when you’re ready to generate your payroll.

Generate payroll for selected crew members or crew groups

On the Personnel > Payroll > Payroll Details tab, the Generate Payroll icon is now always visible so you can generate payroll for just selected crew members or crew groups instead of everyone.

Easily refresh multiple transactions on the Payroll Details page

On the Personnel > Payroll > Payroll Details tab, a yellow banner now displays near the top of the page when multiple transactions on the page have been updated, giving you the option to refresh all of them at once.

Label change on the Crew Changes tab

To clarify which crew changes have been published to your crew and assets, we changed the “Planned Changes” label on the Personnel > Schedule > Crew Changes > Planning sub-tab to “Published Changes”.

Simplify payroll configuration by using base rates to calculate payroll

We’ve simplified payroll configuration by giving you the option to use base rates to calculate your payroll.

Base rates per payroll class

On the Setup > Payroll > Payroll Classes tab, you can add a base rate to a payroll class and use effective dates to manage and escalate it.

Base rates per person

On the Management > People > People > Payroll sub-tab, you can add a negotiated base rate to a person’s profile and use effective dates to manage and escalate it.

Use crew changes to generate payroll

On the Setup > Payroll > Payroll Schemes tab, a new Crew Changes payroll target allows you to generate payroll based on crew on and off times.

People Tracking: Email crew when personnel certifications are coming due

On the Setup > Templates > Personnel Certifications tab, you can use the new Email Crew Member radio button to automatically send email notifications to your crew when their certifications are coming due.

Crew members who can log in to Helm CONNECT and have a valid email address in the system will receive notifications when the following activities occur:

• When certifications reach any of their lead time milestones. For example, if a certification has lead times of 30 and 60 days, crew receive notifications when it's 60 days from expiring and again when it's 30 days from expiring.
• When certifications are submitted or renewed with expiry dates past one or more of their lead time milestones. For example, if a certification has lead times of 30, 60, and 90 days, and it's submitted or renewed with an expiry date only 47 days from today, crew will immediately receive a notification that the certification is 47 days from expiring, because it's already past both its 60 and 90-day milestones. Crew will receive another notification when the certification is 30 days from expiring.

People Tracking: Certifications continue to display on the Tracking sub-tab on the day a position ends

We addressed an issue where certifications related to a person’s position stopped displaying on the Management > People > People > Tracking sub-tab on the day the position ended. Now, those certifications will continue to display on the Tracking sub-tab until 23:59 on the day the position ends.

People Tracking: Export certifications to Microsoft Excel

You can now export a list of certifications to Microsoft Excel from the following places:

• Management > People > People > Tracking sub-tab
• Management > People > People > History sub-tab
• Onboard > Personnel > Crew > Tracking sub-tab
• Onboard > Personnel > Crew > History sub-tab

People Tracking: Edit or remove the expiry date on certifications

You can now edit or remove the expiry date on certifications from the Management > People > History tab.

People Tracking: Delete certifications

You can now delete certifications from the Management > People > History tab.

People Tracking: More control over the History tab

We added three new permissions under Management > People > History to give you more control over the actions users can perform on the History tab.

• Read: This allows users to view but not make changes to certifications.
• Edit: This allows users to edit or remove the expiry date on certifications.
• Delete: This allows users to delete certifications.

People Tracking: Filter improvements on the Tracking tab

We made several improvements to the filters on the Management > People > Tracking tab.

Additional filters

We added new filters called Reference Number and Assigned Asset, and a new check box called Required to Operate.

Enhanced search options in the Type field

Previously, you could only use the Type field to filter by the exact item or items you selected from the list. Now, you can also perform broad searches by entering any term or partial term you want.

People Tracking: New columns added to the list views

The following new columns were added to the Tracking and History tabs and sub-tabs throughout the People Tracking module:

• Attachments
• Document Required
• Notes
• Obtained
• Requires Expiration
• Required to Operate
• Template
• Updated

The new columns will be hidden by default when you upgrade to Version 1.26. Click the Column Selector icon to hide or show specific columns.

People Tracking: Improvements to the card views

We added Reference Number and Template fields to the cards views on the Management > People > People > Tracking and Onboard > Personnel > Crew > Tracking sub-tabs.

People Tracking: More control over the Tracking sub-tab

We added three new permissions under Management > People > People > Tracking to give you more control over the actions users can perform on the Tracking sub-tab.

• Manage Certifications: This allows users to see and click the Manage Certifications button.
• Read: This allows users to view but not make changes to anything on the Tracking sub-tab.
• Edit: This allows users to update existing items on the Tracking sub-tab, such as renewing certifications or adding notes and attachments. It doesn’t let them add new certifications unless they also have the Manage Certifications permission.

People Tracking: Field changes to protect sensitive payroll information

We made the following field changes to help you protect sensitive payroll information.

Payroll fields have moved to the Payroll sub-tab

We moved all payroll-related fields from the Details sub-tab in Management > People > People to the Payroll sub-tab.

Payroll fields have been removed from Onboard

We removed the Payroll Classes and Rates sections and all the fields they contain from the Onboard > Personnel > Crew > Details sub-tab.

Work Rest: Use a CSV connection string to connect your data to external tools

You now have the option to use a CSV connection string to connect your work-rest data to external tools, such as Microsoft Excel or Power BI.

Work Rest: Fields added to the Excel report

We added the following fields to the Excel report and the new CSV data source:

• NonCompliance
• NonCompliance RulesBroken
• AssetID
• Asset
• PositionID
• Position

Work Rest: Issues addressed

We addressed the following issues:

• Assigning assets to shifts was sometimes not saving.
• In rare cases, work-rest data was not being transferred from shore to the assets.
• In some instances, night mode was not working.
• Data was sometimes duplicated in the PDF report when there were multiple pages.

New Crew Scheduling module: Improvements

We made the following improvements:

• You can now duplicate crewing requirements.
• You can now set default crew change days and crew on and off times for each asset. Once these are set, the bars on the schedule will snap to them.

New Crew Scheduling module: Issues addressed

We addressed the following issues:

• Saving data caused the schedule to draw broken schedules.
• The schedule would sometimes get stuck saving data.
• If positions were deleted after schedules were created, the schedules would not display in the schedule.
• Calculating when a crew change was considered complete was not correct.
• Published/unpublished crew changes could not both exist and be visible on the schedule at the same time.
• If crew change approvals were disabled, they would sometimes show in the Approval tab if a user entered actuals directly into the schedule.
• When users used the last two digits of a year, 20th century dates would display instead of 21st century dates.
• Only position groups and positions for the loaded crewing requirement would show when editing a schedule.

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Reports and Dashboards

We made the following changes to our reports and dashboards in this release. These changes may also affect report data linked to systems outside Helm CONNECT, such as Power BI. If you have any questions about reports and their data sources, please contact your account manager.

Introducing Helm Analytics

Helm Analytics takes reporting in Helm CONNECT to the next level by providing key performance indicators and an analysis of your maintenance and compliance data:

• Quickly see the open items for your assets and crew and the percentage of how many items are currently overdue.
• Review your fleet performance over the past five years to analyze trends and demonstrate compliance.
• Visualize and filter your data, then share it with upper management and shore staff to increase performance awareness throughout your organization.

New Asset column in the Assets data source

We added an Asset column to the Assets data source.

New Asset Group filter added to several data sources

We added an Asset Group filter to the following data sources:

• Assets
• Asset Certifications
• Asset Utilization
• Bank Records
• Crew Changes
• Documents
• Event Logs
• Fleet
• Forms
• Form Templates
• Inspections
• Inventory
• Logbook
• Onboard Crew
• Maintenance
• Manning Requirements
• Payroll Transactions
• Resource Utilization
• Trips
• Work Periods

New Corrective Action Type filter and column in the Audits data source

We added a Corrective Action Type filter and column to the Audits data source.

New Type filters and columns added to two data sources

We added a Type filter and Type column to the following data sources:

• Corrective Actions
• Tasks

New date range options in two data sources

We added three new options to the Date Range filter in the Asset Certifications and Crew Certifications data sources:

• Next N Days
• Next N Months
• This year

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Helm CONNECT API

We made the following changes to the Helm CONNECT API in this release. For more details, please refer to our API documentation.

New endpoints

• Corrective Action Types (api/v2/public/CorrectiveActionTypes)
• Task Types (api/v2/public/TaskTypes)

These endpoints support GET verbs.

Activity Type (api/v2/public/ActivityTypes)

We added a “UserDefined” field.

Corrective Actions (api/v2/public/CorrectiveActions)

We added these new fields:

• “CorrectiveActionTypeId”
• “CorrectiveActionType”

Create/Update Task (api/v1/hsqe/actionitems/CreateOrUpdateTask)

We added a “TaskTypeId” field.

Event Type (api/v2/public/EventTypes)

We added a “UserDefined” field.

Field Settings (api/v1/system/FieldSettings)

We added a “RequiredOn” field.

Find Task by Id (api/v1/hsqe/actionitems/FindTaskById)

We added these new fields:

• “TaskType”
• “TaskTypeId”

Find Tasks (api/v1/hsqe/actionitems/FindTasks)

We added these new fields:

• “TaskType”
• “TaskTypeId”

Tasks (api/v2/public/Tasks)

We added these new fields:

• “TaskType”
• “TaskTypeId”

Trip Types (api/v2/public/TripTypes)

We added a “UserDefined” field.

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Updates

7.1.26.381

As part of ongoing maintenance and to improve performance, we optimized the size of our asset installation databases. The results will be unique to each database, based on factors such as its original size and your company's data usage patterns.

7.1.26.377 / 7.1.26.378

In Helm CONNECT Compliance, we addressed an issue on the Compliance > Corrective Actions > Corrective Actions tab where selecting an asset from the "Filter by assets" filter wouldn't return any results unless you first selected a division.

7.1.26.375 / 7.1.26.376

In Helm CONNECT Analytics, we addressed an issue where the due date on maintenance checklists wasn't being calculated correctly.

7.1.26.372 / 7.1.26.373

In Helm CONNECT Jobs, we addressed an issue where some deleted transaction lines would reappear when you refreshed your screen.

7.1.26.371

In Helm CONNECT Maintenance, we improved the performance of the Est Due Date Range filters on the Advanced Search tab.

7.1.26.369

We made the following improvements in this update:

• We turned on the new Management > Assets > Asset Groups and Management > Assets > Assets > Asset Groups permissions in everyone's tenants.
• We improved the performance of the Asset Certifications and Crew Certifications report data sources to reduce the chance that large exports reach time limit restrictions.
• When a webhook payload with a select box custom field (UDF) resolves the value for sending on the webhook, it can now return a friendly name instead of only coming back as the GUID identifying the entity.
• We added an optional ApplyUserDivisionFilter query parameter to the Find Divisions API endpoint that causes the endpoint to filter by the user's division.
• In Helm CONNECT Personnel:
  • We now include archived people in the new Crew Scheduling Planner. If a user’s profile is set to Inactive, they will display in the schedule with (Archived) after their name.
  • We gave you more control over which users can edit work-rest data. Users no longer need the Personnel > Scheduling > Work Rest > Edit permission to confirm someone’s work-rest data. Now they only need the Personnel > Scheduling > Work Rest > Confirm permission.

We addressed the following issues in this update:

• In Helm CONNECT Jobs:
  • Adding a flat rate manual transaction on an invoice also added a flat rate to each existing line on the invoice.
  • The date field was required in contract rule conditions when it should have been optional.
  • The date field was required in contract rules that used the "between" operator when it should have been optional.
  • You’d see an error if you tried to make a manual edit to a transaction line that was linked to another transaction line.
  • You couldn’t edit a transaction line that was either linked to a transaction line on a related transaction or was on a billing interval transaction.
  • You’d see an error if you tried to make a manual edit to a transaction line linked to another transaction line.
  • A trip with an interval contract wouldn't be billed if it was part of an order with a regular contract.
• In Helm CONNECT Jobs and Helm CONNECT Maintenance, users with permission to approve requests sometimes saw an error when they tried to open the request manager.
• In Helm CONNECT Maintenance, some checklists based on cumulative readings (for example, running hours) would incorrectly appear as overdue in workspaces in Onboard > Logs and on the Maintenance > Overview > Advanced Search tab.
• In Helm CONNECT Reports, the Crew Certifications and Asset Certifications report data sources sometimes displayed duplicate rows with the same information.
• In the Asset Tracking and People Tracking modules, certifications were displaying the Required to Operate or Document Required icons even when they aren't required.
• In Helm CONNECT Maintenance and Helm CONNECT Compliance, the time in the Due Date columns in the Checklists and Forms reports data sources was exporting in 12-hour format instead of 24-hour format.
• In the Helm CONNECT API, the new RequiredOn field field in the Field Settings endpoint wasn't returning a value.