Version 1.27: 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, Dashboards, and Analytics
• Helm CONNECT Portal
• 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.

Asset Installations Must Upgrade to Version 1.27 before Sending Data to Shore

Please be aware that, as a result of some database improvements we made in this release, once your shore environment has upgraded to Version 1.27 your asset installations must also upgrade to Version 1.27 before they can send data to shore. While your asset installations are still on Version 1.26, your crew can continue entering data into Helm CONNECT and it will transfer to shore after the upgrade.

Use My Helm > Profile to Manage Your Personal Information

In Version 1.25, we introduced the new My Helm menu at the top of the menu bar. This handy dashboard only displays information relevant to the logged-in user, making it easy for your crew to find and focus on the things they're responsible for. In the first release, we rolled out My Helm > Schedule with a Work Rest tab so your crew could manage their own work-rest data.

In this release, we’re introducing My Helm > Profile so your crew can manage their personal profiles in Helm CONNECT. This is the same type of information you’d find in Management > People, but it’s been filtered to only show the personal information of the logged-in user.

The My Helm > Profile > Profile tab contains the following sub-tabs:

• Details: Manage your general information and employment details.
• Certifications: Manage the certifications you need for your job. This sub-tab requires the People Certifications (formerly People Tracking) module.
• Emergency Contacts: Manage your list of emergency contacts.
• History: View your completed forms and renewed certifications. This sub-tab requires the Forms or People Certifications (formerly People Tracking) module.
• LMS Integrations: View the courses you’ve completed through the Moxie Media Learning Management System (LMS).This sub-tab requires the free Moxie Media LMS integration.

Manage User Access to My Helm > Profile

We added a new Profile permission group under My Helm to manage the type of access users have to the new My Helm > Profile > Profile tab and its sub-tabs.

Improvements to the Assets (Beta) tab

We launched the Management > Assets > Assets (Beta) tab as a pre-release in Helm CONNECT 1.25. Since then, we've continued to improve it based on the valuable feedback and suggestions of interested customers:

• The first version of the Assets (Beta) tab displayed assets in a list view instead of the card view used by the original Management > Assets > Assets tab. This compact design was so customers with large numbers of assets could easily see, filter, and sort their assets. However, as our long-term vision is for the Assets (Beta) tab to eventually replace the original Assets tab, we added a card view for customers with smaller numbers of assets who prefer a more visual layout. Naturally, there is a toggle to quickly switch between the two views.
• We also reorganized and streamlined the filters to bring you all the functionality you’re used to from the original Assets tab but in an improved, easy-to-use layout.

Easily View Our DNV Certification Even Offline

We added a new Certifications section to the Help menu so you can easily view our DNV certification when you need it. We included a PDF version in case an asset installation needs to view it while it’s offline.

Configure a Default Time Zone for Your Divisions

On the Setup > Operations > Divisions tab, we added a new Time Zone field that gives you the option option to set a default time zone for your divisions. If you choose to set a default time zone for a division, it will be inherited by any new assets you add to that division but won’t affect the time zones for any assets that were already part of that division.

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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.

Use My Helm > To Do For a Mobile-Friendly View of Tasks

In addition to My Helm > Profile (please see the Platform section for more details), we’re also introducing My Helm > To Do with a Tasks tab where your crew can see a mobile-friendly version of the tasks in their to-do list. From here they can view and edit existing tasks and add new ones. There’s also a handy Assigned to Me button so the logged-in user can quickly see any tasks assigned to them.

Manage User Access to My Helm > To Do

We added a new To Do permission group under My Helm to manage user access to the new My Helm > To Do > Tasks tab.

Use Storage Locations to Manage Your Parts

If you subscribe to the Inventory module, you can now track your parts by their specific locations on your assets or in your warehouses and transfer parts from one location to another.

We first launched inventory storage locations to interested customers as a pre-release feature in Version 1.25, but the early version didn’t yet integrate with all the inventory items in Helm CONNECT. Now, this full release connects storage locations to everything that could impact your inventory, including requisitions, tasks, forms, and checklists.

Set Up Storage Locations for Your Parts Inventory

We added two new tabs under Setup > Parts to manage up to three types of storage:

• Storage Types: You can customize the names of the default storage types (Zone, Shelf, and Bin) to better suit your company’s needs.
• Storage Locations: Within each type of storage, you will then add labels to represent the locations themselves. For example, within the Shelf type, you might add labels called Shelf 1 and Shelf 2.

Control User Access to the Storage Types and Storage Locations Tabs

We added two new permissions under Setup > Parts to manage user access to the new Storage Types and Storage Locations tabs.

Control Who Can See and Manage Storage Locations

We added a new Storage Locations permissions group under Inventory to control who can see and manage storage locations and labels throughout Helm CONNECT:

• Edit Storage Labels: This permission allows users to create new storage labels on-the-fly while managing tracked parts. Without it, they can see storage locations throughout Helm CONNECT but they can’t create any new storage labels.
• Edit Storage Location On Tracked Parts: This permission allows users to edit the storage locations on existing tracked parts.
• Allow Labels Not Used On Asset: This permission allows users working on an asset installation to see and select from labels that aren’t currently being used on their asset, including labels used on other assets.

Control Who Can Omit Checklists

To improve audit efficiency and help mitigate any risks to compliance, we added a new Can Omit Checklists permission under Maintenance > Settings, so you can manage which users have the ability to omit checklists. Without this permission, users won’t see the Omit button on checklists and they’ll only be able to finish checklists for the next due period.

Manage Access to Sensitive Data by Limiting Forms to Specific Roles

Use the new Limited to Roles field on forms templates to restrict certain forms to specific roles and strictly manage who can see and edit the information in your in-progress and completed forms.

Use Folders to Manage Your Documents

In Version 1.26, we added the option to mark some of your documents as favorites for easy reference. Now, in Version 1.27, we’re making it even easier to manage your documents with the addition of folders. On the new Setup > Compliance > Document Folders tab, you can create a three-level folder structure of up to 500 folders.

When you’re in edit mode on the Compliance > Documents > Document Control tab, you can assign new and existing documents to a folder with the help of the new Folder list. And when you’re in view mode, you can use the new Folder filter and Folder column to quickly filter and sort your documents.

Control Who Can Assign Documents to Folders

We added a new Document Folder permission under Setup > Role Settings that controls who can select a folder for a document on the Compliance > Documents > Document Control tab.

Control Who Can Manage Document Folders

We added a new Document Folders permission group under Setup > Compliance with separate permissions for adding, deleting, and renaming folders. Anyone with at least one of these permissions will have access to the new Setup > Compliance > Document Folders tab.

Enter Decimals in your Numeric Fields

You can now enter numbers with up to five decimal places in the numeric fields in your forms.

New Name for the Asset Tracking Module

To better reflect what the Asset Tracking module does, we renamed it Asset Certifications and changed all the “Tracking” labels throughout the module to “Certifications.”

More Control over the Certifications Tabs

We added two new permissions under Onboard > Overview > Certifications and Management > Assets > Certifications to give you more control over the actions users can perform on the Certifications tabs.

• Read: This permission allows users to view but not change anything on the Certifications tab. In addition, users can see notes but not add new ones, and they can see and download attachments but not add new ones.
• Edit: These permissions allow users to update existing items on the Certifications tabs, such as renewing certifications or adding notes and attachments.

Improved Workflow for Unsubmitted Certifications

If you have the new Edit permission for the Onboard > Overview > Certifications or Management > Assets > Certifications tab, you’ll notice some nice little improvements to the Update Certification window when you open an unsubmitted certification. Instead of opening in renew mode—which didn’t make sense for certifications you hadn’t submitted yet—unsubmitted certifications now open in edit mode.

See Who’s Making Certification Changes

When you view submitted certifications from the Onboard > Overview > Certifications or Management > Assets > Certifications tabs or the Management > Assets > Details > Certifications sub-tab, a new Change Log tab in the Update Certifications window now gives you full visibility into what changes have been made to your certifications and by whom.

We also added a new Change Log button to the Asset > Management > History tab that’s visible when you’re viewing a certification.

Improved Usability for Smaller Screens

On smaller screens, the Management > Assets > Details > Certifications sub-tab now defaults to the list view. On larger screens, it still defaults to the card view.

Always See the Lead Times When Managing Certifications

Previously, when you clicked Manage Certifications for a certification on the Management > Assets > Details > Certifications sub-tab, the lead times for that certification wouldn’t be visible unless you first added a responsible party. Now, the lead times are always visible.

Manage Asset Certifications by Profile

On the Setup > Templates > Asset Certifications tab, we added a new Asset Profile field that lets you assign each asset certifications template to one or more asset profiles. After the upgrade to 1.27, all your existing asset templates will automatically be assigned to Asset, which is the default primary asset profile, and to any additional profiles you’ve created.

We also added a new Asset Profile filter to the Management > Assets > Certifications tab so you can quickly find certifications by their asset profile.

Pagination for Asset Certifications

We paginated the Management > Assets > Certifications tab to improve the efficiency and speed at which your asset certifications load. The tab now displays 200 rows at a time and you can click to view other pages.

More Options for Exporting Asset Certifications to CSV

On the Management > Assets > Certifications tab, you’ll see two new options for your asset certifications when you click the Export to CSV button: Export Current Page and Export All Pages.

New Limits For Storing Checklists on Asset Installations

To help save space on your asset installations, we’re introducing new limits for storing checklists. All checklists will be stored for at least two years although some may be stored longer, depending on their schedule. The basic formula for storing each checklist is two years plus two times its schedule. This may sound a little complicated but we always want to store the previously completed checklist on an installation until the next one is completed and this formula accounts for checklists that aren’t completed very frequently.

Some examples might help:

• A yearly checklist will be stored for 4 years: 2 years plus 2 years (2 x 1)
• A daily checklist will be stored for 732 days: 2 years (730 days) plus 2 days (2 x 1)

If a checklist has more than one type of schedule (for example, the schedule uses both readings and dates) then the formula uses the longest estimated time.

Advanced Search (Beta) Improvements

Launched as a pre-release in Helm CONNECT 1.26, we added several improvements to the Advanced Search (Beta) tab in this release based on valuable feedback and suggestions from interested customers:

• We added a new Manage Searches button so you can create new searches and access and manage existing ones.
• You now have the option to export all pages to CSV (up to a maximum of 10000 rows) in addition to the existing option to export just the current page.
• We addressed an issue where the Overdue filter was not returning items that were overdue based on due readings.
• Your page size and column settings will now be remembered.
• We added two new filter date ranges: Due Date and Est Due Date ranges.
• We added these new columns: Component Type, Component Make, Component Model, Component Part Number, Component Serial Number, Due In (Fuel Used), Due In (Running Hours)
• We added these new filters: Asset Groups, Est Due Date Range, Due Date Range, Component Description, Component Type, Component Make, Component Model, Component Part Number, Component Serial Number

Please reach out to your account manager if you’d like to see a demo of the Advanced Search (Beta) tab or want to try it out for yourself.

Certifications for Attached Assets Available as a Pre-Release

As part of Barge Maintenance—an innovative new feature coming soon to Helm CONNECT—we’re introducing a shore-only version of certifications for attached assets. If you have permission to use the pre-release version of Barge Maintenance, you’ll be able to select Attached Asset as an option in the new Asset Profile field on the Setup > Templates > Asset Certifications tab and from the new Asset Profile filter on the Management > Assets > Certifications tab.

Please reach out to your account manager if you’d like to see a demo of Barge Maintenance or want to try it our for yourself.

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Helm CONNECT Jobs

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

Webhooks Can Return Friendly Names on Select-Box Custom Fields

When you set up a webhook payload with a select-box custom field (also known as a UDF) that resolves the value for sending on the webhook, you now have the option to return a friendly name instead of just the globally-unique identifier (GUID) that identifies the entity.

Job Cards Autofill With Logged-In User’s Name

In Version 1.25, we made a change so that events and activities logged from Onboard > Logs would pre-fill with the logged-in user's name. However, based on customer feedback, we realized this feature needed more work so we removed it again in Version 1.26.

In this release, we’ve added it back but this time, only the job cards in your default space in Onboard > Logs will autofill with the logged-in user’s name.

Manage the Autofill Feature for Jobs Cards

We added a new Autofill User Names permission under Extras so you can manage which users have the autofill feature for jobs card turned on.

Manage the Autofill Feature for Jobs Cards

We added a new Autofill User Names permission under Extras so you can manage which users have the autofill feature for jobs cards turned on.

Today Widget Now Called Upcoming Work

On the Onboard > Logs > Logbook tab, we renamed the “Today” widget to “Upcoming Work”. This new name better indicates what the widget does, which is display the first three items (checklists, forms, tasks, corrective actions, or planned activities) that are due today or later.

Manage Events and Activities by Division

On the Setup > Events > Event Types and Activity Types tabs, you can now hide event and activity types from specific divisions with the help of a simple toggle.

Once you’ve hidden an event or activity type from a division, you will no longer see it or be able to select it in the following places:

• In Onboard > Logs, on the Logbook tab and in any work spaces, the item will be hidden from the Entry Type, Event Type, and Activity Type lists, based on the asset’s division.
• In Onboard > Jobs and Jobs > Dispatch:
• On jobs, the item will be hidden from the Activity Type list, based on the resource’s division.
• On trips, the item will be hidden from the Event Type list, based on the order’s division.
• On the Onboard > Jobs > Planner tab, the item will be hidden from the Activity Types list, based on the asset’s division.
• On the Setup > Templates > Forms tab, the item will be will be hidden from the Event Type list, based on the form’s division.
• On the Setup > Templates> Maintenance tab, the item will be hidden from the Activity Types list, based on the asset’s division.

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Helm CONNECT Personnel

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

New Name for the People Tracking Module

To better reflect what the People Tracking module does, we renamed it People Certifications and made a few other changes:

• We changed all the “Tracking” labels throughout the module to “Certifications.”
• We changed the label of the Setup > Templates > Personnel Certifications tab to Crew Certifications.

Greater Control over the Certifications Tab

We added two new permissions under Management > People > Certifications to give you more control over user actions on the Certifications tab.

• Read: This permission allows users to view but not change anything on the Certifications tab. In addition, users can see notes but not add new ones, and they can see and download attachments but not add new ones.
• Edit: This permission allows users to update existing items on the Certifications tab, such as renewing certifications or adding notes and attachments.

Improved Workflow for Unsubmitted Certifications

If you have the new Edit permission for the Management > People > Certifications tab, you’ll notice some nice little improvements to the Update Certification window when you open an unsubmitted certification. Instead of opening in renew mode—which didn’t make sense for certifications you hadn’t submitted yet—unsubmitted certifications now open in edit mode.

See Who’s Making Certification Changes

When you view submitted certifications from the Management > People > Certifications tab or the Management > People > Details > Certifications sub-tab, a new Change Log tab in the Update Certifications window now gives you full visibility into what changes have been made to your certifications and by whom.

We also added a new Change Log button to the Management > People > History tab that’s visible when you’re viewing a certification.

Improved Usability for Smaller Screens

On smaller screens, the Management > People > Details > Certifications sub-tab now defaults to the list view. On larger screens, it still defaults to the card view.

Always See the Lead Times When Managing Certifications

Previously, when you clicked Manage Certifications for a certification on the Management > People > Details > Certifications sub-tab, the lead times for that certification wouldn’t be visible unless you first added a responsible party. Now, the lead times are always visible.

Use a Person’s Base Rate to Adjust Their Pay

In Version 1.26, we added the option to add a negotiated base rate to a person’s profile. In this release, we added the option to use a person’s base rate to adjust their pay. In the Adjust Pay window, we replaced the Earning Code Rate check box with a new Source list which includes a new Person’s Base Rate option.

Payroll Classes Automatically Fill in When Adjusting Pay

To save you some time when using the Adjust Pay feature, the person’s default payroll class will now fill in automatically based on the date you select for the adjustment. The adjustment date will be compared to the effective date on the person’s default payroll class.

Configure Payroll Rules to Generate Pay for Days Off

On the Setup > Payroll > Payroll Schemes tab, we added a new Days Off Exists option to the Date payroll target so you can configure your payroll rules to generate pay for days off.

Configure Hourly Rounding Rules on Earning Codes

On the Setup > Payroll > Earning Codes tab, we added an Hourly (Rounded) option to the Quantity list so you can configure hourly rounding rules directly on earning codes instead of just on payroll classes.

Improvements to the Planned Date on Crew Change Emails

Based on customer feedback, and to reduce confusion, we made several improvements to how we display the planned date on crew change emails:

• We now display the time in 24-hour format instead of 12-hour format.
• We now display the month as a word instead of as a number.
• We now display the abbreviation of the time zone instead of the offset to Coordinated Universal Time (UTC).

Improvements to the new Crew Scheduling Module

We made the following improvements to the new Crew Scheduling module:

New Toolbars Make it Easy to Navigate the Asset and Crew Schedules

We added new toolbars to the asset and crew schedules with icons that make it easy to quickly center the schedule to the current day, zoom in and out, and pan the schedule left and right.

Quickly Sort Your Crew Data by Name or Position

On the Crew sub-tab we added a new Sort option that allows you to sort your data by name or position in either ascending or descending order.

Quickly Filter Your Crew Data by Position

On the Crew sub-tab we added a new Positions filter that allows you to filter your data by a selected position.

Introducing My Helm > Schedule For a Mobile-Friendly View of Your Schedule

We’re introducing a new mobile-friendly Schedule tab under My Helm > Schedule where your crew can view their published schedule, including the asset and position to which they’re assigned and the dates and times they’re scheduled to crew on and off.

Some Feedback Issues We Addressed in the New Crew Scheduling Module

Based on customer feedback, we addressed the following issues in the new Crew Scheduling module:

• Changes you made to the columns on the Crew tab weren’t being remembered. Now if you resize or hide or show any columns your changes will be remembered.
• Pressing the Enter key in the Edit Schedule window didn’t trigger the Apply button. Now it does.
• We added more validation to the date and time fields in the Edit Schedule window.
• Previously, you could have more than one default crewing requirement at a time. Now you can correctly have only one.
• Sometimes, clicking off the Crewing Requirement window could make the schedule seem broken until you refreshed it. Now you can click off the window without any issues.
• We added a navigation blocker to Settings > Crew Requirements so you don’t accidently click outside the window and close it without saving your changes.
• The drawing tool wouldn’t draw a background color to draw a crewing requirement that didn’t have a default crewing requirement. Now it does.
• When there was no planned crew off date and time, the tooltip was incorrectly showing that there was one. Now the tooltip will be blank to show there’s no crew off date and time yet.
• Pressing the Enter key in the Edit Schedule window used to make the focus jump. Now it doesn’t.
• Schedule data wasn’t being correctly downloaded for position groups with certain characters in their names. Now you can download position groups with those characters in their names.
• Sometimes changes you made to the sort order of the positions in Settings > Crew Requirements wouldn’t be properly reflected on the schedule. Now you’ll see your changes on the schedule.

New Record of Rest Report for the Work Rest Module

On the Personnel > Schedule > Work Rest tab, we added a new Record of Rest option to the Export Data menu that allows you to create a report showing the total number of hours worked and rested for selected crew members within a specified date range.

Some Feedback Issues We Addressed in the Work Rest Module

Based on customer feedback, we addressed the following issues in the Work Rest module:

• The CSV data source sometimes displayed duplicate rule groups in the report. It no longer displays those duplicates.
• Previously, the Last N Days, YTD, and MTD filter options in the CSV data source didn’t include today. Now they do.
• Sometimes, if you left the Work Rest grid open and idle for more than 10 minutes, the formatting of the cells would change. This no longer happens.

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Reports, Dashboards, and Analytics

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

Improvements to Helm Analytics

In Version 1.26, we rolled Helm Analytics out to our Helm CONNECT Maintenance and Compliance customers. Based on their valuable feedback, we made the following improvements in this release:

Improved the Next Due Calculation

We encountered a challenge with expected due dates when dealing with multiple schedules on a single template. This scenario sometimes resulted in discrepancies where, for example, a six-month oil change or 500-hour service could yield two distinct due dates. To address this issue, we implemented new logic that uses the earliest of the two due dates. This ensures that your maintenance schedules align seamlessly and you have a reliable due date for planning and execution.

Expanded the Filter Options

We know how important it is to spot trends and analyze completions across machinery, so we added a Component filter.  We also added a Finished By filter so you can easily drill into each user’s completion history and evaluate individual employee performance.

Enhanced Dashboard Design

After all the great feedback we received about Helm Analytics, we didn't expect to hear how strongly people felt about square corners. We’re happy to announce that we rounded the corners on all KPIs.

Changes to the Asset Certifications and Asset Certification Templates Data Sources

We made the following changes to the Asset Certifications and Asset Certification Templates data sources:

• We added a new Asset Profile filter that lets you filter the data by one or more asset profiles.
• We added two new columns: Asset Profile Name and Asset Profile Type.

Changes to the Assets Data Source

We addressed an issue in the Assets data source where one of the columns was called Length Overall in the list of available columns on the left but was just called Length if you added it to your report. For consistency, this column is now called Length in both places.

Changes to the Corrective Actions Data Source

We addressed an issue where corrective actions without types weren’t displayed if you added the Types column to the report.

Changes to the Crew Certifications Data Source

We made the following changes to the Crew Certifications data source:

• We added a new Hide Past Positions check box that lets you hide positions that are no longer active.
• We added a new Updated Date option to the Filter On list that lets you filter the data based on the date certifications were last updated.
• We added a new Updated Date column that shows when each certification was last updated.
• We addressed an issue where positions wouldn’t be included in the report if their end dates were in the future.

Changes to the Checklists and Forms Data Sources

We added a new Subtotal sub-group to the Inspection Checklists, Inventory Checklists, Maintenance Checklists, and Forms data sources. It’s within the Item Values group and contains four new columns: Bin, Shelf, Value, and Zone.

Changes to the Form Templates Data Source

We added a new Limited to Roles column to the Form Template data source that displays any roles to which each template has been limited.

Changes to the Forms Data Source

We added a new Limited to Roles column to the Forms data source that displays any roles to which each form has been limited.

Responses in Forms Reports Are Now Private

To protect confidential information, only logged-in users who meet at least one of the following conditions can now view responses in reports based on the Forms data source:

• They have the Admin role.
• They have one of the roles specified in the Limited to Roles field on the form template.
• They were the person who filled in the form.
• They have the new See All Forms permission in their role (see “Manage Who Can See Responses in Forms Reports” below).

Manage Who Can See Responses in Forms Reports

We added a new See All Forms permission under Sensitive Reports that controls who can see responses in reports based on the Forms data source.

Changes to the Part Quantities Data Source

We addressed an issue where the Last Updated Source column didn’t display any value when a part quantity had been updated.

Changes to the Payroll Class Rates Data Source

We made the following changes to the Payroll Class Rates data source:

• We added a new Include Base Rates checkbox that lets you filter the report to just the earning codes that use base rates.
• We added a new Use Base Rates column that indicates:
  • Yes: The earning code was configured to use the base rate of the payroll class.
  • No: The earning code uses its own rate.

Changes to the People Data Source

We addressed an issue in the People Data Source where the Can Log In column was displaying the incorrect value for some users.

Changes to the Requisitions Data Source

We added Zone, Shelf, and Bin columns to the Requisition data source under Line Items.

Changes to the Tasks Data Source

We addressed an issue with the Tasks data source where tasks without types weren’t displayed if you added the Types column to the report.

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Helm CONNECT Portal

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

Mobile-Friendly View for Vessel Calls

We added a new, mobile-friendly view called Vessel Calls that makes it easy to see a scrolling list of your orders, including key fields: Ship Name, Area Name, and Order Number.

See Real-Time Changes With Automatic Grid Refreshing

You no longer need to refresh the page to see the latest updates to the orders in your grid. Instead, the grid will automatically refresh itself when changes are made in Helm CONNECT. A blue box will display around the updated trips for 10 seconds to draw your attention to the changes.

Automatically Post External Notes to Helm CONNECT

Actions taken in the Portal, such as submitting new orders or editing existing ones, are now automatically posted to Helm CONNECT as external notes.

Easily Manage Work Across Different Timezones

We added a new toggle near the top right of the screen that allows you to select the timezone in which you want to display all dates and times:

• My Timezone: All dates and times will display in your local timezone, which is based on your browser’s setting.
• Area Timezone: All dates and times will display in the area timezone for each resource.

We also added a visual cue in the form of a globe icon so you can see at a glance if the area timezone is different from your local timezone. Regardless of which timezone setting you choose, hovering over the globe icon will display the date and time for the other setting. For example, if you choose to display all dates and times in your local timezone, you can hover over the globe icon to quickly see the area timezone.

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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

• Create/Update Person Base Rate (api/v1/Personnel/People/CreateOrUpdateBaseRates): Supports GET and POST verbs.
• Create/Update Payroll Class Base Rate (api/v1/Personnel/PayrollClasses/CreateOrUpdatePayrollClassBaseRates): supports GET and POST verbs.
• Storage Locations (api/v2/public/storagelocations): Supports GET, POST, and PATCH verbs.

Create/Update Payroll Class Earning Code (api/v1/Personnel/PayrollClasses/CreateOrUpdatePayrollClassEarningCode)

When “UseBaseRate” is true:

• “EffectiveDate” and “Rate” are no longer required.
• You can only have one non-archived record.
• Creating a record sets all other non-archived records to inactive. Archiving a record automatically updates inactive records to become active.

Find Payroll Class api/v1/Personnel/PayrollClasses/FindPayrollClasses

• If a payroll class earning code has a base rate record, it only returns that record and not other records that could still exist.
• The “UseBaseRate” field is now returned in the API inside the earning code property.
• A new “BaseRates” field returns all base rates set up on the payroll class.

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Updates

7.1.27.337

We resolved a minor issue with Helm Analytics where customers who subscribed to our previous generation dashboards and received the beta release of Analytics Pro in December 2023 could experience a problem with the embedded Power BI dashboard.

Affected version: 1.27.

7.1.27.335

This update is loaded with improvements to Helm Analytics to help our Basic and Pro users analyze their Maintenance and Compliance data:

• We now filter user data to their assigned division. This is critical for larger organizations with multiple operating areas and divisions.
• We streamlined which dashboards users can work with.
• We added iPad and Safari support.
• We provided several more KPIs, including the percentage of the frequency your items are finished so you can tell how overdue they are.
• We improved performance by five times, especially on the initial load.

Affected version: 1.27.

7.1.27.331

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.

Affected version: 1.27.

7.1.27.329

For our customers who pull data from Helm CONNECT to external systems, such as Power BI, we addressed an issue that was causing some reports to fail with a "500" error.

Affected version: 1.27.

7.1.27.328

For our customers who use Helm CONNECT Maintenance plus the Inventory module, we addressed an issue that prevented you from opening records on the Onboard > Inventory > Parts History and Inventory > Inventory > Parts History tabs that came from requisitions.

Affected version: 1.27.

7.1.27.327

This update affects our Helm CONNECT Personnel and People Certifications customers.  In the last two releases, we added new Read and Edit permissions to provide more control over what users can do on the shore-side Certifications tabs and sub-tabs. The new Read permissions allow users to view but not change anything. They also allow them to see notes but not add new ones and see and download attachments but not add new ones. For consistency with this new read-only behavior on shore, we also changed some behavior on the Certifications and History sub-tabs under Onboard > Personnel > Crew. These sub-tabs have always been read-only but we added the ability to see notes but not add new ones and see and download attachments but not add new ones.

Since then, we've received feedback from some of our customers who would prefer that their onboard users not be able to read notes or open attachments so, in this update, we added a new Settings group under Onboard > Personnel > Crew to provide more control over what users can do on the Certifications and History sub-tabs under Onboard > Personnel > Crew.

Can Read Certification Notes: Users with this permission can read notes on the Certifications and History sub-tabs under Onboard > Personnel > Crew, but they can't add new notes.

Can Open Certification Attachments: Users with this permission can open and download attachments on the Certifications and History sub-tabs under Onboard > Personnel > Crew, but they can't add new attachments.

Affected version: 1.27.

7.1.27.325 / 7.1.27.326

For our Helm CONNECT Compliance and Asset Certifications customers, we addressed the following issues:

• If you had an individual asset certification configured with a lead time and you had renewed it at least once before, the system would send an email notification reminder using the previous expiry date, not the current one.
• If you had an asset certification template configured with a lead time, the system wouldn't send any email notification reminders for certifications based on that template.

Affected version: 1.27.

7.1.27.324

For our Helm CONNECT Jobs customers, we added a new warning tooltip to the Jobs > Dispatch > Orders tab that will appear if a time zone offset in one of the fields on an order disagrees with either your browser's or the area's time zone offset. Click the orange clock icon to the right of the affected field to display the tooltip.

Affected version: 1.27.

7.1.27.322 / 7.1.27.323

For our Helm CONNECT Compliance and Asset Tracking customers, we addressed a minor display issue on the Management > Assets > Certifications tab.

Affected version: 1.27.

7.1.27.320 / 7.1.27.321

For our Helm CONNECT Personnel customers, we addressed an issue with text message notifications for crew changes that made it seem like the link in the message was out-of-date, even though it wasn't. We resolved the issue, and your crew can now use this handy feature to manage their crew changes.

Affected versions: 1.27 and earlier.

7.1.27.318

We addressed a general performance issue that could cause a Gateway Timeout message to be displayed.

Affected version: 1.27.

7.1.27.316 / 7.1.27.317

For our Helm CONNECT Compliance customers, we addressed an issue where our new Limited to Roles feature wasn’t working correctly. Rest assured, we resolved the issue, and you can now manage private forms in Helm CONNECT.

Affected version: 1.27.