Version 1.33: Release Notes
Welcome to Helm CONNECT 1.33. Click the links below to learn all about this release:
- The Platform
- Helm CONNECT Maintenance
- Helm CONNECT Compliance
- Helm CONNECT Jobs
- Helm CONNECT Personnel
- Helm CONNECT Analytics
- Helm CONNECT Reports
- Helm CONNECT Permissions
- 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.
View Usage Details for API Keys
Administrators can now see when each API key was last used and which endpoint it accessed. These changes improve visibility and make it easier to identify unused or potentially unnecessary API keys.
- On the Setup > Users > Users tab, when you view the profile of a specific user, a new Last Accessed field shows when each of their API keys was last used, and a new Last Endpoint Accessed field shows which endpoint it was used to call. For existing keys, the new usage fields will only display activity that occurs after you upgrade to Version 1.33; they won't display any activity from before the upgrade.
- In the Users report data source, new API Key Name and API Key Last Used columns allow you to report on the names of API keys and when they were last accessed. You can report on key names for both new and existing keys.
Important NoteTo protect sensitive information, Helm CONNECT does not display or store the actual API keys—only their names and usage data.
Quickly Add or Download Multiple Attachments
We’ve updated the Attachments windows and tabs in Helm CONNECT—wherever you can add or edit attachments—so it’s easier to work with multiple files. You can now attach several documents or images at once instead of uploading them one at a time. You can also quickly download everything with a single click.
These changes apply only to editable Attachments windows and tabs. Read-only views, such as those on the Library (Beta) and Assets (Beta) tabs, were not affected.
Here’s what’s new:
- Upload multiple files at once: You can select multiple files from your computer or drag and drop them directly into an Attachments window or onto an Attachments tab—for example, from your Outlook desktop app. Drag and drop isn’t available on mobile devices.
- Download all attachments: Use the new Download All button to download everything in one go. The files will be zipped into a single folder.
- Supported number of attachments and sizes: The size limit for individual attachments remains at 25 MB. You can add as many attachments as you like to a single work item, such as a checklist, but the combined total size for all the attachments on that item must stay under 2 GB.
- Supported file types: You can upload any file type. However, drag and drop only works for file types your browser recognizes, like PDFs, images, and text files.
- Clearer attachment details: You can now sort and resize the columns in the Attachments windows and on the Attachments tabs, making it easier to find the files you need.
Add Scrollable Text Area Custom Fields
You can now add a new type of custom field with a scrollable text area everywhere you can add custom fields. Text area fields are ideal for longer entries, such as internal notes or communication summaries, where the original text fields just aren't big enough.
Text area fields can hold up to 2,000 characters. They expand slightly as you type but won’t grow past the bottom of the screen or interfere with nearby fields.
Helm CONNECT Maintenance
We made the following changes to Helm CONNECT Maintenance in this release.
View All Your Assigned Work in One Place With the New My Work Tab
The new My Work tab under My Helm > To Do brings all your assigned work together in one convenient place, whether you're working from shore or on an asset installation. It’s mobile-friendly, streamlined, and designed to help you stay focused on what needs to get done.
- You’ll see and be able to take action on your assigned tasks and checklists, including those for attached assets.
- You can manage what you see with filters for type, due date, asset, severity, location, and more.
- Access to the My Work tab is controlled by a new permission. See Helm CONNECT Permissions for more.
NoteMy Helm and all its related tabs are not available on asset installations configured to use single sign-on.
New Export Option for the Advanced Search (Beta) Tab
On the Maintenance > Overview > Advanced Search (Beta) tab, when you click the export icon in the upper right, you’ll see a new option called “Export all pages (visible columns).” This option exports all available results using only the columns you’ve set to “Show” in the Column Settings dialog.
New “Due At” Option for Manual Component Tracking
On the Setup > Templates > Maintenance tab, you can now manually enter a specific number of running hours in the new Due At field for components. This complements the existing Due In field, which lets you specify how many hours remain until the component is due.
This update gives you more flexibility during setup—especially when implementing Helm CONNECT on new assets—by allowing you to specify the exact running hour at which a component is next due. The system will automatically calculate how many hours remain based on that value.
Helm CONNECT Compliance
Download All Asset Certification Attachments to a Zip File
You can now download all attachments for a selected asset’s certifications in one step. On the Management > Assets > Assets > Certifications sub-tab, use the new Download All Attachments button to generate a zip file containing all certification attachments.
The New Library Tab is Coming in Version 1.34
In Version 1.28, we introduced the Library (Beta) tab under My Helm > Documents, Onboard > Documents, and Compliance > Documents as a new, mobile-friendly alternative to the original Library tab. Since then, we’ve continued to improve the new tab based on feedback from early adopters, including adding the mobile-friendly document viewer in Version 1.31.
In Version 1.34, we’ll retire the original Library tab, and the Library (Beta) tab will become the new Library tab. The transition will be seamless for you and your crew—there’s nothing you need to do.
Helm CONNECT Jobs
We made the following changes to Helm CONNECT Jobs in this release.
Activities No Longer Limited to the Default Space
You can now control which activities can be logged from which spaces in Onboard > Logs. Previously, activities could only be logged from the default space. Now, a new Spaces field on the Setup > Events > Activity Types tab lets you specify the space or spaces where each activity should be available. If you make an activity available in multiple spaces, an entry logged from any of those spaces will also appear in the others.
What else you should know:
- All existing activities were automatically assigned to the default space during the upgrade to Version 1.33.
- Activities related to cargo/fluid operations and attached asset cargo can’t currently be logged from spaces.
Changes to Event and Activity Type Configurations No Longer Affect Historical Records
Changes you make on the Setup > Events > Event Types and Activity Types tabs—such as adding new required fields to an existing event or activity type—no longer affect historical records. Each historical record now retains the configuration from when it was created, preventing retroactive changes to history.
Improvements to Digital Record Books
We made several improvements to our digital record books:
- Stronger signing requirements: You must now complete all required fields before signing entries based on these pre-loaded record books: Record of Garbage Discharges – Part I, Record of Garbage Discharges – Part II, and Record of Ozone Depleting Substances. If any fields remain empty, the entries will be grayed out and unavailable for signing, and you’ll see a message reminding you to complete all fields before signing.
- Cleaner shift signing interface: Entries based on record books that were not configured to require any signatures will no longer appear in the signing dialogs, making it easier to focus on the entries that need your attention.
NoteThe pre-loaded record books are all configured to require both a user and master signature.
Configure Shore-Only Trip Types
We added a Shore Only Trip checkbox to the detail view for each trip type on the Setup > Orders > Trip Types tab. This gives you more control over which trips are visible to your crew onboard, helping reduce clutter in onboard views and keeping shore-side planning separate from crew workflows. When selected, the checkbox limits that trip type—and any jobs, activities, or events it contains—to shore-based views only.
- Onboard > Logs > Logbook tab: The trip won’t appear in the Upcoming Jobs widget or the log.
- Onboard > Jobs > Trips tab: Shore-only trips are hidden from the orders view. If an order includes both shore-only and onboard trips, only the onboard trips are shown.
- Onboard > Jobs > Planner tab: Shore-only trips are excluded from the onboard planner.
- Onboard > Logs: Shore-only trips still appear in workspaces and on the History tab, allowing you to review and manage them as needed.
NoteThe Shore Only Trip checkbox is cleared by default for both new and existing trip types.
Log Fluid, Adjust Fluid, and Fluid Readings for Attached Assets
You can now log Add Fluid, Adjust Fluid, and Fluid Reading events and activities for attached assets, just like you can for primary assets. This makes it easier to track the fuel or lube used by auxiliary equipment—such as heaters or coolers—on barges.
On the Setup > Events > Event Types or Activity Types tabs, you’ll see three new options when creating an event or activity type:
- Add Attached Asset Fluid
- Adjust Attached Asset Fluid
- Attached Asset Fluid Reading
These work the same way as the versions for primary assets. For example, Attached Asset Fluid Reading supports sounding tables. To check whether a sounding table is attached, go to the Management > Assets > Assets > Tanks and Cargo Holds sub-tab and click the Sounding Data button. If a table is attached, you’ll see a check mark next to the button.
What else you should know:
- You can’t enter a negative value in the Change field for Add Attached Asset Fluid.
- You can enter either a positive or negative value for Adjust Attached Asset Fluid.
- For Attached Asset Fluid Readings, you must enter sounding and trim values—even if no sounding table is uploaded. You can enter the sounding, trim, and total calculated volume manually.
Delete Unused Cargo Holds and Tanks
You can now delete cargo holds and tanks from the Tanks and Cargo Holds sub-tab if they haven’t been used in any events or activities. This makes it easier to fix setup mistakes, especially when you’re configuring new assets.
- On the Management > Assets > Assets > Tanks and Cargo Holds sub-tab, when you select a cargo hold or tank on a primary or attached asset, a Delete button is now available.
- You can delete a cargo hold or tank only if it hasn’t been associated with any cargo or fluid events or activities.
- If you try to delete a cargo hold or tank that has been used in an event or activity, a message will appear: “Unable to delete this cargo hold.”
Remember Previous Sounding Values for Fluid Readings
When logging fluid reading events or activities on the Onboard > Logs > Logbook tab, Helm CONNECT now remembers the previous sounding values for each tank, so you only need to update the tanks that were actually used—ideal for assets with multiple tanks where only one or two were active since the last reading.
- For both primary and attached assets, when you start a new fluid reading event or activity, any previous sounding values are automatically populated for reference.
- You can now update the sounding values for individual tanks without needing to re-enter data for every tank.
Cargo Tab Now Shows Fluids and Cargo for Attached Assets
You can now see cargo and fluid data for both primary and attached assets on the Onboard > Logs > Cargo tab. This includes a tank-by-tank breakdown as well as total quantities—making it easier to understand where cargo and fluids are stored and how much is onboard.
Only attached assets picked up by the selected primary asset are included in the data. If an attached asset doesn’t have any cargo or fluid logs, it won’t appear.
A new print option also allows you to print these details. If you have permission to view cargo holds (Management > Assets > Assets > Cargo Holds), the printout includes tank-level data. Without this permission, you’ll only see total quantities.
Automatically Fill Locations Using a Connected GPS Device
You can now connect a GPS device to an asset installation to automatically detect the asset’s current location when logging events and activities. When you click the new location pin icons on the From or To location fields, the system uses live GPS data to match the asset’s coordinates with the closest saved location in your system and auto-fill the fields. It reads GPS data directly from the connected GPS device and compares it to saved locations in Helm CONNECT. If there’s a match within the configured range, the system selects the closest one. If there’s no saved location within range, the system notifies you.
Use the following tabs to configure this feature:
- Setup > Fleet > Fleet Installations tab: In the Location Configurations section, enter the Port Name (the communication port used by the GPS device), Baud Rate (the number of symbols transmitted per second), Range (how far the system should look for a matching saved location), and Range Unit (the unit of measurement for the range, such as nautical miles).
- Setup > Locations > Locations tab: Add latitude and longitude values to your saved locations so the system has something to match.
This feature supports standard satellite GPS devices (such as SC-70 or SC-130) that send NMEA sentences. Helm CONNECT uses the GPGGA sentence to capture live GPS coordinates. As the asset moves, the system continuously checks for the closest matching location and updates it in real time.
What else you should know:
- This feature only works for asset installations.
- This feature only supports events and activities; it does not currently support cargo/fluid tracking.
Configure Custom Logbook Descriptions for Attached Asset Events and Activities
You can now configure custom descriptions for attached asset events and activities that will display on the Onboard > Logs > Logbook tab.
To configure the description, go to the Setup > Events > Event Types or Activity Types tab, select an attached asset event or activity, then click Configure. On the Logbook sub-tab, you can enter a custom description and include dynamic values (variables) using curly braces.
What else you should know:
- Custom descriptions only apply to events or activities logged after you create the configuration. They won’t affect existing logbook entries.
- For events, the commodity’s short name and quantity change appear by default. This default does not apply to activities.
Voyages Tab Moved from Onboard > Logs to Onboard > Jobs
To reduce clutter and group related views together, we’ve moved the Voyages tab from Onboard > Logs to Onboard > Jobs. This tab shows a list of voyages that are planned, active, complete, or canceled for the selected primary asset. A new permission controls access to the tab and is automatically enabled for anyone who previously had access when it was located under Onboard > Logs.
Improvements to the Voyages Tab
We made several improvements to the Jobs > Dispatch > Voyages tab to help you view and manage voyage details more efficiently:
- Editable equipment grid: We replaced the old entry form with a new editable grid. When you click ADD EQUIPMENT on the EQUIPMENT sub-tab, a new row appears directly in the grid, allowing you to quickly enter equipment details. You can also edit equipment inline or delete it using the trash icon.
- Sub-tab navigation moved to the top: We moved the vertical list of sub-tabs to a horizontal layout across the top of the grid, giving you more space to view and manage your voyage details.
- Improved save behavior: The SAVE button now becomes active only when there are unsaved changes. If you switch between sub-tabs—such as LOGS or CARGO TRACKING—your unsaved changes to the equipment grid are preserved. If you try to leave the Voyages tab without saving, you’ll see a warning.
Log Events and Activities from the Voyages Tab
We added a new LOG A NEW ENTRY button to the Jobs > Dispatch > Voyages > LOGS sub-tab so shore users can now complete the voyage logging workflow without switching to the Onboard > Logs > Logbook tab. The button is only active when the voyage status is Active; for all other statuses, it appears greyed out.
Helm CONNECT Personnel
We made the following changes to Helm CONNECT Personnel in this release.
Add Accounting Codes to Positions for Payroll
You can now assign accounting codes to positions and see them in your payroll transaction details. This helps you understand which position is being paid, especially when someone works in multiple positions during the same payroll period.
- On the Setup > Users > Positions tab, there's a new Accounting Code field for each position, and a new Accounting Code column in the Positions table.
- On the Personnel > Payroll > Payroll Details tab, the assigned accounting code now appears in the payroll transaction lines.
Use Multiple Variables in Minimum Payment Amount Rules (Auto Top-Up)
You can now use more than one variable when setting up a minimum payment amount rule—often called an auto top-up—in your payroll schemes. This makes it easier to build complex rules that factor in different types of work or earnings during a payroll period.
Previously, these rules supported only one variable. Now, on the Setup > Payroll > Payroll Schemes tab, the Transaction Lines, Payroll Period, and Date targets all support multiple variables in both rate and quantity formulas. Each variable includes its own Apply to Earning Code and Exclude Earning Code fields.
New Payroll Target for Time Off
We added a new Time Off payroll target to give you more control over how time off is tracked and paid, making it easier to manage time-off balances and generate accurate payroll.
- On the Setup > Payroll > Payroll Schemes tab, you’ll see a new payroll target named Time Off. You can use this target in Rates, Extra Pay, Bank Accruals, and Bank Withdrawals. It’s not available in Bank Transfers.
- You can configure conditions like Cost Center, Daily Hours (Exact or Rounded), Earning Codes, Total Hours, and Effective Start or End Dates.
- A new Date condition called Time Off Exists lets you trigger payroll only if a person has time off on a given date.
NoteThe new Time Off payroll target applies only to customers using the new Crew Scheduling module. If you're still using the original Crew Scheduling module, the Days Off target is still available and hasn't changed. Please contact your account manager if you have any questions or want to learn more about switching to the new Crew Scheduling module.
New Payroll Conditions for Years of Service and Hire Date
You can now create payroll rules based on a crew member’s years of service or hire date, making it easier to manage benefits like holiday accruals. For example, you can set up different accrual rates depending on how long someone has worked for your company—such as accruing 21 days of vacation for employees with two or fewer years of service.
- We added a new Hire Date field on the Management > People > People > Details sub-tab under Employment Details.
- On the Setup > Payroll > Payroll Scheme tab, there's a new Years of Service condition under Person. It’s available in all payroll sections, including Rates, Extra Pay, Bank Accruals, Bank Withdrawals, and Bank Transfers. It compares the current date to the new Hire Date field on a person's profile.
- There's also a new Hire Date condition under Person. It’s available in the same payroll sections.
- A new On Date Between operator under the Date condition lets you build rules that apply only within a specific date range. Unlike other date comparisons, this operator ignores the year and compares only the day and month. This is especially useful for rules based on recurring dates—such as work period start/end or payroll period start/end—because you don’t need to update the year each time or create multiple rules.
Configure Average Dollars Bank Accruals and Withdrawals on Your Payroll Schemes
If your company uses average bank accruals and withdrawals instead of the First In, First Out (FIFO) method, you can now configure your payroll schemes to use average dollars bank accruals and withdrawals—without needing to use the Adjust Pay button on the Personnel > Payroll > Payroll Details tab. On the Setup > Payroll > Payroll Schemes tab, you’ll now see the names of your average dollar banks listed as options in the Bank list.
Download All Crew Certification Attachments to a Zip File
You can now download all attachments for a selected person’s certifications in one step. On the Management > People > People > Certifications sub-tab, use the new Download All Attachments button to generate a zip file containing all certification attachments.
New Diary on the Schedule Tab
We’ve added a new diary to the Personnel > Schedule > Schedule tab. This gives you a convenient place to record notes about the schedule — especially details that come in by phone, text, or email and don’t belong directly on the schedule.
To open the diary, click the new button next to Settings. You can filter entries by a preset time range (±3, 7, 14, or 30 days) or choose custom From and To dates. Each entry includes a required date, an asset, and a description.
NoteDiary entries aren’t currently visible onboard, and they don’t appear directly on the schedule view.
Toggle Between Planned and Actual Schedules
We’ve added a new toggle to the Personnel > Schedule > Schedule tab that lets you switch between three schedule views: planned, actual, or combined. This gives you more flexibility to view the most current scheduling information available.
- Planned: Shows the planned start and end dates.
- Actual: Shows the actual start and end dates, if available.
- Combined (fallback to planned): Shows actual dates when they exist, and planned dates otherwise.
Crew Change Bubbles Support Locations and Descriptions
You can now view and edit the location and description fields for a crew change directly from the Personnel > Schedule > Schedule tab. Just double-click a crew change bubble to access these fields without navigating to the Crew Changes tab.
NoteIf two crew changes with different locations are merged, the location will be cleared. If both have descriptions, the descriptions will be combined.
Improvements to the Work Rest Module
We’ve made two improvements to the Work Rest module:
- Tablet support for box selection: You can now use your finger to box select items in the Work Rest grid while using a tablet.
- Option to include inactive crew in CSV exports: A new Include Non-Active checkbox in the Work Rest Data Source window allows you to include inactive crew members in your CSV exports.
Improvements to the Timesheets module
You can now multi-select trips in the Timesheets module. This allows you to select multiple trips on days when crew members are working on more than one job.
Job-Based Crewing Now Integrates With the Schedule
In Version 1.32, we released job-based crewing to bridge the gap between the Crew Scheduling module in Helm CONNECT Personnel and the Dispatch module in Helm CONNECT Jobs. In that first release, you could assign and manage crew members directly from the job dispatch interface.
Now, in this release, jobs assigned to an asset appear directly on the schedule in a new Job/Crewing Requirement row. This gives you better visibility into where your assets are working, so you can assign the right crew without having to switch between modules.
What else you should know:
- Under Settings > Asset Details > Jobs Integration, you can configure which crewing requirement to use based on the job’s trip type.
- Although you can’t edit jobs from the schedule, you can double-click a job to quickly open it in the job dispatch interface.
Note: Job-based crewing is available as a pre-release for interested customers. Please contact your account manager if you’d like more information or a demo.
Updates to the Calendar Tab
We’ve made several improvements to the Personnel > Schedule > Calendar tab:
- Fixed an issue where crew members didn’t appear if they were part of the active crewing requirement.
- Fixed an issue where trip types with no defined color didn’t display correctly.
- Fixed an issue where the asset icon sometimes appeared multiple times.
- Added a new Print button so you can print the calendar directly from this tab.
Helm CONNECT Analytics
We made the following changes to Helm CONNECT Analytics in this release.
Maintenance
Readings
Introducing the new Readings Dashboard, a powerful tool for tracking usage and spotting anomalies across your fleet. Start with the Cumulative Readings view to see monthly totals and average daily run time for any component, with the option to average by asset for easy fleet comparisons.
Then dive into the Reading Trends view, where we analyze each component’s normal operating range and surface abnormal readings based on frequency and severity of deviation.
This is a brand new dashboard available for Maintenance Pro subscribers—reach out to your account manager if you're interested in turning your readings into real operational insight!
Closed Maintenance
- We’ve updated how overdue checklists are categorized. They’re now classified into four tiers based on how far past their interval they were completed:
- Dark Green (On-Time): Completed before the due date.
- Light Green (<10%): Slightly late, still close to on time.
- Light Red (10–20%): Moderately overdue.
- Red (>20%): Substantially overdue.
- Use the new Overdue Category Toggle to switch between Grouped or Split views for more detailed insight.
Tasks
The Tasks dashboard is now separated into Open and Closed views. Use the Open view to track unplanned maintenance in real time—perfect for display screens— and the Closed view to assess trends like bottlenecks or repair times.
Highlights include the Open Tasks Scoreboard and Average Time to Complete metrics.
Compliance
Audits
You can now track audit findings by regulatory citation. The most important question you need to answer from your audits is: What items are failing the most—and are we improving over time?
With this release, Helm Analytics now automatically extracts and groups regulatory citations (like CFR, TSMS, Q: XX, and more) from across your internal and external audits—whether they appear in:
- Template item descriptions
- Additional Info fields
- External audit findings (e.g., USCG, AWO-RCP, SIRE)
This means you can now instantly track how many observations or non-conformities relate to each specific regulation—and more importantly, see whether you're trending in the right direction.
Whether you're preparing for TVIB, SIRE, or just trying to nail down your internal KPIs, this new feature gives you the clarity and precision you need to report with confidence.
Forms
You can now use quick filters for compliance. We’ve added Compliant / Non-Compliant / All buttons to the dashboard, making it easier to pinpoint where action is needed. With one click, instantly filter down to assets or crew that are out of compliance—so you can quickly follow up on missed drills or overdue forms before they become a problem. Whether you're prepping for an audit or just tightening up internal accountability, this view gives you fast answers and a clear list of what’s missing.
Jobs
We’ve launched Analytics for Jobs in Helm CONNECT—giving marine operators instant visibility into their core KPIs like revenue per job, market share, and billing timelines. With powerful dashboards designed for port and regional teams, you can track progress toward revenue goals, prioritize high-value work, and uncover lost revenue from billing discrepancies or discounts. It’s business intelligence built to optimize operations, boost profitability, and grow your customer base.
Port
- The gauges dynamically show how jobs and revenue are tracking month-to-date and year-to-date compared to the same point last year—making it easy to assess performance and see whether you’re ahead or behind. For example, if you’ve completed 274 jobs so far this month, and you’d done 191 by this point last month, you’re pacing ahead—great insight for planning staffing and overtime.
- The Current Vs Previous Year visual can now be toggled by month, quarter, and year.
Management
The new KPI Builder is your command center for analyzing job performance with precision. Slice and dice complex KPIs like revenue per hour, duration per job, or rate of reversal across time, divisions, customers, and more—all without touching a spreadsheet. Built specifically to handle the metrics that are toughest to calculate in Helm CONNECT, this tool gives you answers, not exports. Whether you're chasing profitability, efficiency, or accountability, the KPI Builder gives you the clarity to act fast and smart.
Reports
We made the following changes to our reports 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.
People
We added the following column:
- Hire Date
Payroll Transactions
We added the following filter:
- Position
We also added a new field selection branch for Positions, which includes:
- Name
- Accounting Code
- Created
- Modified
Upcoming Checklists
We added the following columns:
- Estimated Due (visible only to users with the Maintenance > Overview > Advanced Search > Advanced Search (Beta) permission)
- Assignee
- Status
Users
We added the following columns:
- API Key Name (string)
- API Key Last Used (date)
Helm CONNECT Permissions
In this release, we made the following changes to the permissions on the Setup > Users > Roles tab.
Compliance > Corrective Actions > [Read, Edit, Approve]
We added three new permissions that give you more control over who can read, edit, and approve corrective actions on the Compliance > Corrective Actions > Corrective Actions tab.
These permissions will not be turned on by default. Users who currently have the Compliance > Corrective Actions > Corrective Actions permission can read, edit, and approve corrective actions.
Extras > Always Use Latest Configuration
We added a new tenant-level permission that reverts the system to the previous behavior for retrieving configurations.
This permission will not be turned on at the tenant level by default. However, users can ask their account manager to turn it on.
Extras > Edit Log Entries in Planner
We added a new permission that controls whether users can edit log entries from the Jobs Planner.
This permission will be turned on automatically for any tenant or role that previously had the Jobs > Dispatch > Basic > Edit permission.
Jobs > Billing > Submit Manual Transaction
We added a new permission that allows users to submit manual transactions. This permission was previously bundled with the Jobs > Billing > Submit Invoice permission.
This permission will be turned on automatically for any role that previously had the Jobs > Billing > Submit Invoice permission.
Maintenance > Overview > Advanced Search > Advanced Search (Beta) Manage Searches
We added a new permission that allows users to manage searches on the Advanced Search (Beta) tab if they are no longer using the original Advanced Search tab and no longer have the Maintenance > Overview > Advanced Search > Manage Searches permission in their role.
This permission will not be turned on at the tenant level by default. However, users can ask their account manager to turn it on.
Maintenance > Settings > Can Omit Forms
We added a new permission that allows users to omit submitted forms from the Submitted tab in Compliance > Forms.
This permission will be turned on automatically for any tenant that currently has any of the following permissions:
- Setup
- Setup > Templates
- Setup > Templates > Forms
- Compliance
- Compliance > Forms
- Compliance > Forms > Submitted
- Compliance > Forms > Library
- Compliance > Forms > History
It will also be turned on automatically for any role that currently has any of the following permissions:
- Onboard > Logs
- Onboard > Logs > History
- Onboard > Overview
- Onboard > Overview > To Do
- Onboard > Forms > Library
- Onboard > Forms > History
- Compliance
- Compliance > Forms
- Compliance > Forms > Submitted
- Compliance > Forms > Library
- Compliance > Forms > History
- Maintenance > Overview > Advanced Search > Settings > Forms > Edit
Users who don’t have this permission will no longer see the Omit button on the Submitted tab.
My Helm > To Do > My Work
We added a new permission for the My Work tab, a mobile-friendly view of tasks, corrective actions, forms, or checklists assigned to the user.
- For Maintenance customers, this permission will be turned on automatically for any tenant or role that has the My Helm > To Do > Tasks permission.
- For Compliance customers, this permission will be turned on automatically for any tenant or role that has any of the My Helm permissions, plus either the Compliance > Corrective Actions or Compliance > Forms permissions, or any of the permissions nested under them.
Onboard > Jobs > Voyages
We added a new permission that provides access to the Onboard > Jobs > Voyages tab, reflecting its move from Onboard > Logs to Onboard > Jobs.
This permission will be turned on automatically for any tenant or role that previously had at least one of the following permissions:
- Onboard > Logbook > Voyages > Read
- Onboard > Logbook > Voyages > Edit
The original Onboard > Logbook > Voyages > Read and Edit permissions no longer provide access to the Onboard > Jobs > Voyages tab. They now control access only to the Current Voyage section in the header of the Onboard > Logbook > Voyages tab.
NoteThe Jobs > Voyages > Read and Edit permissions also provide access to the Current Voyage section in the header of the Onboard > Logbook > Voyages tab.
Onboard > Logbook > Edit Log Entries
We added a new permission that controls whether users can edit log entries from the Onboard > Logs > Logbook tab.
This permission will be turned on automatically for any tenant or role that already had access to any of the permissions under Onboard > Logbook.
Onboard > Logbook > GPS Location
We added a new permission for a feature that allows you to connect a GPS device to an asset installation and automatically detect the asset’s current location when logging events and activities.
This permission will not be turned on at the tenant level by default. However, users can ask their account manager to turn it on.
Setup > Events > Activity Types > [Read, Create, Edit, Delete, Configuration]
The Setup > Events > Activity Types permission was split into five separate permissions to give you more control.
These permissions will be turned on automatically for any tenant or role that already had the Setup > Events > Activity Types permission.
Setup > Events > Event Types > [Read, Create, Edit, Delete, Configuration]
The Setup > Events > Event Types permission was split into five separate permissions to give you more control.
These permissions will be turned on automatically for any tenant or role that already had the Setup > Events > Event Types permission.
Setup > Extras > Edit Completed Log Entries
We changed the name of this permission from Setup > Extras > Allow Updates to Log Entries to Setup > Extras > Edit Completed Log Entries to make it clearer what the permission does.
This is a label change only. No action is required on your part.
Setup > Extras > Edit Log Entries in Spaces
We added a new permission that controls whether users can edit log entries from any of the onboard spaces, including the default space.
This permission will be turned on automatically for any tenant or role that previously had access to any onboard space.
Helm CONNECT API
We made the following changes to the Helm CONNECT API in this release.
api/v1/jobs/users/CreateOrUpdateUser
We added support for setting the following field via this endpoint:
"HireDate": <DateTime>
api/v1/jobs/users/FindUsers
We added the following field to the response:
"HireDate": <DateTime>
api/v2/public/positions
We added the following field and filter:
"AccountingCode": <String>
User Defined Fields (All applicable endpoints)
We added a new Text Area user defined field type. This type is now supported in all endpoints that return user defined fields.
Updates
7.1.33.212
We fixed an issue that caused the wrong “Allowed Signs for Change Amount” configuration to be applied when users updated Cargo and Fluid events and activities.
Affected versions: 1.33
Affected products: Logbook Module
7.1.33.211
We fixed an issue that prevented some crew members from acknowledging and updating jobs from their spaces under Onboard > Logs.
Affected versions: 1.33
Affected products: Helm CONNECT Jobs
7.1.33.210
We fixed an issue that caused a delay opening the "Log a new entry" window on the Onboard > Logs > Logbook tab for some customers.
Affected versions: 1.32 and 1.33
Affected products: Logbook module
7.1.33.209
We fixed an issue in the Timesheets overlay on the Jobs > Dispatch > Trips tab where the “GENERATE FROM TRIP” button didn’t populate the TRIP column correctly or save the data as expected.
Affected version: 1.33
Affected products: Job-Based Crewing
7.1.33.208
We addressed an issue that caused confirmed jobs to appear in all spaces under Onboard > Logs, instead of only in the default space.
Affected version: 1.33
Affected products: Helm CONNECT Jobs
7.1.33.207
We addressed an issue that prevented some users from opening their inspection, maintenance, and inventory checklists.
Affected version: 1.33
Affected products: Helm CONNECT Maintenance
7.1.33.205
We fixed an issue where the "Always Use Latest Configuration" permission did not apply logbook description configurations correctly to job and trip activities.
Affected version: 1.33
Affected products: Helm CONNECT Jobs