Version 1.29: Release Notes

Welcome to Helm CONNECT 1.29. Click the links below to learn all about this release:

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

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.

Search Improvements

Throughout Helm CONNECT, we improved our global search (Alt + G) and search fields so that they now return results for words or names that include non-alphanumeric characters, such as " , ', - , /.

Duplicate a Role

To save time when setting up and managing your Helm CONNECT users, you now have the option to quickly duplicate an existing role.

New Location for Asset Installations

The location for your asset installations will now be C:\Program Files\Helm CONNECT instead of C:\Program Files (x86)\Helm CONNECT. After the upgrade to Version 1.29, all new installations will default to the new location, and your existing installations will automatically move to the new location.

End of Support for Windows 8/8.1 and Windows Server 2012/2012 R2

We’re ending our support for Windows 8/8.1 and Windows Server 2012/2012 R2 on January 15, 2025. After that date, we will no longer test Helm CONNECT for compatibility with or provide fixes for any issues reported with Windows 8/8.1 or Windows Server 2012/2012 R2. These changes are necessary because Microsoft ended its support for Windows 8/8.1 in January 2023 and its support for Windows Server 2012/2012 R2 on October 10, 2023, and no longer provides security updates, fixes, or technical support for any issues related to these products. Click here for more information.

End of Support for TLS 1.0 and 1.1

We’re ending our support for Transport Layer Security (TLS) 1.0 and 1.1 on January 15, 2025. After that date, we will require all integrations with Helm CONNECT and the Helm CONNECT API to be secured using TLS 1.2 or later. This change is necessary to enhance security and continue providing best-in-class encryption for your data. Click here for more information.

Helm CONNECT Maintenance

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

Checklists Are Now Mobile Friendly

We redesigned our inspection, inventory, and maintenance checklists to improve their appearance and performance on mobile devices. Everything you see on the screen, including menus, checklist items, images, and buttons, is now thoughtfully laid out and designed for mobile devices. Additional windows, such as the Schedule, Task, or Replace Components windows, are responsive and easy to navigate. Based on feedback from our customers about their workflows, we also removed the print functionality on mobile devices to maximize the space available on smaller screens.

Easily Make Changes to Multiple Requisitions at Once

On the Onboard > Requisitions > Requisitions and Maintenance > Requisitions > Requisitions tabs, we added a new Additional Actions button so you can easily make changes to up to 100 requisition line items at once. You can either select the individual line items you want to change or, by selecting a requisition, you can apply the changes to all the line items in that requisition.

Once you select the requisitions or individual line items you want to change, clicking the Additional Actions button displays the new Additional Actions window where you can make the following changes:

• Notes: You can add a note to all the line items.
• Custom Fields: You can update the value in the same custom field on all the line items.
• Status: You can update the status on all the line items.

Remember, if you’re working from an asset installation or if your user profile has been set to “Limit to Assigned Asset” the following conditions apply when you change the status of a line item:

• If the current status is New, you can only change it to Canceled.
• If the current status is Confirmed, you can only change it to New.
• If the current status is Ordered or Received on shore, you can only change it to Received on Asset or Closed.
• If the current status is Received on Asset, you can only change it to Closed.

In addition, if a line item contains an unapproved part request, you’ll see a warning if you try to change the status to Received on Shore, Received on Asset, Canceled, or Closed.

Task Type Configuration

We originally introduced task types as a useful way to label or identify your tasks so they’d be easier to find and report on. In this release, we’ve made task types even more powerful by giving you the ability to configure the fields associated with each type of task and ensure you’re collecting the data you need for your reports.

From the Setup > Maintenance > Task Types tab, you can now manage which stock fields are hidden or shown for each task type and decide which fields are required. From this tab, you can also add and configure custom fields for each task type.

If you also use the additional tools and features for attached assets, the new Usage field allows you to select Primary Asset Tasks or Attached Asset Tasks. The Component, Labor Tracking, and Labor Tracking Description fields are not available for task types for attached assets.

Choose Not to Display a Default Asset in Onboard > Logs

When you use the Onboard > Logs > Logbook tab or any of the workspaces in Onboard > Logs from shore, you must select the asset you want to work with from the Asset field. To save time and improve efficiency, Helm CONNECT selects the first asset in the list by default, and then you can select a different asset if necessary. This works well for most of our customers; however, we received feedback that some customers would prefer not to have any asset selected by default. For those customers, we added a new tenant-level setting that will turn off the default selection and leave the Asset field empty until a selection is made from the list.

This new setting will not be turned on automatically when you upgrade to Helm CONNECT 1.29. Please contact your account manager if you’d like to learn more so they can show you a demo and help you decide if this setting would be a good fit for your company’s workflows.

More Information About Template and Checklist Frequencies

We made it easier to see and understand the frequencies of your templates and checklists by adding more details to the Frequency fields and columns throughout Helm CONNECT and to the card view in the Onboard > Logs workspaces. For example, instead of just displaying “Daily” for an item that actually occurs every three days, we now display “Daily (Every 3 days).”

Edit Cumulative Readings Right from the Component Tree

We added a new permission under Maintenance > Settings called “Can Edit Cumulative Readings in Components” so you can allow specific users to edit cumulative readings right from an asset’s component tree on the Management > Assets > Assets > Components sub-tab.

Anyone whose role currently includes the Setup > Templates > Maintenance permission will automatically receive the new permission after the upgrade to Version 1.29. If you’d rather someone not have the permission you must manually remove it from their role.

Label Change for “Add Storage Location” Buttons

We received feedback that the “Add Storage Location” buttons on inventory, inspection, and maintenance checklists were causing some confusion so we renamed them to “Select Storage Location.”

Label Change for Checklists with Schedules Based on Effective Date

For inventory, inspection, and maintenance checklists with schedules based on their effective date, we changed the label of the “Last Submitted Date” field to “Last Submitted Due Date” to make it clearer that the date displayed in that field and on which the next occurrence is based is the due date of the last period that was finished, not the date the checklist itself was last submitted.

Assignees Field in My Helm Now Displays the Complete List of Names

We addressed an issue on the My Helm > To Do > Tasks tab (also known as Mobile Tasks) where you could only search for a name in the Assigneee field if it was one of the first 50 names alphabetically in the list. Now, the field still displays the first 50 names alphabetically when you load it, but you can search for the name of any active employee in the same division or the division above or below the logged in user.

Note Field is Only Required If the Scheduled Date is After the Due Date

We addressed an issue with checklists and tasks that was making the Note field required as soon as you entered a date in the Scheduled field, even if the scheduled date was before the item’s due date. Now, the Note field is only required if the scheduled date is after the item’s due date.

Improvements for Attached Assets

If you use Helm CONNECT to manage the maintenance and compliance for your attached assets, we added the following improvements in this release:

Single-Use Checklists for Attached Assets

On the Setup > Templates > Attached Assets tab, we added a new “Single Use” option to the Schedule window so you can create checklists for your attached assets that will only be used once. Single-use checklists appear in the To Do lists for their assigned assets on the Onboard > Logs > Attached Space tab. You can also filter and search for them on the Onboard > Overview > To Do and Maintenance > Overview > Advanced Search (Beta) tabs.

Checklist Improvements for Attached Assets

To help you plan the maintenance for your attached assets, we made the following improvements:

• We added Vendors and Location fields to the header section of checklists for attached assets. By default, these new fields will be configured to “Show” when you upgrade to Version 1.29.
• We added a Vendors column to the list view on the Maintenance > Overview > Advanced Search (Beta) tab. By default, this new column will be configured to “Show” when you upgrade to Version 1.29.
• We now include the location for attached asset checklists in the existing Location column on the Advanced Search (Beta) tab.

Track the Positions of Your Attached Assets

We made the following improvements to help you track the position of your attached assets.

• On the Management > Assets > Assets > Details sub-tab, we added a new Vessel Position section that contains the following fields:
  • Waterway
  • Mile Marker
  • Vessel Location
  • Position Date/Time

• We made the following changes on the Maintenance > Overview > Advanced Search (Beta) tab:
  • We added Waterway and Vessel Location to the options in the Filters list.
  • We added Waterway, Mile Marker, Vessel Location, and Position Date/Time columns to the list view. When you upgrade to Version 1.29, these new columns will be hidden by default.

Helm CONNECT Compliance

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

Add Grace Periods to Your Asset Certifications

You can now add grace periods to the renewal dates for your asset certifications. You’ll see a new Grace Period option for new and existing asset certifications with an expiry date on both the Setup> Templates> Asset Certifications tab and the Management > Assets > Assets > Certifications sub-tab.

We also added visual cues, columns, and filters for grace periods on the Onboard > Overview > Certifications and Management > Assets > Certifications tabs and the Management > Assets > Assets > Certifications sub-tab so you can easily manage your certification renewal dates relative to their grace periods.

Corrective Action Type Configuration

We originally introduced corrective action types as a useful way to label or identify your corrective actions so they’d be easier to find and report on. In this release, we’ve made corrective action types even more powerful by giving you the ability to configure the fields associated with each type of corrective action and ensure you’re collecting the data you need for your reports.

From the Setup > Compliance > Corrective Action Types tab, you can now manage which stock fields are hidden or shown for each corrective action type and decide which fields are required. From this tab, you can also add and configure custom fields for each corrective action type.

Finding Field Added to the Corrective Action Printout

The Print button in the Corrective Action window allows you to print the corrective action that’s currently displayed in the window. Previously, the printout was missing the Finding field. Now, if you’ve set the Finding field to “Show” on the Settings > Field Configurations > Corrective Actions tab, it will also be included on the printout.

Reminder to Change Document Version Numbers

When you upload a new document to the Compliance > Documents > Document Control tab, you’ll now see a helpful little reminder to update the document version number. Please note that you won’t be prevented from saving if you don’t update the version number.

Acknowledge Documents by Role

You can now require a document to be acknowledged by all the individuals who have a particular role or roles. On the Compliance > Documents > Document Control tab, when you select “By individual” from the “Acknowledgment” list, you’ll now see a new “Acknowledged by Roles” field where you can specify which role or roles need to acknowledge the document. If you don’t select any roles then all individuals need to acknowledge the document, regardless of their role. However, if you do select a role then only the individuals with that role need to acknowledge the document.

Easily See Which Documents Need Acknowledgment in My Helm

We added a new “Requires Acknowledgment by Individual” section to the top of the My Helm > Documents > Documents tab so you can easily see all the documents you need to acknowledge.

Navigate to Your Bookmarks in My Helm > Documents

This nice little improvement to My Helm > Documents makes it easy to use existing bookmarks to navigate through the PDFs in your document library.

More Information About Template and Form Frequencies

We made it easier to see and understand the frequencies of your templates and forms by adding more details to the Frequency fields and columns throughout Helm CONNECT and to the card view in the Onboard > Logs workspaces. For example, instead of just displaying “Daily” for an item that actually occurs every three days, we now display “Daily (Every 3 days).”

Label Change for “Add Storage Location” Buttons

We received feedback that the “Add Storage Location” buttons on forms were causing some confusion so we renamed them to “Select Storage Location.”re

Helm CONNECT Jobs

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

Improvements to Dispatch Module

We made the following improvements to the Dispatch module in this release.

Planner Tooltip Shows the Names of Crew Onboard

We addressed a display issue on the Jobs > Dispatch > Planner tab that caused the tooltip to show internal system identifiers instead of crew names. The tooltip now correctly shows the first and last names of each crew member onboard any assigned resources.

Warning if Events and Activities Are Not in Sequence

To help prevent data-entry mistakes on the Jobs > Dispatch > Trips tab, we added a new warning that displays if you’ve entered an event or activity on a trip in the wrong sequence, based on its date and time. You won’t be able to save changes to the trip until you correct the information.

Performance Improvements on the Trips tab

To help improve loading speed and performance on the Jobs > Dispatch > Trips tab, we now collapse all the displayed jobs, by default, if you have more than five jobs on a trip.

Jobs Now Sorted by their Start Dates and Times

Previously, jobs on the Jobs > Dispatch> Trips tab were sorted by their created dates and times. Now, they’re sorted by their start dates and times. Jobs with the same start dates and times will also be sorted by their end dates and times, regardless of whether the end dates and times are planned or actual. Jobs with no dates will be sorted to the top of the list.

Improvements to the Billing Module

We made the following improvements to the Billing module in this release:

New Banner Ensures You Have the Latest Data

Previously, on the Jobs > Billing > Overview tab, we just displayed a yellow banner to let you know if two or more people were editing the same transaction. Now, in addition to the yellow banner, you’ll also see a red banner if one of the other people has updated the data. The banner includes a link to refresh the data on your screen to ensure you always have the latest changes while you’re working.

Notes from Multiple Orders All Included in Invoice Notes

We addressed an issue that prevented some of the notes from multiple orders from being included on the invoice when you invoiced all the orders together.

New Permissions for the Logbook Report

We added two new permissions under Extras to give you more control over the content of your Logbook reports:

• Include Straddling Activities in Logbook Reports: Includes straddling activities (activities that start before and/or end after the selected date) in the report. After the ugrade to Version 1.29, this permission will be turned on by default for all users with the Onboard > Logs > Logbook permission.
• Include Delete Logs in Logbook Reports: Displays deleted logs in the report with a strikethrough. This permission will not be turned on for anyone by default after the upgrade to Version 1.29.

Improvements to the Cargo and Fluid Tracking Add-On Features for the Logbook Module

We made the following improvements to the Cargo and Fluid Tracking add-on features for the Logbook module in this release:

Delete Commodities and Commodity Types

You can now delete a commodity or commodity type if it’s no longer being used or was added in error. You can only delete commodity types that are not being used for any commodities, and you will see a warning if you try to delete one that’s currently in use. Events and activities with deleted commodities assigned to them will display the name of the deleted commodity with “(Deleted)” after its name.

Improved Workflow for Entering Cargo and Fluid Amounts

We made two changes on the Logbook sub-tabs for both Setup > Events > Event Types and Setup > Events > Activity Types:

• We changed the name of the “Amount Configuration” field to “Editable Amount Fields”.

• We added a new field called “Allowed Signs for Change Amount” that allows you to select Both, Negative, or Positive to indicate which sign or signs a user is allowed to enter in the Change field. In addition, after the upgrade to Version 1.29, the following event and activity types will automatically be configured as follows:
  • Add Fluid - Positive
  • Load Cargo - Positive
  • Discharge Cargo - Negative
  • Adjust Cargo - Both
  • Adjust Fluid - Both
  • Fluid Reading - Both
  • Transfer Cargo - Both
  • Transfer Fluid - Both

Warning When User Enters a Zero for a New Cargo Entry

Previously, a warning message only appeared if a user entered a “0” as a change for an existing cargo event or activity. Now, the warning message will also appear if a user enters a “0” for a new cargo event or activity.

Daily Cargo Events Now Disappear From Favorites Menu Once Logged

On the Onboard > Logs > Logbook tab, we addressed an issue that prevented daily cargo events from disappearing from the Favorites menu once they’d been logged.

Note: The Cargo and Fluid Tracking add-on features for the Logbook module are not turned on by default. Please contact your account manager for more information.

Improvements to the Voyages Add-On Features for the Logbook Module

We made the following improvements to the Voyages add-on features for the Logbook module in this release:

New Canceled Status

On the Jobs > Dispatch > Voyages tab, we added new “Canceled” option to the list in the Status field.

Updated Colors and Icons

We updated the colors and icons in the Status column to be consistent with the colors and icons we use on the Trips tab. We also added the icons to the Status list.

Helm CONNECT Personnel

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

People Certifications Module

We made the following improvements to the People Certifications module in this release.

Filter Certifications by Division

We added a division filter to the Management> People> Certifications tab to improve performance and help you narrow down the list of certifications you’re viewing.

Work Rest Module

We made the following improvements to the Work Rest module in this release.

Improved Layout for Crew Filter Results

In the Work Rest Filter window, we now display the results found by the Crew filter on the right instead of at the bottom. This improved layout means you can easily see more than 20 crew names at a time, and the results will no longer be cut off.

Manage the Names in the Crew Filter

By default, the names of all your active employees appear in the Crew filter in the Work Rest Filter window. However, if you only need to record Work Rest for specific types of employees, you now have the option to limit the names that appear in the Crew filter to just the members of selected departments, positions, or roles. In the Settings window, under General, we added a new option that allows you to limit the names that appear in the Crew Filter to one or more selected departments, positions, or roles.

Filter Crew by Position

In the Work Rest Filter window, we added a Position filter that allows you to filter the displayed names by the positions that are listed on each crew member’s profile on the Management > People > People > Details sub-tab.

Crew Scheduling Module

We made the following improvements to the Crew Scheduling module in this release.

Redesigned Crew Change Notifications

We redesigned our crew change notifications to follow best practices for user interface design and make it easier for your crew to acknowledge or decline a crew change. Clicking the link in the notification now displays a new screen where a crew member can click a button to either decline or acknowledge a crew change they’ve been assigned.

Quickly Find Crew Based on Their Positions and Availability

We added two new checkboxes on the Personnel > Schedule > Schedule > Crew sub-tab that make it easy to quickly find the crew you need:

• Match Position: This checkbox filters the list of names on the Crew sub-tab to just the crew members with a position on their profile on the Management > People > People > Details sub-tab that matches the position you’re scheduling.
• Available: This checkbox filters the list of names on the Crew sub-tab to just the crew members who are not already scheduled on another asset and who don’t have time off booked for the time period you’re scheduling.

Automatically Schedule Monthly Crew Rotations

Previously, you only had the option to automatically schedule crew rotations based on a number of days. In this release, we added the option to automatically schedule crew rotations based on a number of months.

Advanced Settings to Manage Automatic Crew Rotations

We added a new “Advanced settings” section to the Automate Rotation window so you can set up automatic crew rotations that handle the following scenarios:

• Crew rotations with a gap between the end of one hitch and the start of the next hitch, for example, five days on and two days off.
• Crew rotations that overlap the end of one hitch with the start of the next hitch while crew change occurs.

The “Advanced settings” section provides the following options:

• Offset crew changes: Use this toggle controls whether or not you want the advanced settings used in the automation. This is toggled off by default.
• Offset: Choose whether the offset or gap is applied to the Crew On or the Crew Off.
• Number: Specify the quantity for the time increments. You can add positive or negative integers.
• Unit: Specify the unit for the time increments. You can choose Days, Hours, or Minutes.

Let’s look at some examples that use the new advanced settings.

Example 1: Crew rotations with a gap

In this example, the asset works Monday to Friday and doesn’t operate on the weekend. Here are the settings you’d use:

• Rotation: You would select a 7-day rotation that you had previously set up
• From: You would select the appropriate Monday
• Offset: Crew Off
• Number: -2
• Unit: Days

And here’s how the automatic rotation would look on the schedule.

Example 2: Crew rotations that overlap

In this example, Crew A and Crew B overlap on crew change day and work together for six hours. Here are the settings you’d use:

• Rotation: In our example, we select a previously set up 14/14 rotation with a crew change time at 16:00
• From: You would select the day of the crew change
• Offset: Crew On
• Number: -6
• Unit: Hours

And here’s how the automatic rotation would look on the schedule.

Enable Bars on the Schedule to Overlap

Previously, if you created a crew rotation with overlapping schedules, the bars on the schedule would appear stacked one above the other. In this release, we added a new “Enable Bar Overlap” option under General > Settings that will allow bars to overlap if they fall within a specified threshold.

The Schedule Only Displays Information for the Current Date Range

On the Personnel > Schedule > Schedule tab, you’ll now see only the positions for those crewing requirements that fall within the dates currently visible on your screen. In addition, you’ll only see the assigned crew for those dates.

Crew Changes are Grouped When You Zoom Out

We added a nice little improvement to the Personnel > Schedule > Schedule tab to reduce visual clutter. When you zoom out, crew changes are now grouped together into a “bubble” icon with a number representing the number of crew changes in that group. We also added a tooltip so you can hover over the icon to see the details about the crew changes in the group.

Improved Notifications History Report

On the Export Data menu, when you click Notifications History, instead of just seeing a list of the last 50 notifications sent to your crew, you now have the option to either copy a CSV connection string or download an Excel report of all the notifications sent within a specified date range. You can also filter the data in the report by who sent and received the notifications.

Improved Export Current Crew Report

On the Export Data menu, we added a nice little improvement to the Export Current Crew (CSV) report. Now, in addition to copying a CSV connection string and pasting it into a browser to run the report in real time, you can also click a new CSV DOWNLOAD button to download the report directly.

New Actions Menu on the Crew Sub-Tab

On the Personnel > Schedule > Schedule > Crew sub-tab, we moved the Assign Person and Notify Person options to a new Actions menu. We also added a new View Profile option that lets you quickly open a person’s profile on the Management > People > People > Details sub-tab.

Some Feedback Issues We Addressed

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

• Crew Change Report: We added a column called PositionSortOrder, so the list of positions in the pivot table is now loaded in the correct order.
• Export Schedule Data: The pivot table now correctly refreshes on download. Previously, it required a manual refresh to make the data appear.
• Current Crew CSV link: We addressed an issue that sometimes caused the endpoint to show a crew member as not onboard if they changed position.
• Crew sub-tab filter: We addressed an issue that sometimes prevented the filter in the Crew sub-tab from being applied correctly.

Reports and Analytics

We made the following changes to our reports 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.

New Upcoming Checklists Data Source

We added a new report data source called Upcoming Checklists, which allows you to report on inventory, inspection, and maintenance checklists that have not yet been started.

Parent Components in Components Reports

We added a new Parent Component field to the Components report data source that displays the parent component for each component.

Additional Frequency Information in Templates Reports

Previously, the Frequency field was the only frequency information available in the Inspection Templates, Inventory Templates, and Maintenance Templates report data sources. In this release, we added three new fields to these data sources so you can include additional frequency information in your reports:

• Frequency Days: The frequency of an item converted into the number of days. For example, if an item is repeated every 5 weeks, then the number in this column would be “35”.

• Frequency Count: The number representing the frequency of an item. For example, if an item is repeated every 5 weeks, then the number in this column would be “5”.
• Frequency String: The phrase that describes the frequency of an item. For example, “Every 5 weeks”.

Report on Documents Acknowledged by Role

We added a new Acknowledgment by Roles column and filter to the Documents and Individual Document Acknowledgments report data sources.

Additional Frequency Information in Form Templates Reports

Previously, the Frquency column was the only frequency information available in the Form Templates report data source. In this release, we added three new columns to this data source so you can include additional frequency information in your reports:

• Frequency Days: The frequency of an item converted into the number of days. For example, if an item is repeated every 5 weeks, then the number in this column would be “35”.

• Frequency Count: The number representing the frequency of an item. For example, if an item is repeated every 5 weeks, then the number in this column would be “5”.
• Frequency String: The phrase that describes the frequency of an item. For example, “Every 5 weeks”.

Asset Certification Templates and Asset Certifications Reports

We added a Grace Period field to the Asset Certification Templates report data source. We also added the following fields to the Asset Certifications report data source:

• Grace Period
• Grace Period Days Remaining
• Grace Period End Date

Assets Report

• We added the following fields to the Assets report data source:
• Vessel Location
• Mile Marker
• Position Date Time
• Waterway

Attached Checklists Reports

We added the following fields to the Attached Checklists report data source:

• Location Name
• Location Short Name
• Vendors

Asset Templates Reports

We added a Single Use Due Date field to the Asset Templates report data source.

All Dashboards

We made the following improvements to all the dashboards:

• All maintenance and compliance dates are now offset to the asset timezone specified in Management > Assets.
• You can now filter the dashboards by:
  • Asset Type
  • Space
  • Current Activity
  • Frequency
  • Top Parent - {Parent Component - Component Type}

Maintenance Pro Dashboard - Maintenance

To help you understand exactly where maintenance is occurring, visualizations now show three component levels:

• Top-level parent
• Component type
• Component

Maintenance Pro Dashboard - Tasks

Task Status filter

We added a new Task Status filter with these options: Closed, Dry Dock, and Open.

Component Levels

To help you understand exactly where maintenance is occurring, visualizations now show three component levels:

• Top-level parent
• Component type
• Component

Compliance Pro Dashboard - Forms

Exceptions Reporting

Previously, the tables would only include a form if a user had attended at least once in the past 12 months. Now, the tables all forms that meet the following conditions regardless of whether any users attended:

• Include a Crew Selection field with the “Generate Personnel Record” checkbox selected.
• Have been completed at least once in the past 365 days.

Position Filtering for Users

We added a new Position filter to filter users by their position.

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.

Find Certifications (api/v1/hsqe/certifications/FindCertifications)

We added the following fields:

• GracePeriod
• GracePeriodEnd

Find Job Activities (api/v1/jobs/activities/FindJobActivities)

Previously, this endpoint required the user to have the Setup > Jobs > Orders > Trip Types > Configurable permission. Now, it requires the user to have one of the following permissions:

• API > Orders > Read
• API > Orders > Edit

Find Orders (api/v1/jobs/orders/FindOrders)

This endpoint now includes the order’s contract ID.

Find Tasks (api/v2/public/FindTasks)

We added Asset Profile as an attribute to find tasks filtered based on an asset’s profile.

Find Trips (api/v1/jobs/trips/FindTrips)

• We added a new BillingStatus field that results in one of these statuses:
• Not Billed
• Billed
• Approved
• Submitted

Tasks (api/v2/public/tasks)

We added the following fields:

• Asset Profile: Gettable, Filterable, Sortable, length limit: 100
• Asset ProfileId: Gettable, Filterable

We added the following filter:

• IsAttachedAsset: Filterable