Asset Management - Release 9.44

UAT Release Date: October 2026
Live Release Date: November 2026

We have been enhancing Asset Management since the last release, adding new features and addressing known issues to improve quality.

Some features may require additional setup by Totalmobile. If needed, reach out to your Account Manager for access details.

These Release Notes cover the following:

What's New

  • Bulk Updates via Import

    Enhancements have been made to Configuration section > System Data.

    Bulk updates can now be completed via .csv import. Previously, System Data entities could only be created via .csv import, requiring administrators to edit individual records manually within the relevant section of Asset Management for any subsequent changes. The Import options within System Data now support combined Create and Update workflows:

    • System Data > Asset Categories & Subcategories

      • Existing Asset Categories and Asset Subcategories can now be updated in bulk by matching on the record Code.

      • Category names and Is Active status can be updated directly via .csv import.

      • Subcategory metadata, default templates, unit/replacement costs, expected lifetime, and forecasting flags can be updated directly via .csv import. Changing the lifetime via the import automatically triggers standard lifecycle recalculations.

    • System Data > Property Types & Templates > Property Templates

      • Full .csv import update support for Property Types and Property Templates matched by Code.

    • System Data > Units of Measure

      • Existing Unit of Measure and Is Active status can be updated directly via .csv import by Code.

    • Seamless Export and Reimport Compatibility

      • System Data exports now output standard codes and friendly names rather than internal database IDs, allowing files to be exported, modified in Excel, and re-imported directly without manual data transformation.

  • Advanced Compliance Filtering - Dynamic Timeframes and Relational Date Filters

    Enhancements have been made to Overview section Portfolio > Filters, and Overview section > Forecasting > Filters.

    • Compliance filtering has been extended to include Compliant Until Date and Last Compliant Date.

    • Compare directly against Calculated Replacement Date, Condition Last Updated Date, Date Installed/Removed, and Planned/Suggested Replacement Date using Equals, Greater Than, or Less Than operators.

    • Filter by rolling intervals including Today, Yesterday, Tomorrow, This Week, Last Week, Last X Days, Next X Days, Months Ago, or a custom Within (X to Y days) range.

  • Portfolio Export Enhancements

    Enhancement have been made to Overview section Portfolio > Export.

    Exports now include the Parent Asset, Parent Asset Address and Customer External ID, providing complete property context for exported asset records.

  • Descriptive Export File Names

    Enhancements have been made to the Exports within Configuration section > System Data.

    The .csv exports for Units of Measure and other sections now generate meaningful file names containing the entity type and time stamp for example replacing generic ID names like 4392.csv with UOM_Export_13102026_134200.csv.

  • Downloadable Warning Logs

    Enhancements have been made to Configuration section > System Data > Import Logs.

    The Download Import Issues report is now available in Import Logs when an import finishes with warnings only, previously this was only generated if errors were found.

  • Concurrent Import & Edit Protection

    Enhancements have been made to Configuration section > System Data.

    Concurrency locks on the sections within System Data are now in place to prevent simultaneous imports or conflicting manual edits from overwriting changes or creating duplicate records.

  • Flexible Case-Sensitivity & Uniqueness Handling

    Enhancements have been made to Overview section Portfolio > Import.

    The Import now accepts Boolean values in import files with flexible case-sensitive such as, TRUE, true, True. There is also enforced case-insensitive validation on asset identifiers in order to prevent duplicate records differing only by capitalisation.

  • Job Management (Connect) Integration Improvements

    Enhancements have been made to integration between Asset Management and Job Management (Connect).

    • The Warranty synchronisation field mappings have been aligned for external references, cover plan levels and supplier assignments.

    • Additional synchronisation logic has been added to ensure the Asset History in Asset Management is aligned when job codes are unassigned or deleted from an order in Job Management (Connect).

  • Cyclical Programmes Configuration Synchronisation Improvements

    Enhancements have made to support cyclical programme configuration data to ensure order lead times and programme settings synchronised from Job Management (Connect) are stored and maintained accurately, reducing the risk of synchronisation issues and data loss.

Fixes

Ref

Description

AM-7636

An issue has been fixed where saving a dashboard KPI widget with multiple filter conditions or custom fields only saved the first filter. All configured filters now save and apply correctly.

AM-8362

An issue has been fixed with an inconsistency where the summary number displayed on a KPI widget card did not match the row count in the exported .csv.

AM-8183

An issue has been fixed with an error that caused export tasks to fail when filtering the Portfolio by a specific asset group.

AM-8131

An issue has been fixed where manual updates made on the asset Compliance tab were omitted from the Compliance History audit log.

AM-8154

An issue has been fixed so turning off the Include in Forecasting flag on an Asset Subcategory now immediately removes all associated assets from Forecast Results and recalculations.

AM-8622

An issue has been fixed with broken hyper linking on the Parent Asset name in the Asset Register table view.

AM-7081

An issue has been fixed where multiple warning banners stacked on top of each other when entering asset quantities.

AMSUP-14

An issue has been fixed where the Customer External ID set in Job Management (Connect) failed to synchronise onto the corresponding property in Asset Management.

AM-8396

An issue has been fixed with the integration which prevented asbestos survey and inspection records from syncing to Asset Management when optional fields were sent as null or blank from Job Management (Connect).

AM-6675 AM-6676

An issue has been fixed with delays in transitioning import files from Ready to In Progress, and eliminated intermittent hangs during the Finalising stage for large files.

AM-8201

An issue has been fixed where cancelled imports remained stuck in the Created state instead of updating to Cancelled.

AM-8324

The duplicate validation error messages on Property Type uploads has been improved to clearly identify the conflicting row and code.

AM-5539 AM-8074

An issue has been fixed to hide the internal Job Management (Connect) mastering toggles from Role Configuration and strictly enforce validation during imports to prevent unauthorised template creation when Job Management (Connect) mastering is active.

AM-7887

An issue has been fixed with the asset History tab where inconsistencies in entries had been found.

AMSUP-37

An issue has been fixed where the Asset Management compliance until dates were not being calculated correctly following new order creation in Job Management (Connect).

AMSUP-41

An issue has been fixed where the Compliance Until Date was being incorrectly recalculated following the creation of a new order.