Version 1.36: Release Notes

Welcome to Helm CONNECT 1.36. Click the links below to learn all about this release:

• The Platform
• Helm CONNECT Maintenance
• Helm CONNECT Compliance
• Helm CONNECT Logistics
• 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.

A Brighter, More Accessible Helm CONNECT

This release brings the first wave of our 2026 brand refresh to Helm CONNECT. We reviewed Helm CONNECT against WCAG 2.2 AA accessibility guidelines and refreshed contrast, colors, and visual cues for better clarity and readability. That makes a real difference in the high-demand environments where maritime crews work.

You may have already noticed the new login screen, with its modern, cleaner design. If your organization uses SAML, the SAML button now appears first to make single sign-on the primary path. The menu panel also has a fresh look, with new module icons and colors, a deeper Midnight Blue background, and clearer hover and selected states. Night mode coverage has also expanded. Screens that already supported it now match the refreshed look, and several other screens support night mode for the first time.

A few fun surprises landed in this release too. We'll let you discover them on your own.

Read more about our accessibility work in our blog post here.

Use Helm CONNECT in French or Italian

You can now use Helm CONNECT in French and Italian. French is available as "fr" from the Culture lists, and Italian is available as “it”:

• For a shore user, go to the Setup > Users > Users tab and select your language from the Culture list in the Login Details section.

• For an asset installation, go to the Setup > Fleet > Fleet Installations tab and select your language from the Culture list in the Node Configuration section.

Tell at a Glance Whether a Change Came From an Asset Installation or From Shore

When someone makes a change on an asset installation configured to use Multi User Sign On, change logs now show the asset name and its fleet number, along with the user's name. For example, "John Smith via MV Rosa (#7)" tells you the change was made by John Smith on the MV Rosa. If you only see "John Smith," it tells you he made the change on shore.

A New Home for Tenant-Wide Preferences

We added a new Tenant Preferences tab under Setup, where you can manage tenant-wide settings yourself. For Version 1.36, it includes one setting: Sort Spaces by Grace Period, for Helm CONNECT Maintenance customers. Turn it on to sort spaces by their grace period in your maintenance views.

If your tenant had this setting turned on before, it'll stay on after you upgrade to Version 1.36. Otherwise, it'll be off.

Rename and Reorder the Attached Space

You can now rename and reorder the Attached Space from the Setup > Spaces > Spaces tab, the same way you configure your other custom spaces, so you can match your own terminology and put it where your crews want it.

More about this feature:

• When you upgrade, the Attached Space keeps its current name and order, so nothing changes until you decide to rename or reorder it.

• We made changes to the permissions for this feature. See Helm CONNECT Permissions.

Rename and Reorder the Preset Tabs in Onboard Logs

You can now rename and reorder the preset tabs in Onboard > Logs from the Setup > Spaces tab, the same way you already configure the tabs for your custom spaces. Each preset tab can have a custom name and a sort order that applies to all your users, so you can match your own terminology and move the ones your crews use most to the front.

More about this feature:

• This applies to the Logbook, Cargo, Tow Diagrams, Manifest, and Readings tabs. The History tab always appears last and can't be renamed.

• When you upgrade, your tabs keep the order they have now, so nothing changes until you decide to rename or reorder them.

• We made changes to the permissions for this feature. See Helm CONNECT Permissions.

See Who Changed a Role's Permissions and When

We added a new Change Log button to the Setup > Users > Roles tab so you can see how a role's permissions have changed over time. When you open a role and click the button, a side panel opens with the full history of that role, including which permissions were added or removed, who made each change, and when.

More about this feature:

• We added a new permission that controls access to this feature. See Helm CONNECT Permissions.

• We added a new report data source for this feature. See Helm CONNECT Reports.

See Which Roles and Permissions May Access Sensitive Data

You can now see at a glance which permissions and roles may touch sensitive data, so you can consider sensitive access before you assign a role. A new warning icon with a tooltip appears next to any permission that may grant access to sensitive or personal information, such as payroll or personal details, and next to any role that includes one of those permissions.

More about this feature:

• We made changes to the permissions for this feature. See Helm CONNECT Permissions.

• We made changes to our report data sources for this feature. See Helm CONNECT Reports.

Helm CONNECT Maintenance

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

Show, Hide, and Lock Fields on Your Requisitions

We added a few options that give you more control over which fields appear on your requisitions and who can edit them. You'll find them on the field configuration tabs under Setup > Requisitions, and they apply to both shore-side requisitions on the Maintenance > Requisitions > Requisitions tab and onboard requisitions on the Onboard > Requisitions > Requisitions tab.

• Hide the Switch to Labor button: A new Show/Hide option for the Switch to Labor field on the Line Item Fields Configurations tab lets you hide the button from line items, so users can't switch a line item between a part and labor.

• Hide item prices: A new Show/Hide option for the Item Prices field on the same tab lets you hide the estimated price per unit and per hour fields from line items, along with the estimated total in the requisition header. This is handy if you don't use pricing in your requisitions.

• Make a custom field read-only: A new Integration Editable Only option for custom fields on the Requisition Fields Configurations and Line Item Fields Configurations tabs lets you show a field without letting users edit it. The field appears as read-only, and an integration can still update its value.

Fulfill Requisitions from Inventory You Already Have

You can now fulfill a requisition using parts you already have on another asset or in a warehouse, instead of always purchasing new ones. On the Maintenance > Requisitions > Requisitions tab, choose Transfer Part on a line item and select the source to pull from.

As the part moves from the source to the receiving asset, the line item shows an In Transit status, and your inventory stays accurate, so the part isn't counted in two places at once. A single requisition can mix transfer and purchase line items, and if you cancel a transfer in transit, you can choose whether to return the part to the source.

Link Compatible Parts to Your Components and Component Groups

You can now link the specific parts that fit a component or component group, so you can filter a requisition to just those parts instead of searching the full master parts list.

• Link parts to a component or group: Use the new Compatible Parts tab to link parts to a component. You can also link them to a component group to cover all of its components.

• Filter a requisition: When you select a component on a requisition line item, you can show only its compatible parts, with the full list still available when you need it.

• Carry links when you copy: When you copy or duplicate a component, component group, or asset, you can include its compatible parts.

Import Parts from a CSV File

You can now import parts from a CSV file on the Inventory > Inventory > Parts tab, so you can add many parts at once instead of creating them one at a time.

Use Completion Windows to Control When Recurring Work Can Be Completed

You can now set a completion window on your recurring maintenance templates so crew can't complete scheduled work ahead of time. When a template has a completion window, each scheduled item stays locked until its window opens, keeping your records tied to when the work was actually due. This applies to recurring Inspection, Inventory, Maintenance, and Attached Asset templates.

• Set it up: Set the window in a template's scheduling window, on the relevant tab under Setup > Templates, including how early it opens and which roles can complete an item before then.

• Base it on readings: For reading-based maintenance, you can base the window on a cumulative reading, such as engine hours, instead of a date.

• See it at a glance: Locked items are clearly marked with when they can be completed, and you can filter by completion window status in your maintenance and to-do views.

Manage Due Dates for Excluded Activities

You can now control what happens to your maintenance and inspection checklists when an excluded activity, such as a dry dock, ends. Previously, those checklists kept their original due dates throughout the activity, so they were overdue by the time it ended.

When you set a maintenance or inspection template to Exclude certain activity types on the Setup > Templates > Maintenance and Inspections tabs, a new Exclusion Behavior list lets you choose what happens to those checklists' due dates once the activity ends:

• Exclude: The due dates aren't adjusted, so the checklists keep their original due dates. This was the behavior prior to Version 1.36.

• Exclude and Shift: Each checklist's due date moves forward by the length of the activity, so the time left until it's due matches what was left when the activity started. This option is available for templates scheduled from the last completed date.

• Exclude and Skip: Each checklist's due date moves forward to the due date of the next full due period that falls after the activity ends.

Print Your Requisitions and Line Items

You can now print your requisitions and line items as a clean, branded document, complete with your company logo, ready to share with vendors, approvers, or finance, or to save as a PDF. You'll find it in your requisitions both on shore (Maintenance > Requisitions > Requisitions) and onboard (Onboard > Requisitions > Requisitions).

• Print a requisition: Open a requisition and click the print icon to print it, along with all its line items.

• Print a line item: Open a line item and click the print icon to print it.

• Print from the list: Select the requisitions or line items you want in the list, then click the print icon next to Export Line Items.

When you print a requisition, you can include your custom fields and filter its line items by custom field or vendor, so the printout shows only what you need.

Require an Attachment to Complete Checklists and Tasks

You can now require an attachment before specific checklists or types of tasks can be completed, so you capture supporting evidence, such as a photo, certificate, or signed permit, as part of the work.

• Checklists: We added a new Attachment Required checkbox to maintenance, inspection, inventory, and attached asset templates, on the relevant tab under Setup > Templates. Select it, and users must add an attachment to complete a checklist based on that template.

• Tasks: We added a new Attachments field to task types on the Setup > Field Configurations > Tasks tab. Set it to "Only required on completion," and users must add an attachment to finish a task of that type. If the type also requires approval, the attachment is needed to approve the task.

Helm CONNECT Compliance

Find the Right Document with Cross-Document Search

We improved the search on the Library and Library (Beta) tabs so it now searches the full text inside your published PDF documents, not just their titles. Type what you're looking for, and Helm CONNECT shows the documents that match, so you can find what you need even when you don't know a document's exact title or where it's filed. Open a result and the document opens with your first match highlighted.

Search for one word or several. With several words, you'll see documents that contain any of them. Put a phrase in quotes to match it exactly, or use * as a wildcard. The search ignores case and accents, and documents with a match in the title rank higher. You can also combine a search with your existing filters.

We also improved the search inside an open document so it now works like the library search, with multiple words, exact phrases, and wildcards. If you used to find words by typing just the start of them, you'll need to add a now. For example, search "mon" to find "monday".

Give Every Audit a Unique External Number

We added a new Audit option on the Setup > Operations > Number Rules tab that lets you automatically assign an external number to every audit, giving you a consistent reference to cite in corrective actions, reports, and outside correspondence. You'll see the number in a new External Number column on the Compliance > Audits > Audits and History tabs, and in the audit sidebar.

More about this feature:

• Only audits created after you add the rule get an external number. Existing audits aren't numbered.

• We made related changes to our report data sources. See Helm CONNECT Reports for details.

Audit Your Attached Assets

You can now run audits on your attached assets, so each one's audit history stays with the asset itself, not with the primary asset it's attached to.

When you create an audit on the Compliance > Audits > Audits tab, the Audit For field now includes an Attached Asset option. You can also send a corrective action from a finding straight to the attached asset.

Attached asset audits appear alongside your primary asset audits on the Compliance > Audits > Audits and History tabs, and the asset filters and columns now include attached assets. Notification emails also show the attached asset name.

More about this feature:

• Once you save an audit for an attached asset, you can't change the audit type or the attached asset it's for.

• We made related changes to our report data sources. See Helm CONNECT Reports for details.

Require an Attachment to Complete Forms

You can now require an attachment before specific forms can be submitted, so you capture supporting evidence, such as a photo, certificate, or signed document, as part of the work.

We added a new Attachment Required checkbox to form templates on the Setup > Templates > Forms tab. Select it, and users must add an attachment to submit a form based on that template.

Use Completion Windows to Control When Recurring Forms Can Be Completed

You can now set a completion window on your recurring forms so crew can't complete them ahead of time. When a form has a completion window, it stays locked until its window opens, keeping your compliance records tied to when the work was actually due.

• Set it up: Set the window when you schedule a form or on the Setup > Templates > Forms tab, including how early it opens and which roles can complete it before then.

• See it at a glance: Locked forms are clearly marked with when they can be completed, and you can filter by completion window status in your forms and to-do views.

Helm CONNECT Logistics

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

See the Trip Number Alongside the Voyage Number

You can now see a voyage's trip number next to its voyage number wherever voyages appear in Helm CONNECT. This makes it easy to recognize a voyage by the trip number you and your customers use, instead of the voyage number Helm CONNECT generates. If a voyage has no trip number, you'll see only the voyage number.

You can also add or edit a voyage's trip number from the Manage Voyages window on the Logbook tab, and you control whether the trip number shows at all with the Trip Number field on the Setup > Field Configurations > Voyage Configuration tab.

See Where You're Loading and Unloading on the Upcoming Voyages Widget

We improved the Upcoming Voyages widget on the Onboard > Logs > Logbook tab. Each voyage card now shows the origin and destination locations, along with their mile markers, when set for the location. The widget also lists all your paused voyages alongside your planned voyages, sorted by start date, so you can see your upcoming work in one place. Paused voyages show their start date and are no longer flagged as overdue.

Voyage Details Remembers Your Last Sub Tab

We improved the Voyage Details view on the Logistics > Dispatch > Voyages tab so it remembers the last sub-tab you had open. When you open another voyage during the same browser session, that same sub-tab stays selected instead of resetting to the Logs sub-tab. This makes it faster to move between voyages when you do most of your work on a single sub-tab, such as Equipment, Billing, or Invoices.

Track Voyage Invoices with Configurable Statuses

We added a new way for billing clerks to track the progress of manual voyage invoices through their billing cycle. On the new Setup > Invoicing > Invoice Status tab, a user can create their own list of statuses, such as Printed, Emailed, Reviewed, and Waiting on Rebills, and assign each one a color.

On the Invoices sub-tab of a voyage on the Logistics > Dispatch > Voyages tab, billing clerks can select one or more statuses for each invoice and update them as the invoice moves through their workflow. Selected statuses appear as colored chips so the list is easy to scan at a glance. The Invoices sub-tab also supports drag-and-drop column reordering and a searchable status filter for quick tagging.

Duplicate a Voyage Instead of Rebuilding It

We added a new Duplicate button to saved voyages on the Logistics > Dispatch > Voyages tab. Duplicating a voyage opens a new one that's already filled in with the details from the original, so you don't have to rebuild a repeating voyage from scratch. You can also bring over the planned start and end dates and the contents of the Equipment sub-tab.

Nothing is saved until you click Save, so you can adjust any detail first, and the new voyage gets its own voyage number when you save. The Duplicate button only appears on a saved voyage with no unsaved changes, and you need permission to edit voyages to use it.

Set the Current Time More Easily on Job Cards

On the Onboard > Logs > Logbook tab, we replaced the small Set to Now clock icon on your job cards with a larger Set to Current Time button, so it's easier to spot and tap when you're logging activity times, especially on a touchscreen. Clicking it fills in the current date and time.

Bill Contracts Semiannually or Annually

You can now bill contracts every six months or once a year, so you can invoice long-term contracts and annual renewals on their own schedule instead of handling those cycles outside Helm CONNECT. For contracts with Ready for Billing set to At End of Interval on the Logistics > Contracts > Contracts tab, the Interval field now includes two new options alongside Weekly, Biweekly, Semimonthly, Monthly, and Quarterly:

• Semiannually: In the Interval Start Day field, choose First Day of Semiannual Period or Last Day of Semiannual Period.

• Annually: In the Interval Start Day field, choose a start month (January 1 through December 1), or Effective Date to anchor the billing year to the contract's effective date and renew on that date each year.

See More of the Asset Short Name on the Trips Grid

On the Logistics > Dispatch > Trips and Onboard > Logistics > Trips tabs, each assigned asset shows as a small icon. To keep things compact, especially on smaller screens, the icon shows only the first 3 characters of the asset's short name. We heard from some customers that this default makes it tricky to tell assets with similar short names apart. For those customers, we've added the option to show the first 5 characters of the short name instead.

On a related note, the Assign Resource window now shows each asset's full short name, making it easier to find and pick the one you want.

Print Traffic Reports from the Traffic Tab

You can now generate and print a Traffic Report right from the Logistics > Dispatch > Traffic tab, instead of exporting raw voyage data and rebuilding the report by hand for each customer. Click the new Print button to open a window where you choose a report, set a date and time range, pick which voyage statuses to include, and decide whether to include logs and whether to limit those to customer-ready logs.

The report groups voyages by customer and shows each vessel's trip number, destination, position, loaded cargo, delivery temperature, and barges in tow, with activity and event logs grouped by day. Clicking Print renders it in your browser, so you can print it or save it as a PDF.

You can also create custom report templates and choose which customers each one applies to on the Setup > Reports > Styles tab.

Manage Voyages Directly from an Order

We added a new Voyages sub-tab to your orders on the Logistics > Dispatch > Orders tab. When you open an order, the Voyages sub-tab lets you create and manage all the voyages that fulfill that order in one place, instead of setting them up separately and connecting them through legs. Each voyage is linked directly to the order, so you can see at a glance which voyages are fulfilling it and how much work remains.

You can add equipment to each voyage right from the order, with several pieces of equipment per voyage if you need them. To save time on repeating work, you can duplicate a voyage along with all of its equipment, and you can unlink a voyage from the order when it no longer applies.

Improvements to Location Diagrams

Location Diagrams is our tool for mapping locations and tracking your assets and barges in real time. In this release, we made a few improvements:

• Orientation indicators: On the Setup > Locations > Location Diagrams tab, you can now add a Compass (North) and a River Dir (Up River) indicator and rotate each one, so your diagram lines up with the real-world layout and the flow of the river.

• A fuller details side panel: When you select a barge or asset on the Onboard > Logs > Live Diagrams tab, you'll now see a details side panel in place of the small window from before. Its five tabs, Dims, Cargo, Tasks, Corrections, and Voyages, bring together draft readings and dimensions, cargo, pending tasks, corrective actions, and connected voyages, so the details you need are right where you're working.

• New draft reading fields: The Dims tab adds five draft reading fields, Fwd Port Draft, Fwd Stbd Draft, Aft Port Draft, Aft Stbd Draft, and Avg Draft, for both barges and primary assets. Enter any corner reading and we'll calculate the average for you, and you can show or hide these fields through Field Configuration.

Logbook Now Enforces the Allowed Signs for Change Amount Setting

We fixed an issue that prevented Logbook from enforcing the Allowed Signs for Change Amount setting for Adjust Fluid, Adjust Cargo, Adjust Attached Asset Fluid, and Adjust Attached Asset Cargo entries. Previously, you could save a change amount with the wrong sign even when the type was configured to allow only positive or only negative values, and in some cases, a positive value was silently changed to a negative one.

Now, when you make one of these entries on the Onboard > Logs > Logbook tab, Logbook checks each change amount against the Allowed Signs for Change Amount setting configured for that type on the Setup > Events > Event Types or Activity Types tab. The rule applies to both the top-level change amount and the individual tank and cargo hold rows, including attached asset tanks and cargo holds. If you enter a value with a sign that isn't allowed, the field fails validation, and you can't log the entry until you correct it.

These adjustment entries now behave consistently with Add Fluid, which already validates the sign of the change amount.

Mark Logbook Entries as Billable, Customer Ready, or Shore Only

You can now configure your event and activity types to include three new checkboxes, so you can flag logbook entries for billing, for customer-facing reports, or for shore staff only:

• Billable: Marks an activity or event as billable.

• Customer Ready: Marks an entry as ready to share with customers. When you print a Traffic Report from the Logistics > Dispatch > Traffic tab, you can choose to include only the entries you've marked Customer Ready.

• Shore Only: Marks an entry as relevant to shore staff only. These entries don't appear in the onboard Logbook or in printed logbook and voyage reports, but shore staff can still see them in Logistics.

Configure the display options for each checkbox per event or activity type on the Setup > Events > Event Types and Activity Types tabs. By default, they're hidden, so they won't show until you set those options.

Voyage Invoice Improvements

We made several improvements to give you more control over your voyage invoices:

• Custom invoice templates: You can now create custom layouts for your voyage invoices. We added Voyage Invoice as a template type on the Setup > Reports > Styles tab, and a new Template list on the Invoice Preview window lets you choose which layout to use.

• A template saved with each invoice: The template you choose is saved with the invoice, so reopening or reprinting it always uses the same layout. A new Template column on the Invoices tab shows which layout each invoice uses, and existing invoices use the default layout.

• Purchase order and reference invoice on line items: Each line item now has its own Purchase Order Number and a Reference Invoice list to link it to another invoice, and line item descriptions can hold more text.

• Automatic defaults from the voyage: When you generate an invoice, the Service Start Date, Service End Date, and Trip Number fields fill in automatically from the voyage and stay editable, so you can change them before you save.

Record Asset Positions in Your Logbook

You can now record an asset's position, including its location, direction, and speed over ground. This gives you a consistent way to log where an asset is and which way it's heading, keeps each asset's last known location up to date, and shows at a glance whether the asset is moving.

We added a new Asset Position event type on the Setup > Events > Event Types tab. After you configure it, you can log an asset's position from the Onboard > Logs > Logbook tab the same way you log any other event. You can link the entry to a voyage, and it supports the standard Billable, Customer Ready, and Shore Only options.

Helm CONNECT Personnel

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

Equivalent Certifications Now Count Toward Requirements

We improved how Helm CONNECT handles the certification equivalencies you've set up. When a crew member holds a certification you've configured as an equivalent, it now counts toward the requirement it covers, so they're no longer flagged as missing a certification they effectively have. This keeps your compliance views accurate instead of showing false gaps.

On the Crew Certifications tabs, a new Satisfied indicator marks any certification covered by an equivalent, and a new Equivalency filter lets you hide those or show only them, so you can focus on the gaps that need attention. When you select a certification, a banner shows which certification covers the requirement.

Your Column Layout Now Saves Automatically

We made a few updates so the tabs in the new Crew Certifications module remember how you've set them up:

• Your layout is saved: Your column order, column visibility, and sort order now save automatically and are restored when you return, instead of resetting every time you reload the page. This applies to all five tabs: Crew Certifications, Certification Categories, Certification Types, Certification Requirements, and Responsible Parties.

• Your view mode is remembered: The Crew Certifications tab also remembers which view mode you last used: Current, Requests, or Historical.

• Reset when you need to: To go back to the default layout, use the Reset Columns option in the column settings (the gear icon in the top-right corner of each tab).

Catch Errors Before You Save a Bulk Certification Renewal

In the Crew Certifications module, we improved the Bulk Renew window so it checks your data before saving, rather than saving the rows as you pasted them. After you paste your certification data, each row is validated right away so you can fix problems before any records are written.

• See what needs fixing: Cells missing a required value are highlighted in red, and cells with a value that can't be matched, such as an employee number, certification type, date, or asset that isn't recognized, are highlighted in amber. The Renew Status column tells you what to fix on each row or shows "Valid" when a row has no issues.

• Catch duplicate rows: If the same crew member and certification type appear more than once in your pasted data, those rows are flagged before you save.

• Skip rows that haven't changed: Rows that already match an existing certification are skipped automatically so you don't create duplicates. Select the new "Force save" checkbox in the toolbar to save them anyway.

• Use more date formats: The Obtained Date and Expiry Date columns now accept many date formats, not just YYYY-MM-DD.

• A handy shortcut: Since the Tab key moves between fields, you can press Ctrl+Enter to insert a tab between columns in the paste area, so you don't have to switch back to a spreadsheet.

Track Seniority by Position on Employee Profiles

We added two new fields, Seniority Date and Sequence Number, to each position on the Management > People > [person's name] > Details sub-tab, so you can track seniority in Helm CONNECT without a separate spreadsheet. Both are optional.

Once a position has both a seniority date and a sequence number, a Show Sequence button appears next to it. Clicking it opens a window listing everyone else who shares the same position and seniority date, ordered by sequence number.

Filter Payroll Requests by Status Reliably

We fixed an issue that returned an error and no results when you filtered Payroll Requests by status on the Personnel > Payroll > Payroll Requests tab. You can now filter by a single status or combine several, and the results load correctly.

We also improved how the filters handle large selections. Previously, selecting more than 15 filter values at once caused an error with no explanation. Now a warning tells you that too many are selected, and the Apply Filters button stays disabled until you reduce the selection.

See Approval and Update History in Your Exported Time Off Data

In the Crew Scheduling module, we added several columns to the time off export to Excel so you can see who approved time off and when, as well as who created or last updated each entry. When you select Export Time Off Data (excel) from the Export Data menu (⋮) on the Personnel > Schedule > Schedule tab, the Excel file now includes the Employee Number, Person Id, Approved By, Approved Date, Created Date, Last Updated, Updated By, and Notes columns.

See More Detail in Your Safe Manning Warnings

We added more detail to the Safe Manning warning in the Crew Scheduling module so you can see which positions need attention and why, instead of just knowing something's off. Each crew row now shows a color-coded status dot, so you can tell at a glance whether a crew member is qualified, their certification is expired or missing, or the position is unfilled. The rule header includes counts of expired, missing, and unfilled positions, and you can hover over a row to see the certification involved and its date.

Download Your Certification Warnings to Excel

In the Crew Scheduling module, we added a Download button to the Warnings window on the Personnel > Schedule > Schedule tab so you can download your certification warnings to Excel and work through them all in one place. The file includes the crew member, asset, position, assignment dates, certification details, and status for each warning.

Export Your Diary Notes to Excel

In the Crew Scheduling module, you can now export your Diary notes to Excel, so you can share, archive, or review them outside Helm CONNECT. We added an Export button to the Notes panel on the Personnel > Schedule > Schedule tab. The Excel file covers the dates you've filtered by and includes the date, asset, and note text, plus who created and last updated each note and when.

Take More Control of Schedule Conflict Warnings

In the Crew Scheduling module, we added a new Conflicts tab to your Schedule settings, giving you more control over crew conflicts and certification warnings. The new tab has three settings:

• Historical Warning Window: Moved here from the General tab, this hides warnings for certifications that expired beyond the number of months you choose.
• Future Warning Window: This new setting hides warnings for certifications expiring beyond the number of months you choose, since those are usually renewed before they come due.
• Assets Excluded from Conflict Checking: Choose the assets you want to exclude from crew conflict checking, so scheduling crew on them doesn't create conflicts with their other assignments.

Find Crew with Gaps in Their Schedule

In the Crew Scheduling module, we added a new Missing Schedule option to the Filter window on the Crew tab, making it easy to find crew who have any days with nothing scheduled. Set a date range, and the results include anyone with at least one full day that has no schedule, vacation, or time off, so you can spot and fill the gaps.

Edit Multiple Timesheet Entries at Once

In the Timesheets module, we added a new Bulk Edit option to the Actions menu (⋮), so you can update many timesheet entries in one step instead of editing them one at a time. After you select the entries, the Bulk Edit window lists the fields you can update, shows how many rows will be updated, and lets you clear a field's value with its Clear checkbox.

Copy a Value Down the Timesheet Grid

In the Timesheets module, you can now copy a cell's value down the timesheet grid by dragging, instead of retyping it into each row. When you hover over a cell that supports this, a small blue dot appears in its bottom corner. Click and drag the dot down to copy the value into the cells you drag over.

Filter Timesheets by Division

In the Timesheets module, we added a Division option to the timesheet filter, so you can now show only the timesheets for the crew in a specific division.

Set Your Calendar's Start Day and See More Assets

In the Crew Scheduling module, we made a couple of improvements to the Calendar. You can now choose which day of the week the calendar starts on, instead of it always starting on Sunday. We also compacted the layout so you can fit more assets on the screen at once.

Fixes in the Crew Scheduling Module

We fixed the following issues:

• You couldn't schedule a crew member with a future position start date onto a future schedule.
• Diary entries weren't sorted in chronological order.
• When multiple people or browser tabs edited the same schedule at the same time, changes could be overwritten or saved incorrectly. Helm CONNECT now warns you when the schedule changes while you're working, so you can review it before you save.
• Inactive crew members weren't distinguished in the schedule. They're now marked with an [Inactive] prefix on their name.
• Crew names sometimes didn't appear on the calendar.

Fixes in the Work Rest Module

We removed a duplicate Person ID column from the CSV export.

Fixes in the Timesheets Module

We fixed an issue where the timesheet filter and dropdown lists 

Helm CONNECT Analytics

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

Maintenance Pro

New Requisitions Dashboard

We added a new Requisitions dashboard that gives you a comprehensive view of requisitions across your fleet operations. Use the tabs at the top to switch between Open Requisitions and Closed Requisitions views. You can now:

• Identify the top requisitions that need immediate attention

• See which vendors have the most requisitions pending

• Compare vendor pricing to identify which vendors supply parts at lower cost

• Plan procurement by division and vendor to maximize savings

• Analyze requisition cycle time to see how long requisitions spend in each status and identify bottlenecks in your workflow

New Inventory Dashboard

We added a new Inventory dashboard that gives you a view of inventory health and value across your assets. You can now:

• See which parts are out of stock

• Identify parts below the minimum required quantity

• Flag overstocked items

• View the worth of parts stocked on each asset

• Break down inventory value by part and category for detailed cost visibility

Maintenance Pro Tasks Dashboard Improvements

We made several improvements to the Maintenance Pro Tasks dashboard:

• We added Component Type to the dropdown in the Average Tasks per Month visual

• We added a new visual, # Tasks Opened by Month, with dynamic break by Severity and Task Type

• The View button now opens the actual task record instead of the task history entry

• We added a new Task Type dashboard filter

Compliance Pro

Compliance Pro Audits Dashboard Improvements

We made several improvements to the Compliance Pro Audits dashboard:

• We added a new option, Excl. Zero-Finding Assets, to the Avg Findings per Asset metric so you can exclude assets without findings for a clearer view

• Non-Conforming Findings now displays the numerator and denominator values alongside the percentage, so the math behind the metric is visible

• We added a new dashboard card for Audits with Non-Conforming Findings

Compliance Pro Forms Dashboard Improvements

We made several improvements to the Compliance Pro Forms dashboard:

• We added a new date selection option alongside the existing Last X Days filter so you can view form completion insights from any selected date up to today

• You can now show or hide the Asset column in the Form Matrix - Crew Monthly table

• We added a new dashboard filter, Currently Onboarded, that automatically sources onboarded status from the Crew Changes page so your Crew visuals can display only currently onboarded personnel

Logistics Pro

Rebuilt Vessel Utilization Activities Dashboard

We rebuilt the Vessel Utilization Activities dashboard from the ground up to give you deeper insight into fleet performance. You can now:

• Monitor fleet availability, utilization rates, and downtime

• Group activity types into activity groups for higher-level analysis

• View hours worked per activity group

• See, for each day, how the 24 hours were distributed across hours worked, hours out of service, and hours with no activity

Logistics Pro Management Dashboard Improvements

We updated the Revenue Distribution visual so that all revenue-related values now display with two decimal places for improved accuracy and consistency.

Helm CONNECT Reports

Helm CONNECT Permissions

In this release, we made the following changes to the permissions on the Setup > Users > Roles tab.

Onboard > Sort Spaces By Grace Period

We removed this permission. The setting it controlled has moved to the new Setup > Tenant Preferences tab, where it's now a tenant preference instead of a permission.

Setup > Tenant Preferences

We added a new permission that controls who can view and edit the new Setup > Tenant Preferences tab. Although this new permission will be automatically added to your tenant and your Admin role, you must manually add it to any other roles that need it.

Setup > Spaces

We split the Setup > Spaces permission into two child permissions for more granular control:

• Setup > Spaces > Preset Spaces: Lets users view and configure preset spaces. It doesn't give access to custom spaces.

• Setup > Spaces > Custom Spaces: Lets users create and configure custom spaces. It doesn't give access to preset spaces.

Users who previously had the Setup > Spaces permission automatically receive both.

Helm CONNECT API