Version 1.34: Release Notes

Welcome to Helm CONNECT 1.34. Click the links below to learn all about this release:

• Helm CONNECT Maintenance
• Helm CONNECT Compliance
• Helm CONNECT Logistics
• Helm CONNECT Personnel
• Helm CONNECT Reports
• Helm CONNECT Permissions
• Helm CONNECT API
• Updates

Helm CONNECT Maintenance

Mobile-Friendly Requisitions

We improved the Onboard > Requisitions > Requisitions tab to make it easier to use on mobile devices, such as phones and tablets. These updates make the workflow fully responsive for mobile while keeping the desktop experience unchanged.

Here’s what’s new:

• Redesigned Requisition and Line Item cards for better visibility and usability on smaller screens.
• Configurable cards so you can choose which fields to display.
• Touch-friendly layouts with larger buttons and improved spacing.
• A slide-out filter tray that keeps filters accessible but out of the way when not in use.
• Smart scrolling that hides the header when you scroll down and reappears when you scroll up.
• Full-width pop-up windows (such as Notes, Linked Items, Responsible Parties, and Field Configuration) with dedicated Close buttons for easier navigation.

To save screen space, some desktop-only features are hidden on mobile devices:

• Reordering line items
• Creating requisition templates
• Viewing the External Number field
• Accessing the settings icon in the Linked Item window
• Using Bulk Actions to update multiple requisitions
• Exporting line items
• Viewing the change log

Two New Ways to Manage Low-Stock Parts

We added two new options to help you stay on top of low-stock parts and choose the workflow that fits the way your team works.

• Use the Shopping List to review low-stock parts and build requisitions: The new Shopping List tabs under Maintenance > Requisitions and Onboard > Requisitions bring all tracked parts that fall below their minimum quantities into one place so you can review them and build requisitions more efficiently. From there, you can select multiple parts, adjust quantities, check for pending requests, search across assets, and use filters such as division, asset, vendor, or critical spare to create consolidated requisitions with fewer steps. This option is ideal for teams who prefer to review and manage their purchasing decisions directly.
• Automatically create requisitions for low-stock parts: Helm CONNECT can also create a requisition automatically as soon as a tracked part drops below its minimum quantity based on real part consumption—for example, when completing a task or checklist that uses that part. To use this option, we added a new Reorder checkbox you can select while editing a part on the Setup > Parts > Parts tab. Each asset has one automatically generated requisition per day, and any additional below-minimum parts are added to that same requisition throughout the day. These automatic requisitions are clearly labeled as created by “Helm System,” making them easy to identify. This option is ideal for teams who prefer an automated workflow with minimal oversight.

Together, these options let you choose an automated workflow, a review-first workflow, or a mix of both—depending on how you prefer to manage purchasing and inventory.

Manually Enter Running Hours at Completion

We added a new "Running Hours At Completion – Manual" field to maintenance checklists, which allows you to manually enter the completion hours for a cumulative reading when necessary. When you enter a value in this field, Helm CONNECT uses it to determine when the next checklist is due, replacing the cumulative hours at the time of the inspection date in the calculation. The checklist and history view display both the system-calculated hours and any manually entered hours.

Sort the Space Column on the Advanced Search (Beta) Tab

You can now sort the Space column on the Maintenance > Overview > Advanced Search (Beta) tab in either ascending (A–Z) or descending (Z–A) order.

Storage Location Button Not Visible for Customers Without Storage Locations

The “Select Storage Location” button in inventory checklists is now hidden if no storage locations are configured in the system. This reduces clutter and confusion for customers who don’t use this feature.

Auto-Fill Component on Maintenance Tasks

Tasks generated from Fail/Pass items in maintenance checklists now auto-fill the Component field based on the component selected in the Maintenance template. Users can remove or change the auto-filled component if needed.

Multi-Select People Selection Lists Remain Open for Multiple Selections

Lists where you can select the names of one or more people—such as the Notify and Assignee lists on tasks—now stay open after each selection, allowing you to continue selecting without reopening the list. Previously, these lists closed after each selection.

Helm CONNECT Compliance

Create Corrective Actions from Private Forms

You can now create corrective actions directly from private (role-limited) forms. When you do, a warning message appears to let you know that the corrective action won’t be private and will be visible to authorized users. The original private form remains private, ensuring sensitive information stays protected, while the corrective action can be managed and tracked as usual.

Improvements to Forms

We made the following improvements to forms:

• Form Titles in Notification Emails: If the Title field is completed on a form, the title is included in the notification emails sent to responsible parties.
• Form Labels in Notification Emails: If the Label field is completed on a form, the label is included in the notification emails sent to responsible parties.
• Form Labels on Cards: Cards on the My Helm > To Do > My Work tab and on the Onboard > Logs > [Space Name] tabs now display the Form Label, making it easier to identify specific forms at a glance.

Multi-Select People Selection Lists Remain Open for Multiple Selections

Lists where you can select the names of one or more people—such as the Notify and Assignee lists on corrective actions—now stay open after each selection, allowing you to continue selecting without reopening the list. Previously, these lists closed after each selection.

Helm CONNECT Logistics

Helm CONNECT Jobs is Now Logistics

We rebranded Helm CONNECT Jobs as Helm CONNECT Logistics to reflect how this product has grown beyond its original focus on dispatching and billing harbor docking jobs. In-app, you’ll see “Logistics” where you previously saw “Jobs,” both onboard and on shore. Your existing data and workflows remain the same; only the labels on some items have changed. For more details, see the blog post Big Changes on the Horizon: Helm CONNECT Jobs Will Soon Become Logistics.

Print Multiple Master and Billing Logs

You can now print Master Logs and Billing Logs from both the Logbook and Voyages tabs.

• Onboard > Logs > Logbook tab: We added a new option under the More menu called Print Multiple Reports to open the Print Report dialog, where you can select the report type, specify a date range, and apply filters as needed.
• Jobs > Dispatch > Voyages tab: We added a new Print Reports button to open the Print Report dialog, where you can select the report type, specify a date range, and apply filters as needed.

For more details, see the article Print Master and Billing Logs.

Complete Multiple Crew Changes from the Logbook Tab

We added a new “Multi Crew Changes” button on the Onboard > Logs > Logbook tab so you can complete multiple crew changes at once. Previously, you could only complete single crew changes from the Logbook.

Access Planned Crew Changes from the Upcoming Work Widget on the Logbook Tab

Planned crew changes are now integrated with the Upcoming Work widget on the Onboard > Logs > Logbook tab. Clicking a crew change card in this widget opens the Onboard > Personnel > Crew Changes tab so you can apply updates directly.

Log a Commodity Transfer Between Assets

We added a new “Transfer Commodity Between Assets” activity type on the Setup > Events > Activity Types tab, which lets you record a commodity transfer between two assets as a single activity instead of two separate ones. You can use it to transfer commodities between two primary assets, two attached assets, or between a primary and an attached asset. For more details, see the article Log a Commodity Transfer Between Assets.

Configure PO Number and Trip Number Fields on Voyages

We added a new Setup > Field Configurations > Voyage Configuration tab that lets you add PO Number and Trip Number fields for your voyages. For more details, see the article Add PO Number and Trip Number Fields to Voyages.

Generate Manual Invoices and Credit Notes for Voyages

We added the ability to manually generate invoices and credit notes for your voyages. On the Logistics > Dispatch > Voyages tab, when you open a selected voyage, you’ll see a new Generate Invoices button in the top-right corner. You can use it to manually create Accounts Receivable (AR) or Accounts Payable (AP) invoices, including credits, on a per-voyage basis.

This feature helps when billing rules or agreements vary from voyage to voyage or when multiple customers must be billed for a single voyage. You can also use it to record voyage-related expenses or issue credits for unused time. For more details, see the article Generate Manual Invoices and Credit Notes for Your Voyages.

Configure Mile Marker and Owner Fields on Location Types

You can now add Mile Marker and Owner fields to your location types. On the Setup > Locations > Location Types tab, edit a location type and click Configure to set the Mile Marker and Owner fields to Show or Hide, and Required or Not Required.

When you assign that location type to a location, the corresponding fields appear so you can enter:

• Mile Marker: A value in the format XXXXX.XX (1–5 digits, a decimal, then 2 digits).
• Owner: A name or other identifying text, up to 255 characters.

When you log events or activities on the Onboard > Logs > Logbook tab or the Logistics > Dispatch > Voyages tab, the Mile Marker and Owner values you entered appear in read-only fields next to each location. For more details, see the article Add Mile Marker and Owner Fields to Your Location Types.

Configure Routes and Route Segments

We added a new Routes tab under Setup > Locations that lets you configure routes and route segments with multiple locations. This is in preparation for future functionality that will allow you to assign assets to routes.

Billing Improvements

We added several enhancements to improve accuracy and flexibility in your billing workflows.

Ignore Daylight Saving Time in Billing Calculations

We added a new Ignore DST in Billing Calculations option on the Setup > Invoicing > Billing Settings tab. This setting controls how daylight saving time (DST) affects your billing calculations.

• When enabled, billing calculations ignore DST changes between two dates and treat the time as if no DST transition occurred.
• When disabled, billing calculations include DST changes and reflect any added or missing hours.

This setting is turned off by default after the upgrade and applies only to orders in areas that use time zones.

Tooltip for Invoiced Billing Intervals

We added a tooltip notification to explain why an order can’t be assigned to a specific billing interval. If you try to assign an order to a billing interval that’s already been invoiced, the tooltip clarifies that invoiced intervals can’t include new trips. This improvement helps prevent billing errors and workflow interruptions.

Assign Billing Type to Tax Types

We added a new Tax Charge category to Billing Types so you can classify tax-related charges more clearly. You can now assign a billing type to each tax type, ensuring tax charges carry the correct classification automatically. Once a tax type with an assigned billing type is added to rates in a contract or tariff, it’s applied automatically to the related transaction lines. This reduces manual work and keeps invoices consistent.

Correct Billing Status for “No Charge” Trips

We fixed an issue that caused trips marked as “No Charge” to display the billing status “Ready to Bill” in trip reports. These trips now display the correct status, “No Charge,” in the following reports:

• Trips
• Trip Revenue
• Interval Billing Trips
• Job Revenue

This change ensures billing reports match the behavior in Jobs > Billing > Overview and improves clarity across your billing and reporting processes.

Helm CONNECT Personnel

Automated Email Notifications for Expiring Crew Certifications

We added automated email notifications to the new Crew Certifications module to alert users about expiring crew certifications.

• Crew members: When the Email Crew checkbox is selected on the Management > Certifications > Certification Types tab, crew members automatically receive reminder emails based on the configured lead times. By default, each certification triggers notifications at 30, 60, and 90 days before expiration, but you can customize these default notifications, remove them, or add more as needed.
• Responsible parties: If a certification type has been assigned a responsible party on the Management > Certifications > Responsible Parties tab, that person also receives expiry notifications for certifications of that type.

Improvements to the Work Rest Module

We made the following improvements and fixes to the Work Rest module:

• Improved the mobile experience when using Work Rest.
• Fixed a bug in the Work Rest report in My Helm that prevented confirmations from being included.

Improvements to the Timesheets Module

We made the following improvements and fixes to the Timesheets module:

• Added a new setting on the Timesheets > Settings tab to control Bulk Add and Bulk Confirm by Space.
• Added filtering to several columns in the Timesheets grid. You can now right-click a column header to filter its contents.
• Fixed an issue where using the Generate from Trip feature sometimes didn’t populate the trip.
• Fixed an issue where the Generate from Trip feature didn’t calculate correctly when no crew were signed off.

Improvements to the Crew Scheduling Module

We made the following improvements to the Crew Scheduling module:

• Added a new Safe Manning feature that shows whether the certification requirements set up in Management > Certifications > Certification Requirements > Safe Manning are met. This applies only to customers using the new Crew Certifications module.
• Added new options to Crew Scheduling Settings:
  • Show Certification Warnings: Toggles whether certification warnings appear on the schedule bars for individual crew (default: true).
  • Show Safe Manning: Toggles whether the Safe Manning row appears for the crew complement (default: false).
  • Historical Warning Window: Defines how many months the schedule looks back to flag certification issues. Recommended: 1–2 months (default: 1 month for new tenants; null for existing tenants).
• Added a new Qualified checkbox on the Crew tab so you can filter the crew list to show only those qualified to fill a position on the vessel schedule.
• Added the option to display the Asset Phone Number and Asset Email in the Calendar (configured under settings).
• Added the ability to include notes on time-off requests and to specify whether a request is an “All day” request.

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.

Jobs Revenue Data Source

We improved the performance of this data source. It now loads several times faster for large data sets.

Parts and Parts History Data Sources

We added a new “Reorder” filter to these data sources.

Parts, Part Quantities, Part History, Requisition Templates, Requisitions, and Vendor Part Prices Data Sources

We added a new “Reorder” column to these data sources.

Helm CONNECT Permissions

We made the following changes to the permissions on the Setup > Users > Roles tab in Version 1.34.

API > Manage Own API Key

We added a new permission that allows users to create or delete their own API key from the Setup > Users tab. This permission will be turned on at the tenant level but will not modify any existing roles.

Logistics

As part of rebranding Helm CONNECT Jobs to Logistics, we renamed the following permissions:

• The Jobs parent permission has been renamed to Logistics.
• The Onboard > Jobs permission has been renamed to Onboard > Logistics.

These are label changes only. No action is required on your part.

Logistics > Planner Beta

We added a new permission that provides access to the new planner beta. 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 Override Readings At Completion

We added a new permission that allows users to override readings at completion. This permission will not be turned on at the tenant level by default. However, users can ask their account manager to turn it on.

Onboard > Logbook > Multi Crew Change

We added a new permission that allows users to perform multiple crew changes directly from the Logbook tab. This permission will be automatically turned on for tenants that already have the Onboard > Logbook > Single Crew Changes permission, but will remain off for individual users.

Permissions for the New Shopping List Tab in Requisitions

We added a new group of permissions that provide access to the new Shopping List tab in Requisitions:

• Maintenance > Requisitions > Shopping List: Provides access to the Shopping List tab on shore. This permission will be automatically turned on for tenants or users who already have both Inventory > Inventory > Parts and Maintenance > Requisitions > Requisitions permissions.
• Onboard > Requisitions > Shopping List: Provides access to the Shopping List tab onboard. This permission will be automatically turned on for tenants or users who already have both Onboard > Inventory > Parts and Onboard > Requisitions > Requisitions permissions.

Permissions for Reports on the Voyages Tab

We added a new group of permissions that control which reports users can view or print from the Voyages tab:

• Jobs > Voyages > Reports: Provides access to the Reports tab on a voyage.
• Jobs > Voyages > Reports > Billing Logs: Provides access to the Billing Logs report on a voyage.
• Jobs > Voyages > Reports > Master Logs: Provides access to the Master Logs report on a voyage.

These permissions will be automatically turned on for anyone who already has the Jobs > Voyages permission.

Setup > Events > Transfer Commodity Between Assets Activity Type

We added a new permission that allows users to configure activities for transferring commodities between assets. 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 > Locations > Routes

We added a new permission that allows users to create routes and route segments. This permission will not be turned on at the tenant level by default. However, users can ask their account manager to turn it on.

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.

api/v1/jobs/orders/findorders

We made the following changes to this endpoint:

• Added a new IsBillable field to the response.
• Added a new includeTemplates parameter. Its default value is True, so there’s no change in behavior if you don’t include it.

api/v2/public/parts

We added a new Reorder field to this endpoint and made it available as a filter option.

Updates

7.1.34.272

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.270

On the Personnel > Schedule > Schedule tab, we addressed the following issues:

• The Required to Operate certification filter now works as expected.
• Expired certification warnings no longer appear when a valid equivalent certification exists.
• Removing an equivalency link between certifications now takes effect in the schedule as expected.

Affected versions: 1.34

Affected products: Helm CONNECT Personnel

7.1.34.269

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.268

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.267

We fixed an issue that sometimes caused items in forms to appear in a different order than configured in the form template.

Affected version: 1.32 and later

Affected product: Helm CONNECT Compliance

7.1.34.266

We fixed an issue on the Personnel > Schedule > Schedule tab that prevented some assets from loading in the schedule.

Affected version: 1.34

Affected product: Helm CONNECT Personnel

7.1.34.265

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.264

We fixed an issue that could sometimes prevent users from saving changes to business rules.

Affected versions: 1.33 and later

Affected products: Helm CONNECT Logistics

7.1.34.263

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.262

This update includes the following improvements:

• On the Setup > Requisitions > Line Item Fields Configuration tab, you can now set the Part field in non-labor requisition line items to be required. If set to “Always required,” users must select a part for each requisition line item before saving the requisition. By default, the Part field is set to “Not required.”
• We added a new "Can Set Labor Tracking Start Date in Future" permission under Maintenance > Settings. This permission allows users to set a future start date and time for labor tracking. It’s turned off by default at the tenant level and must be enabled by an account manager.

Affected version: 1.34

Affected product: Helm CONNECT Maintenance

7.1.34.261

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.260

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.259

We updated the /CreateorUpdateUsers endpoint for the Helm CONNECT API to allow an optional AssignedAsset field to be populated. This field allows for a User profile to have an Asset Assigned when it is created or updated.

AssignedAsset

• DataType: JSON Object
• Required: false
• Purpose: Sets the AssignedAsset for the User.
• Function: Selects the AssignedAsset that uniquely matches one or more of the given fields.
• Fields:
  • Id `<Guid>`
  • Name `<String>` [max. 400 char]

See the Helm CONNECT API documentation for more details.

Affected version: 1.34

Affected product: All

7.1.34.258

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All

7.1.34.257

We made the following improvements to the Logistics > Dispatch > Planner tab:

• Added a new “Next 48 Hours” date filter.
• Added a “From/To” date range control.
• Added a checkbox near the filters to show the area short name in the time bars.
• Made minor enhancements to the tool tip, including displaying the “# of Required Tugs per Trip.”

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.256

We fixed a performance issue on the Crew sub-tab of the Personnel > Schedule > Schedule tab that sometimes caused it to load slowly.

Affected version: 1.34

Affected product: Helm CONNECT Personnel

7.1.34.255

We addressed an issue where the “Edit Submitted Transaction” permission did not allow users to edit custom fields on submitted transactions or reversal transactions.

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.254

We fixed an issue that caused date sorting within the fatigue scores table and the forecasting table to stop functioning when date values passed a certain threshold.

Affected versions: 1.34

Affected products: Helm CONNECT Personnel

7.1.34.253

We fixed two display issues in the trip grid on the Logistics > Dispatch > Trips tab:

• Job requests were incorrectly showing as extra icons.
• After an order was completed, a clock icon (indicating a time zone offset mismatch) appeared beside several times, even when no mismatch existed.

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.251

We fixed an issue that caused the Net Revenue and Invoice Revenue columns to appear blank in reports using the Job Revenue data source when no default currency type was configured.

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.250

We fixed an issue that prevented the beta version of the new Logistics Planner from opening for some customers.

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.249

On the Setup > Payroll > Payroll Schemes tab, the Bank Transfers section now supports transfers between First In First Out (FIFO) bank types. Previously, it supported only Dollars Only to Average Dollars bank types. Transfers between FIFO banks follow the FIFO principle, moving the oldest records first.

• We also addressed the following issues:
• Pagination in Personnel > Payroll > Details could show more pages than actually exist, resulting in an empty page when clicked.
• Transaction line-based accruals sometimes used incorrect quantities when generated from extra pay lines that included transaction line-based formulas.
• The “Suppress Transaction Line” setting for bank withdrawals in Average Dollars banks didn’t prevent the payment from occurring.

Affected version: 1.34

Affected product: Helm CONNECT Personnel

7.1.34.248

We fixed a display issue in the trip grid on the Logistics > Dispatch > Trips tab where trip and order requests still appeared with the yellow highlight bar in the trips grid even after they’d been approved.

Affected version: 1.34

Affected product: Helm CONNECT Logistics

7.1.34.247

As part of ongoing maintenance, this update included some backend improvements.

Affected versions: All

Affected products: All